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A little late but this is actually a very interesting take.
It would mean that governance tokens of L2s would follow ETH price + it would permit you to leverage the sequencer revenue on top of the ETH exposure.
$ARB currently has a $2.3b mcap while having only $30M of ETH.
For $OP it's even worse, it has a $1.2b mcap while having as low as $200k of ETH(ouch).
It will finally allow for L2 tokens to be investable even though it will hurt a bit at the beginning. Being dumped on retails are their only utility currently, so let's change that to serve the DAO.
I remember a proposal to give 50% of the sequencer fees to $ARB holders but it didn't seem to succeed.
2.7. klo 19.56
- 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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