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Price change since each call, adjusted for long/short direction. Results calculated:
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20:00
Feb 20
Feb 20
L1 investing era is over.
The age of investing in smart-contract platforms/L1s is over, at least until block space becomes genuinely scarce or a new technology creates a real advantage; it doesn't feel close. He lists Ethereum, Solana, SUI, and L2s in this camp, implying avoid the category and instead underwrite business/value-flow tokens.
HIGH
09:00
Feb 07
Feb 07
L1s remain an interesting category.
Mike lists L1s and prediction markets as interesting net-new categories with high barriers to entry; breaking in is harder than before but still possible, making them worth watching for investors.
MED
About L1s Investor Commentary
Across the available history and selected sources, Buzzberg tracks L1s across 1 sources: 0 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 0% = 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. 2 total trade ideas tracked. Latest voices: Michael, Mike Ippolito.