AI agents are coming fast. But without their own L1, they’ll be locked in private silos.Youmio puts agents on-chain with transparent identity, memory, and provenance.Users stay in control. Developers get composable rails.It all starts here:https://t.co/cLTuR1t323 ...

Key Metrics - ETH in treasuries surged by 5,829% [2] - ETH on CEXs hit the lowest level since 2016 [2] - L2s now see 5x more daily users than L1 [2]

ETH Supply Dynamics - Over 30 days, 6,000 ETH (Ethereum) were burned versus 79,000 ETH issued [1] - The market anticipates that ETH will become unstoppable [2] On-Chain Metrics & Requirements for Price Increase - The market observes a strong bullish narrative for ETH [3] - For a significant upward price movement, strong on-chain metrics for Layer 1 (L1) are desired [3] - Transaction count needs to break a 3-year slowdown [3] - Active addresses need to start increasing [3] - Price increase, transactions, and active addresses have yet to make ETH deflationary [3] - Scaling the L1 is necessary [3] - New decentralized applications (dApps) on the mainnet are needed [3] - More activity on the L1 is required [3]

I'm so ready for these L1/L2/L-whatever categories to go away.Literally doesn't matter and just leads to alignment bickering. They're all just chains.Steven Goldfeder (@sgoldfed):Every 6-8 months, the crypto community rotates between whether it’s cooler to be an L1 or an L2.Glad to report that we’ve officially entered the L2 rotation. ...

Layer Technology Analysis - Layer 1, Layer 2, Layer 3, or Layer n are marketing terms with no technical significance [1] - Purchasing decisions based on the number of layers (Ln's) is not advisable [1] Technical Perspective - All layers ultimately function as state controllers [1]

Update:Its been tossed around that they will launch an L1, rather than follow Robinhood's footsteps with an L2. No official confirmation here yet, but I've heard this from multiple sources (in person and in DMs).Robinhood vs. Coinbase for now. Soon Stripe enters the game.Andy (@ayyyeandy):Rumor mill is saying Stripe is the next major fintech company to launch their own chain. ...

Forever top on L1s which aren't snowflakes (real).https://t.co/JiRvtLxguhMosi (@VannaCharmer):L1 premium will soon turn into L1 discount ...

in before ppl start claiming L3s are bullish for L1s ...

AI in its general-purpose L1 eraLuke Wroblewski (@LukeW):everybody’s building the same thing. https://t.co/n4Yx39Toa5 ...

The landscape of infra tokens, both L1 and L2, are largely uncreative and are massively mispriced if the value they capture is solely the thing being driven to zero (tx fees)Ignas | DeFi (@DefiIgnas):What's the upside for L2 tokens?Fee sharing?Even if they turned on fee sharing, it's not much:Arbitrum made $19.5m in fees in a year. Optimism $18.3m.zkSync just $1.3m and Starknet $600k.This Price(FDV)-to-Fees ratio puts Arbitrum at 137.8x, and Optimism at 205.7x https://t.co/eTQ8WMy6md ...