fin/ For a full breakdown of the development and trends of Layer 2s and other crypto sectors, check out 2026 Digital Assets Outlook Report by @TheBlock__ 👇And a big thank you to @GK8_Security for sponsoring the report!https://t.co/oRXlUjeWEs ...

sum/ 2025 showed Layer 2s maturing into infrastructure businesses defined by distribution, not experimentation. Liquidity and users continue to concentrate, while most chains struggle to justify their existence. ...

RT voh 🔺 (@vohvohh)The era of creating blockchains just to create blockchains is dyingAll blockchains, regardless of their functional layer, are facing an existential crisis right now: there are too many chains and they’re basically all doing the same thing.Regardless of niche technical capabilities, most chains have zero moat or impactful differentiation. It won’t be long until we see chains reduce spend to baseline operating costs or simply fade into irrelevance with no way to keep the lights on.Creating ...

LINK TOKENIZED RWAS.LINK DECENTRALIZED IDENTITY.LINK DEFI.LINK DERIVATIVES.LINK SYNTHETIC ASSETS.LINK DNFTS.LINK LAYER 2S.LINK DEPIN.LINK SOCIALFI.LINK CROSS-CHAIN.LINK GOVERNMENTS.LINK ZERO-KNOWLEDGE PROOFS.LINK STABLECOINS.LINK CROSS-BORDER PAYMENTS.LINK EXISTING SYSTEMS INTEGRATION.LINK DIGITAL ASSETS.LINK NAV.LINK INFRASTRUCTURE.LINK DATA.LINK NFTS.LINK TOKENIZED FUNDS.LINK DIGITAL TRANSFER AGENTS.LINK PRIVATE SMART CONTRACTS.LINK PREDICTION MARKETS.LINK LSTS/LRTS.LINK OEV.LINK UNIFIED GOLDEN RECORDS.LI ...

Layer 2 Interoperability - Ethereum Foundation aims to enhance Layer 2 interoperability [1] - The goal is to create a unified experience across Layer 2s, making them feel like a single chain [1] Technology & Framework - The focus is on developing an interoperability framework for Layer 2 solutions [1]

Emerging Technologies in Crypto - The industry is most excited about DeFi [1] - NFTs are a key area of interest [1] - Layer 2 solutions are generating excitement [1] - AI in crypto is a significant focus [1]

Ethereum Upgrades - Ethereum 正在探索 Fusaka 和 Glamsterdam 两次硬分叉 [1] - Fusaka 的 PeerDAS 升级有望将 Ethereum 的数据容量提升 16 倍，且无需增加验证者存储，从而解锁更便宜、更快速的 Layer 2 [1] - Glamsterdam 致力于通过 EPBS 和 Fossil 实现不可阻挡的结算，加强审查抵抗 [1] Technical Aspects - Fusaka 旨在通过 PeerDAS 升级提高数据容量 [1] - Glamsterdam 致力于通过 EPBS（Enshrined Proposer Builder Separation，内置提议者构建者分离）和 Fossil 来增强审查抵抗 [1] Community & Development - 社区反馈影响着 Ethereum 的发展路线图 [1] - 讨论了更短的 slot 时间和验证者用户体验 (UX) [1]

Ethereum Ecosystem - Cointelegraph presents a discussion on Ethereum's challenges and competition from new Layer 1 blockchains [1] - The discussion will also cover Ethereum's relationship with Layer 2 solutions [1] Event Details - The event, titled "The Fight for Ethereum's Soul," will premiere on CHAINREACTION X space [1] - The event is scheduled for TODAY at 1 PM UTC [1] - The event will feature @gazza_jenks & @rkbaggs [1]

Layer 2 Scaling Solutions - Ethereum layer 2 solutions have reduced transaction costs by 10-20x, leading to over 85% of Ethereum transactions occurring on these cheaper layer 2s [2][3] - Base, incubated by Coinbase, dominates layer 2 activity, accounting for over 50% of active users, transactions, and revenue [6] - Competition in the layer 2 space is increasing with Kraken announcing INC, Robinhood launching its own layer 2 on the Arbitrum stack, and Securityize partnering with Athena to launch Converge [6][7] - Worldcoin is also building its layer 2 on the Optimism stack [8] Decentralized Applications (dApps) and Exchanges (DEXs) - Spot volume of decentralized applications has more than doubled, approaching 20% of the market share compared to centralized counterparts [9] - Decentralized exchanges are 5-10x more efficient than centralized exchanges, achieving similar volume with significantly fewer employees [11] - Decentralized exchange volume has continued to increase, reaching 25-30% of centralized exchange volume [12] Solana's Performance and Developer Activity - Solana has experienced a significant turnaround, achieving 4-5x greater transaction throughput than Ethereum and its layer 2s combined, reaching almost 800 TPS [14] - Solana has surpassed Ethereum in attracting net new crypto developers [15] - Solana is focused on improving its base layer with upgrades like Fire Dancer and Alpenlow [19]

L2 Strategy & Tokenomics - L2s face challenges in generating sufficient fees to buy back enough ETH, suggesting a need for alternative strategies like selling L2 tokens [1] - Selling L2 tokens can help L2s acquire ETH for their treasury [1] - L2 tokens are sold for ETH until assets under management align with the L2 token market cap, making them investible [1] Treasury Management & DAO - The treasury, containing ETH acquired by L2s, is owned by L2 token holders (e.g., ARB, OP) [1] - Efficient management of the ETH treasury within a DAO model is a key consideration [1] Strategic Imperatives - L2s should compete to own ETH, the asset they are building on [1] - The industry emphasizes the importance of L2s owning ETH to prevent Wall Street from acquiring it all [1] - ETH is viewed as a world reserve asset [1]