Investing in the Future ft. Multicoin's Tushar Jain
Raoul Pal: The Journey Man
Valuation Insights: Ethereum vs. Layer 2 Solutions and the Role of MEV
This chapter explores the valuation of Ethereum in relation to Layer 2 solutions, highlighting the market's understanding of their interconnectedness. The speakers introduce a three-part framework for assessing value, focusing on Miner Extractable Value, commodity characteristics, and qualitative factors related to money.
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