Network Transition - Ronin chain 将过渡到 Layer 2 [1] - 过渡原因包括网络安全、可扩展性和成功 [1] Market Sentiment - 市场情绪显示“Ethereum is BACK” [1]

As $ETH approaches ATH, one of my big bets for the rotation is $MNT.$MNT is basically the exchange token from Bybit (The 2nd largest crypto exchange) and is still super undervalued at $3.8 billion.It's not just a Layer 2, Mantle's becoming the TradFi-DeFi banking chain with core products.And, fun fact. They hold over $470M $ETH making them one of the top ETH holder in Strategic Reserves. ...

RT StrategicHash (@StrategicHash)My observations of Solana and Ethereum cultureHyper liquid wins cryptoSolana : haha that's cool. We'll outcompete themEthereum: What's the point of these centralized layer 1s? They might as well just be databases. What's the point of these? AHHHHNew EVM L1 launchesSolana : haha that's cool. We'll outcompete themEthereum: AAAAHH this should have been an Eth L2. What's the point of these chains. AAAAHNew 1 trillion TPS Ethereum L2 launches in private devnetSolana : haha that's ...

Industry Trends - The crypto industry is experiencing a dynamic period with the emergence of both Layer 1 (L1) and Layer 2 (L2) solutions [1] - The success of different scaling strategies (L1 vs L2) remains to be seen [1] Company Strategy & Technology - Ronin initially launched its own chain due to the high costs and slow speeds of Ethereum [1] - Ronin is now migrating back to Ethereum as an L2 solution [1] - Ronin's migration to an L2 is considered a positive development for both Ethereum ($ETH) and Ronin ($RON) [1] Market Dynamics - Ethereum's scaling solutions (L2s) have matured, making a return to Ethereum viable for Ronin [1][2] - Necessity drove Ronin to build its own network four years ago because Ethereum was still early in its scaling roadmap [1]

Layer 2 tokens are outperforming Layer 1s lately 💥Which L2 are you stacking? ...

Ethereum Ecosystem Analysis - The Ethereum ecosystem is poised for significant growth once Ethereum stabilizes, with capital expected to flow into the broader ecosystem [1] - Layer 2 solutions on Ethereum, particularly Optimism ($OP), are showing strong activity, with $OP handling over 70% of Layer 2 volume [1] Optimism ($OP) Outlook - $OP is anticipated to experience a major breakout, currently facing resistance within its accumulation range [1] - Bullish divergences on higher timeframes (HTFs) suggest potential upward momentum for $OP [2]

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 🇮🇳🧵👇 ...