Are You Over Allocated to L1s & Under Allocated to Apps? w/ Avichal

Today, on The Milk Road Show, we are joined by Avichal,
co-founder of Electric Capital. In this episode, we explore a
critical question: are you over-allocated to L1s and
under-allocated to the applications built on top of them? Avichal
provides his insights into the current L1 landscape, discussing
the potential for oversaturation and where value will accrue.





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GUEST INFO


Avichal: https://x.com/avichal


Electric Capital: https://x.com/ElectricCapital





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TIME POINTS


00:00 - Intro


01:27 - The Bybit hack explained


05:40 - Current crypto market analysis


10:49 - Are memecoins good or bad for crypto?


22:30 - Is the L1 landscape crowded and where will value accrue?


36:49 - Should you invest in crypto AI?





Disclaimer


The information presented in this video is for educational and
informational purposes only. It should not be considered as
financial, legal, or tax advice. The views and opinions expressed
by the speakers, are their own and do not constitute professional
advice. Investing in cryptocurrencies carries significant risks,
including the potential for substantial losses.