Ethereum Ecosystem & Layer 2 - The Ethereum ecosystem is poised for significant growth following Ethereum's stabilization, with capital expected to flow into the broader ecosystem [1] - Optimism ($OP) handles over 70% of Layer 2 volume on Ethereum [1] - A substantial breakout for $OP is anticipated as it approaches resistance within its accumulation range [1] Technical Analysis - Bullish divergences are observed on higher timeframes (HTFs), suggesting potential upward momentum [2] - These bullish divergences are expected to provide additional strength to the market [2]

RT growthepie 🥧📏 (@growthepie_eth)After 10 years, Ethereum's vision is clearer than ever. 👓It's not about being the world's fastest computer. It's about becoming the world's most trusted and reliable ledger.Our new, 45-page research report, in collab with @OnchainHQ, explores how we got here and where we are headed.👇🏼Link to download further down.We cover:🔸What shaped Ethereum: Key milestones that built the foundation🔹A strong Layer 1: What makes Ethereum Mainnet special and why it's the most trusted ledger ...

Challenges and Competition - Ethereum faces challenges from faster, cheaper Layer 1 blockchains, creating misaligned incentives due to its dependence on Layer 2 solutions [2] - Alternative Layer 1s have threatened Ethereum's position, impacting its perception and dominance as the go-to smart contract blockchain [2][10][11] - Ethereum's valuation experienced a downturn, raising concerns about the Layer 2 ecosystem [11] - There are concerns that the Ethereum Foundation (EF) may be moving too slowly and that changes may be "too little, too late" [26] Ethereum Foundation and Community - Longtime developers are pressuring the Ethereum Foundation for more activity, accountability, and transparency [4] - The Ethereum Community Foundation was formed to address areas where the EF has not delivered [15][27] - The Ethereum Foundation introduced an 18-month treasury policy to manage its $970 million reserves [25] - The EF began staking ETH and deploying assets, including depositing 45,000 ETH to Aave and Compound, to generate sustainable revenues [26] Technological Advancements and Future Focus - The Pectra upgrade in May 2025 introduced 11 Ethereum Improvement Proposals (EIPs) aimed at improving scalability, user experience, and staking efficiency [36] - Layer 2 transaction fees dropped by more than 90% due to the Denkun upgrade, which introduced blobs [37] - The industry is focusing on interoperability, tooling, and standards to create a unified Ethereum ecosystem [39] ETH Price and Institutional Adoption - The price of ETH is considered integral to the security of Ethereum, as it funds validators [5][14][15] - Wall Street firms' on-chain holdings are worth more than $18 billion midway through 2025, signaling institutional interest [21] - Bitmine doubled down on an Ethereum Treasury reserve strategy, now holding over 566,000 ETH [56] - Sharpink Gaming announced a $425 million private equity deal to launch an ETH-based corporate treasury strategy [57] Real World Assets (RWA) and Tokenization - Over 90% of tokenized real-world assets are being built on Ethereum [46] - Robinhood launched its own Ethereum-based Layer 2 aimed at RWA and securities tokenization [47]

RT Layer 2 Roundup (@Layer2Roundup)Today in Layer 2 Ethereum:- @zksync joins Tokenized Asset Coalition 👀- @LineaBuild unveil product roadmap and confirm TGE 🔥- @arbitrum kickoff Open House in India 🇮🇳🧵👇 ...

RT Linea.eth (@LineaBuild)Today, we're setting a new standard for Ethereum Layer 2.Introducing native ETH yield, protocol-level ETH burn, and an Ethereum-native Consortium to manage the largest ecosystem fund in the space.This is how we build the Layer 2 where Ethereum wins. https://t.co/lVr5eFV2kr ...

RT growthepie 🥧📏 (@growthepie_eth)🥧 Happy Birthday Ethereum10 Years of data:🔹 Over 2.9 Billion Transactions🔸 Over 200 Million Addresses🔹 Over $20 Billion in Revenue 🔍Top Applications by gas fees:🔹 $3B Uniswap🔸 $1.3B Opensea🔹 $1B Tether🔸 $350M USDC🔹 $340M Metamask (swap/bridge)Top Layer 2s by rent paid to the L1🔹 $95M Arbitrum One🔸 $67M OP Mainnet🔹 $55M ZKsync Era🔸 $30M Linea🔹 $27M Scroll ...

CurveDAO member proposes slashing future Layer 2 deployments https://t.co/76fvPtZmTU ...

Market Position - Mantle 现在是市值最大的 Layer 2 [1] - 行业押注 Altcoinseason 和 L2 的轮换，尤其看好 Mantle [1] - Mantle 在下跌期间仍然表现强劲 [1] Competitive Advantages - Mantle 的定位非常好，不仅仅是构建基础设施 [1] - Mantle 与监管机构、机构和用户级别的吸引力保持一致，这是很少有项目能够实现的 [1]

RT SharpLink (SBET) (@SharpLinkGaming)Linea is the first Layer 2 designed to push value back to EthereumAs a result, this will grow value for SharpLink investorsWe are proud to join the @LineaBuild Consortium alongside @Consensys, @eigenlayer, @ensdomains and other organizations at the forefront of Ethereum innovationWe all share the vision for a fully Ethereum-aligned L2 that meets the evolving needs of institutions and advances onchain capital market infrastructure ...

Welcome to the brainstorm episode 95. We've got a quick one for you today, Lorenzo. Coinbase launching the base app.What is it. Why is it worth talking about. Um, and what does it enable.>> Yeah, so uh Coinbase had an event uh with the with Jesse and Brian where they basically um they presented the road map for uh for base. And really, you know, you can think of it as um three different parts. Uh the base chain, base build and base app, right.The base chain is, you know, the layer 2 that uh that Coinbase la ...