The Milk Road Show cover image

Why Most Layer 1s Won’t Justify Their Valuations in 2026 (And Where the Real Upside Is) w/ Santi

The Milk Road Show

00:00

Proliferation and eventual consolidation of L1s

Santiago predicts many highways now, later consolidation onto credibly neutral public infrastructure for big flows.

Play episode from 15:50
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app