Navigating Bitcoin's Evolving Landscape

Welcome to “The Chopping Block” – where crypto insiders Haseeb Qureshi, Tom Schmidt, Robert Leshner, and Tarun Chitra chop it up about the latest news. In this episode, the gang plays “guess the chart” and takes a deep dive into the booming world of Ethereum Layer 2s.

Show highlights: 

• how much Layer 2s are spending to post data to Ethereum
• whether L2s suck up all the value of ETH
• the challenge of providing a good user experience across multiple rollups
• how the underlying technology of security is not improving but attackers are getting more sophisticated
• whether centralized lending in the industry is dead
• why crypto users still hold stablecoins that yield much lower than Treasury bills
• the new approach to bringing real-world assets and tokenized yields to blockchains
• whether all L2s are running via proof of authority
• whether alternative Layer 1s are dead or are actually more important than ETH L2s

Hosts

• Haseeb Qureshi, managing partner at Dragonfly 
• Robert Leshner, founder of Compound 
• Tarun Chitra, managing partner at Robot Ventures
• Tom Schmidt, general partner at Dragonfly 

Disclosures

Links

Hildebert’s charts

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