RT The DeFi Investor 🔎 (@TheDeFinvestor)AAVE has become the second largest app by TVL on Ethereum L1.For the first time in a very long time, a DeFi app has overtaken Circle in TVL. https://t.co/c2uJbe0pPW ...

Stablecoin & L2 Solutions - Cheap stablecoin transactions are a key value proposition of crypto [1] - Codex_pbc is entering the L2 space with a focus on synergy with Ethereum L1 [1]

DeFi & Ethereum Network - Ethereum L1 交易费用自去年第四季度以来首次飙升 [1] - “反身性飞轮”开始发挥作用 [1] - 报告分析了底层机制 [1]

Technology & Competition - The reasoning behind Bittensor's structure is analogous to Ethereum L1 and L2s [1] - There are no direct competitors to Bittensor itself [1] - Many VC-funded competitors exist for specific Bittensor subnets, such as subnet 4 (Manifold's Targon network) [1]

Layer 2 (L2) Networks - L2 扩展了以太坊的覆盖范围和网络效应 [1] - 以太坊 L1 和 L2 的每日交易量 (TPS) 数据可供参考 [1]

Amazing to see so many major L2s now at stage 1.The next goal we should shoot for is, in my view, fast (<1h) withdrawal times, enabled by validity (aka ZK) proof systems.I consider this even more important than stage 2.Fast withdrawal times are important because waiting a week to withdraw is simply far too long for people, and even for intent-based bridging (eg. ERC-7683), the cost of capital becomes too high if the liquidity provider has to wait a week. This creates large incentives to instead use solution ...

Technology & Blockchain - EigenLayer introduces multi-chain verification on Base [1] - AVSs (Actively Validated Services) are enabled to expand beyond Ethereum L1 [1]

Project Decision - Focus Tree initially planned to launch its on-chain student focus app on Ethereum L1 [1] - The company ultimately chose to deploy on Starknet L2 after discussions with zkSync & Starkware CEOs [1] - Starknet's vision and community were key factors in the decision [1] Technology & Vision - The company believes ZK (Zero-Knowledge) technology is the "endgame" [1]

Company Development - Robinhood is building directly on the Ethereum L1 via USDG [1] - Robinhood is also building on Arbitrum One [1]

Core Concepts - Ethereum L1 is positioned as the world ledger [1] - ETH is considered the world reserve asset [1]