This week, Sale, Dave and Zen Llama get together for a Bullpen roundtable episode to discuss the recent run up in celebrity backed memecoins and whether they are a net positive for the space. We then discuss the rise of Ton and the potential future threat of high distribution blockchains, who won the Toly vs Justin Drake debate, and how Monad is starting to bootstrap its developer community.

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Time Stamps

(0:00) - The Argument For Celeb Memecoins

(14:17) - Where Are The Apps This Cycle?

(16:15) - L1 vs L2 culture

(22:35) - Will Eth Lose First Mover Advantage?

(19:18) - Future of Stablecoins on Eth

(23:25) - The Rise Of Ton and High Distribution Blockchains

(35:58) - BNB Outperformance

(38:57) - Sol vs Eth Value Accrual

(42:56) - Is Economic Security a Meme?

(49:12) - How Monad is bootstrapping it’s developer community

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Podcast Resources

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