First off, credit to @santiagoroel and @hosseeb, really enjoyed this debate. We need more of these in the space, not less. 1. We still have a demand problem, and that needs to shift. @inversion_cap is doing something interesting, but as an industry we also need investors to broaden their lens. Back different types of opportunities. That’s part of the job. 2. And if you want a project to scale, you don’t need to push it into a multi-billion FDV on day one. Start at a reasonable level, build momentum, and focus on teams bringing new business models on-chain. That’s where real growth comes from and hopefully also your future FDV.

CounterParty TV
@counterpartytv
12-04
Threadguy: Santiago vs Haseeb FULL L1 Debate TIMESTAMPS: 00:00 – Debate Kickoff 03:17 – Are L1s Overvalued? 08:13 – Exponential Tech Argument 12:56 – Fees, Value Capture & Monetization 18:02 - L1 Moats 22:39 - How to value a chain? 29:01 - Networks as Cities 39:55 -New L1s:
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