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蓝狐
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蓝狐笔记，通往web3的世界。 （1.仅记录想法，没有客观只有主观，不能作为投资建议 ；2.蓝狐笔记只有此号，没有任何telegram或discord等群，没有其他分号，不会要求任何人参与投资，也不会发表跟区块链无关内容 ；3.不会发布链接，不要点击，谨防受骗。)
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蓝狐
Based on my review of the collaboration between Pieverse and TermMax, it appears to be integrating TermMax's fixed-rate yield protocol into Pieverse's AI agent, Neobank, console. In other words, Pieverse's AI agent can directly access TermMax's vault, achieving stable and predictable returns while avoiding the volatility of traditional lending protocols. Users can maximize their fixed APY by depositing stablecoins, staking tokenized physical assets from Ondo Finance, or automating a "one-click yield loop" through the Pieverse agent. Simultaneously, depositors will receive additional TMX points and PIEVERSE token rewards, achieved through direct contract interaction without requiring technical integration. For TermMax, this benefits increased liquidity and adoption. By guiding users to deposit into TermMax's vault through Pieverse's AI agent, more liquidity is provided to TermMax's new vault. The collaboration introduces a multi-tiered reward mechanism (TMX points + PIEVERSE rewards), incentivizing early users to adopt the agent-led banking model, which helps improve TermMax's TVL and overall usage. For Pieverse, this enhances its AI agent functionality. Partnering with TermMAX allows its AI agents to earn fixed-rate returns and RWA collateralization capabilities, enabling autonomous portfolio management and long-term risk control without human intervention. This collaboration strengthens its position in the AI agent economy. twitter.com/lanhubiji/status/2...
ONDO
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蓝狐
It's important to clarify that this doesn't mean L2 has failed, but rather that L2 needs to adjust its direction. Ultimately, the direction of L2 is application-oriented blockchains, such as the paths taken by Lighter and Worldcoin, which have their own unique characteristics. As for general-purpose L2 blockchains, at most 2-3 companies still have a chance, and they require extremely high operational capabilities.
蓝狐
@lanhubiji
很明显，Vitalik的意思是，L2利用了L1，不过在价值反馈或生态反馈上，L2都没有做到位。现在L1自己可以扩展了，不用依赖L2实现可扩展。L2要么跟L1保持一致（native rollup），要么成为L1。 再简单对Vitalik的意思拆解一下： 1. L2利用了L1，但价值/生态反馈没做到位： x.com/vitalikbuterin…
LIT
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蓝狐
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Clearly, Vitalik's point is that L2 utilizes L1, but it hasn't adequately provided value or ecosystem feedback. Now that L1 can scale independently without relying on L2, L2 must either maintain consistency with L1 (native rollup) or become L1 itself. Let's break down Vitalik's meaning more simply: 1. L2 utilizes L1, but the value/ecosystem feedback isn't adequate: Vitalik didn't explicitly say "utilize," but he implied that L2 borrowed L1's security, consensus, and asset anchoring (e.g., ETH on L1), but didn't fully give back to the ecosystem. For example, some L2s fragmented liquidity (user funds scattered across different L2s, making cross-chain transactions difficult), leading to a deterioration in the overall Ethereum user experience and failing to contribute to the overall growth of L1. Many interpret this as L2 "profiting"—using L1's security to attract users and TVL (Total Value Locked), but not fully returning the token economy or liquidity to ETH or L1. Vitalik said this is the price of an open ecosystem; he wasn't angry, but transparency is crucial: if L2 contains centralized elements (like regulatory backdoors), it shouldn't claim to be "expanding Ethereum." Some say this is "detoxifying" the L2 narrative, preventing L2 from relying on L1's security for free. 2. Now L1 can scale itself, without depending on L2: This is the source of Vitalik's confidence. He repeatedly emphasizes that L1's optimized fees are extremely low (currently just a few cents), and the gas limit will increase significantly in 2026 (doubling throughput), enabling it to handle most scaling needs. Previously, L2 was the "savior," but now L1 says, "I can manage on my own; I no longer need you as the sole scaling tool." However, this doesn't mean completely abandoning L2—L1 will still help L2 build tools (such as native rollup pre-compilation, which is an L1 built-in validator that makes it easier for L2 to securely connect to L1, achieving seamless interoperability). 3. L2 must either maintain consistency with L1 (native rollup) or become L1: Vitalik encourages L2 to "maintain consistency"—using tools like native rollup pre-compilation to closely align with L1, achieving full inheritance security (stage 1 or 2), and focusing on complementary innovations (such as privacy, high speed, and low-latency apps). However, if L2 doesn't want to play this way (slow progress or clients want centralization), then it should "go independent"—don't call it L2 anymore, just become an independent chain (equivalent to another L1, such as a sidechain or a new public chain). It's not about "becoming L1" (because L1 specifically refers to the Ethereum main chain), but about "becoming its own L1-level chain," building its own consensus, security, etc. But he cautions: after going independent, it must have a unique selling point; otherwise, why wouldn't users just use the increasingly powerful Ethereum L1? What does this mean? It's bad news for general-purpose L2, but good news for L2 application chains, as we've consistently stated before. L2 application chains can be used in many creative ways, providing value back to the ecosystem. In conclusion: Vitalik's message is "the old dream is over, the new path begins"—L2 should stop relying on L1's halo and receive genuine feedback (through innovation and interoperability); L1 has gained confidence and will focus on the underlying infrastructure, but still welcomes L2 as partners. This isn't anger, but rather a push for evolution to make the entire Ethereum ecosystem healthier.
vitalik.eth
@VitalikButerin
02-03
There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts: * L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected * L1 itself is scaling,
ETH
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蓝狐
02-03
While ISM data is only correlated with, and not causally related to, the crypto bull market, it's still worth a look: First, let's understand what the ISM Index (Purchasing Managers' Index) is. It's a monthly report released by the Institute for Supply Management (ISM) to measure the health of the US manufacturing sector. Simply put, it's like a "barometer of factory owners' sentiment": an index above 50 indicates expansion and good business; below 50 indicates contraction and difficulties; and equal to 50 indicates stagnation. Past major cryptocurrency bull markets (such as those in 2013, 2017, and 2021, when prices skyrocketed) all occurred when the US ISM manufacturing index exceeded 50. Currently, this index has just jumped to 52.6, the largest increase since 2021. Previously, it mostly hovered below 50, only occasionally surfacing. Jesse believes this signals that cryptocurrencies are about to take off. twitter.com/lanhubiji/status/2...
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