RT Vivek Raman (@VivekVentures)L2s scale Ethereum. ZK upgrades L2s.Epic launch by ZKsync. ...

Base Network Performance - Base network operates at a 90% loss, with sequencer fees covering only 10% of costs [1] - The $BASE token launch is projected to inject $35-7 billion into the ecosystem [1] - This token launch is expected to be the largest airdrop by dollar value ever [1] Coinbase's Strategy - Coinbase needs the $BASE token to succeed, otherwise their Layer 2 network will continue to lose money [1] - 100 million Coinbase users will have instant access to the Base network [1] Token Utility and Tracking - Qualification for the airdrop can be tracked through Farcaster, Zora mints, and on-chain transaction volume [1] - Jesse Pollak has confirmed that Basecamp is exploring the possibility of launching a token [1]

swift's $3b pilot migrating 11,000 banks onto linea starts q4 2025. they process $5 trillion daily and picked consensys's l2 over every other blockchain. linea trades at $1.65b fdv because crypto thinks this is another l2 launch not the infrastructure backbone for global banking. ...

Layer 1 & Layer 2 - Mentions having a significant amount of Aura due to experience with alternative Layer 1 blockchains [1] - Acknowledges Starknet, implying a connection or positive experience with the Layer 2 scaling solution [1]

zksync processes deutsche bank and ubs transactions daily but has lower token volume than most shitters. infrastructure adoption without token demand is the new l2 meta. arbitrum processes $2b daily, token does nothing. optimism settles coinbase volume, token does nothing. zksync next ...

Based.vitalik.eth (@VitalikButerin):Base is doing things the right way: an L2 on top of Ethereum, that uses its centralized features to provide stronger UX features, while still being tied into Ethereum's decentralized base layer for security.Base does not have custody over your funds, they cannot steal funds or ...

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]