# Сопутствующие статьи по теме Layer 2

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Layer 2", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

SOL price action lags the wider altcoin market: Is Solana’s heyday over?

SOL has underperformed the broader altcoin market, declining 32% since November compared to a 21% drop in the altcoin market. Despite significant ETF inflows totaling $636 million and corporate adoption adding over 20 million SOL to balance sheets, the token's price has struggled. A key factor is declining onchain activity: Solana’s weekly network fees fell to $4.5 million from $7 million, and DApp revenues dropped 30% to $26 million weekly. Meanwhile, competing blockchains like Base, Arbitrum, and Polygon saw substantial growth in transactions and activity. With 68% of SOL staked, reducing sell pressure, the primary concern remains weak network demand. Without a reversal in onchain activity, SOL’s underperformance is likely to persist.

cointelegraph12/18 21:36

SOL price action lags the wider altcoin market: Is Solana’s heyday over?

cointelegraph12/18 21:36

Experts Predict Bitcoin Crash to $10,000 This Year. Is There a Rescue?

Bitcoin's price decline below $90,000 has reignited fears of a potential drop to $10,000, driven by a shift in market sentiment away from riskier assets. Amid this uncertainty, attention is turning toward practical infrastructure solutions rather than speculative narratives. Bitcoin Layer 2 technologies, such as Bitcoin Hyper, are gaining traction as they address key limitations of the Bitcoin network—high fees, slow throughput, and limited programmability. Bitcoin Hyper, which integrates Solana Virtual Machine (SVM), aims to provide faster execution and lower latency, enabling DeFi, NFTs, and dApps on Bitcoin without compromising its security. The project has already raised over $29.5 million in its presale, indicating significant investor interest. As market cycles emphasize utility over hype, infrastructure projects like Bitcoin Hyper could play a crucial role in Bitcoin's next growth phase, even amid bearish predictions.

bitcoinist12/17 16:03

Experts Predict Bitcoin Crash to $10,000 This Year. Is There a Rescue?

bitcoinist12/17 16:03

Bitcoin Hyper Raises $29.5M — Market Believes Bitcoin's Development Will Extend Beyond the Main Network

Bitcoin faces a core paradox: its growing value as a "trust base" increases the desire to use it for payments, DeFi, and on-chain products, but its base layer is slow, limited, and expensive. This has reignited the 2025 narrative around Bitcoin Layer 2 (L2) solutions, driven by user experience demands and economic concerns over low transaction fees threatening miner revenue post-halving. Against this backdrop, projects like Bitcoin Hyper are gaining significant attention and investment. It recently raised $29.5 million in a presale by betting on a specific technical approach: integrating the Solana Virtual Machine (SVM) to create a high-speed Bitcoin L2. Its promise is extremely low-latency smart contract execution, potentially "faster than Solana," targeting DeFi, gaming, and high-frequency use cases. Architecturally, it follows a modular design where Bitcoin L1 provides base-layer security while computations are off-chain in L2. A key compromise is its use of a single trusted sequencer, introducing centralization risks, but the market currently seems to prioritize speed and ecosystem growth over perfect decentralization. The substantial investment signals strong demand for the narrative of combining Bitcoin's security with fast, scalable smart contracts, with success ultimately hinging on bridge quality, real-world performance, and developer adoption.

bitcoinist12/16 18:03

Bitcoin Hyper Raises $29.5M — Market Believes Bitcoin's Development Will Extend Beyond the Main Network

bitcoinist12/16 18:03

After the Wealth Effect Disappears, The Myth or Elegy of Decentralization

The article "After the Wealth Effect Disappears: The Myth or Elegy of Decentralization" examines the evolution of Ethereum and Bitcoin, arguing that both have strayed from their original decentralized ideals. While Ethereum shifted from PoW to PoS to enhance scalability and value capture (ETH), it sacrificed node decentralization and embraced centralized governance, despite retaining smart contracts. Bitcoin maintained minimal governance but failed to support smart contracts, limiting its utility beyond being "digital gold." The author highlights how institutional adoption (e.g., BTC ETFs, DTCC’s blockchain migration) prioritizes long-term, low-risk gains, contrasting with retail’s speculative expectations. As centralized exchanges (CEXs) become less influential, activity migrates on-chain, but this shift may not yield the envisioned decentralized utopia. Stablecoins like USDT/USDC are increasingly replacing ETH as primary assets, further centralizing the ecosystem. Ultimately, the piece critiques the compromise between decentralization and wealth generation, noting that Ethereum’s "middleman" role—embodied by Vitalik Buterin and ETH’s capital-driven model—has eroded its foundational principles. The conclusion suggests that both decentralization and wealth effect narratives are being overshadowed by pragmatic, institution-friendly financial computing.

marsbit12/13 05:45

Even 0.1 $BTC is Financial Independence for Decades. But That's Not Enough

The article argues that simply holding Bitcoin (BTC) is no longer sufficient for long-term financial gains. While BTC remains a foundational asset, its price volatility and the limitations of its base layer (slow speeds, high fees, lack of programmability) are driving a shift in focus. Capital is now flowing towards infrastructure that enhances Bitcoin's utility, particularly Layer 2 solutions. These projects aim to transform BTC from "digital gold" into a usable asset for daily payments, DeFi, NFTs, and gaming. The piece highlights Bitcoin Hyper as an aggressive example, which uses Solana's Virtual Machine (SVM) to enable fast, low-cost smart contracts on top of Bitcoin. Its modular architecture keeps security on the main chain while moving execution to L2. The project has reportedly attracted significant pre-sale funding, indicating market belief in the need for a Bitcoin execution layer. The core conclusion is that the next wave of ecosystem growth will come from Bitcoin's usefulness, not just its price appreciation.

bitcoinist12/12 17:59

Even 0.1 $BTC is Financial Independence for Decades. But That's Not Enough

bitcoinist12/12 17:59

From Airdrop Myth to King of Derivatives: A Look Back at Hyperliquid's 2025 Conquest

Reviewing crypto's growth in 2025, Hyperliquid stands out. It began the year with an epic airdrop and strong price performance, capturing attention. By year's end, it transformed into a top-four revenue-generating platform in crypto, earning over $650M and at one point capturing 70% of all perp trading volume. Its success was no accident. In Q1, it solidified its reputation by being first to list new assets like the TRUMP perp and launched HyperEVM, a smart contract layer. Q2 saw explosive growth: HYPE token surged 4x from April lows, and HyperEVM's TVL grew from $350M to $1.8B. The platform gained mainstream media coverage. In Q3, major wallets like Phantom and MetaMask integrated via Hyperliquid's builder codes, routing $158B in volume and earning partners nearly $50M. A high-profile stablecoin bid war was won by Native Markets, aligning with Hyperliquid's bootstrapped ethos. However, new competitors like Aster and Lighter emerged with aggressive airdrops. Q4 brought permissionless listings via HIP-3, enabling new markets like stock perps and yield-bearing collateral. Yet, HYPE fell nearly 50% from its September peak due to market conditions, a rare ADL event during a crash, and the start of team token unlocks. As perps go mainstream in 2026, Hyperliquid's true test begins. Its success came from building a superior product and ecosystem without shortcuts. Maintaining leadership will require doing it all over again in a crowded field.

marsbit12/12 11:35

From Airdrop Myth to King of Derivatives: A Look Back at Hyperliquid's 2025 Conquest

marsbit12/12 11:35

Global Shift Towards Easing, ETH May Have Taken the 'Best Offensive Position'

Global monetary policy is shifting towards easing, creating a favorable environment for risk assets. Despite a significant market decline in October, the long-term trend of crypto integration with traditional finance continues. A key narrative is emerging: U.S. political and economic elites are building a capital network connecting U.S. Treasury bonds, stablecoins, and Ethereum-based RWA (Real World Assets) protocols. This chain funnels dollar credit into assets ultimately settled on Ethereum and its Layer 2s. Ethereum's recent Fusaka upgrade is a milestone, addressing the issue of L1 value capture diminished by L2 growth. By introducing a dynamic floor price for data blobs (EIP-7918), it ensures L2 activity consistently contributes to ETH burning. Post-upgrade, blob fees have become the primary source of ETH burn, potentially returning ETH to a deflationary state. Technically, ETH appears strong. Leverage in the market is at historically low levels (~4%), and the Long BTC/Short ETH trade has been failing since November. ETH exchange reserves are at a multi-year low, suggesting a potential short squeeze. With anticipated friendly monetary policy from both the U.S. and China, ETH is positioned in a favorable accumulation zone.

比推12/12 06:09

Global Shift Towards Easing, ETH May Have Taken the 'Best Offensive Position'

比推12/12 06:09

Yilihua | Trend Research Latest Report: Wall Street Has Secretly Built Positions, Is Your ETH Still on Board?

Following the market crash in October, the crypto sector has been subdued, but institutional momentum—particularly from Wall Street—is accelerating. U.S. SEC Chair Paul Atkins recently stated that the entire U.S. financial market could migrate on-chain within years, highlighting benefits like transparent ownership and T+0 settlement. A clear narrative is emerging: U.S. political and financial elites are driving a flow of capital from Treasury bonds → stablecoins → Ethereum and RWA protocols → ETH and L2 networks. Ethereum dominates RWA TVL, accounting for 64.5% of the total. The Fusaka upgrade represents a major step in improving Ethereum’s value capture. By introducing a dynamic base fee for blobs (EIP-7918), it ties L2 transaction costs to L1 fees, ensuring more consistent ETH burning. Blob fees now contribute 98% of burn volume, potentially returning ETH to a deflationary model as L2 activity grows. Technically, ETH appears stronger: leverage is near historic lows at 4%, exchange reserves are down, and the ETH/BTC ratio has held steady since November, reducing the effectiveness of popular short-ETH strategies. With anticipated monetary easing in both the U.S. and China, along with supportive regulation, ETH may be entering a favorable accumulation zone.

marsbit12/12 05:05

Yilihua | Trend Research Latest Report: Wall Street Has Secretly Built Positions, Is Your ETH Still on Board?

marsbit12/12 05:05

Amid Global Easing Expectations, ETH Has Entered the Value "Sweet Spot"

In a market still recovering from the October 11 crash, Ethereum (ETH) is positioned as a strong value opportunity amid growing global monetary easing expectations. The article highlights three key factors supporting this outlook: 1. **Wall Street’s deepening integration with crypto**: U.S. regulatory and financial leaders, including SEC officials, are endorsing tokenization and blockchain adoption. A capital network linking U.S. Treasury bonds, stablecoins (like USDT and USDC), real-world assets (RWA), and Ethereum is strengthening. ETH dominates RWA total value locked (TVL), accounting for 64.5% of the crypto total. 2. **ETH’s value capture mechanism**: The Fusaka upgrade introduced EIP-7918, tying blob transaction fees to L1 base fees, ensuring L2 activity consistently contributes to ETH burning. Blob fees now represent 98% of ETH burned, potentially returning ETH to a deflationary model as L2 adoption grows. 3. **Technical strength**: ETH’s leverage ratio has dropped to a historical low of 4%, indicating reduced speculative risk. Exchange reserves are at record lows, and the ETH/BTC ratio has shown resilience, suggesting a potential short squeeze. With anticipated monetary easing in both the U.S. and China, ETH is entering an attractive accumulation zone.

marsbit12/12 04:35

Amid Global Easing Expectations, ETH Has Entered the Value "Sweet Spot"

marsbit12/12 04:35

Trend Research: Why We Remain Bullish on ETH?

Despite the market downturn following the 10/11 crash, Trend Research remains optimistic about Ethereum (ETH). Key factors supporting this view include: 1. **Wall Street Consensus Strengthens**: U.S. SEC Chair Paul Atkins recently highlighted the inevitability of tokenizing traditional financial assets on blockchain, emphasizing benefits like transparency, T+0 settlement, and reduced systemic risk. A clear capital flow has emerged: U.S. dollar credit → U.S. Treasuries → stablecoin reserves → crypto treasury/RWA protocols → ETH/L2. ETH dominates RWA sector with 64.5% of total TVL, recovering swiftly post-crash. 2. **Value Capture Mechanism**: The Fusaka upgrade introduced EIP-7918, linking blob base fees to L1 execution fees, ensuring L2 activity consistently contributes to ETH burning. Blob fees now account for 98% of ETH burned, potentially returning ETH to a deflationary model as L2 activity grows. 3. **Technical Strength**: ETH futures leverage is at a low 4%, indicating reduced speculative risk. The Long BTC/Short ETH trade has underperformed, and ETH exchange reserves are at historic lows (~10% of supply), suggesting potential for a short squeeze. With anticipated monetary easing in both the U.S. and China, ETH presents a favorable buying opportunity in a subdued market.

深潮12/12 04:00

Trend Research: Why We Remain Bullish on ETH?