Technology & Scalability - Starknet 被 Extended 选择，因为它满足了吞吐量和延迟的要求 [1] - Starknet 是唯一满足 Extended 需求的 L2 解决方案 [1]

🚨📰 @LineaBuild is the fastest-growing L2, based on weekly growth rate in L1 --> L2 deposits. https://t.co/V2ipY6HRWU ...

Company Overview - SharpLink (SBET) is part of the LineaBuild Consortium [1] - SharpLink is helping to build a fully Ethereum-aligned L2 designed for institutions and onchain capital markets [1] Technology and Strategy - The company plans to achieve specific goals related to the Ethereum-aligned L2 [1]

Network Migration & Technology - Ronin is migrating back to Ethereum as a Layer Two solution [2] - Ronin will not use ETH as gas [1] - Ronin will utilize an alternative Data Availability layer, specifically EigenDA [1] Strategic Shift - Ronin is shifting its focus from a "Gaming" chain to a General Purpose chain [1] - Security budget is being reallocated from L1 security to builder incentives, using a "Builder Score" based on on and off-chain metrics [1] - Ronin is actively seeking partnerships with L2 "stacks" such as OP, Arbitrum, Polygon, and ZKSync [1] Economic Implications - The migration is minimally value-accretive to ETH and Ethereum [1] - ETH will not be used as money outside of the Ronin Treasury subsidizing settlement costs [1]

RT Ignas | DeFi (@DefiIgnas)It's really a fun time to be in crypto:Some launch their own L1s while other prefer L2s. Which strategy will prevail?Interesting that Ronin launched their own chain because Ethereum was slow & expensive.But Ethereum and L2s finally scale and Ronin migrating to an L2 is bullish for $ETH and $RON ...

Thesis Analysis - Solana's core focus is on execution and market presence, not replacing the need for focused chains built independently [1] - L2s and RaaS providers are specifically designed to facilitate companies in creating rollups as an alternative to building an entire L1 [1] - Building an L2 is significantly easier (10x) than building an L1, yet companies are still choosing the latter [1] - Companies launching L1s is not necessarily a rejection of Solana's thesis [1] Market Strategy - Companies aim for hundred billion (100 billion) market capitalization, and they perceive L1s as a more direct route to achieve this goal [1] - Companies may find building and maintaining L1s to be exceptionally challenging [1]

Layer Architecture & Scalability - The industry questions the rationale behind building Layer 1 (L1) blockchains instead of Layer 2 (L2) solutions [1] - Running an L1 blockchain is significantly more challenging than many realize [2]

Industry Perspective on High-Frequency Trading (HFT) - Ethereum 创始人 Vitalik Buterin 警告称，在金融领域追求超低延迟没有自然停止点，会不断激励生态参与者朝着这个方向发展 [1] - 以太坊的“杠铃策略”是让 L2 处理高频、中心化活动，而 L1 则保持去中心化、安全性和抗审查性 [1] Strategic Recommendation - L1 区块链应避免参与高频交易 (HFT) 游戏 [1]

Ethereum L1/L2 Strategy - Ethereum采用杠铃策略，L1层提供安全性和抗审查性[1] - L2层中心化以实现高频交易等优势[1] - L2层受益于L1层提供的安全性和抗审查性[1]

RT BSCN (@BSCNews)🤔 IS $ARB THE DOMINANT $ETH L2? @arbitrum launched in 2023 in dramatic fashion with one of crypto's biggest airdrops... Can it maintain its position in the L2 landscape?https://t.co/mPn8ziYcVM ...