RT Starknet (Privacy x BTCFi arc) 🥷 (@Starknet)1/ Starknet spent 2025 proving it can deliver high-quality blockspace: provable, high-capacity, low-cost, high-throughput.A serious scaling engine for blockchains and businesses.So, job done? Not even close 🧵 https://t.co/OD5I63vTnL ...

When every hand, spin, and settlement runs onchain, you need dedicated blockspace.That’s why CX Chain operates its own Avalanche L1. ...

Blockspace is now a utility, not a luxury item.Agile Coretime allows teams to secure compute on-demand, scaling elastically as demand shifts. https://t.co/cUSULDrz2x ...

Bitcoin & Cryptocurrency Market - Bitcoin's value is self-evident after 15 years, shifting the burden of proof to skeptics [1] - BTC Lending is considered very attractive [1] IPO & Funding - IPO was oversubscribed and upsized to $220 million [1] Payment Processing & Merchant Adoption - Square is used by 28% of US merchants [1]

Blockchain Technology & Market Perspective - The author expresses strong disagreement with the idea of blockspace being a commodity in 2025, suggesting a fundamental misunderstanding of blockchain technology [1] - The author implies that viewing blockspace as a commodity is "nonsense" [1] Individuals & Projects - The author questions the credibility or knowledge of the founder of xpl/plasma regarding blockchain technology [1]

Technology & Innovation - The report highlights the concept of "infinite blockspace" [1]

Market Dynamics & Growth - Crypto's interconnected financial network drives speculation and reflexivity, leading to exponential capital attraction [1] - This self-reinforcing network effect differs from traditional social networks due to its intrinsic reflexivity [1] - The industry anticipates approximately 7 more years of non-linear cyclic growth in the tech sector [1] - A single application can rapidly transform established perceptions within the crypto space [1] Valuation & Competitive Landscape - Blockspace is not a commodity [2] - Ethereum possesses a significant competitive advantage (moat) [2] - Solana also has a competitive advantage, albeit smaller than Ethereum's [2] - Solana has the potential to rapidly alter its competitive position in either direction [2] - Most blockchains are currently overvalued [2] - Some blockchains are significantly undervalued [2] - Valuing crypto networks solely based on traditional finance (TradFi) companies is useful but incomplete [2]

Market Dynamics & Growth Potential - Crypto is a highly connected and speculative financial network, experiencing rapid capital attraction due to its reflexive nature [1] - This network effect is self-reinforcing, exhibiting significant reflexivity [1] - The industry anticipates approximately 7 more years of non-linear cyclic growth in the tech sector [1] Valuation & Competitive Landscape - Blockspace is not a commodity [2] - Ethereum possesses a significant competitive advantage (moat) [2] - Solana also has a competitive advantage, albeit smaller than Ethereum's [2] - Solana has the potential to rapidly alter its competitive position [2] - Many chains are currently overvalued, while some are significantly undervalued [2] - Valuing crypto networks solely based on traditional finance (TradFi) companies is useful but incomplete [2] - NVDA added the equivalent of 260% of Solana's (SOL) market capitalization in a single trading period [1]

Blockspace Characteristics - The assertion that "blockspace is a commodity" is considered intellectually lazy and empirically false [1] - Performing finance on Ethereum is substantively different from doing it on Dogechain [1]

Demands - The market demands privacy [1] - The market demands blockspace [1] - The market demands Avalanche [1]