monad treasury holds $400m. market cap is $207m. you're buying $2 in paradigm-backed assets for $1 and getting a working L1 with $410m tvl as a free call option. 9 months until november unlocks. either paradigm forces a pivot or they inject more capital. they don't let portfolio companies die quietly. ...

Core Viewpoint - BlackRock is in discussions with the U.S. Securities and Exchange Commission (SEC) regarding the tokenization of iShares ETFs, with potential developments expected within 90 days to 12 months, with a maximum timeframe of 12 months [1] Group 1 - BlackRock's CFO Martin Small indicated that progress on the tokenization discussions could emerge within a timeframe of 90 days to 12 months [1] - Bitwise's CIO Matt Hougan believes that this development could serve as a potential narrative to help the market emerge from a bear phase, positively impacting Layer 1 (L1) and decentralized finance (DeFi) sectors [1]

RT BMNR Bullz (@BMNRBullz)ETHEREUM IS PULLING PROTOCOLS BACK TO MAINNET.ENSv2 just cancelled its L2and is deploying exclusively on Ethereum L1.Why?🔹 ENS gas costs down ~99% YoY🔹 L1 gas limit doubled (30M → 60M)🔹 UX improvements now ship on mainnetFusaka proved the new upgrade cadence works.Glamsterdam is next.Ethereum scaled faster than anyone expected.So builders are coming home.$ETH 🫡 ...

🚨VITALIK BUTERIN SLAMS L1S AFTER BASICALLY SAYING L2S ARE DEADNot a good time to be an L1 or an L2...The legendary @VitalikButerin has posted a new critique of the over-saturated L1 landscape. His post is a little long so we've summarized it for you...- Making another EVM L1 and bridging it to Ethereum is completely pointless."something we've done far too much for far too long, because we got comfortable, and which has sapped our imagination and put us in a dead end."- Making an L1 without a bridge to Ether ...

RT Crypto.com Research & Insights (@cryptocom_rni)DeFi+L1L2 Update:⬆️ Tokenized gold market value exceeded $4.3B🇺🇸 Tether launched USAT stablecoin in the U.S.📱 Vitalik declared decentralised social networks a top priority for 2026Full details 👇https://t.co/11pZpZcgmf https://t.co/BXRQvO9SFd ...

RT Yano 🟪 (@JasonYanowitz)Counter narrative: transactions on the Ethereum L1 are ripping through ATHs https://t.co/G4oqWefpNP ...

Does @ethereum L1 have a moat?@SkyEcosystem (stablecoin issuer) would lose ~95% of its current business without Ethereum L1.Discuss. https://t.co/8GagiJRPQf ...

RT Token Terminal 📊 (@tokenterminal)Does @ethereum L1 have a moat?@circle (stablecoin issuer) would lose ~70% of its current business without Ethereum L1.Discuss. https://t.co/JNvSxEYKxS ...

Does @ethereum L1 have a moat?@circle (stablecoin issuer) would lose ~70% of its current business without Ethereum L1.Discuss. https://t.co/JNvSxEYKxS ...

Does @ethereum L1 have a moat?One mental model: @Uniswap would lose half of its current business without Ethereum L1.Uniswap volumes:2020-2022 = Ethereum-only2022-2025 = Ethereum & L2s/L1s---------------2026-2028 = Ethereum-mostly? (driven by stablecoins & RWAs) https://t.co/0jsHUeAx9J ...