# Пов'язані статті щодо Layer 1

Центр новин HTX надає останні статті та поглиблений аналіз на тему "Layer 1", що охоплює ринкові тренди, оновлення проєктів, технологічні розробки та регуляторну політику в криптоіндустрії.

Stablecoins clear $1.79T record settlement – Is market bottom in sight?

Stablecoins achieved a record $1.79 trillion in adjusted transaction volume in June, a 63% monthly and 125% yearly increase, signaling a major shift from being a crypto liquidity mechanism toward real-world utility in cross-border payments and settlement. This growth in usage, however, contrasts sharply with falling liquidity, as the combined market capitalization of USDT and USDC declined by nearly $11 billion over two months, representing a significant capital outflow. This divergence occurs amid a strengthening US dollar, which supports demand for dollar-pegged stablecoins but also pressures global currencies. While the rising utility underscores the strategic importance of Layer 1 blockchains, the concurrent liquidity contraction amid a broader crypto market downturn creates a potential risk factor heading into the second half of the year.

ambcrypto4 год тому

Stablecoins clear $1.79T record settlement – Is market bottom in sight?

ambcrypto4 год тому

TRON hits 385M transactions, goes quantum-ready – Can TRX keep up?

TRON demonstrates strong performance in Q3 despite a broader market downturn, closing June down only 10.35% and outperforming Solana. The network achieved record on-chain activity, processing 385.77 million transactions and recording 26.97 million active accounts in June, with daily highs also reached. It hosts over $86 billion in USDT, surpassing Ethereum in transfer volume and solidifying its role as a leading settlement layer. Simultaneously, TRON is advancing its long-term security posture. Its Nile Testnet has launched an upgrade (GreatVoyage-v4.8.2-PQ1-build1) featuring post-quantum signature support, including Falcon-512 and ML-DSA-44, for transactions, block production, and communication. While awaiting mainnet governance approval, this quantum-resistant move complements TRON's robust on-chain utility and stablecoin dominance, positioning it strongly for the second half of the year.

ambcrypto07/02 15:02

TRON hits 385M transactions, goes quantum-ready – Can TRX keep up?

ambcrypto07/02 15:02

Cardano’s ‘ghost chain’ label debunked? Why ADA’s 34 dApps don’t tell the full story

The article examines and refutes the "ghost chain" label sometimes applied to Cardano (ADA). While Cardano has significantly fewer dApps and lower transaction/user counts compared to leading Layer 1 chains like Ethereum and Solana, this is partly due to its unique Extended Unspent Transaction Output (EUTXO) model. This model batches transactions, improving security and determinism but potentially underrepresenting true on-chain activity. The piece acknowledges recent ecosystem challenges but highlights Cardano's strong development activity and its distinct focus on peer-reviewed research, security, and sustainability for institutional use. It concludes that while various chains occupy different niches, low activity metrics alone are insufficient to deem Cardano a "ghost chain."

ambcrypto06/30 15:02

Cardano’s ‘ghost chain’ label debunked? Why ADA’s 34 dApps don’t tell the full story

ambcrypto06/30 15:02

Weekly Token Unlock: XPL to Release Millions in Token Value

Weekly Token Unlocks: XPL and SoSoValue Tokens Worth Over $10 Million Set for Release This week sees significant token unlocks for two projects. SoSoValue, an AI-powered crypto investment research platform, will unlock 13.03 million tokens, valued at approximately $3.87 million. The project aims to merge CeFi efficiency with DeFi transparency. Separately, Plasma, a Layer 1 blockchain designed for global stablecoin payments, will unlock 110 million tokens worth about $10.42 million. The network focuses on high throughput, stablecoin-native features, and full EVM compatibility. Both projects have provided their detailed token release schedules.

marsbit06/21 01:03

Weekly Token Unlock: XPL to Release Millions in Token Value

marsbit06/21 01:03

Ethereum Q1 2026 Report: Fees Decline, Users and Transaction Volume Hit New Highs

Ethereum Q1 2026 Report: Fees Down, Users & Transactions Hit New Highs Token Terminal's Q1 2026 report on Ethereum presents a pivotal development: the network achieved record highs in monthly active users (13.2M, +85.9% YoY), total transactions (200.4M, +81.5% YoY), and throughput (25.78 TPS), while transaction fees on the mainnet plummeted by 47.9% quarter-over-quarter. This shift is attributed to the network's strategic move into a "low fees for scale" phase, exemplified by the Fusaka upgrade which increased data capacity and lowered block space costs, releasing pent-up demand (a manifestation of Jevons's Paradox). The report highlights a core narrative shift for Ethereum: from a DeFi-centric blockchain to a global financial settlement layer. It maintains a dominant position in tokenized assets, holding majority market shares among top chains in stablecoins (61.8%), tokenized funds (73.0%), and tokenized commodities (84.0%). Growth in tokenized funds (+73.1% YoY) and commodities (+325.9% YoY) was particularly strong, driven by institutions like BlackRock and JPMorgan entering the space. Contrasting these usage gains, several USD-denominated value metrics declined in Q1: fully diluted market cap fell 30.3% QoQ, total value locked (TVL) dropped 11.0%, and ecosystem transaction volume decreased 24.0%. The report interprets this as Ethereum prioritizing long-term network expansion and cementing its role as the default settlement layer for finance over short-term fee capture. The commentary from Etherealize argues that, much like the early internet, Ethereum's open, permissionless model is poised to win over closed alternatives as institutional tokenization accelerates.

marsbit06/20 06:12

Ethereum Q1 2026 Report: Fees Decline, Users and Transaction Volume Hit New Highs

marsbit06/20 06:12

Variant: Bitcoin, Ethereum, and ZCash Highly Likely to Become Major Stores of Value

At Variant, our investment philosophy centers on enabling individuals to own their money, identity, and data. We believe all tokens fall into two categories: stores of value (SOV) or equity-like instruments. The SOV framework is particularly useful for evaluating Layer 1 (L1) blockchains, which are major monetary coordination protocols. A good store of value should possess: 1) Technical durability, 2) Scarcity, 3) Censorship resistance, 4) Economic productivity, 5) Strong memetics, and 6) Liquidity. The total addressable market for SOV assets is massive, with gold alone valued at $31 trillion. Three L1 assets stand out as prime candidates for becoming major stores of value: Bitcoin (BTC), Ethereum (ETH), and ZCash (ZEC). Bitcoin excels in memetic dominance as "digital gold." Ethereum demonstrates superior technical durability and adaptability through its upgradeable roadmap. ZCash offers exceptional censorship resistance and privacy via its shielded transactions. While digital SOVs outperform traditional ones like gold on many metrics, they still represent a small fraction of the overall SOV market, presenting a significant growth opportunity.

marsbit06/03 00:48

Variant: Bitcoin, Ethereum, and ZCash Highly Likely to Become Major Stores of Value

marsbit06/03 00:48

Variant: Three L1 Assets That Could Become Primary Stores of Value

The core belief at Variant is that individuals should own their money, identity, and data. A key framework for evaluating first-layer blockchain (L1) networks is viewing their native tokens as potential stores of value (SOV). A good SOV asset is defined by several key attributes: technical durability (its likelihood to exist and function in 5-10 years), scarcity and predictable inflation, censorship resistance, economic productivity (its utility in facilitating economic activity), memetic strength (widespread social consensus on its value), and liquidity. Based on this framework, three L1 assets are highlighted as leading contenders for becoming major SOVs, each excelling in different dimensions: * **Bitcoin (BTC)** is dominant in memetic strength, widely recognized as "digital gold." Its growing belief network among individuals and institutions reinforces its SOV status. * **Ethereum (ETH)** excels in technical durability and adaptability. Its ability to upgrade and a transparent roadmap provide confidence in its long-term resilience against future challenges. * **Zcash (ZEC)** offers superior censorship resistance and privacy through its shielded pools. This provides individuals with a long-term option to protect assets from confiscation or surveillance. The total market for SOV assets like gold is immense (gold's market cap is ~$31T). Despite often surpassing traditional SOVs on these fundamental metrics, digital assets currently capture only a small fraction of this market, representing a significant opportunity for growth. The article posits that multiple digital SOVs can coexist in this expanding space.

链捕手06/02 05:13

Variant: Three L1 Assets That Could Become Primary Stores of Value

链捕手06/02 05:13

Interview with Macro Master Raoul Pal: The Economic Singularity Is Approaching, Don't Get Off the Train Easily in the Next Four Years

Macro investor Raoul Pal discusses the approaching "Economic Singularity," driven by the unprecedented capital race in AI between the US and China. He argues this competition, focused on turning energy into intelligence, will not stop until the system can no longer handle the speed of technological growth. Pal remains bullish on crypto, viewing it as having superior risk-adjusted returns long-term. He believes crypto's total addressable market is now "infinite" due to the future proliferation of AI agents operating on-chain. Pal sees the recent Bitcoin pullback to $60k as a normal, painful correction within a bull market, not a bear trend. He advocates a "buy and hold" strategy over trading, as long-term holders historically outperform. His buys during dips include SUI and Zcash. He states Layer 1 smart contract platforms (like ETH, SOL, SUI) will capture most crypto value as they are the foundational infrastructure for the future digital economy and AI agent activity. While DeFi faces security challenges, he sees this pushing for better products and notes DeFi is ideally suited for AI agents. He is also launching an NFT fund, betting on a revival of the sector as crypto wealth grows. Pal concludes that with massive trends like fiat debasement, financial migration to blockchain, and exploding global liquidity, investors should accumulate crypto assets and hold for the next four years, not sell. He assigns a 70% probability to this highly bullish outcome, citing regulatory progress, institutional adoption of stablecoins, and crypto's current undervaluation relative to assets like the Nasdaq.

marsbit05/29 07:50

Interview with Macro Master Raoul Pal: The Economic Singularity Is Approaching, Don't Get Off the Train Easily in the Next Four Years

marsbit05/29 07:50

Solayer Unveils Multi-Asset Perpetual Trading Platform Dubbed Margin Trade

Solayer, a high-performance Solana Virtual Machine-compatible Layer 1 blockchain, has launched public testing for its multi-asset perpetual trading platform, Margin Trade. Built by former Citadel and Kraken traders, the platform enables unified margin, on-chain trading of both crypto and traditional assets like gold, oil, and a U.S. equities index. Following a private beta, the public testnet launch aims to offer capital efficiency and real-time execution in a single environment, moving away from fragmented traditional platforms. Margin Trade leverages Solayer's InfiniSVM infrastructure, which supports over 330,000 transactions per second with fast finality and low fees via SOL for gas, enabling high-throughput decentralized applications. This launch is part of Solayer's broader financial product diversification, which includes its Solayer Pay stablecoin platform. Backed by a $35 million ecosystem fund, future plans for Margin Trade include adding single-stock equities and volatility products, along with trading competitions and incentive programs.

TheNewsCrypto05/22 12:58

Solayer Unveils Multi-Asset Perpetual Trading Platform Dubbed Margin Trade

TheNewsCrypto05/22 12:58

Sui Launches Gasless Stablecoin Transfers With Support From Fireblocks

Sui has launched a protocol-level feature enabling gasless stablecoin transfers on its network. This allows users and businesses to send supported stablecoins like USDsui, suiUSDe, and USDC without paying gas fees or needing to hold SUI tokens, effectively reducing transfer fees to $0.00. Supported by Fireblocks, this initiative aims to remove a major friction point for mass stablecoin adoption by simplifying payment workflows. Sui leadership highlights this as a step toward making the network a global payments rail for businesses, consumers, and AI agents. The feature is a permanent structural change, not a temporary promotion, and builds on Sui's rapidly growing stablecoin ecosystem, which has surpassed $1 trillion in transfer volume.

TheNewsCrypto05/20 21:21

Sui Launches Gasless Stablecoin Transfers With Support From Fireblocks

TheNewsCrypto05/20 21:21

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