RT Token Terminal 📊 (@tokenterminal)Does @ethereum L1 have a moat?One mental model: @Uniswap would lose half of its current business without Ethereum L1.Uniswap volumes:2020-2022 = Ethereum-only2022-2025 = Ethereum & L2s/L1s---------------2026-2028 = Ethereum-mostly? (driven by stablecoins & RWAs) https://t.co/0jsHUeAx9J ...

I've been thinking about this:If you had to guess, how many new chains (L1s + L2s) were launched this year? ...

Monad L1 Overview - Monad launched Mainnet, prompting the question of whether another general-purpose Layer 1 is necessary [1] - Monad's parallel, pipelined EVM achieves approximately 500 million gas/second with 400ms blocks, while maintaining decentralization under consumer-hardware constraints (32GB RAM, 2TB SSD, 100 Mbps) [1] L1 vs L2 Discussion - The discussion explores the rationale for building Monad as an L1 instead of an Ethereum L2 [1] - The purpose of choosing L1 over L2 is discussed at timestamp 1:36 [2] Decentralization and Hardware Requirements - Decentralization aspects of Monad are discussed [1] - The feasibility of running Monad on home hardware versus datacenter chains is examined [2] Ethereum and EVM Compatibility - The rationale behind choosing EVM compatibility is explored [2] - The potential benefits of Monad for Ethereum are considered [2] Scaling and Performance - Monad's scaling solutions are discussed [2] - The question of how fast is too fast in blockchain performance is raised [2] Tokenomics and Valuation - Monad's token and L1 token valuations are discussed [2] Competition and Future - Comparison between Monad and MegaETH is made [2] - Monad's success case is considered [2]

RT Vivek Raman (@VivekVentures)"The more secure the L1, the more performant the L2"Ethereum and it's network of L2s are the future for blockchain acceleration. ...

Layer 2 (L2) & Blockchain Architecture - The author criticizes the perceived redundancy of L1/L2 distinctions, suggesting they are "retarded" [1] - The author argues Solana's architecture can be mapped to other chains leveraging Ethereum [1] - The author believes users are indifferent to the specific chain being used [1] - Tushar Jain predicts "the beginning of the end for L2s" [1]