Business Model & Strategy - zkSync 构建了 ZK Stack，旨在为机构运行私有链提供支持 [1] - 该技术正被 35 家企业用于构建主权 L2 [1] - zkSync 的商业模式类似于 AWS，专注于零知识证明服务 [1] - 许可收入可能超过手续费收入，尤其是在机构需要隐私基础设施而非公共链的情况下 [1] Institutional Adoption - 德意志银行正在进行 onboarding [1] - 已经锁定 24 亿美元的 RWA（Real World Assets，真实世界资产）[1] Market Valuation - ZK Token 的市值为 5.28 亿美元 [1]

ZKsync has launched its Atlas upgrade, delivering over 15,000 TPS, sub-second ZK finality, and near-zero fees while enabling real-time L1-L2 liquidity interoperability. The upgrade allows ZKsync-based chains to directly access Ethereum's liquidity without separate pools, transforming Ethereum into an institutional-grade settlement layer by rearchitecting L1/L2 capital structures. https://t.co/aS0l4Lssey ...

starknet adding developers for 2 years straight. arbitrum lost 30% of builders, polygon lost 35%. cairo's 6 month learning curve filters mercenaries chasing grants. developers who commit don't leave. strk at $517m market cap pricing it like the dying l2s when it's the only one growing. ...

MEV & Staking - MegaETH sequencer auctions redistribute 90% of MEV to token stakers [1] - At 50% staked, $108 million annual MEV translates to 216% APY from real economic activity [1] Market Opportunity - Ethereum L1 generates $20 million monthly MEV, Arbitrum $5 million [1] - MegaETH's sub-millisecond blocks create more arb opportunities than both Ethereum and Arbitrum [1] - A productive asset yielding 20%+ from transaction ordering is mispriced at $1 billion FDV [1] Auction Details - Public auction starts October 27 at $1 billion valuation [1] Token Utility - Every other L2 token is just governance, implying MegaETH token has superior utility [1]

Crypto & Finance - The future of finance involves crypto cards settling on Layer 2 (L2) [1] - The L2 infrastructure is supported by Amazon datacenters [1] Technology & Infrastructure - Amazon datacenters provide the infrastructure for crypto finance solutions [1]

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. ...

solana processed more volume than ethereum plus every l2 combined during the october 11 crash. fees stayed under $1 versus $100+ on arbitrum and mainnet. 72 hours later $play raised $2.6m in 5 minutes from 1672 buyers. capital isn't leaving it's consolidating on the infrastructure that survived ...

arbitrum gas hit $100 during october 11th liquidations. the l2 that saved users $17b in fees over 2 years couldn't handle 1 day of real volume. optimistic rollups scale linearly not exponentially. when activity 10x costs 10x. arb at $0.32 pricing in the architecture problem base doesn't have. ...

Stablecoin & L2 Solutions - Cheap stablecoin transactions are a key value proposition of crypto [1] - Codex_pbc is entering the L2 space with a focus on synergy with Ethereum L1 [1]

These L1<>L2 lines are so retarded.Especially when you can map Solana's architecture (Tushar's largest bag) to other chains leveraging Ethereum pretty easily.Users don't care. They're all just chains. https://t.co/zBESrqjhBATushar Jain (@TusharJain_):The beginning of the end for L2s ...