214 - L2 Tokens: Bullish or Bearish? with Sassal, Jordi, & Ippolito

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-l2-tokens/

------ Are Layer2 Tokens bullish or are they just worthless governance tokens?

We’ve brought a team of expert panelists to help us answer that exact question.

Mike Ippolito, Jordi Alexander and Anthony Sassano explore Layer2 business models, where value is accrued and how to capture that upside.

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------ TIMESTAMPS

0:00 Intro 7:50 L2 Value Capture 13:37 Short-Term vs Long-Term 17:30 L2 Business Model 28:24 Worthless Governance Tokens? 42:04 Immutable & Base 53:40 Vertically-Integrated Chains 1:05:24 Do L2s Need Tokens? 1:15:38 L2 Experimentation 1:32:44 Capturing L2 Upside 1:38:44 Closing & Disclaimers

------ RESOURCES

L2Beat https://l2beat.com/scaling/summary 

ETH in 2024 https://www.youtube.com/watch?v=0rPF8zNnfnE 

Anthony Sassano https://twitter.com/sassal0x 

Mike Ippolito  https://twitter.com/MikeIppolito_ 

Jordi Alexander https://twitter.com/gametheorizing 

------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

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See our investment disclosures here: https://www.bankless.com/disclosures