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X @mert | helius.dev
mert | helius.dev· 2025-08-12 15:54
Thesis Analysis - Solana's core focus is on execution and market presence, not replacing the need for focused chains built independently [1] - L2s and RaaS providers are specifically designed to facilitate companies in creating rollups as an alternative to building an entire L1 [1] - Building an L2 is significantly easier (10x) than building an L1, yet companies are still choosing the latter [1] - Companies launching L1s is not necessarily a rejection of Solana's thesis [1] Market Strategy - Companies aim for hundred billion (100 billion) market capitalization, and they perceive L1s as a more direct route to achieve this goal [1] - Companies may find building and maintaining L1s to be exceptionally challenging [1]
X @mert | helius.dev
mert | helius.dev· 2025-08-12 11:55
now that all the payments giants are doing L1 you really gotta wonder how much new bullshit XRP mfers can fabricatelogically they should now go to zero, which means that they will probably flip bitcoin and rule the earth within 3y ...
X @mert | helius.dev
mert | helius.dev· 2025-08-12 10:44
Layer Architecture & Scalability - The industry questions the rationale behind building Layer 1 (L1) blockchains instead of Layer 2 (L2) solutions [1] - Running an L1 blockchain is significantly more challenging than many realize [2]
X @mert | helius.dev
mert | helius.dev· 2025-08-11 21:03
Industry Development - Stripe is building a new Layer 1 (L1) blockchain in partnership with Paradigm [1] Partnership - The partnership between Stripe and Paradigm raises numerous questions across various aspects [1]
X @Bankless
Bankless· 2025-08-11 16:00
Industry Perspective on High-Frequency Trading (HFT) - Ethereum 创始人 Vitalik Buterin 警告称，在金融领域追求超低延迟没有自然停止点，会不断激励生态参与者朝着这个方向发展 [1] - 以太坊的“杠铃策略”是让 L2 处理高频、中心化活动，而 L1 则保持去中心化、安全性和抗审查性 [1] Strategic Recommendation - L1 区块链应避免参与高频交易 (HFT) 游戏 [1]