Are You Over Allocated to L1s & Under Allocated to Apps? w/ Avichal
The Milk Road Show
Intro
This chapter explores the current cryptocurrency market cycle, delving into the implications of meme coins and Layer 1 protocols. It also addresses the recent hacking incident at Bybit, discussing vulnerabilities and the potential impact of AI on the crypto landscape.
Today, on The Milk Road Show, we are joined by Avichal, co-founder of Electric Capital. In this episode, we explore a critical question: are you over-allocated to L1s and under-allocated to the applications built on top of them? Avichal provides his insights into the current L1 landscape, discussing the potential for oversaturation and where value will accrue.
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🎙 GUEST INFO 🎙
Avichal: https://x.com/avichal
Electric Capital: https://x.com/ElectricCapital
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⏱ TIME POINTS ⏱
00:00 - Intro
01:27 - The Bybit hack explained
05:40 - Current crypto market analysis
10:49 - Are memecoins good or bad for crypto?
22:30 - Is the L1 landscape crowded and where will value accrue?
36:49 - Should you invest in crypto AI?
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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