我觉得这个观点的提出是应对其实很多人已经讨论的“ETH L2吸血L1”的问题，通过升级L1来收回控制权是其中方法之一，提出一个需要几年才可能完全实现的zk-evm，又能持续保留“创新的叙事”
不过BTC和ETH还是有不同的，BTC的L1几乎很难有多少升级能力，所以从结算网络的角度来考虑，它的L2还是需要的

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I believe this idea addresses the widely discussed issue of "ETH L2 leeching L1," and one method is to regain control by upgrading L1. It proposes a zk-evm that might take several years to fully implement, while simultaneously maintaining an "innovative narrative."

However, BTC and ETH differ. BTC's L1 has very limited upgrade potential, so from the perspective of the settlement network, its L2 is still necessary.

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.

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.

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...