: : [코멘트] 비탈릭의 레이어2에 대한 관점 변화는 무엇을 의미하는가
작성자: 캘빈

비탈릭의 이번 트윗으로 특정 체인이 흥할 것이라거나 부진할 것이라는 등 롤업의 관점에서 비탈릭의 트윗을 접근한다기 보다는, 이더리움의 관점에서 블록 스페이스로 인해 발생하는 1차원적인 수수료보다는 보다 더 높은 수준의 어플리케이션을 통해 창출될 수 있는 부가가치를 더 높은 가치로 여기게 되었다는 점에 집중해야 할 것이다. 또한 디파이 등 경제 프로토콜에 집중되어있는 현재의 블록체인 유즈케이스들을 비경제적 어플리케이션으로까지 적극적으로 확장시켜야 한다는 그의 의지를 엿볼 수 있는 대목이라고도 생각된다.

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: : [Comment] What Does Vitalik's Shift in Perspective on Layer 2 Mean?
Author: Calvin

Rather than approaching Vitalik's tweet from a rollup perspective, suggesting a particular chain will thrive or slump, we should focus on the fact that, from Ethereum's perspective, he now values the added value created by higher-level applications over the one-dimensional fees generated by block space. Furthermore, this passage also suggests his commitment to actively expanding blockchain use cases, currently focused on economic protocols like DeFi, to non-economic applications.

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Bitcoin's price briefly touched $60,000 last week. Under a diminishing returns model, this is no mere noise. The market is touching the weakest link in the entire four-year cycle and logarithmic growth framework.

With the gains at the top of the Bitcoin cycle already significantly compressed, a further historically deep correction would completely negate the allure of its classic cycles.

This is not a prediction; it's a mathematical law.

Cycle Top Gains are Compressing

Historical Bitcoin Cycle Tops:

· 2013: ~$1,242

· 2017: ~$19,700

· 2021: ~...

$55,000 will be the lifeline for Bitcoin.

Institutional demand for tokenized finance in Asia is accelerating as the finchain avalanche collaboration moves to bring traditional assets on-chain at scale.
Summary
FinChain deepens strategic coope...

FinChain Avalanche partnership targets RWA tokenization and institutional liquidity in Asia

The crypto market experienced a sharp drop this afternoon, with Ethereum falling below the $2,000 mark at 3 PM Taiwan time, according to Hyperliquid [...]
The article, titled "Machi Big Brother Suffers Huge Losses and Didn't Sleep All Night? Ethereum Falls Below 2000 Magnesium, Panic Arrives, Opens Long BlockTempo and Loses 120,000 Magnesium," was originally published on BlockTempo, the most influential blockchain ABMedia media.

Machi Big Brother lost so much money he couldn't sleep all night? Ethereum fell below 2000, causing panic. He long positions in ETH and HYPE, then sold at a loss, losing all 120,000 in magnesium.