RT Uncap (@uncapfinance)Bitcoin L2s have a larger TAM than Ethereum L2s. ETH L2s only scale execution L1 already does.BTC L1 lacks programmability entirely. This means the winning BTC L2 will not just scale the asset but become the dominant execution layer for a $2T market.h/t @jon_charb https://t.co/yKuLiQBcEV ...

Monthly transactions on Ethereum L2s are similarly at ATHs https://t.co/Y1RNcbqw92 ...

Linea Platform Positioning - Linea is positioned as the best chain for ETH capital, aiming to build the Ethereum settlement layer for global finance [1] - Linea offers institutional-grade infrastructure to unlock scalable, secure onchain yield [1] Investment & Treasury - SharpLinkGaming is deploying $200 million of their ETH treasury on Linea [1] Adoption & Usage - One of the world's largest public ETH holders is choosing Linea [1] - Ethereum L2s (Layer 2 solutions) were built for this purpose [1]

RT everstake.eth (💙,💛) (@eth_everstake)Ethereum L2s are absolutely dominating the charts.Quarter 3 set a new record - 1.4B transactions across Layer 2 networks, showing just how fast Ethereum’s scaling ecosystem is growing.The breakdown you need:👇 https://t.co/HcbuNieF1Y ...

ZKsync is leading the RWA revolution among Ethereum L2s, and this is just the beginning. Stay tuned as we continue shaping the future of tokenized assets. ...

Ethereum Ecosystem & Competition - Ethereum's permissionless nature allows other chains to utilize its services (DA, liveness) by purchasing them, regardless of alignment [1] - The failure of Blast's ecosystem is attributed to factors beyond criticism from the Ethereum community, likely related to user goodwill [1][2] - The industry suggests a decline in building Ethereum L2s, potentially due to events surrounding Blast [2] Founder Sentiment & Innovation - The report highlights Pacman as a significant Ethereum founder, possibly the last of his kind [2] - Blur is considered revolutionary, and Blend is seen as the last novel DeFi primitive [2]

Platform Overview - Spire Labs introduces Pylon, a platform for launching appchains that synchronously compose with Ethereum L2s [1] - Pylon enables cross-chain contract calling, providing a user experience similar to deploying applications directly onto popular Ethereum L2s [1]

Decentralized Exchange (DEX) Trends - Uniswap Protocol 在 Ethereum L2 上的交易量份额创历史新高 [1] - Uniswap Protocol 在 Ethereum L2 上的交易量份额逐年增长 [1] Technology & Scaling - 世界计算机正在扩展 [1]

L2 Decentralization Standards - Vitalik endorses six Ethereum L2s meeting L2Beat's Stage 1 decentralization standards, advocating for a trustless ecosystem [1] - L2Beat's framework categorizes L2s based on security and governance, with Stage 1 requiring a Security Council and permissionless exits [4][5] - Stage 1 requires a large, diverse multisig with 75%+ approval and 26%+ independent members to prevent malicious actions [5] L2 Ecosystem Evolution - As of December of last year, there were approximately 50 rollups and 70 alt-DA L2s holding over $50 billion in TVL [2] - Only six projects had Security Councils with at least eight members and 75% thresholds [3] - In June, out of 136 projects reviewed, only 26 retained L2 status, and just 8 reached Stage 1 [4] - L2Beat's upgrades include Liveness Tracking to flag downtime and the UOPS/TPS Ratio Chart to measure account abstraction adoption [6][7] Future Goals - The industry aims for withdrawal times under an hour, ideally seconds, reducing reliance on risky third-party bridges [9] - The standard is set for more teams to meet Stage 1+ requirements [9]

Ethereum Network Issues - Ethereum transaction fees exceeded $1 for an extended period [1] - Layer 2 (L2) solutions were proposed to address high fees [1] Layer 2 Concerns - L2 solutions experience downtime [1] - L2 solutions often rely on multi-signature schemes with potential fund theft risks [1] - L2 sequencers capture a significant portion (98%) of the value that should accrue to Ethereum Layer 1 (L1) stakers [1]