180 - Top 5 Bear Market Bets with Avichal Garg & Sanjay Shah of Electric Capital

<p>Nothing tests your conviction like a bear market. This is an opportunity to test what you think you know, refine your thesis, and make your bets for the next leg up.</p> <p>Avichal and Sanjay are long time crypto investors and at VC fund electric capital. What are they betting on during the bear market?</p> <p>We discuss 5 of the most pressing questions facing crypto investors during the bear market including…</p> <p>1) L2 tokens - Are L2 tokens they worth something or they just worthless governance tokens?</p> <p>2) AltL1s…Will the ETH killers make a comeback?</p> <p>3) Multichain world - Millions of L2 chains or a few big winners?</p> <p>4) Restaking - big deal or overhyped?</p> <p>5) What Avichal things are this cycle’s alt-coins.</p> <p>Episodes like this are an opportunity to sharpen your insights as a crypto investor. Don’t take these ideas as gospel. Wrestle with them. Test them. Make them your own. We’ll have other Bear Market Bets episodes with other perspectives, so this isn’t the last.</p> <p>------</p> <p>🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀</p> <p><a href= "https://bankless.cc/GoToPermissionless">https://bankless.cc/GoToPermissionless</a> </p> <p>------</p> <p>BANKLESS SPONSOR TOOLS:</p> <p><br /> 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE</p> <p><a href= "%E2%81%A0https:/k.xyz/bankless-pod-q2%E2%81%A0">⁠https://k.xyz/bankless-pod-q2⁠</a></p> <p><br /> 🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE</p> <p>⁠<a href= "https://bankless.cc/MetaMask%20%E2%81%A0">https://bankless.cc/MetaMask</a> </p> <p><br /> ⚖️ ARBITRUM | SCALING ETHEREUM</p> <p><a href= "%E2%81%A0https:/bankless.cc/Arbitrum%20%E2%81%A0">⁠https://bankless.cc/Arbitrum</a></p> <p><br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK</p> <p><a href= "%E2%81%A0https:/bankless.cc/Mantle%20%E2%81%A0">⁠https://bankless.cc/Mantle</a></p> <p><br /> 👾POLYGON | VALUE LAYER OF THE INTERNET</p> <p><a href= "https://polygon.technology/roadmap">https://polygon.technology/roadmap</a> </p> <p><br /> ------</p> <p>Timestamps</p>