# Thesis: EVM compatible and scalable chains will suck market cap from Eth while transaction fees are high

***tldr;*** Add here

## Questions
* How are we tracking this?
* Eth challenger marketcap (Polygon, Near & Avalanche, B) / gas prices, expect it to be constant but when rollups occur, gas prices will drop

* Where will the value accrue?

* Event Bridge

* How big an opportunity is this (Billions)?
* <s>0-1</s>, <s>1-10</s>, 10-100+

* Timeframe around this thesis?
* <s>Days</s>, <s>Weeks</s>, Months, <s>Years</s>

## Implications