New 21Shares outlook: most Ethereum L2s won’t survive past 2026.
📉 Usage on smaller L2s down 61%
⚖️ ~90% of L2 activity concentrated on @base.base.eth , @arbitrum , @optimism
🟦 Base alone processes 60%+ and was the only L2 profitable in 2025
The L2 market is consolidating fast — liquidity, developers, and revenue are clustering around a few winners.
cc: @vittoriocappelli , @optimismshow
Surf raised $15M — and it could be a signal, not just a funding round.
💰 Led by @panteracapital, with @cbventures + @dcgco
🤖 Crypto-native AI trained on on-chain data, markets, and sentiment
📊 Used by top exchanges + research firms
Video in comments.
cc: @optimismshow , @vittoriocappelli
@celo just activated OP Succinct Lite on Mainnet — the first chain to run it in production.
🟪 ZK fault proofs
🌉 First auditable EigenDA bridge
⚙️ Rust EVM + SP1 prover
🛡️ Live challenger set for stronger security
Signal:
Celo just upgraded its core infra with OP tech — a win for Celo and the Superchain.
cc: @vittoriocappelli , @optimismshowhttps://youtu.be/bFipNE68rro?si=VPSK3GkUcNnyXAv4
Horizen has officially become an EVM-native Layer-3 on @base.base.eth, with $ZEN migrated to ERC-20.
🟪 L3 inherits Base liquidity, OP Stack tooling, ETH finality
🔄 Legacy ZEN → ERC-20 claims open
💧 Trading live on Aerodrome + Uniswap; staking returning
🔗 Integrations: Caldera, LayerZero, Stork, Den, Goldsky, zkVerify
💰 1M ZEN dev fund with Thrive Protocol (~$8.8M)
ZEN is now a native, EVM-friendly asset to integrate, compose with, and design around.
cc: @optimismshow , @vittoriocappellihttps://youtu.be/pYhRzhyn8ZY?si=wASkY1qOZL2VbLYA
@etherfi-app becomes the liquid staking partner for OP Mainnet.
🪙 weETH selected after a full risk-adjusted review
🏛️ Now a core asset for DEXs, lending, custody & DeFi
🔐 Higher security + transparency standards for institutions
🌐 Optimism still pursuing a multi-protocol future
If you build on OP Mainnet, this is a clear signal:
weETH will be easier to integrate, collateralize, and design around.
cc: @optimismshow , @vittoriocappellihttps://youtu.be/SyCCTpKwpKw?si=kE-IAKNFcs2BXRTO
There's a real unlock behind publishing content onchain through @zora
🧩 Posts become objects you can move, trade, remix, and build on
💰 Value flows automatically to creators through protocol-level royalties
📚 Every piece of media lives onchain
⚙️ Coins Protocol turns “likes” into mintable actions, tying attention to economics
🌐 Built into the Superchain stack so creators don’t need marketplaces or intermediaries
It’s not about platforms anymore, it’s about owning the things you create, and letting the internet do something with them.
cc: @vittoriocappelli , @optimismshowhttps://youtu.be/sNbX7BVw1dQ?si=0ZPZlz6OpPPNtncphttps://pods.media/the-optimism-show/zora-new-platform-paying-creators-for-every-post
One of the biggest cross-chain moves of the year:
🔵 @base.base.eth just launched a direct bridge to @solana
🔀 Move SOL / ETH / USDC with far less friction
💧 Deeper liquidity, smoother onboarding, new multi-chain DeFi paths
Built by teams across Base, Coinbase, Solana ecosystem devs, bridge infra providers, and custody partners — connecting Solana’s ultra-fast execution with Base’s Ethereum-aligned stack.
This episode explains what the bridge enables, the risks, and what early metrics will reveal.
cc: @vittoriocappelli , @optimismshowhttps://youtu.be/xNASWZ80tKU?si=3-hAXuSvRpTNyVcj
