10 zkevm teams racing to $0.01 per block proving costs on 16 gpu rigs. sp1 r0vm openvm airbender pico ziren zisk cysic fermah marlin. these are the infrastructure tokens that power 10,000 tps ethereum. l2s need cheap proving to exist. own the rails not the trains. ...

the main case for L2s is that most people are retardedL2s aren't good because of "tech" or "Ethereum"they're useful because you can get the benefits of moving fast as a core team without caring about what soviet sleeper agents on your network think while giving users an exit ...

RT Milk Road (@MilkRoad)Ethereum’s bullish case is simple.It’s the only chain where every major crypto economy actually settles:Stablecoins, L2s, perps, RWAs, restaking, institutional custody flows.All the growth areas plug back into $ETH. https://t.co/OZk1SzY2ZR ...

The OG vision of crypto decentralization is struggling:- Decentralized stablecoins? LUSD is alive yet USDC/USDT dominate the market- More supply of Bitcoin and ETH moving to ETFs- DAOs are centralizing (DAO tokens become revenue valued assets)- Most ICOs require KYC- Multiple L2s/L1s shut down their chains following Balancer hackNot all is dark:- Ethereum's L2s are moving from Stage 0 to Stage 1 decentralization- Self-custody is still viable for BTC, and ETH despite growing ETF inflows- DEXs challenging CEX ...

RT Geode Labs (@geodelabs)🇲🇽 How Ethereum is powering Mexico’s remittance transformation?High remittance flows($64.7B in 2024) created the use case. Stablecoins built the rails. L2s made it economically viable.Curious how Mexico is writing its own crypto playbook?Full story 👇 https://t.co/MOJIGFU0hR ...

Market Outlook - Bitmine Chairman Tom Lee expresses optimism about the future performance of Bitcoin (BTC) and Ethereum (ETH) [1] - Tom Lee views Ethereum as a monetary base and standard, retaining value even without L2 gas fees, similar to how USD reinforces the dollar's value [1] Potential Growth - Ethereum (ETH), currently around $4,500, could potentially rise to $60,000, a 15x (1500%) increase [2] - A 15x increase in ETH value, combined with NAV expansion, could substantially re-rate companies with existing ETH inventories [2] - Related firms could potentially reach market capitalizations in the hundreds of billions of dollars [2] Company Strategy - MicroStrategy could become a U S giant by virtue of its Bitcoin holdings [2] - Future banks built on Ethereum will participate in ETH staking [2]

Layer 2 (L2) Implications - The report discusses the implications for Layer 2 scaling solutions [1]

Security Risks in Blockchain - Solana founder argues L2s and bridges like Wormhole share the same worst-case risk: multisigs can upgrade contracts and move assets without users' knowledge [1] - The core issue is whether a set of external keys can control user funds [1] - Multisigs effectively define the sequencer's authority [1] - Under current designs, L2s do not truly inherit Ethereum's security [1]

User Experience & Performance - Users prioritize the capacity and latency improvements that chains can achieve, leading to better apps and UX [1] - Chains settling to Ethereum can offer performance identical to any L1 but with reduced overhead (consensus) [1] Security & Trust - While chains aim for security parity or improvement over time, this is not the primary concern for users [2] - Existing L2s have a permissioned multisig that can override the bridge contract without notice [2] - Escape hatch is a property of the bridge, not the L2 itself [2] Technical Feasibility - There is no engineering blocker to build a bridge on Solana [2]

Layer-2 Ecosystem Growth - Starknet 持续两年增加开发者 [1] - Arbitrum 流失 30% 的开发者，Polygon 流失 35% 的开发者 [1] - Cairo 6 个月的学习曲线过滤了追逐 grant 的雇佣兵 [1] - 致力于 Starknet 的开发者不会离开 [1] Market Valuation - STRK 市值 5.17 亿美元 [1] - STRK 的估值被认为像垂死的 Layer-2 项目，但实际上它是唯一增长的 [1]