l2

V God flipped the table, all ETH Layer 2 projects are officially over! ETH and L2 holders must see! Ether is only worth 1800!
This morning, Vitalik Buterin delivered a lengthy speech, with the core message being one sentence:
Ethereum Layer 1 is expanding, transaction fees are already very low, and the original vision and role of L2 are no longer applicable. Moreover, L2 is the most core development direction in the ETH ecosystem from 2020 to 2024. Now this main storyline has been declared over by him.
1. What does this mean?
OP / ARB / ZK / STRK / POL / BLAST these L2 projects have had their long-term logic directly siphoned away, and the root of their existence is gone. The long-term value is basically equal to zero.
The story of ETH in the past was: mainnet + L2 = infinite expansion.
Now it has changed to: the mainnet is sufficient, L2 can exit the stage.
This is not an upgrade, but the end of the growth story.
2. ETH has been issued for 8 years, spanning my entire career in the cryptocurrency industry.
Last year, I predicted in advance and provided the main buying and selling points for ETH, and I have repeatedly elaborated on Ethereum's core issues.
Today, I will only say one truth:
V God is a world-class computer scientist and cryptographer, but not a qualified leader.
And this determines Ethereum's upper limit, and directly affects ETH's price performance at critical moments.
3. Look at the whereabouts of Ethereum's early core figures:
Gavin Wood → DOT
Charles Hoskinson → ADA
Joseph Lubin → MetaMask (not issued)
This is not a coincidence, but an inevitable result of V God’s long-term lack of leadership and sense of direction.
Coupled with the fact that last year when ETH dropped to just over 1300 dollars, the foundation was still selling small amounts of coins, and recently during a major drop I was still selling coins and releasing long-term bearish views, ultimately leaving only one thing to say: the technology is correct, the market is bleeding.
5. The real application of Ethereum cannot support high valuations.
The current applications of Ethereum are still very limited, mainly driven by capital and financial attributes.
Last year’s ETH surge ≠ application explosion;
The real reason is only one: ETF + Wall Street strategic reserve companies.
The story is grand, but the fundamentals have not kept up.
6. Reasonable pricing judgment for ETH - several key anchor points:
Last year's low point: 1385, combined with historical K-line structure, plus Tom Lee's endorsement.
I believe 1800 dollars can be regarded as an acceptable price range for ETH spot investment.
#V神卖币 #eth #l2 $ETH $OP $ARB

$CHESS $SOL $PAXG Last night, Vitalik's words completely shook the crypto world! The narrative of Layer 2 suddenly declared its end, is Ethereum really going to drop to 1800? 🤯

Once the news broke, the entire ecosystem trembled. Vitalik's core message was simple: Layer 1 has expanded, and there is no need for Layer 2 anymore. This has directly undermined the long-term logic of projects like OP, ARB, and ZK. Is the era of Layer 2 really coming to an end? Looking back at last year, the anticipation of ETH soaring to 5000 is still fresh in memory, but now it has already halved, with a nearly 60% drop. Early core figures have left one after another, does this also suggest a lack of directional sense?

Looking at Bitcoin, it has fallen more than 30% from its peak, as if the historical cycle is repeating itself—each low point is being raised, but will it fall below the previous high of 69,000? The market is clearing leverage and liquidating large holders. The forced selling from figures like Yili Hua and Ma Ji, is this a bottom signal? Can Ethereum applications support high valuations? Perhaps 1800 is a reasonable anchor point.

In terms of operations, chasing highs and cutting losses is no longer applicable. It might be better to switch to dollar-cost averaging, accumulating chips during fluctuations. In the next few months, opportunities may slowly emerge. But how the future will unfold is uncertain. What do you think? Let's discuss in the comments! 👇

#ETH #比特币 #l2 #BTC trend analysis

RONIN'S ETHEREUM UPGRADE IS HERE $RONIN

The Saigon testnet has officially landed on Ethereum. This is the precursor to the mainnet L2 migration. Get ready. The full Ethereum L2 transition is locked in for Q1-Q2 2026. This is a monumental step for the Ronin ecosystem. Massive scalability gains are coming. The future is now.

Not financial advice.
#Ronin #ETH #L2 #Crypto

V神发文：Ethereum L2 ecosystem's major shift: ZK-EVM as the foundational core, these key points are a must-see
The original L2 vision has been completely updated! The core reason is clear:
L1's own scaling and acceleration, in the future gas limits will be significantly increased, no longer needing L2 as a "brand shard" to fill in
L2 advancing to the second phase + interoperability landing, much slower than expected and facing numerous difficulties, many projects due to ZK-EVM security + regulatory demands have clearly stalled at the first phase, failing to achieve true "Ethereum scaling"
Today's L2 is a "differentiated spectrum chain" rather than a single scaling tool:
Moving away from the dead-end of "scaling" to focus on value-added points: privacy non-EVM virtual machines, efficiency optimization for specific applications, extreme scaling, social/identity/AI and other non-financial scenarios, ultra-low latency, built-in oracles...
As long as transactions involve ETH and other Ethereum native assets, they must reach Stage 1 level (otherwise it's an independent L1, don't ride on the L2 label)
Maximize adaptation and interoperability with Ethereum, flexibly adjust according to one's own positioning
The true core grasp - ZK-EVM! Supports Ethereum native Rollup pre-compiled:
Has completed the ZK-EVM proofs required for L1 cache expansion, is an Ethereum native module
Comes with L1 trust endorsement, can automatically upgrade with L1, and can be fixed through L1 hard forks if there are vulnerabilities
Supports the "EVM + custom functionality" architecture: pre-compiled directly verifies the EVM part, L2 only needs to provide independent proofs for additional functions (like Stylus)
With a standardized lookup table design, easily achieve secure trustless interoperability between L2 and L1, also supports synchronous combinations
Future ecological logic: L2 can freely build differentiated functions (even if partially trust-dependent), but ZK-EVM, as a foundational technology, supports the core synergy of the Ethereum ecosystem, clarifying user protection scope + reinforcing the foundation is key～
$ETH $ZK
#以太坊暴涨 #ZK #l2

📉 Is L2 losing users? Vitalik Buterin calls: Stop copying, start innovating!
The era of "cheap and simple" Ethereum copies is coming to an end. Vitalik Buterin recently issued an important warning: Layer 2 networks (L2) should not merely imitate the mainnet; otherwise, they risk losing their significance.
📊 Data speaks volumes
Data from mid-2025 to February 2026 shows a significant shift in the ecosystem:
L2 networks: Monthly active users plummeted from 58.4 million to 30 million. Ethereum mainnet: Active users doubled from 7 million to 15 million.
What is the reason behind this?
With the implementation of the Dencun upgrade, the processing capacity of the Ethereum mainnet has significantly increased, and costs have drastically decreased. The once biggest trump card of L2—"low fees"—is no longer a unique advantage. Users are returning to the more secure and liquid Ethereum native network.
💡 What are Buterin's suggestions?
Vitalik believes that current L2 projects are trapped in a vicious cycle of endlessly copying old DeFi protocols. To survive, L2 must turn to developing unique features:
Privacy protection: Introduce advanced user privacy tools. Specific environments: Create dedicated operating environments for specific applications (such as gaming, AI, enterprise-level applications). Deep integration: Truly leverage Ethereum's technology stack, rather than merely using it as a marketing gimmick (such as highly secure Rollups). “Notary” mechanism: Use Ethereum as a data notary to publish verifiable data proofs (such as ZK-proofs) to meet institutional-level transparency requirements.
Core viewpoint: The future is not about the number of chains, but the quality of chains. The L2s that will succeed are those that can provide features that the mainnet lacks, not just projects with “cheap gas fees.”
What do you think? Will L2 continue to remain competitive, or will we see liquidity massively return to the mainnet? Feel free to discuss in the comments! 👇
#以太坊 #VitalikButerin #L2 #加密货币新闻 #Dencun

PLASMA NETWORK IS SOLVING SCALABILITY NOW 🚀

⚠️ This L2 solution is tackling blockchain's biggest bottleneck head-on. Forget high fees and slow speeds.

• Advanced Layer-2 architecture for instant transactions.
• Security anchored to the main chain.
• $XPL token drives network incentives and sustainability.

This is the infrastructure upgrade Web3 desperately needs for mass adoption. Watch the growth unfold.

#Web3 #L2 #Blockchain #Scalability $XPL
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PAYY SHAKES UP ETHEREUM L2 SPACE WITH PRIVACY DEFAULT

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🚨 PAYY just dropped a privacy-focused Ethereum Layer-2 solution! ERC-20 transfers now route through privacy pools by default. This is HUGE. Privacy is now baked into the L2 architecture, not an afterthought. $BNB and $ETH infrastructure is seeing a major shift. Expect the privacy debate to intensify. Confidentiality is the new speed war.

#CryptoNews #L2 #PrivacyCoin #Ethereum 🕵️‍♂️

PAYY SHAKES ETHEREUM L2 SPACE WITH PRIVACY OVERHAUL

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🚨 PAYY just dropped a massive privacy-focused Layer-2 solution for $ETH! ERC-20 transfers are NOW routed through default privacy pools.

• Built-in privacy for all transfers.
• Privacy is default, not opt-in.
• This forces $BNB and other L2s to compete on confidentiality.

The L2 race just went nuclear. Privacy is the new speed metric. Get ready for cash-like transfers on chain.

#L2 #CryptoPrivacy #ETH #Payy 🕵️‍♂️

🚨 PLASMA PAYMASTER IS THE MAINSTREAM KILL SWITCH 🚨

Gas fees are the invisible killer stopping mass adoption. You shouldn't need a PhD in $ETH just to send $USDT.

Plasma's Paymaster destroys this friction.
• No more buying $ETH just to pay network fees.
• Gas sponsored by the app or auto-deducted from your balance.
• Send $50, friend receives $49.90, zero headache.

This moves $PLASMA from niche tech to essential financial infrastructure using ERC-4337 and Bitcoin anchoring. Prepare for onboarding at scale.

#CryptoAdoption #Plasma #Paymaster #L2 🚀

PLASMA ARCHITECTURE REVEALS CORE TRUTH ABOUT DEFI LONGEVITY

⚠️ This technical deep dive shows why Plasma's design philosophy is superior for long-term stability. Narrow state transitions cut future risk.

• Wide transition logic invites interpretation and exceptions.
• Interpretation leads to coordination debt over time.
• Plasma prioritizes legible, tightly specified state changes.
• This drastically shrinks the zone for protocol disagreement.

The goal isn't maximum expressiveness; it’s minimum ambiguity. Constrained systems age better under continuous pressure. This is a bet on dependability over early flexibility.

#DeFi #L2 #Scalability #CryptoArchitecture 🧐

💥 $ENSO EXPLOSION ALERT: LONG SIGNAL ACTIVATED 💥

Entry: 1.34 – 1.40 📉
Target: 1.46 - 1.60 - 1.75 – 1.80 🚀
Stop Loss: 1.27 🛑

Short-term bullish momentum confirmed. Volume is pumping this! Buy the dip or wait for the 1.40 breakout hold. Secure gains early at T1, then let it ride to T3 expansion zone. Full risk management required.

#ENSO #CryptoTrading #AltcoinGems #L2 🚀

🚨 $USDT BULL RUN CONFIRMED! LONG SIGNAL ACTIVATED!

Entry: 0.0445 – 0.0452 📉
Target: 0.0486 - 0.0520 - 0.0580 🚀
Stop Loss: 0.0418 🛑

26% pump fueled by 4B+ volume. Buyers are locked in above the breakout zone. This is a high-conviction continuation play targeting new highs. Respect the structure, ride the momentum. Only invalid if 0.0418 fails.

#USDT #Altseason #CryptoTrade #L2 🚀

$FIGHT After the breakout, it is currently making a healthy pullback, with the price stabilizing above the previous resistance turned support area. This is a typical breakout confirmation pattern, not a top.
🎯 Direction: Long
🎯 Entry: 0.00615 - 0.00635
🛑 Stop Loss: 0.00595 (rigid stop loss)
🚀 Target 1: 0.00685
🚀 Target 2: 0.00720
The market shows that the breakout is accompanied by a significant increase in trading volume and open interest, which is a clear signal of major funds entering, not a short squeeze. The price pulls back to the previous high after the breakout, forming a support platform, and during the pullback, selling pressure is very weak, while buying continues to absorb the sell-off in lower time frames. Under this structure, as long as the support platform holds, the probability of continuing the upward trend is much greater than that of a reversal. Small losses and large gains, earning from the probability of trend continuation after the breakout.

Trade here 👇 $FIGHT
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#V神卖币 #eth #l2
@币安广场

$ETH

🚨 Vitalik Buterin: Stop Copying EVM Chains Madly!
Ethereum founder Vitalik has officially declared war on the endless “clone chains.” He believes the crypto industry is trapped in a vicious cycle akin to “Groundhog Day”: continuously creating L2 networks that, apart from their names and marketing, have no technological innovation. 🥱
Vitalik's core viewpoints:
Zero Innovation: Creating another EVM chain with a 7-day withdrawal delay bridge is not progress, but regression. L1 Performance Explosion: With the successful scaling of Ethereum's underlying layer (L1) by 2026 and the increase in Gas limits, the mainnet can handle more load, rendering mediocre copy chains meaningless. Authenticity Above All: If your project is essentially a centralized sidechain, stop claiming to be an “Ethereum scaling solution.” “The temperament must match the essence.”
Where is the future wealth code? 📈
Vitalik calls on developers to focus their efforts on privacy protection solutions, app-specific chains, and underlying technologies that can truly change user experiences, rather than simply launching chains for the sake of issuing tokens.
The era of “earning by copying code” is coming to an end; the real hardcore innovation era has arrived. 🛠️
Do you think we need over 100 identical L2s? Or should we streamline? Feel free to discuss in the comments! 👇
#以太坊 #VitalikButerin #EVM #L2 #Ethereum

Vitalik Rethinks L2 Dominance – Rollups "Worse Than Expected" For Ethereum UX

Vitalik Buterin admits L2 rollups underperformed Ethereum UX expectations, advocating "based rollups" and L1 improvements over fragmented scaling. L2 TVL $42B but sequencer risks, MEV capture, and bridging UX frustrate users.

Conversion angle / CTA:
"Trading #EthereumLayer2Rethink: rotate from L2 tokens ($ARB $OP ) to spot ETH on consolidation, buy L1 infra on UX roadmap catalysts."
#EthereumLayer2Rethink #Vitalik #l2 #Ethereum

$BTC

$ETH

$OP

💰 Entry Zone: 3.75 – 3.88
🟢 Bullish Bias: Above 3.70
🎯 Targets:
• TP1: 4.05
• TP2: 4.35
• TP3: 4.80
🛑 Stop Loss: 3.55
📈 Current Price: 3.88 (+2.1%)
⚠️ Market context remains volatile as #ADPDataDisappoints, whales de-risk ETH, and narratives around Ethereum Layer 2s evolve.
#METIS #CryptoTrading #Breakout #Altcoins #ETH #L2
$METIS

🚨 PLASMA IS THE UNSEEN INFRASTRUCTURE POWERING TOMORROW'S TRADING 🚨

$XPL is building the high-performance engine DeFi traders and AI agents have been waiting for. Forget the noise, focus on throughput.

• Ultra-fast transactions guaranteed.
• Predictable fees are locked in.
• Modular design equals massive scalability.

This is the quiet infrastructure move before the mainstream floods in. Get positioned in this low-noise asset now.

#Plasma #XPL #Web3Infra #Alpha #L2 ⚙️

💥 $OG LONG ALERT! BULLISH CONTINUATION IMMINENT 💥

Entry: 4.05 – 4.15 📉
Stop Loss: 3.82 🛑
Target: 4.30 - 4.50 - 4.80 🚀

$OG reclaimed 4.10 support and momentum is SCREAMING. We are buying dips toward the entry zone. Hold strong above 4.00 or face the music. This breakout above 4.30 is going to rip faces off. Manage risk aggressively.

#OG #CryptoTrading #AltcoinGems #L2 💰

ETH $100M L2 CRISIS UNLEASHED.

Entry: 2000 🟩
Target 1: 2500 🎯
Stop Loss: 1800 🛑

Ethereum is evolving. The L1 is scaling faster than predicted. This is forcing a massive L2 re-evaluation. Generic L2 tokens face extinction. They must offer unique utility or be left behind. Expect a Darwinian shakeout. Only specialized L2s with strong ecosystems will survive. This is a pivotal moment for the entire L2 sector. Don't get caught in the fallout.

Disclaimer: This is not financial advice.

#ETH #L2 #Crypto #Trading #FOMO 🚀