...crypto long enough, you’re likely familiar with the “ETH-killer” meme – alt L1s claiming to overtake Ethereum...The irony is that indeed, no alt-L1 has come close to replicating the same network-effects as Ethereum...leave due to constrained DA capacity, what source of value will Ethereum have left? ...on Ethereum.

Solana is doing it via MCP, TEE’s help with same for Ethereum blockbuilders (via Buildernet) and L2...

If you think about it, no rollup launched recently (Eclipse, Megaeth, Abstract) has planned to use Ethereum...Ethereum will always lag behind DA demand compared to others....It’s pretty ironic that Megaeth branding is tied to Ethereum, while actually competing with it....and using all Eth DA we can do 5k TPS currently (more if Ethereum opened up).

Ethereum 2.0’s upgrade. ...that Ethereum increased the gas limit....Ethereum L1 hasn’t increased block gas limits since 4 years ago....~90% of Ethereum blocks, and three relays....activity than the Ethereum L1 can handle.

This is great for apps, not so much for underlying infra like Ethereum....However, that doesn’t quite seem to be the case with Ethereum....Death by Design – The Fate of Ethereum I know I’ve been picking on Ethereum constantly, but as one of...on Ethereum....Take a look at the Ethereum community.

A decent hedge could have been the “Will Ethereum dip below $2,000 by September 30, 2024” market....trend in governance I see. . . it’s a complete break from the disease of delegation-itis I see in most Ethereum...of markets and why they are two of the most powerful ideas to come out of crypto since Bitcoin and Ethereum...

...itself as the #1 place to go, with companies like BlackRock using it to launch their fund, BUIDL, on Ethereum...As mentioned previously, Securitize is not only on the Ethereum Main Network....Kraken verify employs the Ethereum Attestation Service (EAS), an open-source infrastructure for Ethereum...

Ethereum rollups built with the OP Stack are constrained by Ethereum blobs for DA, thus limiting their...MEV extraction in Ethereum rollups is another issue....Gas payments on Ethereum rollups also create friction....DA Layer Uses Celestia for 10k+ TPS Limited to Ethereum blobs  Limited to Ethereum blobs  Interoperability...

Popular blockchains like Bitcoin and Ethereum operate as public, permissionless ledgers....While a sequencer running on Ethereum uses the EVM to execute code securely across all Ethereum nodes...That’s because ZKsync pays proofing costs per ZK proof submitted to Ethereum....This is much cheaper than forcing transaction inclusion on Ethereum.

This multi-chain operability allows users to mint and redeem wBTC on both Ethereum and TRON networks,...Currently, cbBTC has ~$2.45B TVL with the majority of that being on Ethereum mainnet. ..., Ethereum Layer-2s, and Solana....Currently, tBTC has ~$480m TVL, most of which is located on Ethereum mainnet. ...

Celestia vs Ethereum: The Cold DA War Ethereum is just refusing to play the DA game aggressively....Ethereum Doesn’t Need to Win. Celestia Has to. Ethereum just needs to keep what it has....Ethereum rollups failed at this....A Threat to Ethereum?  Ethereum has positioned itself as the settlement layer for rollups.

Take Ethereum, for instance....Ethereum and Tron essentially created the conditions for Tether to thrive....Tron recently flipping Ethereum within the last month....Plasma nodes can interpret and execute Ethereum bytecode exactly as Ethereum does....This isn’t much of a concern for Ethereum.

STARK-proofs are often too large and too computationally intensive to be verified on the L1, like Ethereum...With $68M in TVL, the protocol has been live on major EVM networks, including Ethereum, BSC, Polygon,...Arbitrum is a leading optimistic rollup on Ethereum, with over $2.5B in TVL and more than 500,000 daily...

Ethereum (ETH), Solana (SOL), and Ripple (XRP) are now the most actively accumulated altcoins by public...Ethereum, Solana, and XRP each occupy distinct positions across a strategic treasury matrix: Ethereum...Why Ethereum, Solana, and XRP Lead Public Altcoin Treasuries As outlined above, Ethereum, Solana, and...

Ethereum is slowly but progressively increasing the L1 gas limit....Today, over 62% of Ethereum validators have voted for an increase in the block gas limit over 35M....What about Ethereum as a DA layer?...Not to say that Ethereum will be disrupted immediately....Most of the dominant EVM chains are rollups that use Ethereum as DA.

This comes at a time when sentiment around Ethereum has hit an all-time-low....And I’d argue that this sudden change in tone from the EF and the Ethereum community is also partially...Contrary to that, it was a massive success in scaling Ethereum....Ethereum has quietly forfeited the most lucrative parts of the transaction stack.

Solana has, over the course of the last 2 years, matched or outperformed Ethereum L1 across a wide variety...While Ethereum remains dominant in Total Value Locked (TVL), Solana has outpaced Ethereum in activity-based...a record $27.6M in real economic value (transaction fees and MEV tips) in November 2023, surpassing Ethereum...

This customization and independence set apart Avalanche L1s from Ethereum Rollups....Rollups, on the other hand, mainly rely on the Ethereum base layer for finality and DA....Unlike Ethereum, however, Avalanche burns all its fees, including both the base fee and the priority...

What most people see as a clear example of this product vs decentralization dichotomy today is Ethereum...Ethereum focused on the solo stakers, scaling via alternate blockchain layers, and is generally considered...

Ethereum has also staged an impressive recovery, outperforming many large cap crypto assets during the...Ethereum ETFs showed early signs of rotation, with nearly $500 million in inflows as investors began...Ethereum ETF flows remained modest but constructive throughout May.