$L1 Catalyst Posts

CounterParty TV @counterpartytv · 2025-12-04T06:22:30+00:00

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Threadguy: Santiago vs Haseeb FULL L1 Debate TIMESTAMPS: 00:00 – Debate Kickoff 03:17 – Are L1s Overvalued? 08:13 – Exponential Tech Argument 12:56 – Fees, Value Capture & Monetization 18:02 - L1 Moats 22:39 - How to value a chain? 29:01 - Networks as Cities 39:55 -New L1s:

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❤️ 218 likes · 🔁 41 retweets · 💬 50 comments 👁️ 83.3K views

Haseeb ＞|＜ @hosseeb · 2025-12-04T06:33:50+00:00

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Been seeing a lot of chatter about the "Great L1 Debate" earlier today between me and @santiagoroel . Clearly has tapped into many arguments people are having across CT. Watch the whole debate below. (Don't just watch the clips, we go really deep!) Who do you think won?

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❤️ 160 likes · 🔁 9 retweets · 💬 55 comments 👁️ 44.1K views

Ryan Watkins @RyanWatkins_ · 2025-12-04T14:03:22+00:00

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L1 valuation debates are hilarious because we still don’t even have a basic shared understanding of wtf L1s are at an economic level It’s been 10 years since Ethereum launched, and everyone is still talking past each other using their favorite metrics to justify their own bias.

❤️ 157 likes · 🔁 26 retweets · 💬 23 comments 👁️ 30.4K views

threadguy @notthreadguy · 2025-12-04T18:13:46+00:00

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my entire feed is debating L1 valuations

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❤️ 163 likes · 🔁 7 retweets · 💬 77 comments 👁️ 30.2K views

_gabrielShapir0 @lex_node · 2025-12-04T22:57:11+00:00

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Haseeb and Santiago should each form an army, everyone on CT is required to join one side, we play laser tag, winner determines whether we all buy L1 tokens or tokenized equity in regional HVAC stores

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❤️ 37 likes · 🔁 0 retweets · 💬 11 comments 👁️ 2.8K views

The Rollup @therollupco · 2025-12-04T18:14:57+00:00

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Rob and Andy go over The L1 Debate and the two competing frameworks for valuing L1s: GDP vs revenue

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❤️ 23 likes · 🔁 6 retweets · 💬 6 comments 👁️ 1.7K views

hoobi.eth @hubkotl · 2025-12-04T18:22:42+00:00

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altL1 people: L2s are not the future bro meanwhile @L2BEAT , @Nethermind and @Etherealize_io :

❤️ 8 likes · 🔁 0 retweets · 💬 0 comments 👁️ 400 views

A79 @a79degen · 2025-12-04T21:24:33+00:00

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L1s aren't going anywhere, but L2s are catching up fast

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❤️ 0 likes · 🔁 0 retweets · 💬 0 comments 👁️ 9 views