High-throughput L1s Loading... : Investor Sentiment and Bull/Bear Views

Loading chart...
Top Calls

No data yet

Price change since each call, adjusted for long/short direction. Results calculated:

Feed
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
All Content
Source feeds
Buzzberg Top 50
All market capsNo capitalization filter
200 B and aboveMega
10 B to 200 BLarge
2 B to 10 BMid
0 to 2 BSmall
Custom
Enter market cap range in B USD
All directions
▲ Long
▼ Short
⛔ Avoid
✂ Close
◦ Others
Any score
LOW+
MED+
HIGH
? ?
20:30
Feb 19
Avi Felman Principal, GoldenTree Asset Management 1000x Podcast
Short L2s, long high-throughput L1s.
The app-chain thesis is dead because seamless integration has not been solved and decentralization no longer drives value. Cosmos and Polkadot are done, L2s like Arbitrum and Optimism are done, and he would short a basket of those versus long a basket of high-throughput L1s.
HIGH

About High-throughput L1s Investor Commentary

Across the available history and selected sources, Buzzberg tracks High-throughput L1s across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Avi Felman.