La valeur totale verrouillée (TVL) des layer 2 d'Ethereum a plongé à 34,5 milliards de dollars, un recul de 34% en un an, principalement dû à la chute du prix de l'ether. Cependant, l'usage des réseaux et les intégrations avec la finance traditionnelle s'intensifient.
Robinhood Chain's new mainnet has seen significant retail activity, primarily driven by the memecoin CASHCAT, which reached a $150 million market cap. The chain's open architecture allowed CASHCAT to gain traction on external DEXs, bypassing Robinhood's app-listing process.
Moonbeam, a Polkadot-based protocol, is pivoting to Ethereum layer 2 Base to launch an AI agent communication and settlement network. The move aims to capture a share of the emerging market for autonomous on-chain AI agents.
Robinhood lance Robinhood Chain, un Layer 2 d'Ethereum basé sur Arbitrum, et une nouvelle génération de Stock Tokens utilisables en DeFi. L'objectif est de rapprocher marchés traditionnels et crypto.
Robinhood has launched its public mainnet for Robinhood Chain, an AI-native L2 blockchain built on Arbitrum. The company also plans crypto trading in the UK and offers tokenized stocks globally, amid expansion into DeFi services.
Le cours de l'Ether est passé sous les 1 550 dollars, affichant -32% sur l'année, tandis que les ETF spot Ethereum subissent des sorties de capitaux. Malgré le succès technique des Layer 2, la capture de valeur pour l'ETH reste un défi, poussant la Fondation Ethereum à une restructuration et un recentrage sur la robustesse du Layer 1.
Botanix Labs is winding down its Bitcoin Layer 2 project, Botanix, citing insufficient demand for Bitcoin-native DeFi. Despite a year of 100% uptime and millions of transactions, the project failed to attract enough users, highlighting a distribution challenge for native Bitcoin rails.
Botanix, a Bitcoin Layer 2 project backed by Polychain Capital, is shutting down due to lack of users and revenue. The platform, launched in July 2025, struggled to attract users, with network fees failing to cover infrastructure costs. This mirrors challenges faced by other Bitcoin Layer 2 solutions like Stacks and Ordi, as users opt for Ethereum's DeFi ecosystem, often via wrapped Bitcoin (wBTC).
The Shariah-compliant stablecoin backed by Gulf currencies expands to a new Layer 2 network aimed at institutional settlement in the Middle East.
Aave's risk management provider LlamaRisk outlined two scenarios for how the $293M Kelp DAO exploit could impact the DeFi ecosystem. Scenario one spreads losses across all rsETH holders resulting in $123.7M bad debt with 15% depeg risk. Scenario two shifts losses to L2 networks creating $230.1M bad debt. Nearly $10B has exited Aave since the Saturday exploit, while Aave's $181M treasury could help cover losses.
