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"L2s were a failed experiment. App chains were a failed experiment outside of Hyperliquid." Logan Jastremski reveals why he hasn't thought about Ethereum since 2021: "L2s never made sense. A transaction is just bytes. An L2 compresses 5 bytes to 1 byte. If you want compression, why apply it...

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The Rollup

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146,297 просмотров • 1 месяц назад •via X (Twitter)

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🎙️ New The Edge Podcast 📊 Navigating The World of Ethereum L2s, According To L2BEAT 0:00 - Intro 6:44 - Bartek’s background 9:57 - Is Ethereum headed in the right direction? 12:27 - Why Ethereum and L2s need L2BEAT 19:51 - The Rotten Tomatoes of L2s 25:41 - How L2BEAT is funded as a public good 30:58 - Defining an Ethereum L2 34:35 - How does an L2 derive security from L1? 42:11 - Three distinct stages of an L2 47:14 - What Arbitrum and Base need to be Stage 2 55:04 - Thoughts on based rollups 57:03 - Why Robinhood chose an Ethereum L2 1:00:30 - Justified criticisms of L2s 1:04:53 - What is Data Availability (DA)? 1:11:37 - Fundamental role of zk scaling Ethereum 1:16:19 - A future of zk-powered DeFi 1:20:06 - Closing 🙏 Thanks to L2BEAT 💗 Founder bartek.eth for joining us!
1:24:13

🎙️ New The Edge Podcast 📊 Navigating The World of Ethereum L2s, According To L2BEAT 0:00 - Intro 6:44 - Bartek’s background 9:57 - Is Ethereum headed in the right direction? 12:27 - Why Ethereum and L2s need L2BEAT 19:51 - The Rotten Tomatoes of L2s 25:41 - How L2BEAT is funded as a public good 30:58 - Defining an Ethereum L2 34:35 - How does an L2 derive security from L1? 42:11 - Three distinct stages of an L2 47:14 - What Arbitrum and Base need to be Stage 2 55:04 - Thoughts on based rollups 57:03 - Why Robinhood chose an Ethereum L2 1:00:30 - Justified criticisms of L2s 1:04:53 - What is Data Availability (DA)? 1:11:37 - Fundamental role of zk scaling Ethereum 1:16:19 - A future of zk-powered DeFi 1:20:06 - Closing 🙏 Thanks to L2BEAT 💗 Founder bartek.eth for joining us!

DeFi Dad ⟠ defidad.eth

21,847 просмотров • 8 месяцев назад

Why has Mantle the lowest transaction fees of all Ethereum L2s?
0:54

Why has Mantle the lowest transaction fees of all Ethereum L2s?

1delta

45,507 просмотров • 2 лет назад

Robinhood Head of Crypto explains why they’re building an L2 on Ethereum “We wanted the decentralization and security of Ethereum. We also wanted the liquidity available in the EVM space. So that’s why we decided to do an L2 — that way we can customize everything we want to do to really make The Robinhood Chain the best real world asset chain, and at the same time, have all the benefits of Ethereum.” Source: Anthony Pompliano 🌪
1:19

Robinhood Head of Crypto explains why they’re building an L2 on Ethereum “We wanted the decentralization and security of Ethereum. We also wanted the liquidity available in the EVM space. So that’s why we decided to do an L2 — that way we can customize everything we want to do to really make The Robinhood Chain the best real world asset chain, and at the same time, have all the benefits of Ethereum.” Source: Anthony Pompliano 🌪

Etherealize

18,849 просмотров • 3 месяцев назад

Do we still need L2s? 🤔 In this episode of Uneasy Money (the funniest to date BY FAR), hosts kain.inx and Tay 💖 are joined by Austin Griffith & karl.floersch.eth (✨🔴_🔴✨) to dive into: ⁉️ Why Vitalik is saying the Ethereum L2 vision no longer makes sense 🤔 Whether L2s are necessary for Ethereum to pull institutions 😂 How OpenClaw isn’t a degen 👀 Whether AI is the new UI Timestamps: 🚀 1:05 Introduction 😬 3:28 Why Vitalik is rethinking the purpose of L2s 🤔 18:38 Are L2s needed for Ethereum to become the primary blockchain for institutions ❕️ 32:11 Why Karl says Ethereum should abstract all the chains 💥 38:35 How OpenClaw is making AI agents more accessible 🤔 43:51 Why are AI agents choosing Coinbase's Base? 👀 55:26 Is “AI the new UI?” 👀 1:05:59 Why Austin says AI agents need their own passkeys ⁉️ 1:09:06 What is the best form factor for AI Agents? 🤯 1:15:15 How Austin used an AI agent to run a pfp prediction app 👀 1:20:56 Kyle Samani stepping away from crypto?
1:22:12

Do we still need L2s? 🤔 In this episode of Uneasy Money (the funniest to date BY FAR), hosts kain.inx and Tay 💖 are joined by Austin Griffith & karl.floersch.eth (✨🔴_🔴✨) to dive into: ⁉️ Why Vitalik is saying the Ethereum L2 vision no longer makes sense 🤔 Whether L2s are necessary for Ethereum to pull institutions 😂 How OpenClaw isn’t a degen 👀 Whether AI is the new UI Timestamps: 🚀 1:05 Introduction 😬 3:28 Why Vitalik is rethinking the purpose of L2s 🤔 18:38 Are L2s needed for Ethereum to become the primary blockchain for institutions ❕️ 32:11 Why Karl says Ethereum should abstract all the chains 💥 38:35 How OpenClaw is making AI agents more accessible 🤔 43:51 Why are AI agents choosing Coinbase's Base? 👀 55:26 Is “AI the new UI?” 👀 1:05:59 Why Austin says AI agents need their own passkeys ⁉️ 1:09:06 What is the best form factor for AI Agents? 🤯 1:15:15 How Austin used an AI agent to run a pfp prediction app 👀 1:20:56 Kyle Samani stepping away from crypto?

Laura Shin

61,378 просмотров • 5 месяцев назад

I think the Ethereum Barbell strategy will prove right. This is how Vitalik explains it: "Ethereum's barbell strategy of L1 and L2 is basically that L2s do the thing that require centralization and they get the benefits of centralization which includes the ability to do HFT but at the same time they benefit from L1 providing security and censorship resistance" HFT = high frequency trading. He's saying speeding up slot times to the millisecond enters you into a reduce bandwidth increase latency arms race that leads to centralization of block production and validation - see nasdaq. If we know this is the inevitable destination of hyperfast chains then we can put the "dictator in a box" by incenting them to become L2s on Ethereum Ethereum L1 = store of value + slower defi Ethereum L2s = high velocity + HFT defi Ethereum playing 3D chess.
4:12

I think the Ethereum Barbell strategy will prove right. This is how Vitalik explains it: "Ethereum's barbell strategy of L1 and L2 is basically that L2s do the thing that require centralization and they get the benefits of centralization which includes the ability to do HFT but at the same time they benefit from L1 providing security and censorship resistance" HFT = high frequency trading. He's saying speeding up slot times to the millisecond enters you into a reduce bandwidth increase latency arms race that leads to centralization of block production and validation - see nasdaq. If we know this is the inevitable destination of hyperfast chains then we can put the "dictator in a box" by incenting them to become L2s on Ethereum Ethereum L1 = store of value + slower defi Ethereum L2s = high velocity + HFT defi Ethereum playing 3D chess.

RYAN SΞAN ADAMS - rsa.eth 🦄

64,050 просмотров • 11 месяцев назад

Parachains ≠ L2s L2s extract value from Ethereum, whilst Parachains are the product of Polkadot. In Ethereum, L2s are add-ons that offload pressure, turning the L1 into a rollup host. But Polkadot’s whole proposition is parachains. They’re not bolted on - they’re core. Unlike Ethereum, Polkadot never used its L1 to host smart contracts directly. This isn’t a limitation - it's by design. The DOT that goes into Acala is still immediately transferable into Moonbeam - so the capital flows a lot easier between the L2 Different intent, different architecture. Gavin Wood explains 👇
4:19

Parachains ≠ L2s L2s extract value from Ethereum, whilst Parachains are the product of Polkadot. In Ethereum, L2s are add-ons that offload pressure, turning the L1 into a rollup host. But Polkadot’s whole proposition is parachains. They’re not bolted on - they’re core. Unlike Ethereum, Polkadot never used its L1 to host smart contracts directly. This isn’t a limitation - it's by design. The DOT that goes into Acala is still immediately transferable into Moonbeam - so the capital flows a lot easier between the L2 Different intent, different architecture. Gavin Wood explains 👇

MR SHIFT 🦁

57,352 просмотров • 1 год назад

NEW POD: Why Bandwidth is Still Undervalued in Crypto Logan Jastremski joins Santiago R Santos & Yano 🟪 to dive into: - Ethereum's solo staker mistake - The truth about node counts & decentralization - From kilobytes to gigabytes per second - Viability of next gen Alt L1s 0:00 - Introduction 1:22 - High Throughput Conviction 13:39 - SVM to Ethereum & L2s 24:52 - Limitations & Trade-offs of Systems 35:44 - Unique Applications in Crypto 41:13 - Anoma Supra Ad 43:12 - What's Wrong with ETH? 57:20 - Fixing Ethereum 1:03:11 - Alt Chains
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NEW POD: Why Bandwidth is Still Undervalued in Crypto Logan Jastremski joins Santiago R Santos & Yano 🟪 to dive into: - Ethereum's solo staker mistake - The truth about node counts & decentralization - From kilobytes to gigabytes per second - Viability of next gen Alt L1s 0:00 - Introduction 1:22 - High Throughput Conviction 13:39 - SVM to Ethereum & L2s 24:52 - Limitations & Trade-offs of Systems 35:44 - Unique Applications in Crypto 41:13 - Anoma Supra Ad 43:12 - What's Wrong with ETH? 57:20 - Fixing Ethereum 1:03:11 - Alt Chains

Empire 🟪

19,128 просмотров • 1 год назад

🛠️Yesterday at EthCC - Ethereum Community Conference, Declan Fox gathered to reflect on the key highlights of the week — from institutional adoption to the growth of the Ethereum ecosystem — and explored how United Protocol is carving out a unique position among L2s.
2:36

🛠️Yesterday at EthCC - Ethereum Community Conference, Declan Fox gathered to reflect on the key highlights of the week — from institutional adoption to the growth of the Ethereum ecosystem — and explored how United Protocol is carving out a unique position among L2s.

UNITED PROTOCOL

10,876 просмотров • 1 год назад

Robinhood’s Head of Crypto explains why they’re building an Ethereum L2 “You see a lot of companies right now building their own L1. We were excited about this idea of controlling everything you want to build, but creating the security of a real, proper, decentralized chain is extremely difficult, and you basically get that for free with Ethereum.” “When you look at some of these new L1s that are being created: it’s not really decentralized and it’s not really secure — at the end of the day it’s basically a fancy database that’s a bit slower to use than an actual database, so we didn’t really see the value in that. With Ethereum we get the security by default.” “The second thing that we get by building an L2 is all of the liquidity that is already on every EVM-compatible chains. That was also a very important decision factor for us. If we really want to bring the stock market on-chain, we need to have this liquidity. It’s not going to be possible if it’s in a closed loop or a closed chain that nobody can access.” “For us, those were the two elements that we really wanted to focus on, and that’s why we decided to build on Ethereum.” Source: DeFi Dad ⟠ defidad.eth (Dec 2025)
1:40

Robinhood’s Head of Crypto explains why they’re building an Ethereum L2 “You see a lot of companies right now building their own L1. We were excited about this idea of controlling everything you want to build, but creating the security of a real, proper, decentralized chain is extremely difficult, and you basically get that for free with Ethereum.” “When you look at some of these new L1s that are being created: it’s not really decentralized and it’s not really secure — at the end of the day it’s basically a fancy database that’s a bit slower to use than an actual database, so we didn’t really see the value in that. With Ethereum we get the security by default.” “The second thing that we get by building an L2 is all of the liquidity that is already on every EVM-compatible chains. That was also a very important decision factor for us. If we really want to bring the stock market on-chain, we need to have this liquidity. It’s not going to be possible if it’s in a closed loop or a closed chain that nobody can access.” “For us, those were the two elements that we really wanted to focus on, and that’s why we decided to build on Ethereum.” Source: DeFi Dad ⟠ defidad.eth (Dec 2025)

Etherealize

26,381 просмотров • 4 месяцев назад

#Ethereum creator Vitalik Buterin explains why Ethereum is an unregistered security and therefore illegal in the United States. SEC and Gary Gensler, are you paying attention? Vitalik explains here on March 3, 2014, at a #Bitcoin conference in Texas that he will be headquartering Ethereum in Zug, Switzerland in order to evade securities law of the United States. Approximately 70% of Ethereum's supply was given or sold to Ethereum's founders and a few insider investors before Ethereum was made available to the public in an Initial Coin Offering. Vitalik explains here that Ethereum is a business. He is making an investment pitch to the audience. This is the definition of a security. #Bitcoin is the only crypto asset that has been deemed a true commodity by the Securities Exchange Commission (SEC) and Commodities Futures Trading Commission (CFTC). #BTC
2:03

#Ethereum creator Vitalik Buterin explains why Ethereum is an unregistered security and therefore illegal in the United States. SEC and Gary Gensler, are you paying attention? Vitalik explains here on March 3, 2014, at a #Bitcoin conference in Texas that he will be headquartering Ethereum in Zug, Switzerland in order to evade securities law of the United States. Approximately 70% of Ethereum's supply was given or sold to Ethereum's founders and a few insider investors before Ethereum was made available to the public in an Initial Coin Offering. Vitalik explains here that Ethereum is a business. He is making an investment pitch to the audience. This is the definition of a security. #Bitcoin is the only crypto asset that has been deemed a true commodity by the Securities Exchange Commission (SEC) and Commodities Futures Trading Commission (CFTC). #BTC

Ben Hart

153,249 просмотров • 2 лет назад

ethereum ux upgrade is coming unified asset balances across L2s auto-bridged with interop in one transaction.
0:31

ethereum ux upgrade is coming unified asset balances across L2s auto-bridged with interop in one transaction.

rip.eth

29,335 просмотров • 1 год назад

Why Ethereum’s New Marketing Arm Is Convinced Wall Street Will Adopt ETH Ethereum has faced a tough year (or even more 👀), but Vivek Raman, founder of Etherealize, says the tide is turning. 🌊 Why he believes Ethereum can solidify its lead in institutional adoption 🥊 How he thinks it stacks up against rivals like Solana? Timestamps: ⏳ 02:50 Why Vivek believes now is the perfect time to launch Etherealize 🔍 07:32 The behind-the-scenes work that started long before the launch 💸 13:28 Why Vitalik Buterin and the Ethereum Foundation backed the project 🎯 15:11 Vivek’s take on the fortunate timing of the announcement 📈 19:03 Driving the narrative of ETH as an institutional-grade asset 🏢 22:17 Whether L2s are ideal for corporate scalability and customization 🤝 29:13 Vivek’s pitch for Ethereum to TradFi 🏛️ 31:42 Why Ethereum is a better fit for Wall Street than Solana, according to Vivek ⚖️ 34:08 Addressing concerns over L2 centralization Thank you to our sponsors! Quai Network ⚡️💵 Polkadot
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Why Ethereum’s New Marketing Arm Is Convinced Wall Street Will Adopt ETH Ethereum has faced a tough year (or even more 👀), but Vivek Raman, founder of Etherealize, says the tide is turning. 🌊 Why he believes Ethereum can solidify its lead in institutional adoption 🥊 How he thinks it stacks up against rivals like Solana? Timestamps: ⏳ 02:50 Why Vivek believes now is the perfect time to launch Etherealize 🔍 07:32 The behind-the-scenes work that started long before the launch 💸 13:28 Why Vitalik Buterin and the Ethereum Foundation backed the project 🎯 15:11 Vivek’s take on the fortunate timing of the announcement 📈 19:03 Driving the narrative of ETH as an institutional-grade asset 🏢 22:17 Whether L2s are ideal for corporate scalability and customization 🤝 29:13 Vivek’s pitch for Ethereum to TradFi 🏛️ 31:42 Why Ethereum is a better fit for Wall Street than Solana, according to Vivek ⚖️ 34:08 Addressing concerns over L2 centralization Thank you to our sponsors! Quai Network ⚡️💵 Polkadot

Laura Shin

93,542 просмотров • 1 год назад

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?
34:28

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

Michaël van de Poppe

287,183 просмотров • 2 дней назад

Stephen Miller just called immigration since 1965 an "experiment on civilization." He claims 76 million people were "brought in" and failed. Fact check: That "experiment" built the strongest economy, technology, and medical innovation in history.
1:36

Stephen Miller just called immigration since 1965 an "experiment on civilization." He claims 76 million people were "brought in" and failed. Fact check: That "experiment" built the strongest economy, technology, and medical innovation in history.

Adam Mockler

96,334 просмотров • 7 месяцев назад

PulseChain. Richard Heart exercises the 'risk diode' but it doesn't apply to pDAI, ever wonder why? From the post below, one particular sentence stands out. "How about you use the risk diode I taught you and don't advertise [bad thing] like an idiot?" He posted about pDAI 33 times. Is pDAI some sort of magical exception to the rule? Perhaps pDAI was never a '[bad thing]'? The truth is it was an IQ test, some passed, and some failed. You're looking at an asset that is theoretically 265X from $1.00 peg. Do you believe?
0:31

PulseChain. Richard Heart exercises the 'risk diode' but it doesn't apply to pDAI, ever wonder why? From the post below, one particular sentence stands out. "How about you use the risk diode I taught you and don't advertise [bad thing] like an idiot?" He posted about pDAI 33 times. Is pDAI some sort of magical exception to the rule? Perhaps pDAI was never a '[bad thing]'? The truth is it was an IQ test, some passed, and some failed. You're looking at an asset that is theoretically 265X from $1.00 peg. Do you believe?

DuRtY Crypto

10,860 просмотров • 9 месяцев назад

Bitcoin L2s explore scalable frontiers.⚡ BTCTN’s David talks to CharlieHu.sats of Bitlayer BitVM about building towards a "Bitcoin Renaissance." Jump into the discussion on Ethereum L2 insights and how Bitcoin L2s are approaching sustainable scaling. 👇
1:14

Bitcoin L2s explore scalable frontiers.⚡ BTCTN’s David talks to CharlieHu.sats of Bitlayer BitVM about building towards a "Bitcoin Renaissance." Jump into the discussion on Ethereum L2 insights and how Bitcoin L2s are approaching sustainable scaling. 👇

Bitcoin.com News

102,439 просмотров • 1 год назад

Gavin on why people misunderstand what makes TSMC so valuable: "One of the most undervalued pieces of the supply chain story is that almost none of these things are buy it once and never talk to the vendor again. You have to go collaborate. That is the most important part of being successful in chips. People look at the tech, and the tech is the best in the world. But the real value is all in the service. TSMC's customer service is way better than I've seen at any company in any industry. If you say, we think you can improve your yield by making this change, they will go run an experiment on their own dime to see if they can get the higher yield. When we found we were right and it worked, they moved it over to the rest of the line. If I go to a steelworks plant and say I want you to change the composition of the steel, they'll say screw you. Not TSMC. It's why they're number one, and why they're going to win."
1:18

Gavin on why people misunderstand what makes TSMC so valuable: "One of the most undervalued pieces of the supply chain story is that almost none of these things are buy it once and never talk to the vendor again. You have to go collaborate. That is the most important part of being successful in chips. People look at the tech, and the tech is the best in the world. But the real value is all in the service. TSMC's customer service is way better than I've seen at any company in any industry. If you say, we think you can improve your yield by making this change, they will go run an experiment on their own dime to see if they can get the higher yield. When we found we were right and it worked, they moved it over to the rest of the line. If I go to a steelworks plant and say I want you to change the composition of the steel, they'll say screw you. Not TSMC. It's why they're number one, and why they're going to win."

Invest Like the Best

71,271 просмотров • 9 дней назад

Argentina is the Ethereum World's Fair (Ethereum Devcon) host country in 2025. maria paula from Aave shares why Argentina is an epicenter of Ethereum.
0:42

Argentina is the Ethereum World's Fair (Ethereum Devcon) host country in 2025. maria paula from Aave shares why Argentina is an epicenter of Ethereum.

Ethereum

57,748 просмотров • 9 месяцев назад