L1 and L2 crypto tokens Loading... : Investor Sentiment and Bull/Bear Views

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21:22
Jul 02
Avi Felman Principal, GoldenTree Asset Management 1000x Podcast
Short L1/L2s, long Robinhood/Bitcoin.
Robinhood's plan to issue tokenized stocks initially on Arbitrum but eventually on its own L2 signals that L1s and L2s are commoditized. Avi points to the Solana ETF and Jupiter as examples where expected catalysts generated no demand. He suggests buying Robinhood and Bitcoin while shorting L1 and L2 tokens against them.
MED

About L1 and L2 crypto tokens Investor Commentary

Across the available history and selected sources, Buzzberg tracks L1 and L2 crypto tokens across 1 sources: 0 bullish vs 1 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.