@matthewfox
A combination of cost variance and the reality of L2 scaling over the next 2 years (Demand > Supply for forseable future)
The post talks more in the details but I left out thoughts on base scaling for brevity
https://paragraph.com/@matthewfox/clankermon-the-chain?referrer=0xA5D224B43EAB837aa2Ee9C6Ed727f1613f301A5E