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X @BREAD | ∑:
BREAD | ∑:· 2025-08-27 11:08
I wholeheartedly believe that once Mega launches that the competitive DISadvantage for performance will be so apparent to these new L1s that basically all will pivot to our same construction.It's the only way to not get mogged.brother bing / 饼兄 Σ: (@hotpot_dao):bro bing bing had a few meetings today and one prevailing question i got was: megaeth has one of the best pre-launch ecosystem but why not build a L1?here's my attempted answer:- first of all, what's L1 premium anyway in 2025?in an environment where ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-13 16:15
Market Analysis - Traditional finance (TradFi) is replicating cryptocurrency trends with larger investments [1][2] - The industry is observing a shift from Layer 2 (L2) to Web2-driven Layer 1 (L1) mania [2] - Bootstrapping chains presents significant challenges for corporations [2] Investment Strategy - Focus on infrastructure over applications [2] - Investment flow: Bitcoin (BTC) to Ethereum (ETH) to Altcoins [2]