$L1 Catalyst Posts
December 03, 2025Single-day social intelligence recap and verified catalyst posts Β· β Back to $L1 Profile Β· Market Rankings
π¬ Curated Viral Posts & Community Evidence
10 source posts analyzedΒ· 2025-12-03T20:41:37+00:00the OFFICIAL L1 debate between @hosseeb AND @santiagoroel
Β· 2025-12-03T20:47:27+00:00Scale the L1. Scale blobs. Improve UX. It's happening.
Β· 2025-12-03T01:54:17+00:00You can only throw so many narrative jabs. The data hits harder. L1s are overvalued
βΆ Video Content SummarySample video description 40
Β· 2025-12-03T20:07:28+00:00Debate begins in 1:30 from now, me vs @santiagoroel on whether L1s are overvalued. Tune in on X / Twitch Pull up.
Β· 2025-12-03T23:57:19+00:00Santiago explains why L1 having moats doesn't change them being overvalued "The real question is, is the moat monetized? Linux has a great moat. Open source tech has great moats. But like is Tim Burner Lee, the inventor of the internet a billionaire? No. Who is? Mark Zuckerberg,
Β· 2025-12-03T06:39:29+00:00Most L1/L2 donβt die because of bad timing. They die because they had nothing new to offer. β’ No unique tech β’ No real usage β’ No privacy β’ No moat β’ No reason to exist once incentives dry up We have seen it again and again chains launch with hype, promise scalability,
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Β· 2025-12-03T21:44:31+00:00went from investing in L1s to inventing transfiguration
Β· 2025-12-03T16:50:09+00:00loving the bridgeless l1 concept here
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Β· 2025-12-03T00:20:17+00:00Lightning scaled Bitcoin. Small payments aren't happening on L1 anymore...
Β· 2025-12-03T13:22:39+00:00you can just build on L1