RT Ignas | DeFi (@DefiIgnas)The only token to break of L2 token curse is $MNT.It trades at 2x the FDV of Arbitrum despite Arbitrum having higher TVL, more users and more maturity. L2Beat doesn't even list Mantle under rollups because of a lacking DA bridge.$260m TVL for Mantle vs $3.5B for Arbitrum shows that TVL or technical maturity for L2 tokens means little now.Market treats MNT like BNB, not a normal L2 thanks to Bybit integration, $4B treasury, CEX token features, a neobank, etc.Most importantly, Mant ...

Event Focus - The event focuses on Ethereum's readiness for institutional adoption in DeFi and Layer 2 solutions [1] - The event aims to discuss Ethereum's priorities for the next era of on-chain finance [1] - The event is co-hosted by Google Cloud Singapore and has followin_io as a media partner [1] Key Themes - Stablecoins and tokenized assets are key themes [1] - The central question is whether Ethereum is ready for institutions or still developing [1] Event Details - The event is named "Ethereum Forward: Institutions Meet DeFi & L2" [1] - The event is associated with Token2049 [@token2049] [2]

L2 Ecosystem Impact - Aave's withdrawal from Scroll and zkSync signals a critical moment for "zombie L2s", indicating potential failure [1] - The absence of a lending protocol like Aave leads to reduced leverage and trading volume, accelerating bridge outflows from these L2s [1] - Aave's deployment decisions are crucial for the survival of L2s; their withdrawal is interpreted as a negative signal [1] Specific L2 Concerns - Scroll is already experiencing significant capital outflow, losing $50 million monthly [1] - There is confirmed developer exodus from zkSync, further weakening its ecosystem [1]

Ethereum Network - Ethereum 验证器退出队列达到历史最高点，超过 265 万 ETH 等待退出 [1] Stablecoin Developments - Tether 为美国用户推出符合 GENUIS Act 的稳定币 USAT [1] - Native Markets 声称 Hyperliquid 稳定币的交易代码为 $USDH [1]

Crypto adoption is accelerating across LATAM, unlocking opportunities for millions -- especially the unbanked.ZKsync is proud to support this mission together with @LaChain_Network. Welcome to the ZK family!LaChain (@LaChain_Network):🚨 Aviso importante: el 30/11 discontinuamos el soporte a LaChain Classic (L1) para enfocarnos en la nueva L2 en ZKsync.👉 Si sos holder de LAC o usás CapyFi en LaChain L1, debés tomar acción. Te contamos cómo 👇 ...

"im convinced that none of the L2s are pro ethereum. if given a chance in future, they will pivot to an L1 and we will see base doing so as well."Unless your structural advantage is derived explicitly from not being an L1 (i.e. having a validator set with consensus).It's counter-intuitive, but the least "aligned" chains (i.e. validiums/optimiums) by current metrics are very likely the most ride-or-die so long as Ethereum maintains its core ideology (decentralization).If Ethereum gives in to performance to t ...

optimism collected $295m from coinbase to build base. they now control the tech stack for 40% of all l2 value through op stack infrastructure. $8.4b tvl runs on their rails but op trades at $1.8b like it's just another rollup competing for users. they own the picks and shovels. ...

3 Ethereum's 👇🧬 EVM (the tech)👥 L1 & some L2s (the business)🔷 ETH (the equity*)* The most liquid public equities are also used as (i) currencies and (ii) savings or store of value instruments. https://t.co/pjyVfwM6MZ ...

While @Ethereum dominates RWAs overall, @ZKsync is emerging as the top L2 driving Ethereum’s RWA growth, holding 15% of the market share and averaging $2.4B RWA value last month.Let’s dive into the numbers: 🧵 https://t.co/UvagUvmdlw ...

RT Brother Lyskey (@0xLyskey)Since Eli’s post in February…1️⃣ DecentralizationDecentralization is moving in the right direction and things are accelerating:- From 160M STRK staked → 465M- Staking v2 went live, introducing Validator Block Attestation; turning validators from passive participants into active contributors- SW and SNF started and executed their first two delegation programs; delegating STRK to the community- Starknet became a Stage 1 Rollup on L2Beat- Starknet also became the first Rollup to mi ...