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Andrew Huang and Brandon Curtis - Conduit, RaaS, and the Rollup Value Chain

I Pledge Allegiance

CHAPTER

Vantra's Answer to the L1 Bootstrap Problem

Zora came at it from a really different angle where they're minting like L2 native assets. The applications that we'll launch today are going to have some sort of tie back to value, because ultimately blockchains are these fee constrained ledgers and you're competing for space in those blocks. Solana, for example, focused a lot on cheap transactions, traders, DeFi with L2s. I think it's probably too alert to say. Arbitrum has a lot of native DeFi activity. And the OP stack is, I would say a larger variety, but is attracting a lot of companies, a many startups.

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