@basche42
Ethereum is in no man’s land
- Trading is basically lost to Hyperliquid (and shitcoin casino remains on SOL)
- Abandoning the L2 roadmap somewhat randomly and for no particular reason
- Not articulating any reason why it’s blockspace should be at a premium and instead talking about “scaling the L1”
- massive payments talent exodus to Tempo
- Base all over the place
- Nonfinancial use cases in a deep winter
Hard not to be relatively bearish
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