The ecological gameplay has changed, mainstream money is coming in

1. L2 is no longer just a "speeding tool" but is set to become a "themed amusement park"

Ethereum founder Vitalik recently stated that the previous goal was to make L2 a unified high-performance shard, but now the thinking has changed. This is because the Ethereum mainnet is also becoming faster, and it is difficult for L2 to be completely decentralized.

So, the new direction is:

· Encourage unique features: Don't all imitate the mainnet. Some L2s can focus on privacy transactions, some are designed specifically for gaming, and others use entirely new virtual machines. In short, unique advantages should be leveraged.

· The security baseline cannot be compromised: But as "Ethereum L2," it must meet basic security standards (for example, users can safely withdraw funds at any time).

· Use new technologies to connect all amusement parks: In the future, the Ethereum mainnet will upgrade and be able to directly verify the proofs of various L2s. This means that different L2s can communicate and collaborate safely and quickly, like dedicated high-speed cable cars between amusement parks.

In simple terms, Ethereum has shifted from wanting to build a "unified shopping mall" to supporting the construction of "multiple themed amusement parks," with the mainnet providing a common security foundation and connectivity network.

2. Professional governance platforms and traditional venture capital are entering the scene, making the ecosystem more standardized.

· The governance platform Tally has started offering ICO services: It has adopted Uniswap's auction mechanism to make project fundraising fairer and more transparent. The key is that it connects fundraising with subsequent community governance. Projects issue tokens here, and investors naturally become governance participants. It even used its own token sale to demonstrate, which is very persuasive.

· Top venture capital firm YC is investing in projects using USDC: Y Combinator has announced that it will use the USDC stablecoin to invest in all startups and encourage them to use cryptocurrency for payments and finances. This is because stablecoins like USDC are fast and cheap, and the relevant legal framework in the United States (the "GENIUS Act") is becoming clearer, making traditional capital feel at ease.

To summarize:

This means that the Ethereum ecosystem is transitioning from a technology-driven "geek experiment" to a "mature innovative economy" that is rich in diversity, has professional infrastructure, and is welcoming mainstream capital inflows. $ETH $DUSK $ZK #小非农数据不及预期 #以太坊L2如何发展？ #易理华旗下TrendResearch减仓 #美国政府部分停摆结束 #美国伊朗对峙