The Evolving Landscape of Layer 2 and Investment Strategies

ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?

We’ve got Anthony Sassano on the podcast today. He’s a notable angel investor,  ETH bull, and creator of Ethereum podcast The Daily Gwei. Anthony is here to bring us some clarity to all the noise that has been going around the ETH price these days. He answers the criticisms, gives us the bull case and tells us what’s next.

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------ TIMESTAMPS

0:00 Intro 5:01 How is Ethereum Going? 8:52 Why is ETH Down Bad? 19:43 Are L2s Parasitic? 34:02 Is Ethereum Security Overkill? 39:41 ETH vs SOL Metrics 46:32 Making the L1 Great Again 54:41 ETH Pincer Attack 1:01:21 Investors Barbell Strategy 1:05:42 Ethereum’s North Star 1:12:57 ETH Bull Catalysts 1:18:25 Based Rollups 1:28:07 Ethereum’s Marketing Problem 1:37:37 What’s Next for ETH 1:48:46 Closing Thoughts

------ RESOURCES

Anthony Sassano https://x.com/sassal0x  

The Daily Gwei https://www.youtube.com/c/TheDailyGwei  

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