L2 Ecosystem - AbstractChain 将在未来几个月内成为增长最快的消费者 Eth L2 [1] - AbstractChain 将成为消费者采用的最佳杠杆赌注 [1] Industry Outlook - 行业目标是 "Make the EVM fun again" (让EVM再次变得有趣) [1]

DeFi Ecosystem Expansion - Morpho Labs is deployed on EVM chains, indicating a growing presence in the decentralized finance space [1] - Revolut is rumored to be building on Morpho, suggesting further integration of traditional finance with DeFi [2] - Revolut potentially joining the Ethereum ecosystem could significantly expand its reach and user base [3] Layer 2 Solutions - The strategy involves initially building on existing deployments and later transitioning to a Layer 2 solution, similar to Robinhood's approach [1] - Layer 2 solutions are being considered to enhance scalability and efficiency [1] Network Effects - The report questions whether the EVM (Ethereum Virtual Machine) has a network effect in DeFi [1]

Worth noting: @sgoldfed specifically mentioned Arbitrum Stylus as being a selling point for Robinhood.The underlying EVM familiarity will still take place, but there is a world where the majority of the actual dev work is done in a number of languages outside of solidity.David Hoffman (@TrustlessState):Thinking about the Robinhood L2 dynamic a little more on my walk…An under-appreciated aspect of the Robinhood chain is that Robinhood will now operate and maintain an EVM-equivalent network.The most bullish t ...

XRPL EVM Sidechain Overview - XRPL EVM 侧链旨在为 XRP 释放新的应用、流动性和 DeFi，数十个项目正在排队 [1] - XRPL 于 2012 年启动，旨在快速、廉价且可靠地转移资金，尤其是在跨境支付方面 [4] - XRPL EVM 侧链使用 Cosmos SDK 构建，并由 Comet BFT 共识保护，平均区块时间为 3 到 5 秒，交易成本通常远低于 1 美分，并支持每秒超过 1,000 笔交易 [14] - XRPL EVM 侧链将以权威证明开始，最多 32 个受信任的验证者负责确认交易和区块 [15] XRP and DeFi Integration - 通过 Cosmos IBC，XRPL EVM 侧链成为更广泛的多链生态系统的一部分，具有跨链流动性和可组合性的所有优势 [11] - 用户可以将 XRP 从 XRPL 主网桥接，然后锁定该 XRP，并在 EVM 侧链上铸造等量的 E XRP 以供使用 [18] - 在 XRPL EVM 侧链上，交易费用以 E XRP 支付，并由验证者作为奖励收集，而不是像在 XRPL 主网上那样被销毁 [21][22] - XRP 持有者现在可以将他们的 XRP 用作 DeFi 抵押品，借入稳定币，进行收益耕作，而无需出售他们的 XRP [23] Potential Opportunities and Risks - 早期部署核心应用程序的项目可能会在未来几年内塑造网络 [26] - 预计去中心化交易所 (DEX) 将出现，并且将建立这些 DEX 的团队可能会主导这一领域 [27][28] - 稳定币将在 XRPL EVM 的增长中发挥重要作用，除了 RLUSD 之外，Axelar 和 Wormhole 集成将允许 USDC、USDT 和其他稳定币从其他区块链流入 [30] - XRPL EVM 侧链与以太坊、Cosmos 和其他区块链的互操作性可能会影响 XRP 本身的供需动态 [39]

Industry Recognition & Validation - The Robinhood-Arbitrum partnership signifies a major win for Arbitrum, acknowledging its superior technology stack and team [1] - This collaboration also represents a significant victory for Ethereum and its Layer 2 (L2) solutions, indicating increased adoption by traditional finance (TradFi) players [1][2] Deal Analysis & Implications - The industry is keen to understand the specifics of the Robinhood-Arbitrum deal, including potential payments from Arbitrum to Robinhood and any commitments made by Robinhood [2] - A key question revolves around whether this move will ultimately benefit Robinhood, particularly if the TradFi-to-crypto transition occurs on an L2 exclusively operated by Robinhood [3] Competitive Landscape & Future Strategy - The company acknowledges the need to enhance its outreach efforts to ensure it is considered by major TradFi teams exploring similar deals, emphasizing its technological superiority [4]

Tokenization & Blockchain Adoption - A major retail stock company successfully completed a tokenized stock trade on Arbitrum [1] - The event is considered a positive development for the EVM (Ethereum Virtual Machine) and the future of cryptocurrency [1] Social Media Confirmation - Vlad Tenev confirmed the successful OpenAI stock token transaction [1]

RT RippleX (@RippleXDev)1/ The XRPL EVM Sidechain is live on mainnet: https://t.co/CJ61aqZvhpAfter years of building with @Peersyst and the XRPL community, devs can now build, port, and deploy cross-chain and EVM-only dApps using XRP as gas, with a direct bridge to the XRPL.Get started 👇 ...

If you've read my content for any length of time you should have seen some portfolio tracker screenshots...and they're basically all from @zerion.Zerion has been my go-to for all EVM activity tracking for a long time. It just works well...and it's honestly aesthetically pleasing.And today I get to share with you that it's not just EVM anymore - Zerion has expanded support to Solana (SVM) on their native iOS (and Android) apps.I looked for a long time for a tracker that could handle all of my degen onchain a ...