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taishiro
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But every delay extends the window where L1 fee revenue stays depressed (~$41M recently) while L2s capture activity with near-zero settlement costs, and competitors keep nibbling at RWA share.
Swell’s suspected hot-key compromise (potential ~2,513 ETH exposure via malicious upgrades + unbacked rate hikes) is a fresh reminder that liquid staking / restaking operational risk remains real even as the broader staking base grows.
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taishiro
企业金库和大户继续锁定供应，即使ETF资金流动依然波动不定。这比短期ETF噪音更可靠地减少了流通量。
在协议方面，推迟Glamsterdam Hoodi的激活以适当审查EIP-8037（状态创建重新定价）与实时合约的交互是正确的决定。
安全 > 进度。
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