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Shownotes
$MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and proximity markets could become core revenue streams, and how the team is thinking about appchains, AI agents, security, and Stage 2 decentralization.
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TIMESTAMPS
MegaETH Reaches TGE: KPIs and Milestones
The 10 Apps That Unlocked Launch
Composability for New Crypto Apps
World Markets as MegaETH’s Liquidity Hub
USDM and the First Revenue Stream
Co-Location, Low Latency, and Proximity Markets
Proximity Markets vs. MEV
Revenue and Token Value Accrual
Ethereum Decentralization as a KPI
Token Unlocks and Launch Supply
Terminal, Incentives, and Flux
MegaETH vs. Appchains
Could MegaETH Support Polymarket Scale?
AI Agents on a Fast, Cheap Chain
KelpDAO, Arbitrum, and L2 Decentralization
Life After TGE
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RESOURCES
Shuyao Kong
x.com/hotpot_dao
Lai Yang
x.com/yangl1996
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
