My market thoughts on the infra vs. apps investing cycle:The infra topics such as chain abstraction, pre-confs, intents and others have really slowed down amongst the common discourse as the infra <> apps pendulum has swung back to apps.We're very firmly in the apps part of this current iteration because we have the infra stacks to support relatively high throughput applications.This swinging of the pendulum happens every few years in crypto. Think about DeFi summer 2020 pushing the boundaries for what was ...

RT Andrew Forte (@AndrewAsksHow)Big picture stuff happening in crypto right now:- BTC has been a standout climbing close to its all-time high of $112,000 in May 2025, with a year-to-date gain of about 15%, outpacing the S&P 500’s 7% rise- Circle’s IPO and Bank Charter: Stablecoin firm Circle, issuer of USDC went public with a $18 billion valuation and is applying for a U.S. national trust bank license. J.P. Morgan forecasts stablecoin market cap at $500 billion by 2028 tempering trillion-dollar expectations ...

L2 Adoption & Network Effects - Companies like Coinbase, Sony, Alibaba, Deutsche Bank, Robinhood & OpenAI have leveraged Layer 2 solutions (L2s) to create powerful network effects [1] - Setting up an L2 is crucial for benefiting from these network effects [1] - There is a high probability that the mentioned companies will establish their own L2s [1] L2 Benefits - L2s offer benefits beyond network effects, including settling on ETH L1, high customizability, and an attractive business model [1] - Base is generating approximately $80 million in annual revenue, indicating the potential of the L2 business model [1] ETH L1 Role - ETH L1 is positioned as the base layer of trust for the onchain economy [2]

Data Accuracy & Completeness - The data presented may be incomplete due to the exclusion of some Layer 2 (L2) solutions from the specified source [1] - The exclusion of certain L2s potentially affects the ranking of chains by Transactions Per Second (TPS), particularly within the top 15 [1] Customer Support - Customer support is available via direct message to @forrestnorwood [1]

Layer-2 Performance - Total Transactions Per Second (TPS) across top Ethereum Layer-2 solutions averages around 380, indicating high activity [1] - Base leads in TPS among Ethereum Layer-2 solutions [1] - Polygon PoS and Arbitrum One are among the top Ethereum Layer-2 solutions by TPS [1] Layer-2 Ranking - Molten Network ranks second in TPS among Ethereum Layer-2 solutions [1] - Gravity ranks fifth in TPS among Ethereum Layer-2 solutions [1] - Ethereum (L1) ranks eighth in TPS [1]

RT Vivek Kolli (@vivekkolli)Slow and steady will become explosive and exponential.Sentient summer is fully dialed🫡🫡 ...

RT YQ (@yq_acc)Crypto will win all Web2 payment, stock broker and exchange companies in the end.The convergence of crypto and Web2 is inevitable now. ...

Fiat is hopeless.Bitcoin is the answer. ...

Gm. ...

RT Alon Muroch (@AmMuroch)SOL 😁 ...