Ryan Sean Adams
👤 SpeakerAppearances Over Time
Podcast Appearances
It is Polygon getting, Polymarket getting all of this activity.
Of course, Polymark is on Polygon.
So it is receiving some of the benefits of this from a revenue perspective.
So pretty crazy here.
And you also see Polygon actually holding up.
So $1.1 billion in market cap.
Yeah, and it's not only that.
I think they have benefited the base chain more than the OP mainnet chain.
Because let's not forget, Optimism has the third largest Layer 2 by TBL, something like that.
But rather than accrue more apps and state and value there, a lot of that has shifted to the base chain.
And the base chain is like, oh, yoink, we'll take that.
I think it's an end of an era.
I think it's the end of the super chain era.
I think it's much more of a, you know, doggy dog world where, you know, every chain is defined by the strength of its chain.
Wait a second.
Ray Dalio-ing the chains.
This is John Hirshheimer.
Yeah.
Power dynamics.
Oh, excuse me.