Astrophysicist with a boner. π§πΌβπ Connecting dots in a spacey crypto world. π
Republic of DYOR
Joined January 2021
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mrgn retweeted
2-3 years ago, one of the biggest narratives in crypto was the L2 Wars.
$ARB vs optimism:native vs $ZK vs $STRK ...
Everyone was talking about TPS, fees, TVL and which L2 would eventually dominate Ethereum scaling.
Then the narrative slowly disappeared.
But now $ARB is moving again, and I think itβs worth asking:
Are L2s finally becoming interesting again? And if $ARB already moved, where could the next opp be?
Letβs look at the actual data.
Ethereum L2 rollups currently secure around $35.4B in value, up ~27% YoY.
Among the biggest:
β @Base: ~$16.5B TVS
β @Arbitrum: ~$11.9B TVS
β @Optimism Mainnet: ~$1.9B TVS
@arbitrum probably has the clearest catalyst rn.
In H1 2026:
β 478M txs processed
β 2.7B lifetime txs
β $70B+ avg monthly stablecoin transfer volume
β $206M ecosystem GDP
β $6.19M income generated for ArbitrumDAO
β 2,000+ tokenized RWA deployments
β Derivatives OI grew 434% in 6 months
And Robinhood Chain may be the bigger story.
It runs on Arbitrum infra, and AEP license fees already represented 35% of ArbitrumDAO income in July, its first month on mainnet.
So imo, the new L2 war looks very different from the old one.
Before:
TPS β lower fees β incentives β TVL
Now:
RWA β stablecoins β institutional users β appchains β real revenue β token value capture
Thatβs why Iβm also watching:
β optimism:native: Superchain + enterprise/appchain adoption
β $ZK: institutional chains + ZK Stack
β $STRK: BTCFi + privacy/ZK
β Base: Coinbase distribution + tokenized stocks, although thereβs no token to trade rn
One thing I learned from previous narratives: I donβt want to chase a sector only after every token has pumped.
$ARB getting attention again may simply be an isolated move.
Or it could be the first signal that the market is starting to look at L2 fundamentals again.
Iβm watching the second scenario closely.
mrgn retweeted
Standard Chartered predicts $ARB could rise from $0.14 to $10 by 2030
a 70x move from current levels
this prediction is based on Arbitrum's business model:
@arbitrum gets 10% of the net protocol revenue from L2s created using its tech, like @RobinhoodCrypto, helping TradFi come onchain
@StanChart is also forecasting $4T in tokenized assets by 2028
a massive opportunity for the RWA sector
their Arbitrum $ARB price forecast:
$0.5 in 2026
$1.5 in 2027
$3.5 in 2028
$6.5 in 2029
$10 in 2030
still 3 months are left until the end of 2026
and from the current $0.14 level, $ARB needs to do a 3.5x to reach the 2026 target
Join me on the Jumper waitlist. waitlist.jumper.xyz/r/JMP-1Aβ¦
mrgn retweeted
Today we announce that Prividium's core, the permissioning engine that governs roles and access, is now open source.
Run a permissioned chain from public code, in your own environment.
The Bundesbank, Germanyβs national central bank, is the first to deploy it self-hosted π©πͺ
top 8% out of 13k users on @rep_hq.
REP isn't given. It's proven. app.r3p.xyz/share/story/ipdwβ¦
mrgn retweeted
π¨ HEREβS WHAT ACTUALLY CAUSED BITCOIN TO EXPLODE TO $69,700.
Everyone is looking at the Bitcoin candle.
But the move started in a completely different market:
U.S. Treasury bonds.
The Treasury just DOUBLED the size of its long-term bond buyback program.
β Old maximum: $2 BILLION per operation
β New maximum: AT LEAST $4 BILLION
β Targets: 10-to-20 and 20-to-30-year Treasury bonds
β Starts September 9 through November 4
In simple words:
The Treasury is offering more support to the market for long-term U.S. government debt.
And that matters because Treasury yields are basically the return investors can get from holding government bonds.
When those yields FALL, risky assets like Bitcoin usually become more attractive.
And look what happened right after the announcement:
β 10-year yield: -6 bps to 4.647%
β 30-year yield: -9 bps to 5.196%
Then Bitcoin moved.
$65,400 at 10:45 AM ET
β $67,600 at 11:26 AM ET
β $69,700 at 11:27 AM ET
Bitcoin gained more than $2,000 in ONE MINUTE.
That move trapped traders betting against Bitcoin.
As their leveraged shorts were liquidated, they were forced out of their positions, creating even more buying.
The result:
π $1.59 BILLION in crypto liquidations over 24 hours
π $746 MILLION in Bitcoin shorts reportedly wiped out in that one-minute candle
So the chain reaction was simple:
TREASURY EXPANDS BOND BUYBACKS
β
LONG-TERM YIELDS FALL
β
BITCOIN PUMPS
β
SHORTS GET LIQUIDATED
β
FORCED BUYING SENDS BTC EVEN HIGHER
One important correction:
β οΈ This is NOT QE.
β οΈ The Fed did NOT turn on the money printer.
Treasury is buying back existing government bonds to improve liquidity in that market.
And the size is still small compared with how much debt the U.S. issues.
But the timing matters.
The bond market moved FIRST.
Bitcoin followed.
Then the short squeeze turned it into an explosion.
Everyone is showing you the green candle.
Almost nobody is talking about what happened right before it.
September 9 is now the date to watch.
mrgn retweeted
$ZK appears to have fully priced in the Prividium 2026 funding vote. Support is holding around $0.01, and the setup is starting to look interesting.
The next major catalyst is v31 (scheduled for late June 2026), which will introduce native interoperability across all @zksync chains.
Most importantly, interop fees will be paid in $ZK.
For the first time, we'll get a real look at the protocol's revenue-generating potential.
There's a new proposal from @the_matter_labs on the ZKsync governance forum.
They're proposing to allocate 67M $ZK per month (~$1M/month) to fund the Prividium roadmap throughout 2026.
That's 804M $ZK per year, roughly 8% of the circulating supply or ~3.8% of the total supply.
That's a pretty significant allocation.
The discussion is currently taking place on the governance forum π.
mrgn retweeted
1/ Weβre building a perpetual protocol around a simple idea: outcomes should come from market direction and position management, not from hard-to-model exchange mechanics.
mrgn retweeted
Guess who just got invited to the @soneium Score S8 Party? π
Startale App is on the VIP list.
Drop 5 GMs and complete the @GalxeQuest campaign for bonus scores!
Join now ππ»
mrgn retweeted
What if burning wasn't the end?
We sat down with Detritus, Lord of the @Sacred_Waste.
He's building a protocol that turns dead tokens into new possibilities.
Full interview in the next tweet π
mrgn retweeted
CLAIM YOUR SOLANA is officially LIVE.
claimyshare.io/
Testing phase is over.
Official release has begun.
Season 1 is now active.
The leaderboard is open.
Rewards are real.
Emission has started.
You can now:
β’ Scan your Solana wallet.
β’ Earn CYS/SOL based on real on-chain activity.
β’ Open mystery boxes
β’ Compete for 2500 SOL.
β’ 12 seasons.
Early activity matters.
The earlier you join β the stronger your position.
No more beta.
No more testing.
This is the official launch.
Go now β claimyshare.io/
Scan. Earn. Compete.
mrgn retweeted
Week 3 of Node Rush has begun.
There have been 3,650 Cache Strikes in the last 24 hours!
- New badge: Lucky Strike
- New Strike Glyphs
- New quests
Keep your eyes open for new quests here: quest.nexus.xyz
mrgn retweeted
Your legacy is no longer bound by time. π
From data preservation to digital immortality, VitaiX Network is bridging the gap between biological life and digital eternity.
π§ Legacy Engine
π Inheritance Protocol
π€ Cognitive Cloning
The future of digital identity starts here.
#VitaiX #Web3 #AI #DigitalLegacy #Crypto
Just claimed my Red Envelope from @MeyReal_io π§§
I'm now on a leaderboard that carries forward across campaigns, so every unit counts.
Some envelopes holds the 25K jackpot, claim now to see if it's yours - meyhub.io/?ref=lKltLS2jPE
mrgn retweeted
Airdrops Coming in 2026...πͺ
These are the 44 projects expected to launch tokens in 2026 (With a Few Exceptions)π
β’ Pharos - Q1
β’ OpenSea - 2000 Years Later β΅
β’ Billions - Q2
β’ Base - Q3 π¦
β’ idOS - Q2
β’ InkOnChain - Q2
β’ MetaMask - 2500 Years Later π¦
β’ OneFootball - Q2 β½
β’ Polymarket - Q2
β’ Openmind - Q1
β’ ParaDex - Q2
β’ Farcaster - 1000 Years Later
β’ Extended - Q3
β’ Variational - Q2
β’ Rabby - Q4π°
β’ Nansen - Q4
β’ HUMAN - Q3 π€
β’ Allscale -Q4
β’ GRVT - Q2
β’ Phantom - Q2 π»
β’ Relay - Q4
β’ Pacifica - Q2
β’ Backpack - Q2 π
β’ Reya - Q3
β’ Cascade - Q3
β’ Hibachi - Q4
β’ Ostium - Q3
β’ Ethereal - Q4
β’ MegaETH - Q2
β’ Soneium - Q4 πΏ
β’ Abstract - Q2
β’ CitreΠ° - Q3
β’ Nexus - Q1
β’ Tempo - Q2
β’ Kalshi - Q4
β’ Arc - Q3
β’ Gensyn - Q2
β’ Pi Squared - Q3
β’ DAWN - Q3
β’ Edgen - Q2
β’ Ferra - Q3
β’ DataHive - Q4
β’ Konnex Q4
β’ Genius Q4
π Which One Are You Farming?
2026 tokens = 2024β25 farming window
Please correct me if I am wrong somewhere.
Like π§‘
Retweet π
#Bitcoin #Airdrop #MetaMask
