Core Insights - Ethereum's on-chain transaction volume and DeFi market share reached historical highs in 2025, but mainnet fee revenue significantly declined [1] Group 1: Financial Performance - Layer-2 networks generated approximately $129 million in total revenue for the year, with only about $10 million paid to the Ethereum mainnet for settlement and security [1] - The remaining $119 million was retained by Layer-2 operators, indicating that Ethereum forfeited over $100 million in potential fee revenue this year [1] - Coinbase's Base network accounted for over $75 million in revenue, representing nearly 60% of total Layer-2 revenue [1] Group 2: Market Dynamics - The Dencun upgrade led to reduced fees, contributing to a roughly 10% decline in ETH prices for the year [1] - Despite the deflationary effect weakening, Ethereum's Total Value Locked (TVL) in DeFi increased to approximately 64% [1]

Strategy Shift - Mantle is evolving beyond a general-purpose Layer-2 model [1] - The protocol is aligning infrastructure, capital, and products around a modular onchain finance stack [1] - This shift indicates a focus on a modular onchain finance stack rather than a general-purpose execution layer [2] Focus - Mantle is building for institutional use [1]

Layer-2 Landscape - Optimism 作为最早的以太坊 Layer-2 解决方案之一，目前市场关注度不足 [1] - Optimism 可能成为 2026 年最受关注的 Layer-2 项目之一 [2] Ecosystem & Infrastructure - Optimism 的基础设施吸引了 Base、Mantle、Aevo、Zora 等项目在其上构建 [2] - Optimism 的总锁定价值 (TVL) 达到 3 亿美元 [2] Token Performance - Optimism 的原生代币 $OP 市值低于 10 亿美元 [2]

Layer-2 Landscape - Optimism 作为最早的以太坊 Layer-2 解决方案之一，目前市场关注度不足 [1] - Optimism 可能成为 2026 年最受关注的 Layer-2 项目之一 [2] Ecosystem & Infrastructure - Optimism 的总锁定价值 (TVL) 达到 3 亿美元 [2] - 多个项目，如 Base、Mantle、Aevo 和 Zora，正在基于 Optimism 的基础设施进行建设 [2] Token Performance - Optimism 拥有原生代币 $OP，其市值低于 10 亿美元 [2]

Layer-2 Landscape - Optimism 作为最早的以太坊 Layer-2 解决方案之一，目前市场关注度不足 [1] - Optimism 可能成为 2026 年最受关注的 Layer-2 项目之一 [2] Ecosystem & Infrastructure - Optimism 的基础设施吸引了 Base、Mantle、Aevo、Zora 等项目在其上构建 [2] - Optimism 的总锁定价值 (TVL) 达到 3 亿美元 [2] Token Performance - Optimism 的原生代币 $OP 市值低于 10 亿美元 [2]

Overview - Optimism L2 is currently under-discussed in the market [1] - Could be one of the most interesting L2 plays of 2026 [2] Key Metrics - $300 million in Total Value Locked (TVL) [2] - Native $OP token with a market cap of less than $1 billion [2] Ecosystem - Projects like Base, Mantle, Aevo, and Zora are building with Optimism's infrastructure [2]

Polygon, the layer 2 powerhouse, is revolutionizing the blockchain world. Offering lightning fast, lowcost transactions, Polygon has become a go-to for DeFi, NFTts, and web 3 developers. With its recent rebranding to Paul, Polygon is poised for big things, providing scalability, security, and interoperability.Major companies like Starbucks and Reddit are joining the Polygon ecosystem, signaling a blockchain revolution led by this layer. ...

Hint: It’s a Layer-2 https://t.co/iiZKbOwd6w ...

Layer-2 活跃度 - Starknet 在以太坊生态 Layer-2 中活跃度排名前五 [1] 未来展望 - Starknet 即将有更多进展 [1]

Project Overview - Artgis Finance is developing an AI-powered Layer-2 solution on BNB Chain to bridge TradFi and digital finance [1] - The platform aims to facilitate fast, secure settlement and seamless Real World Asset (RWA) integration [1] - Artgis Finance is building the future of finance on BNB Chain, focusing on cross-border payments, RWA tokenization, and yield optimization [2] Technology and Features - The Layer-2 solution offers low fees, high throughput, and cross-chain capabilities [1] - Artgis Finance utilizes a layered architecture and the Athena AI system for intelligent asset management in Web3 [1] Industry Impact - The project aims to drive BNB Chain toward real-world adoption [1]