X @Ansem

RT CounterParty TV (@counterpartytv)Threadguy: Santiago vs Haseeb FULL L1 DebateTIMESTAMPS:00:00 – Debate Kickoff03:17 – Are L1s Overvalued?08:13 – Exponential Tech Argument12:56 – Fees, Value Capture & Monetization18:02 - L1 Moats22:39 - How to value a chain?29:01 - Networks as Cities39:55 -New L1s: Tempo, Monad & Competition51:07 - Why Didn’t ETH Set a Meaningful New All Time High?58:30 - What Would Santiago Do With $100 Million Dollars?01:10:02 – User Behavior & Fees01:15:19 – Final Positions & Conclusio ...