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X @Crypto.com
Crypto.com· 2025-09-17 16:00
RT Crypto.com Research & Insights (@cryptocom_rni)DeFi+L1L2 Update:⬅️ Ethereum’s validator exit queue hit an ATH with over 2.65M $ETH pending to exit🇺🇸 Tether unveiled a GENUIS Act-compliant stablecoin, USAT, for US users💰 Native Markets claimed the ticker for Hyperliquid’s stablecoin, $USDHFull details 👇https://t.co/TWlQzfQKA9 ...
X @mert | helius.dev
mert | helius.dev· 2025-09-16 14:08
fwiw:when I named it Helius:i) Helio did not exist (and it now got acquired anyway)ii) Helium was its own L1, not on Solana (also a noble gas!)iii) DATs did not existiv) the aerial vehicles known as helicopter did exist (but weren't that common)thx! ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-15 19:16
"im convinced that none of the L2s are pro ethereum. if given a chance in future, they will pivot to an L1 and we will see base doing so as well."Unless your structural advantage is derived explicitly from not being an L1 (i.e. having a validator set with consensus).It's counter-intuitive, but the least "aligned" chains (i.e. validiums/optimiums) by current metrics are very likely the most ride-or-die so long as Ethereum maintains its core ideology (decentralization).If Ethereum gives in to performance to t ...
X @Token Terminal 📊
Token Terminal 📊· 2025-09-13 12:21
3 Ethereum's 👇🧬 EVM (the tech)👥 L1 & some L2s (the business)🔷 ETH (the equity*)* The most liquid public equities are also used as (i) currencies and (ii) savings or store of value instruments. https://t.co/pjyVfwM6MZ ...
X @Token Terminal 📊
Token Terminal 📊· 2025-09-07 19:02
RT Token Terminal 📊 (@tokenterminal)There are many L1s & L2s, but only three that host over $30 billion in user assets on their platform.1) @ethereum ~$330 billion2) @trondao ~$82 billion3) @solana ~$34 billion https://t.co/v9inSj8yJ1 ...
X @Token Terminal 📊
Token Terminal 📊· 2025-09-07 16:25
There are many L1s & L2s, but only three that host over $30 billion in user assets on their platform.1) @ethereum ~$330 billion2) @trondao ~$82 billion3) @solana ~$34 billion https://t.co/v9inSj8yJ1 ...
X @Andy
Andy· 2025-09-06 19:38
Good question.My take on this is centered around the core idea of a blockchain being purpose-built vs. "general purpose" in nature.With Plasma as an example, the chain has:- gas-free usdt transfers- specific consensus mechanism for anti-spam- uses bitcoin for security rather than ethereumThese are small things from the outside, but when you get lower level in the stack you realize they are mega differentiators.Tempo has opt-in privacy, stablecoin gas fees, a better UX meant for payments.These things matter. ...
X @mert | helius.dev
mert | helius.dev· 2025-09-06 08:45
payments chainsI am not an expert on payments, but I have worked in 3/5 of the big banks in Canada, as well as several fintechs building payments rails and moving a lot of money with code — and most recently on high-perf chainswhich is to say I have some opinions on the concept of a high-perf chain for paymentsthis will be a long post so I suggest clicking the grok button on the top rightfirst, how can a blockchain have a payments focus in the first place?in the past, there have been several approachesone i ...
X @Ansem 🧸💸
Ansem 🧸💸· 2025-09-06 03:52
RT Matt Huang (@matthuang)On Tempo, permissionlessness, L1 vs L2Tempo will be a permissionless chain. On day 1, anyone will be able to deploy a token, and anyone will be able to transact on the chain. Some projects think that attracting real-world usage and serious institutions requires giving up on base layer neutrality. We do not think that, and that's not how we're building Tempo.The plan for Tempo is to have permissionless validation and permissionless smart contract deployment as well as permissionless ...