I have a very strong disagreement around the 50-minute mark where DeFi Dad claims that the L2 fragmentation is not really a problem and that this is mostly a psyop promoted by Solana Maxis.

This is completely false.

We have hundreds of recordings from potential users wanting to use KN. They go on our KiwiPass Mint page, then they find that they don't have Optimism ETH and they close the page. Hundreds, if not thousands of people have done it.