scarlet ( not titan )

As we scale L1 after Glamsterdam to a 600M gas limit, there's a couple things to keep in mind about how it affects ETH, tokenomics, and how it's viewed by the world: 1. As L1 gas limits increase, the deflationary threshold decreases proportionally. For example, right now the L1 gas limit is at 60M and the deflationary threshold it 12.9 gwei. At a 300M gas limit the deflationary threshold becomes 2.58 gwei (12.9gwei*60M/300M). 2. As it becomes cheaper to use L1, that scaling creates potential/opportunity for new/different usecases which increases demand. For example, recent games where every action is onchain is a new possibility that will fill in 𝗹𝗼𝘄 cost blockspace. Unbanked usecases like subscriptions and payment streams such as access to games, blogs, licensing (music, shows, patents, trademarks), services (food delivery, hosting), rentals (physical goods), etc will consume 𝗺𝗲𝗱𝗶𝘂𝗺 cost blockspace. Complex compounded defi strategies and arbitrage will consume 𝗵𝗶𝗴𝗵 cost blockspace. All under one composable chain with no need for bridging. 3. As Ethereum scales and gas prices become lower, the willingness to pay a demand premium increases. For example, if normal gas prices are $0.01 a user will be much more willing to pay a 100% demand premium ($0.02) at times of higher congestion than they would pre-Glamsterdam ($1 -> $2). The lower prices get, the more price insensitive people become to congestion pricing. 4. These previous 3 points will lead to a substantial increase in burn rate, increasing scarcity and demand of ETH. Increased acceptance and usage of defi will further increase demand for ETH as a credibly neutral and permissionless collateral. 5. 30% of ETH supply is locked in staking to secure the network and the activity on top of it, further increasing scarcity and demand for ETH. 6. As Ethereum scales and the world comes onchain, this increased demand for ETH will secure it's place as a store of value and carry immense monetary premium, especially as it becomes the only quantum-proof chain and home for AI. See you at 6-digit ETH.

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Axl?people 也要动一下？好远古的记忆🥲

19%?

14%?

4.11% ？

一小时前BB？🥲

Ronin 网络将在 5 月 12 日 正式迁移，成为新的以太坊L2，采用OP Stack L2（和 Optimism、Base 同一技术栈）。 L2应用链将成为未来L2的趋势，而通用链估计也就剩下Base和Arbitrum还有些许用户了。 Ronin是Axie Infinity 背后的区块链，它从“独立侧链”变成“以太坊二层”，它目前日活用户大约2万。 如果未来Polymarket成为L2，那潜在的用户规模和经济活动要大很多。

It appears there is an ongoing wallet draining affecting older EVM wallets, with estimated losses exceeding $800K across hundreds of victims. The attack seems to involve key compromise, primarily targeting wallets created 4–8 years ago. Only a few affected wallets are less than 5 years old. This could point to a private key leak from a wallet provider, though the source has not yet been identified. The attacker sweeped 100s of wallets and has deposited 2 ETH to an exchange likely into Monero and bridged 324.741 ETH (~$734K) to the Bitcoin network. About $66K worth of assets remains on EVM wallets. Theft addresses: 0xA707034429c8E4E01df056C0CbCf478F0FBeFAd7 0xEAD93Ad9e8004d9dd25589f7a5702f5813A4d7cd bc1qtyqax7zt6mwfhg4fxfw9nsuz4h6xhxezzyhyjw Stay smart.

Tempo 是一个由（OpenAI、Visa、Shopify、Nubank 等）参与测试的支付专用公链，主打：👀👀 极快确定性结算（0.5s） 费用极低（0.1 美分） 稳定币可以直接当 gas 支付不与其他链上流量竞争 内置稳定币 DEX 自动换 gas 非常强的对账能力（结构化 memo）