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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