🚨2026 Messari Theses Podcast Drop (2/5)
In this episode, our analysts break down who’s really winning the L1 / L2 wars and what that means for the next cycle.
The team dives into:
• Ethereum’s 2025 comeback
• Arbitrum & Base breaking from the L2 pack
• What a Robinhood L2 means for rollups
• MegaETH’s token + native stablecoin bets
• Jeremy’s new L2 Disruption Factor
• Solana’s bid to be the “onchain NASDAQ”
• 2026 hot takes: Starknet, Monad, stables & more
🚨#BREAKING: President Donald Trump has officially announced that he will address the nation at 9 PM Eastern standard time on December 17
What could it be 👀