比特刺客

Market psychology revealed: unrealized losses of short-term holders and market turning points
In the digital asset market, the unrealized financial pressure of short-term holders (STH) has become a barometer of market sentiment. The STH-MVRV ratio recently fell below the equilibrium value of 1.0, revealing that new investors are facing unrealized losses and the market may enter a sensitive period. Historical data shows that continued below this equilibrium value may exacerbate investor panic and indicate a deepening bear market.
As unrealized losses accumulate, investors' expectations of selling heat up. When the STH-SOPR indicator is below 1.0, it clearly points to a high loss realization period for new investors, and market decision points are looming. It is worth noting that the overreaction of new investors to market fluctuations is a key driving force for the formation of market tops and bottoms.
Further analysis shows that in the current bull market adjustment, the slight deviation between the expenditure and holding cost basis may mean that the market has moderately overreacted when it falls below the key price. This finding provides investors with valuable insights into market psychology, helping to accurately grasp market turning points and formulate more robust investment strategies.

$VOXEL $LOKA $SUN #美国CPI数据连续第4个月回落

Decentralized AI on Solana: Three frontiers to revolutionize the future
The rapid development of artificial intelligence (AI) in the past few years has had a significant impact on various industries, especially the rise of generative AI applications such as ChatGPT, which has stimulated widespread public interest. However, the centralized landscape of AI development is dominated by closed-source Web2 companies, which has created a need to develop open-source alternatives within the crypto industry. Last year saw a surge in the number of new AI projects, especially in the decentralized space.
The popularity of decentralized AI has greatly benefited the Solana network. Many DePIN x AI projects choose to release on Solana, mainly because its technology stack + communication Junyang: 954737157 provides significant advantages. The parallel execution capabilities of Solana smart contracts significantly improve transaction processing efficiency by allowing multiple non-conflicting transactions to be executed simultaneously. This effectively optimizes the use of computing hardware such as GPUs and CPUs, which is of great benefit for projects that require large amounts of data and calculations. Solana’s architecture enables these projects to coordinate resource allocation and process transactions at scale, supporting faster and more efficient operations.

$CVX $RARE $SYN #美国CPI数据连续第4个月回落 #新币挖矿TON

Malta: A cryptocurrency tax oasis, leading blockchain innovation
Malta, as a pioneer in cryptocurrency taxation among EU member states, has a clear and attractive system. Income from cryptocurrency transactions is classified as capital gains and is taxed at progressive rates based on the total income of individuals or companies to ensure tax fairness. Uniquely, Malta follows EU law and exempts cryptocurrency transactions from VAT, providing tax relief for companies and individuals.
The Malta Tax Authority strictly regulates and requires cryptocurrency traders to fulfill their tax declaration obligations, and strengthens anti-money laundering and customer due diligence measures to maintain market transparency and compliance and protect the rights and interests of investors. The government has also introduced a series of tax incentives, such as low corporate income tax rates, tax credits for R&D expenditures, and tax incentives for start-ups, to encourage blockchain technology innovation and R&D, and help + Exchange Junyang: 954737157 companies grow.
In addition, Malta also avoids double taxation of international investors through a wide network of double taxation treaties, providing a safe and convenient tax environment for global companies and investors. This series of measures demonstrates Malta's determination to build a leading center for the blockchain and cryptocurrency industry, attracting the attention of many companies and investors and becoming a tax oasis in the cryptocurrency field.
$SAGA $1000SATS $DYM #加密市场反弹

DePIN’s explosive growth: market value jumped 400%, financing scale soared 296%
The field of DePIN (decentralized games and network infrastructure) is booming at an unprecedented speed. The scale of financing has surged 296% compared with the same period last year, and the total market value has soared 400%, exceeding the US$20 billion mark in one fell swoop. Behind this series of dazzling data, the DePIN ecosystem is undergoing profound changes and expansion.
The latest version of the DePIN subfield map reveals the rise of four emerging sectors: decentralized gaming infrastructure (DeGIN) focuses on computing networks; the AI ​​data layer is built on bandwidth networks; and robotics and manufacturing join hands to enter the mobile network field. These four major sectors together form DePIN’s diversified development blueprint.
However, the soaring market value has not simultaneously led to a significant increase in revenue. Although Digital Resource Network (DRN) occupies seven of the top eight DePIN protocols by market value, with a total market value of US$12.2 billion, overall revenue is still weak, with only the four top protocols ranking at the top of the revenue list. This phenomenon highlights the demand bottleneck currently facing the DePIN field and the advantages of centralized platforms in integrating original resources and customized services.
Early financing trends reveal to us the direction investors are favoring. In 2024, two DePIN-exclusive L1s, IoTeX and Peaq, will receive huge financing of US$50 million and US$30 million respectively, indicating a broad prospect for customized blockchain solutions.
From the perspective of technology platforms, Solana Network leads the pack with its 78 DePIN projects, while IoTeX, Peaq and other DePIN-focused L1s are also accelerating the construction of their own ecosystem, showing strong competitive vitality. The future of the DePIN field will undoubtedly be a feast of technology and market. $CVP $BETA $HOOK #美联储何时降息？ #加密市场反弹

It is reported that Musk's X is about to make a major office layout adjustment. According to an internal memo seen by foreign media, X is preparing to move out of the building where Elon Musk once walked in with a kitchen sink.

In an email to employees, X CEO Linda Yaccarino conveyed important information. She said the company will move to a new major location in the Bay Area. This includes an office in San Jose and a space shared with Musk's xAI in Palo Alto. This series of moves means that X's office location will undergo major changes.

From the current situation, no matter what considerations and reasons are behind it, X's much smaller workforce in the future seems to be distributed among three offices, and it will also cooperate with contractors in other regions. This adjustment will undoubtedly have a certain impact on X's operations and employees' work mode + communication Junyang: 954737157. It also reflects that X is constantly adapting to market changes and its own development needs, trying to improve efficiency, reduce costs or better integrate resources by optimizing office layout. Its subsequent development and changes deserve continued attention.
$GFT $WIF $AI

US regulation increases: CFTC urged to crack down on election gambling, Polymarket betting boom draws attention
Recently, US lawmakers have spoken out, strongly demanding that the Commodity Futures Trading Commission (CFTC) step up its crackdown on election gambling activities to maintain the stability and fairness of the financial market. The background of this call is that with the rise of political prediction markets, especially platforms like Polymarket, the amount of election bets on them has repeatedly set new highs, triggering concerns from all walks of life about potential manipulation, fraud and market chaos.
Polymarket, as a leader in the political prediction market, allows its users to predict election results, policy changes and other events by purchasing "yes" or "no" contracts. This novel investment method has attracted a large number of speculators and political enthusiasts to participate, and the amount of bets has also risen accordingly, reaching an unprecedented height.
However, this prosperity is also accompanied by risks. Legislators are worried that election gambling may breed corruption and affect the fairness of elections; at the same time, market manipulation and fraud may also harm the interests of investors and undermine the stability of financial markets. Therefore, they urged the CFTC to strengthen supervision, clearly define the legal boundaries of election + exchange Junyang: 954737157 gambling, and crack down on violations.
Faced with pressure from lawmakers, the CFTC has said it will closely monitor market dynamics and consider taking necessary measures to regulate the development of the political prediction market. In the future, the regulatory direction of election gambling will become one of the focuses of market attention.
$GFT $AMB $BTC #加密市场反弹

Bitwise CIO pointed out that although politicians continue to publicly express their support for Bitcoin, the current market still lacks optimism about Bitcoin.

In the field of digital currency, the statements of politicians are usually regarded as a signal of support for related assets. But in the case of Bitcoin, even with the endorsement of the political circles, the market's response has not reached the expected level of positivity. This phenomenon may reflect the combined influence of multiple factors.

On the one hand, the value of Bitcoin fluctuates greatly, and the uncertainty of its price makes investors remain cautious when facing political support. On the other hand, the uncertainty of the regulatory environment may also weaken market confidence. Despite the supportive remarks of politicians, the ambiguity of relevant regulations makes it difficult for investors to accurately judge the future development direction of Bitcoin.

In addition, the public's understanding and acceptance of Bitcoin + communication Junyang: 954737157 still needs to be improved. For many ordinary investors, the technical principles and operating mechanisms of Bitcoin are relatively complex, and there are certain obstacles in understanding and trust, which also suppresses the market's optimism to a certain extent.

In short, although politicians have expressed support for Bitcoin, to truly enhance the market's optimism, it is necessary to solve many problems such as price fluctuations, regulatory clarity, and public awareness.
$AMB $FXS $GFT #美国政府转移BTC

Goldman Sachs CEO adjusts rate cut forecast
In an interview on Tuesday, David Solomon, CEO of Goldman Sachs Group, made an important adjustment to the Fed's rate cut policy outlook. He predicted that the Fed may implement one or two rate cuts later this year, a view that is in sharp contrast to his position two months ago.
Recalling that two months ago, at a public event at Boston College, Solomon firmly stated: "I still stick to the expectation of zero rate cuts this year, and I firmly believe that we are fully prepared to meet more severe inflation challenges." However, with the complexity and changeability of the global economic situation and the continuous updating of market data, Solomon has obviously reassessed the direction of the Fed's monetary policy.
The change in the rate cut forecast not only reflects Goldman Sachs + Communication Junyang: 954737157 as a top financial institution's keen insight into market dynamics, but also indicates that the global economic environment may be facing new changes and challenges. Investors and market participants need to pay close attention to the Fed's subsequent policy trends and how these changes affect global financial markets and digital asset fields such as cryptocurrencies. $BOME $XRP $BTC #美国政府转移BTC #美联储何时降息？

Trump's cryptocurrency stance suddenly changes: from criticism to support, promise fulfillment becomes a cloud of doubt
Recently, former US President Donald Trump unexpectedly announced full support for cryptocurrency at the Bitcoin Conference in Nashville. This big change in stance has attracted widespread attention in the industry. Michael Brescia, co-founder of Cerus Markets, pointed out that Trump not only promised to replace the chairman of the Securities and Exchange Commission and set up a special cryptocurrency advisory committee if he returns to the White House, but also plans to include Bitcoin in the list of reserve assets of the Federal Reserve System. However, this series of ambitious declarations is in stark contrast to his harsh criticism of cryptocurrencies during his first term, when he bluntly called cryptocurrencies "non-currency" and "castles in the air", warned that they could facilitate illegal activities, and even denounced them as "scams".
Although Trump's new stance has brought a glimmer of optimism to the cryptocurrency field, the market remains cautious about whether he can truly fulfill these promises. Analysts point out that Trump's policy stance is often influenced by political donations and interest groups, rather than based on unshakable personal beliefs. Therefore, while the cryptocurrency industry is looking forward to its support, it is also eager to see a clearer and more stable regulatory framework and in-depth and meaningful cooperation between the two sides to promote the healthy and sustainable development of the entire industry.
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[Slight disappointment, great expectations] Cynthia Lummis Bitcoin Conference did not unveil the strategic reserve legislation, and the suspense remains
The much-anticipated Bitcoin 2024 Conference was held in Nashville. U.S. Senator Cynthia Lummis and Tim Scott took the stage and delivered a speech that everyone was looking forward to. Unfortunately, although it was previously rumored that she would announce the formal inclusion of Bitcoin in the legislative plan of the U.S. strategic reserve assets at this event, this exciting news did not come as expected.
However, Senator Lummis's speech was still full of positive prospects for the future of Bitcoin and deep insights into the potential of blockchain technology, allowing every crypto enthusiast present to feel her firm belief and unremitting efforts in this field. Although the legislative news has not yet been announced, this suspense has undoubtedly added more imagination to the future development of Bitcoin. Let us look forward to Senator Lummis's ability to promote the realization of this historic legislation in the future. $STMX $CTXC $CVP #比特币大会 #美国大选如何影响加密产业？

Shocking proposal! Wyoming Senator Wants to Add Bitcoin to the Federal Reserve’s Strategic Reserve
At the upcoming Bitcoin Conference in Nashville, Wyoming Senator Cynthia Lummis will loudly announce a subversive legislative initiative - she plans to push for Bitcoin to be officially included in the Federal Reserve's strategic reserve assets, alongside gold, foreign currencies, etc. Traditional reserves go hand in hand. This initiative not only marks a significant improvement in the status of digital currency in the mainstream financial system, but is also a bold exploration of the global economic system.
Senator Lummis carefully planned and chose to announce this plan on the eve of the high-profile speech of former President Trump, intending to use his influence to win wider support and attention for this revolutionary idea. Junyang: 954737157. She firmly believes that by incorporating Bitcoin into the Federal Reserve’s reserve system, it can effectively enhance the global competitiveness of the US dollar, inject new stabilizing factors into the value of the US dollar, and lead the world towards a new era of more open and inclusive finance.
If this legislative proposal is passed, it will undoubtedly open a new chapter in the deep integration of digital currency and the traditional financial system, bringing unprecedented changes and opportunities to the global financial market.
$CVP $IRIS $STMX #美国以太坊现货ETF开始交易

Decoding the inefficiency of the crypto market: the interweaving of liquidity, regulation and psychological bias
Although the cryptocurrency market is booming, it suffers from inefficiency. What is the root cause? Insufficient liquidity is the first to bear the brunt, capital flow is not smooth, prices fluctuate violently, and are easy to manipulate. The uncertainty of the regulatory environment follows closely, and the policies of various countries are different and change frequently, which makes it difficult for investors to feel at ease and the stability of the market is impacted. In addition, the market is fragmented, the exchanges are numerous, the prices and trading volumes are uneven, and the arbitrage and +Exchange Junyang: 954737157 price discovery mechanism is hindered.
In addition, investors' psychological biases cannot be ignored. Emotions such as greed, fear, and herd mentality are at work, leading to frequent irrational decisions, increased market volatility, and further decline in efficiency.
To solve the mystery of the inefficiency of the crypto market, we need to start from improving liquidity, clarifying the regulatory framework, integrating market resources, and guiding rational investment. Only in this way can we promote the crypto market to develop in a more efficient, stable and sustainable direction.
$BETA $STMX $BNX #美国以太坊现货ETF开始交易 #美国大选如何影响加密产业？

Explore the future development prospects of SOL: the bright new star of blockchain technology
In the ever-changing field of blockchain technology, SOL (Solana) is gradually becoming the focus of attention inside and outside the industry with its unique charm and excellent performance. As an innovative platform designed to solve the problems of blockchain scalability, speed and cost, SOL's future development prospects are undoubtedly full of infinite possibilities.
SOL has achieved unprecedented transaction speed and throughput by adopting an innovative consensus mechanism, Proof of History, combined with parallel processing and efficient data transmission technology, laying a solid foundation for the widespread popularization of decentralized applications (DApps). This technological breakthrough not only solves the "impossible triangle" problem faced by traditional blockchain networks, but also provides developers with powerful tools to build high-performance, low-latency applications.
With the booming development of emerging fields such as DeFi (decentralized finance), NFT (non-fungible tokens) and Web 3.0, the SOL ecosystem is growing rapidly. Many high-quality projects and innovative applications have settled in, forming a virtuous cycle ecosystem, attracting +Exchange Junyang: 954737157 users and investors around the world. This ecological prosperity not only promotes the value growth of SOL, but also injects new vitality into the entire blockchain industry.
Looking to the future, SOL is expected to achieve greater breakthroughs in technological innovation, ecological construction and market application. With the continuous maturity of technology and the continuous improvement of ecology, SOL is expected to become a bright new star in the field of blockchain technology, leading the industry into a new stage of development. For investors, developers and industry observers who pay attention to blockchain technology, the future development prospects of SOL are undoubtedly worth looking forward to. $CTK $AEVO $AKRO #拜登退选 #美国大选如何影响加密产业？

Exploring the duality of crypto community activities: Sharing my mixed experience
In this digital age, crypto community activities are like bright stars, attracting the attention of countless explorers. On July 20, 2024, at 1:42 pm, I looked back on my journey in the field of crypto activities again, with mixed feelings in my heart. These activities are often praised as an excellent platform for gathering community strength and stimulating innovation sparks, with attractive rewards and unlimited possibilities, which makes people yearn for it.
Indeed, crypto community activities have their charm that cannot be underestimated. They can cross geographical boundaries, connect like-minded people closely, and jointly create an exciting atmosphere. I was fortunate to participate in it, and the experience of fighting side by side with community members and pursuing common goals still makes me excited. + Communication Junyang: 954737157
To this day, I am still excited. The rewards have added a lot of color to this journey. They are not only a recognition of the efforts of the participants, but also an expectation of unlimited possibilities in the future.
However, just as there are two sides to a coin, crypto community activities are not perfect. I have encountered situations where the rules are vague and the rewards are unfairly distributed. These unpleasant + communication Junyang: 954737157
experiences have disappointed me. Sometimes, the hype of an event is so far from the actual situation that people can't help but question the motivation behind it. These experiences remind me that it is important to keep a calm and rational mind while enjoying the fun and opportunities brought by the event.
Therefore, I would like to take this opportunity to share my mixed experience with you and invite you to discuss it together. Have you also participated in crypto community activities? What is your experience? Did you throw yourself into it with passion or encountered unexpected challenges? Let us grow together in communication and contribute to the future of the crypto community.
#美国大选如何影响加密产业？ $CVP $BETA $TIA

Beware of the Meme coin bubble: look at the valuation ceiling rationally and seize the bull market opportunity
In the current rapid development of the cryptocurrency market, Meme coins have attracted the attention of many investors with their unique cultural attributes and social communication power. However, it is worth noting that the phenomenal growth of super Meme coins such as Dogecoin and Shiba Inu is difficult to replicate in the current market environment. Given the surge in the number of currencies and the diversification of Meme coin types, it is not easy for even the most promising Meme coins to reach a valuation ceiling of US$10 billion to US$20 billion in this cycle.
Further observation shows that the valuation ceiling of Meme leading coins in different sectors is more likely to be locked between US$1 billion and US$3 billion, which may become the realistic boundary of this bull market. The logic behind this judgment is clear and direct: with the continuous expansion of the cryptocurrency market, new currencies emerge in an endless stream, and market competition becomes increasingly fierce, resulting in capital diversion, making it difficult for individual currencies to dominate the market.
Therefore, it is crucial for investors to remain rational and cautious in the upcoming bull market. It is a wise move to stop while you are ahead and lock in profits in time to avoid missing the bull market feast while avoiding potential risks. By accurately grasping the market pulse and flexibly adjusting investment strategies, we are expected to move forward steadily in the wave of the cryptocurrency market. $G $RAY $BONK #以太坊ETF批准预期 #美国大选如何影响加密产业？

$MDX $STRAX $ARK #以太坊ETF批准预期 Decrypting Cryptocurrency: Freedom and Future Vision Beyond Blockchain
At the forefront of cryptocurrency, we are often attracted by its innovative power as "money", but we tend to ignore the more profound liberal spirit and technological vision behind it. It is true that cryptocurrency and blockchain technology have brought unprecedented changes to the modern financial system, but their true value goes far beyond that.
Looking back on history, the birth of cryptocurrency is rooted in the soil of the cypherpunk movement, which is a movement aimed at protecting and enhancing personal freedom through free and open technology + communication Jun Yang: 954737157Technological liberalism wave. From fighting against harsh copyright laws to promoting the development of decentralized networks, cryptocurrency and the blockchain technology behind it are the extension of this spirit in the field of Internet payment. Bitcoin is not only a convenient online payment method, but also a challenge to restrictive copyright laws, which allows artists to obtain due compensation in a freer way.
However, the potential of cryptocurrency and blockchain is far from stopping at the money field. They are also the guardians of freedom and privacy, ensuring the privacy and authenticity of communications through technologies such as encrypted messages and zero-knowledge proofs. In the field of digital identity, although blockchain has been applied, cryptographic methods such as hashing and signatures also play a key role in protecting privacy-friendly digital identities.
With the rapid development of AI technology, the freedom and privacy of our thoughts are also facing unprecedented challenges. How to maintain the independence and freedom of thought in the future and avoid being manipulated by centralized AI companies will be an important issue that encryption technology needs to face. At the same time, high-quality information + communication Jun Yang: 954737157 information acquisition is also an area where encryption technology can help. Through tools such as prediction markets and community notes, it helps people form more rational and high-quality views in a complex information environment.
Therefore, when we talk about cryptocurrency, we should not only limit it to the level of digital currency, but also see the realization of the liberal spirit and technical vision goals behind it. #美国大选如何影响加密产业？

Market Carnival: Bitcoin and gold soared hand in hand, Wall Street ushered in super positive news
The market is crazy! Bitcoin and gold, two major safe-haven assets, soared in unison, like twin stars shining, leading the global financial market into a carnival mode. Behind this round of surge, Wall Street suddenly reported a major positive news. The "super dovish" remarks of Federal Reserve Chairman Powell were like spring rain, injecting infinite vitality into the market. His hint of an extension of the loose monetary policy was like a shot of adrenaline to the market, investors' confidence doubled, and funds poured in like a tide.
At the same time, the new nomination of the Trump administration was like a stone thrown into a calm lake, stirring up layers of ripples. This personnel change was interpreted by the market as a positive signal for economic growth + communication Junyang: 954737157, which further ignited the enthusiasm of the bulls. Under the interweaving of the two major factors, the market bulls seemed to be suddenly awakened, and they rushed to buy, pushing the prices of Bitcoin and gold to continue to rise.
As digital gold, the soaring price of Bitcoin not only reflects the market's enthusiasm for traditional safe-haven assets, but also highlights the unlimited potential of blockchain technology. Gold, an ancient and stable safe-haven asset, has once again proved its value in turbulent times. The two have soared together, undoubtedly providing investors with a wealth of hedging and value-added options.
In this market carnival, investors need to remain rational and cautious, seize opportunities while always being alert to potential risks. After all, the market is always changing rapidly, and only by gaining insight into opportunities can we move forward steadily. $DAR $ALICE $TLM

In this year dominated by the public opinion of "bad environment", I was deeply confused by the words "money is hard to make, don't start a business, lying flat is the kingly way", thinking that this is the resonance of the times and a safe haven for everyone. However, when I really chose to curl up in a corner and tried to "lie flat" to resist the wind and rain, I found a shocking truth-it turned out that this was just a one-man show of mine.

Looking around, my friends did not stagnate as I thought. Some people bravely stepped into the torrent of e-commerce, and opened up a new world in the online world with wisdom and sweat; some people stick to physical stores, attracting endless customers with unchanging craftsmanship and innovative thinking; there are also brave people flying against the wind, new start-ups, harvesting the fruits of growth in challenges, and their wallets are swelling day by day.

The "bad market" they say is more like a humble self-protection color, rather than an excuse to give up. In difficult situations, they choose to respond positively rather than passively escape. It suddenly dawned on me that the so-called "bad environment" was more often just an excuse for my self-limitation, a product of fear and laziness.

At this moment, I deeply realized that although the external environment has an impact, it is ultimately my own mentality and actions that determine the direction of my life. I began to reflect and no longer let the "big environment" become a shield for my stagnation, but use it as an opportunity to sharpen my will and improve myself. Because I know that only by taking action can I break the curse of "only affecting me", move forward side by side with the strugglers around me, and write my own wonderful chapter together. $WLD $DYM $USTC #山寨季何时到来？ #美国大选如何影响加密产业？

"Musk spends $45 million a month to set up a super PAC to support Trump's campaign. WSJ exclusively discloses Musk's huge donation plan"
Elon Musk, who is a leader in the field of cryptocurrency and technological innovation, has once again extended his influence to the political stage. According to BlockBeats, citing an exclusive report by WSJ (Wall Street Journal) on July 16, Musk announced an unprecedented political donation plan-he promised to donate up to $45 million a month to a new super PAC (Super PAC) to fully support former President Trump's campaign.
This move undoubtedly caused an uproar in the political and business circles. Musk, with his iconic boldness and determination, once again demonstrated that he is not only a technology giant, but also a force that cannot be underestimated on the political stage. This huge donation not only demonstrates Musk's firm support for Trump, but also indicates that he will deeply intervene in the American political ecology and inject new variables into the upcoming election.
As an important part of the American political donation system, the Super PAC is known for its flexible funding operations and extensive political influence. The super PAC established by Musk this time, + communication Junyang: 954737157 will undoubtedly become an important source of funds for Trump's campaign team, providing strong financial support for Trump's campaign.
With the announcement of Musk's major decision, the direction of the US election may turn again. How will all parties respond to Musk's move? How will Trump's campaign achieve new breakthroughs with this huge donation? Everything is worth looking forward to. $PEPE $WIF $FLOKI #美国大选如何影响加密产业？ #美国6月CPI大幅降温 #美联储何时降息？

An in-depth analysis of L2’s impact on Ethereum’s revenue: from cost balance to win-win prospects
The rise of L2 in the Ethereum ecosystem not only reshapes the cost structure of data storage, but also inadvertently triggers subtle changes in income distribution. With the implementation of the Ethereum 4844 upgrade (Proto Danksharding), L2’s operating costs have dropped significantly, but its direct revenue contribution to Ethereum has also slipped from about 10% to 2%. This shift seems to have weakened L2’s impact on L1 The economic support actually paves the way for the widespread popularity of L2, attracting a large number of users by reducing transaction costs.
Data shows that in a certain week in 2024, although Ethereum processed 7.1 million transactions and harvested US$10.6 million in revenue, + exchange Junyang: 954737157, the cost of each transaction was as high as US$1.5. In comparison, the five major L2 solutions (Arbitrum, Base, Blast, Optimism and Polygon) supported more than 70 million transactions at a total cost of US$2.75 million, and the cost of each transaction was only US$0.03, highlighting the advantages of L2 in transactions. Huge advantages in efficiency and cost.
Although L2 is regarded as the "savior" of users and has significantly improved the user experience by providing a low-cost, high-speed transaction experience, this trend may constitute a certain "income" for Ethereum (L1) in the short term. plunder". However, in the long run, as the L2 user base expands, more transaction data flows to L1, which not only intensifies competition for L1 block space, but also indirectly pushes up basic fees, bringing new revenue growth points to Ethereum. .
Therefore, although the vigorous development of L2 reduces L1's direct revenue share in the short term, it may ultimately achieve a win-win situation for L1 and L2 by promoting a surge in ecological activity and transaction volume. This dynamic balance not only reflects the evolutionary logic of blockchain technology, but also paints a promising blueprint for the future development of the entire cryptocurrency market.
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