Value Capture in Crypto
Polynya discusses the potential value capture of L One assets and the app layer in the crypto tech stack. While the app layer is expected to capture the most value, it depends on the quality of the L One asset. Ethereum's value capture is uncertain, but if it becomes a valuable asset, it could be due to its lasting use case in DeFi.In this clip
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Bankless
132 - Polynya's Crypto Thesis
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