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Speakers (5)
Christian Lopez
Head of Blockchain and Digital Assets at Cohen & Company Capital Markets
Christophe Dubi
Olympic Games Executive Director, IOC
Sam Koppelman
Publisher, Hunterbrook
Sophie Huynh
Reporter, The Block
Tim Copeland
Co-host, Head of Growth at The Block
Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 08
OP
$0.19
$0.15 -21.1%
LONG David Krais
AI Lead at the Ethereum Foundation
"We are launching like two or three chains a week... on all Ethereum layer 2s." He also states, "The demand for blockchains and trust is essentially only going to grow" as agents conduct commerce. AI agents perform high-frequency, low-value transactions (micro-services). This volume is impossible on L1 due to gas costs, making L2s (Arbitrum, Optimism, Base) the primary execution environment. However, the reputation and final settlement anchor to Ethereum. This creates a flywheel: L2s get the transaction fees/volume, ETH gets the collateral/security demand. LONG. Group trade: ETH as the store of value/trust, L2s (ARB/OP) as the transaction rails. If agents move to high-throughput monolithic chains (like Solana) due to latency requirements, Ethereum L2s could lose the "Agent Economy" war. Unchained (Chopping Block)
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