Episode 3: The Economics of Ethereum L2s

How does value flow through the Ethereum Tech Stack?

December 1, 2023Michael Nadeau
Episode 3: The Economics of Ethereum L2s

If you don't know your numbers, you don't know your crypto!

In this week's episode of The Rundown, Shiv and I discuss the elements of the Ethereum tech stack and the economics of Ethereum Layer 2 networks.

  • What are the margins of Ethereum L2s?

  • How much revenue is running through L2s today?

  • How many transactions do they need to support to onboard the next billion users?

  • How do their fundamentals stack up against each other and the alternative L1s?

  • What are some good mental models for thinking about L2s and value accrual?

We covered these topics and much more (including Bitcoin Mining Energy FUD 😁)

We hope you enjoy the episode!

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