Ignas | DeFi|7月 02, 2025 11:56
- Layer 2s acquire ETH for their treasury.
- The treasury is owned by L2 token holders, such as ARB or OP.
- L2 tokens are sold for ETH until assets under management align with the L2 token market cap.
- L2 tokens become investible.
Implementing a strategy playbook for L2s is a smart move :)
Problem 1: L2s don't generate enough fees to buy back enough ETH, but selling L2 tokens works.
Problem 2: Can token holders efficiently manage the ETH treasury within a DAO model?
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