I think layer 2 designs that aren’t lightning have been ignored for way too long, but I also see this changing. By the time 2023 ends I expect alternative-L2s to raise more total funding than lightning companies this year, and I expect that’ll accelerate in the next few years.

There’s A LOT of work to be done on most of these ideas before they’re commercially viable, but I think that landscape will look very different very soon, and we’re going to see many new players in that arena.