Less Than 1% Is Onchain: Crypto's Biggest Opportunity Yet

Chapters

1. 00:00 Intro
2. 01:14 What Is Optimism and How Does Its Business Model Work?
3. 02:34 Why Do Companies Choose an OP Stack L2 Over Building Their Own L1?
4. 03:51 What’s the Pitch to Coinbase and Kraken and How Big Is the Market?
5. 06:42 Get Full Access to Milk Road PRO for Just $1
6. 07:17 How Does Optimism Defend Its Moat in a Million-Chain World?
7. 08:42 What Makes Toss and Korea’s Won Stablecoin Pilot So Important?
8. 10:16 Why Do Settlement, KYC, AML, and Privacy Matter on a Public Blockchain?
9. 12:09 Can Compliant Chains Still Preserve Cypherpunk Values?
10. 14:50 If Toss Works, Can This Model Scale Globally?
11. 17:45 Is U.S. Regulatory Uncertainty Holding Optimism Back?
12. 20:28 What Should the Relationship Between Ethereum L1 and L2s Look Like?
13. 23:12 Sponsor: Nexo
14. 23:46 How Does Optimism Create Value for the OP Token?
15. 26:16 What If the Million-Chain Thesis Is Wrong?
16. 29:56 How Does Optimism Price L2 Clients and How Does OP Capture Value?
17. 32:21 Wrap-Up

Chapters come from the timestamps in the video description.