We reached an L2 saturation point:Aave deployed on 16 chains, but the new deployments are operating at a loss (Soneium, Celo, Linea, zkSync, Scroll).As a result, Aave is unlikely to deploy on Bob BTC L2, even though it passed the temp check vote.Now, a proposal on the Curve forum suggests cutting all future or ongoing L2s.Reason? They generate barely $1.5k USD in fees while costing the team financial and time resources.Real tough time for undifferentiated L2s. ...

RT Ignas | DeFi (@DefiIgnas)Bullish news -> No pump? Buy & waitBearish news -> No dump? Panic before others.When early on Trump was spreading FUD with tariffs, the macro uncertainty didn't initially impact the market. But then the market dumped. HARD.I remember this clearly because @alpha_pls told me to sell, as he had learnt his lesson not to ignore macro during last cycle.Similarly, when ETF applications started and ETFs launched, it took time for price to pump. When it did, pumps were glorious.Same now.F ...

Bullish news -> No pump? Buy & waitBearish news -> No dump? Panic before others.When early on Trump was spreading FUD with tariffs, the macro uncertainty didn't initially impact the market. But then the market dumped. HARD.I remember this clearly because @alpha_pls told me to sell, as he had learnt his lesson not to ignore macro during last cycle.Similarly, when ETF applications started and ETFs launched, it took time for price to pump. When it did, pumps were glorious.Same now.Feeling bullish.mert | helius ...

"At a large enough scale, tokens would in effect turn private firms into public ones" - The EconomistBecause of this (and other reasons) "the view that crypto has not produced any innovations of note can be consigned to the past"- The Economist concludes.TLDR: We Won.Joe Weisenthal (@TheStalwart):If tokenization of private stock (a la Robinhood's efforts) takes off, I wonder if we're even going to talk about public vs. private companies in the future. May just be kind of a spectrum of various levels of liqu ...

Technology & Scalability - L1 zkEVMs 即将上线以太坊主网 [1] - zkEVMs 将显著扩展 gas 上限 [1] - zkEVMs 将支持原生 zk-rollups [1] Security & Decentralization - zkEVMs 不会牺牲以太坊独有的安全性、活跃性和抗审查性 [1]

Market Sentiment - Bullish on Ethereum due to Layer 1 scaling and user resurgence [1] - Expectation of Ethereum reaching $10 thousand rapidly [2] Technological Advancements - Ethereum Foundation plans to deploy zkEVMs to the Ethereum mainnet within a year, aiming for cheaper and faster transactions [2] On-Chain Metrics - Ethereum active addresses are approaching all-time high (ATH), surpassing DeFi summer levels [3] - Transaction count is also nearing ATH [3] - Transaction fees are at all-time lows [3]

RT Samyak Jain 🦇🔊🌊 (@smykjain)Fluid DEX just had the highest volume day doing ~$1.4B in 24hr volumes 🌊🌊🌊🌊🌊Also, earned ~$20,000 in revenue from all the swaps. The most earnings from DEX.After launching DEX Lite should probably add more $400-600M in volumes in days like today which is in it's final phases of going live! ...

Tokenomics & Airdrop - LINEA 将燃烧 ETH gas 费净收入的 20%，同时燃烧 LINEA 的 80% [1] - 初始空投的 10% 将分配，其中 85% 分配给社区 [1] Staking & DeFi Concerns - Bridged ETH 将被原生质押，Linea LP 将获得此收益以及来自 DeFi 活动的回报，目标是“顶级风险调整”回报 [1] - 行业关注 Linea 是否会像 Katana 那样在其 DeFi 生态系统中使用 bridged ETH [1] - Polygon 之前因提议在 DeFi 中使用 bridged 资金而引起了 FUD [2] - 行业希望看到关于 bridged ETH 将如何使用的更多细节 [2] - 考虑到 Eigen Labs 是联盟合作伙伴之一，ETH 可能会被重新质押 [2]

Digital Asset Treasury (DAT) Market Overview - Digital Asset Treasuries (DATs) imploding is a significant risk in the crypto bear market [1] - All DATs trade at a premium, ranging from 1.1x to 2.9x over their Net Asset Value (NAV) [1] - Metaplanet has the highest premium at 2.9x NAV [1] Tracking and Analysis - Delphi Digital launched a new Digital Asset Treasury Dashboard [1] - The industry needs dashboards to track DATs daily [1] - There is a need for the dashboard to be actively updated with all DATs for altcoins [1]

RT Ignas | DeFi (@DefiIgnas)"You have 7 days to register for airdrop. Or it's gone"I get that projects want to reward the 'core-of-the-core' community, that grinds daily. Those are testnet users & Discord gang."If you failed to register within a week, you're not the core follower. So better we shake off you."Yet Succinct airdrops to a wider group:- Contributors to relevant open source repositories- 57 OP Stack rollups and protocols use the Succinct Prover Network- X Affiliate and yappersYet this group of pe ...