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X @mert | helius.dev
mert | helius.dev· 2025-08-12 15:54
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]
X @mert | helius.dev
mert | helius.dev· 2025-08-12 10:44
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]
X @Bankless
Bankless· 2025-08-11 16:00
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]
X @Bankless
Bankless· 2025-08-10 20:39
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]
X @BNB Chain
BNB Chain· 2025-08-07 14:09
Layer 2 Adoption - opBNB 被认为是每周活跃地址数量最多的 Layer 2 网络 [1] - 这表明了真正的采用和扩展 [1] BNB Chain Ecosystem - BNB Chain 正在积极建设和发展中 [1]