the best $linea bull case thesis fleshed out i've seen
The $LINEA Bull Case 🧵
To preface, this is a long read. But I'm confident Linea has potential to be THE PvE trade of Q4.
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This entire cycle, ETH L2s have been faded and made fun of: Blast, Arbitrum, even Base.
People say they're not needed because they're "cannibalistic" and "take away" from ETH itself.
To add to the already horrible sentiment, ETHBTC has been in an HTF downtrend until the last few months.
But what if an L2 wasn't cannibalistic or extractive? What if it actually helped ETH?
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