Andy
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Andy· 2025-09-03 20:18
RT The Rollup (@therollupco)Gm. Today's stream line-up is in:2:30p ET @tkstanczak - @ethereumfndn3:00p ET @luis_0x - @gelatonetwork3:20p ET @0xSimonJones - @reya_xyz3:40p ET @MuratLite - @primev_xyz4:00p ET @theedwardli - @succinctlabs4:20p ET @0xEverly - @risczero4:35p ET @MaraSchmiedt - @alluvialfinance & @sreeramkannan - @EigenLayer5:00p ET @maqstik - @alt_layer5:20p ET @0xdabaojian - @lu_ban_5:40p ET @AmirOnchain - @puffer_financeTune in below. ...
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Andy· 2025-09-03 19:57
RT The Rollup (@therollupco)Luis F. Goh (Gelato founder) breaks down why all major L2s fail the Ethereum settlement test."All of the Rollups today, even Arbitrum, even Base, were getting 0 because they all still heavily rely on multi-sigs and security councils." https://t.co/yFjXZ9Cnpt ...
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Andy· 2025-09-03 19:03
$ETH 6 months ago:> Cooked> L2s are parasitic> Zero value capture for Ethereum> EIP-1559 burn isn't working> It's not deflationary> Institutions don't want to buy it> Community in shambles$ETH now:> "Best macro asset for the next decade" according to Tom Lee> Has real institutional & ETF adoption> Base & L2s are cooking> Robinhood announced L2> Alibaba CEO just bought $40M of ETH> People calling for $15K+Sentiment shifts are crazy in crypto.The Rollup (@therollupco):Tomasz K. Stańczak explains how Ethereum' ...