Settling the Ethereum L1 vs. L2 Debate Using Data, With Dune’s Founder Fredrik Haga

What does crypto look like when you strip away the noise and just follow the data?

Fredrik Haga, co-founder of Dune, joins Amanda Cassatt for a conversation that cuts through the headlines and into the heart of what’s actually happening onchain. From the slow decline of NFTs to the real traction behind stablecoins and RWAs, Frederik offers an inside look into crypto’s shifting center of gravity and brings the data to prove it.

This episode moves charts as Frederik shares the personal cost of building a billion-dollar company in Norway and why a tax on unrealized gains forced him to leave the country he was building in. This is a conversation about what's really working in crypto and what's still getting in the way.

TIMESTAMPS:

00:00 On-Chain Metrics and Market Dynamics

03:03 The Rise and Fall of NFTs

05:55 Stablecoins and Real World Assets

08:54 Layer 2 Solutions and Their Impact

11:56 The Middle Class of Crypto

14:52 Mismatches Between Hype and Reality

17:53 AI and Crypto Intersections

20:54 The Founder’s Journey: Building Dune

23:41 Norway's Economic Challenges and Opportunities

29:40 Governance and Innovation in Crypto

RESOURCES:

Follow Fredrik Haga: https://x.com/hagaetc

Subscribe to Endgame: https://www.youtube.com/@endgamepodcast  

Amanda on X:  https://x.com/amandacassatt  

Serotonin on X: https://x.com/serotonin  

Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd   

Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440  

Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ