RT Centrifuge (@centrifuge)The takeaway isn’t just “RWAs on Ethereum,” it’s that institutions are standardizing on a common security and settlement layer that L2s can inherit.Centrifuge builds on that foundation by providing the rails for regulated onchain equity, credit, and index products that can plug directly into Ethereum. ...

scroll launching at $2.8b fdv on $4m monthly revenue. taiko at $1.5b on $800k. starknet wants $8.5b for $6m. these l2s trade at 200-500x revenue when arbitrum trades at 38x generating real money. $20b in vc unlocks and farmer airdrops hit liquid markets q4. only 3-4 survive above $1b. ...