Top Results1333 results
...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
Alpha Insight
5 Min
Gaming
May 2025
A recent proposal (EIP-9698) by Dankrad was made to exponentially raise the gas limit on the L1....: risk destroying the value prop for L2s
Don’t scale the L1: risk the L1 failing and ETH becoming worthless...“Scaling the L1 will rug the rollups”. Yes, it will. But to a degree....this subject as it pertained to scaling the L1 even in a rollup-centric world.
Alpha Insight
8 Min
Layer 1 / L1
May 2025
...is much to unpack on the technical side and some early indications that Keeta could be the next big L1...overview of Keeta Network, explore some features and use cases that make it more than just another L1...finality effectively occurs in real time (sub-second), whereas a network like Solana often targets ~2–3...
Alpha Insight
13 Min
Layer 1 / L1
May 2025
The Hyperscale Effect – A Loss-Leader for Chains
The protocol layer has 3 main sources of revenue: base...Jon Charbonneau has a good primer for further context on the topic: https://dba.xyz/l1-l2-token-value-capture...Take L2 tokens for example.....” ~ John Maynard Keynes
Crypto markets have a tendency to act irrational quite often – L1/L2 valuations...
Report
43 Min
Layer 1 / L1
Apr 2025
After producing a number of L2 blocks, they are chained together to form a single L1 block which is then...Batch overhead, expenses associated with proving each batch, include both L1 costs and L2 costs....L1 costs entail proof verification and batch processing on the Ethereum L1 while L2 costs stem from paying...
Report
39 Min
Infrastructure
Jan 2025
...complicating US debt refinancing situation
Equity Markets
S&P 500 and Nasdaq showing a decent bounce (3-...
Alpha Insight
3 Min
Macro & Markets
Mar 2025
...resistance as predicted
Momentum metrics show conflicting signals (daily timeframe positive, weekly/3-...
Alpha Insight
2 Min
Macro & Markets
Mar 2025
It also acts as the liquidity layer through InitiaDEX + Enshrined Liquidity, providing fast L2 → L1 token..., the L2 INIT → L1 INIT transfer happens via Minitswap, working like a standard IBC transfer....Minitswap— Since L2 INIT (INITx) isn’t directly usable on L1, it’s instantly swapped for native INIT...
Report
31 Min
Layer 1 / L1
Feb 2025
Apps that move their users to their own L2 or L1 in a zero sum way are obviously moving revenue of the...L1....Less than 3% of total ETH has been bridged to L2s, comparable to ETF adoption....Despite the growth of L2 usage within Ethereum in ’24 (10x more TX than the L1 now), there are still...
Report
21 Min
Layer 2 / L2
Jan 2025
Ethereum is slowly but progressively increasing the L1 gas limit....second by 2025, Fuel’s new Redacted project aims to reach giga gas throughput with 150K TPS, Sei, an L1...For 2025 we need Fusaka on L1 with PeerDAS, ideally with 48/72 blob target/limit
Let’s aim to get a Fusaka...But that is the time most high throughput L2 teams do not have to spare.
Report
13 Min
Layer 1 / L1
Mar 2025
Daily timeframe showing bullish signals, contradicting bearish higher timeframes
Anticipating “1-2-3”...for allocation
Technical Outlook
Multiple timeframe analysis shows conflicting signals:
Weekly and 3-...
Alpha Insight
3 Min
Macro & Markets
Mar 2025
And this is a process that teams can’t rush through: so you’re looking at a 1-3 month ordeal spanning...Misaligned Economic Incentives: The L1/L2 Premium
Beyond technical hurdles, the economic incentives themselves...Market dynamics consistently reward infrastructure over applications, with launching an L1 or L2 chain...
Report
31 Min
Infrastructure
May 2025
...rollup roadmap:
theory – issue assets on eth l1, bridge to l2. can escape hatch back to L1 if needed...practice – issue asset on l2, trade it on another l1 through a third party PoA bridge
— ceteris (@ceterispar1bus...While TVL is 2/3 Base and Arbitrum, nearly all of L2 DEX volume is now happening on the two chains.
Report
128 Min
Infrastructure
Dec 2024
Examples like Uniswap (Unichain L2) and dYdX (dYdX L1) come to mind....Validators are now managed independently by each L1....All staking-related operations for the Avalanche L1 are handled by the L1’s validator manager....Any assets on the Avalanche L1 will be solely under the purview of the L1.
Report
22 Min
Infrastructure
Jun 2025
ZKsync Era is an L2 zkEVM leveraging ZK proofs to scale efficiently....And Era laid the foundation of the Elastic Network, since the ZKsync L1 bridge contract was reconfigured...is onchain and borderless, WonderFi Labs is spearheading the strategic pivot to build the WonderFi L2...
Report
19 Min
Infrastructure
May 2025
As promised – yet another market update video given the continued carnage across risk asset markets.
Summary
The market continues to experience a broad selloff across both tradFi and crypto assets....
Alpha Insight
3 Min
Macro & Markets
Mar 2025
Blobs are capped at 3/block currently, with plans to increase them to 6/9 in the next hardfork....Celestia’s value prop is: “We already scaled the L1....If Celestia becomes the default infra for 50% of all L2 throughput in the near future, that’s a massive...Base doesn’t talk to Arbitrum natively because Ethereum L1 is too slow.
Report
47 Min
Layer 1 / L1
Apr 2025
As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve.
If you have any questions, please comment below or m...
Alpha Insight
1 Min
Macro & Markets
Mar 2025
Ethereum Virtual Machine (EVM) has been a category definer, powering Ethereum and many of crypto’s biggest L1...and L2 protocols, as well as the apps built on top of them....FuelStreamX steps in – a system for passing ZK-proof verified messages from the sequencer chain to Ethereum L1...or L2.
Report
30 Min
Infrastructure
Apr 2025
In with the New, (not) Out with the Old
DeepHermes-3 Preview builds upon Hermes 3’s function-calling...This feature is not present in Hermes 3, which primarily functioned as an instruct-tuned model without...Retains and Expands Hermes 3’s Function Calling System
DeepHermes-3 retains Hermes 3’s function-calling...
Alpha Insight
6 Min
Artificial Intelligence
Feb 2025