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Felipe argues Layer3 is positioned as the gateway to the onchain economy, having delivered 1M+ users to Linea and achieving >70% retention rates, making it the default entry point for protocols seeking proven onchain users alongside financial aggregators like Coinbase and Binance.
Felipe sees Euler V2 as a landmark for onchain finance, with its modular architecture enabling superior composability compared to monolithic lending protocols. The modular design unlocks more sophisticated financial primitives and deeper market functionality that monolithic systems cannot achieve.
Felipe argues Banana Gun commands significant orderflow in crypto markets, making it a compelling business despite operating outside traditional market benchmarks, comparable to overlooking quality investments in conventional markets.