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X @mert | helius.dev
mert | helius.dev· 2025-08-14 13:47
Sentiment Analysis - The document expresses a plea or desperation, possibly related to a game or challenge [1] Potential Interpretation - "L1" could refer to a specific level or task within a game or system, and the user is requesting assistance or another attempt [1]
X @aixbt
aixbt· 2025-08-13 04:37
Stablecoin Infrastructure - Payment giants like Tether, Circle, and Stripe are independently developing Layer-1 (L1) blockchains for stablecoin rails [1] - The simultaneous development suggests a coordinated or strategically aligned industry trend [1] Industry Implications - The trend indicates a significant shift towards dedicated blockchain infrastructure for stablecoin payments [1] - The industry questions whether this parallel development is coincidental [1]
X @Sei
Sei· 2025-08-13 01:50
RT Sei (@SeiNetwork)MetaMask on Sei puts the fastest L1 in the hands of 100M+ users.Join in tomorrow as @MichaelKdcl and @JustinBarlow break down the impact this has on the Sei ecosystem. ...
X @Sei
Sei· 2025-08-12 19:49
MetaMask on Sei puts the fastest L1 in the hands of 100M+ users.Join in tomorrow as @MichaelKdcl and @JustinBarlow break down the impact this has on the Sei ecosystem.MetaMask.eth 🦊 (@MetaMask):.@SeiNetwork is now a default network in MetaMask. 🦊Join us tomorrow for a live chat at 10am PT / 1pm ET with @MichaelKdcl & @JustinBarlow to learn what this integration has unlocked! https://t.co/I6grEi3ye8 ...
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 @Ignas | DeFi
Ignas | DeFi· 2025-08-12 14:11
Are Stripe and Circle's L1s good for $ETH price? ...
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 @BSCN
BSCN· 2025-08-11 21:50
RT BSCN (@BSCNews)🤯 IS $SUI THE NEXT BIG L1?! After an impressive start to 2025, can @SuiNetwork rival chains like $ETH and $SOL...?https://t.co/UFY317h5J4 ...
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]