Why $ETH Value Accrual Is Dead & Bitcoin's Days Are Numbered I Bullpen Roundup w/ 0xBreadGuy

In this week's Bullpen Roundup, we are joined by @0xBreadGuy who brings his analytical and spicy Twitter takes to the podcast medium. We discuss Eth's continued search for a credible value accrual narrative, why DA commoditization is inveitable, which L2's builders should be focusing on, any reasons to remain bullish on Eth, and whether Btc will lose its number 1 status within the next 5 years... - - Episode Resources Follow Bread : https://Twitter.com/0xBreadGuy - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod - - Time Stamps (0:00) - Are L2s Net Negative For Eth? (7:29) - Is DA Valuable? (15:32) - One Sided Relationship From L2s (21:41) - Which L2s To Build On (28:55) - Reasons To Be Bullish Eth? (33:33) - Is Chain Abstraction Overhyped? (40:44) - Eth DA Will Never Be Sufficient (44:37) - L2 Incentives To Become An L1 (49:25) - Where Is Bread Aligned (53:17) - End State Architecture For L1s (55:01) - State Of The Market (1:01:09) - Is Bitcoin A Special Snowflake?

Om Podcasten

Think beyond Ethereum and dive deep into the world of next generation blockchains. Join us as we engage with founders, engineers, researchers, investors, and critics of high-throughput, low-fee, parallelized blockchains like Solana, Monad, Sei, and more. Unlayered is for crypto natives eager to stay updated with the latest developments, complementing shows that focus primarily on Ethereum and its layered scaling approach.