Industry Advancement - The industry has made significant progress [1] - The industry is approaching a fully onchain bank solution on a scalable and cheap L2 [1] Transaction Cost - Free transactions are being reintroduced [1]

RT Ignas | DeFi (@DefiIgnas)MAKE L2 TOKENS GREAT AGAIN!L2 tokens are non-investible: low fee generation, no fee sharing, and governance is overvalued.Layer 2s should acquire as much $ETH as possible.It's the true Ethereum x L2 alignment:- L2 tokens act like speculative assets akin to TradFi Crypto Treasury Company stocks- They manage $ETH treasury, making governance meaningful- L2 tokens trade with $ETH price, aligning incentives but can trade at ETH reserve's premium.Current Layer 2 reserves are abysmal: A ...

Technology & Infrastructure - The rise of CLOB-specific L2s indicates a trend towards <100ms block times, verifiable execution, and privacy by default in crypto infrastructure [1] - The @zksync stack is equipped with Airbender for sub-second proofs, Prividium for private matching, and Elastic Network for custom chains and shared liquidity [1] - Several CLOB-specific L2s, including @bulletxyz_, @hibachi_xyz, and @Lighter_xyz, utilize ZK technology [1] - A new class of applications is emerging, characterized by <100ms blocktimes and nearly unlimited throughput with ZK [1] - ZK technology enables nearly unlimited throughput, mitigating congestion [1]

RT mareko.eth | Celo L2 🦇🌳 (@marek_)Some exciting recent @Celo community highlights:t_ @TokenTerminal posts that Celo monthly revenue is up ~300% year-over-yearc▪L @cLabs shares that the Isthmus hardfork is now live on Alfajores bringing Pectra changes to the Celo testnet. Mainnet is next!🔷 @ETH_Daily lists Celo as the highest growing L2 by monthly active addresses⚖️ @StabilaFnd & @GrowUniswap remind everyone that they are in month 3 of 6-month of their incentive campaign with earning yields up to 105% APY🪪 ...

Layer 2 Fee Generation & Valuation - Polkadot parachains表现突出，跻身 Layer 2 近一年费用收入前十名 [1] - Mythos 表现强劲，主要由 CSGO 皮肤市场驱动，并可能成为顶级游戏链 [1] - Arbitrum 近一年费用收入为 1950 万美元，Optimism 为 1830 万美元 [1] - zkSync 近一年费用收入为 130 万美元，Starknet 为 60 万美元 [2] L2 Token Valuation Metrics - Arbitrum 的 Price(FDV)-to-Fees 比率为 1378 倍 [2] - Optimism 的 Price(FDV)-to-Fees 比率为 2057 倍 [2]