Project Overview - Lighter 正在构建一个零费用、ZK 驱动的永续合约 DEX，作为 Ethereum L2 [2] - Lighter 的目标是“Democratizing Finance（金融民主化）”，通过零费用模式实现 [1][2] Technology & Infrastructure - 选择 Ethereum L2 和 ZK 技术的原因 [2] - 讨论了 L1 与 L2 的价值捕获 [2] - 涉及基础设施升级 [2] Market Positioning & Competition - 分析了 Lighter 与 CEX 以及其他永续合约链的竞争优势 [2] - 探讨了 DYDX、Hyperliquid 和 CEX 与 DeFi 的对比 [2] Risk Management - 讨论了 10/10 崩盘和 LLP 风险 [2] Tokenomics & Fundraising - 讨论了 TGE（Token Generation Event）的时间安排和代币价值 [2] Partnerships - 提及了与 Robinhood 的关系以及 RH Chain [2]

⚡️ LATEST: Aztec has launched its Ignition mainnet without centralized operators, opening community staking as it positions itself as a decentralized, privacy-focused Ethereum L2. https://t.co/SZvR5YCr84 ...

Ethereum L1 & L2 Transaction Overview - Ethereum L2 扩展了以太坊的覆盖范围和网络效应 [1] - 以太坊 L1 和 L2 的总吞吐量达到历史新高 [1] - 10 月份处理了约 8 亿 (800 million) 笔交易 [1]

RT Token Terminal 📊 (@tokenterminal)🚨🆙 ICYMI: Daily transaction count on @inkonchain is up by ~800% since the start of the year.Ink is an @ethereum L2 by @krakenfx, and a member of the @Optimism Superchain. https://t.co/nzPoNvbWRa ...

Token Utility - zkSync proposes shifting its ZK token from a pure governance token to a utility token [1] Layer 2 (L2) Solutions - Ethereum L2 zkSync is mentioned [1]

Ethereum L1 & L2 Transaction Overview - Ethereum L1 和 L2 的月度交易计数 [1] - L2 扩展了 Ethereum 的覆盖范围和网络效应 [1] - L1 和 L2 的总吞吐量达到历史新高 [1] - 10 月份处理了约 8 亿（800 million）笔交易 [1]

Ethereum Network Activity - Ethereum L1 和 L2 的月交易数量统计显示 L2 扩展了 Ethereum 的覆盖范围和网络效应 [1] - L1 和 L2 的总吞吐量达到历史新高，10 月份处理了约 8 亿笔交易 [1]

Layer 2 Activity - Ethereum Layer 2 (L2) activity is experiencing rapid growth [1] Cryptocurrency - TheEtherMachine ($ETHM) is mentioned in relation to Ethereum [1]

Monthly transaction count for Ethereum L1 & L2s.L2s expand @ethereum's reach & network effect.The combined throughput of the L1 & L2s is at an all-time high, with ~800m transactions processed in October. https://t.co/Eftp02xC73 ...

Market Competition - Base has a significant lead and advantage due to Coinbase's backing in the Ethereum Layer 2 (L2) landscape [1] - MegaETH is positioned as a "people's chain" and is learning from the shortcomings of previous L2s, particularly regarding token value accrual [1] Tokenomics and Revenue Strategy - The industry anticipates a major revamp in L2 token designs [1] - MegaETH is prioritizing stablecoin revenues and proximity fees over sequencer fees [1] - It's assumed that revenues will be used to buy back MEGA on the open market [1] Technology and Innovation - MegaETH aims to be an improved version of Ethereum [1]