Cena Eigen

The number one L2 by TVL is @arbitrum at $17B. It has deep app breadth, live fraud proofs, and a maturing governance and treasury. @Mantle_Official is the fourth L2 by TVL, but also one of the fastest-rising Layer 2s. It is built on OP Stack and runs with EigenDA as an alternative data-availability layer. Mantle controls the largest DAO treasury in crypto at $2.7B, which enabled a more institutionally focused game. Both chains are pushing DeFi forward from different angles: • Arbitrum by sheer scale, app density, and technical polish around fraud proofs and custom VMs. • Mantle by modular DA experimentation, large on-chain capital programs, and a “liquidity chain” narrative. Read more as I explain below 👇 --- ☑️ How Are They Innovating In Practice? Arbitrum is shipping at the proving layer. BoLD wants to make validation permissionless without abandoning optimistic rollups, and Stylus future-proofs the VM by letting devs write high-performance contracts in Rust, C, and C++. Combine that with Orbit and you get a spectrum from a shared L2 to tailor-made L3s, which is exactly what institutions, games, and high-frequency DeFi want. Its economic novelty is Timeboost. That is, selling priority through auctions turns MEV into a native protocol revenue stream instead of a pure externality. Mantle is shipping at the DA and treasury layers. It is the first major L2 to fully integrate EigenDA. By this, DA costs turned into a tunable parameter, allowing them to underwrite more complex, data-heavy applications without spiking L1 calldata fees. On the capital side, the DAO is literally an onchain sovereign wealth fund: • @MantleX_AI’s AI agents are for treasury management and institutional products. • Mantle Index Four (MI4) is a pipeline to deploy billions with programmatic, transparent mandates. This enabled them to target narratives across AI, DePIN, and RWA verticals that need both capital and low data costs. --- ☑️ Development Standards and Ergonomics If you are a Solidity team, deploying to either is trivial. Arbitrum’s Nitro is EVM-equivalent and tooling complete. Stylus widens the aperture for teams with Rust expertise, something that matters when you need heavy compute and want to avoid Solidity gas cliffs. Mantle’s choice to anchor on OP Stack means you get the entire Optimism tooling, auditing corpus, and dev mindshare out of the box. That decision trades originality at the VM layer for speed and familiarity, which is smart if your differentiator is economics and DA, not VM features. --- ☑️ Institutional Evolution Arbitrum’s DAO is certainly for real treasury management. They have: • ATMC (Arbitrum Treasury Management Committee) • Consolidation of idle USDC to reduce opportunity cost. • Structured buyback proposals via bond issuance. • Constant stream of constitutional and ArbOS upgrades passed onchain. • Tokenized treasury deployment via STEP and SP programs • Hosting tokenized stocks and ETFs through partners like Robinhood Mantle’s institutional pitch is more capital-first. A $2.7B treasury and explicit index products are familiar objects for traditional allocators. The message is simple: come to Mantle, we can co-fund, co-structure, and programmatically manage risk onchain, and your DA cost profile will look like Web2 infra. That is very different from most L2s, and it is resonating. --- ☑️ Critical Aspects To Watch 1. Decentralization of Sequencers: Both are still running with centralized sequencers. Arbitrum has publicly articulated paths, while Mantle is earlier, and OP Stack chains share similar criticisms. Until we see multi-party, MEV-aware sequencers with real fault tolerance, both carry liveness and censorship risk. 2. Fraud-proof Reality Versus Roadmap: Arbitrum’s current system works today, but BoLD still needs to land fully and be adopted across Orbit. Mantle inherits OP Stack’s timelines, so its “trust minimisation” depends on Optimism’s own progress. 3. Treasury Execution Risk: Mantle’s edge is its treasury. Mispricing risk, governance capture, or poor yield discipline could erase that advantage fast. Arbitrum’s treasury is smaller in absolute dollars but more diversified in processes and committees. Bureaucracy can slow decisive moves in fast markets. 4. DA Trade-offs: EigenDA is cheaper, but it adds a new trust and liveness assumption set tied to EigenLayer and restaked operators. If that restaking market wobbles, Mantle inherits correlated risk that a pure Ethereum DA rollup does not. Conversely, Arbitrum pays materially higher L1 DA costs, which can compress margins in high load scenarios despite EIP-4844. 5. App Concentration and MEV: Arbitrum’s app layer prints fees for apps relative to what the chain earns, which is great for builders but raises a question: will protocol-level value capture lag too much, or does Timeboost close that gap? Mantle’s DeFi stack is still forming its “flagship cash cows”; until then, incentives shoulder the burden. --- ☑️How They Link and Make DeFi Better Together Shared EVM equivalence and bridge standards mean liquidity, tooling, auditors, and even governance experiments hop seamlessly between them. A protocol can spin up on Mantle to exploit EigenDA’s cheap data and Mantle grants, then launch an Arbitrum deployment to tap the deepest DeFi liquidity and perps flow. Cross-L2 liquidity routing and intent-based orderflow is becoming the norm. The more Mantle subsidises new structured products or RWA rails, the more Arbitrum benefits as the venue where those assets get repriced and leveraged. Conversely, as Arbitrum hardens fraud proofs and decentralizes sequencing, Mantle inherits best practices through the OP Stack and the general rollup research commons. This is positive-sum. --- ☑️ Wrap Up @arbitrum is the scale, security-first rollup with the deepest DeFi stack, credible proof work, and a maturing governance economy. @Mantle_Official is the modular, capital-rich upstart that is intentionally optimizing for lower DA costs and institutional-grade capital deployment. The outcome is not zero-sum. If you are building leveraged DeFi, perps, or anything latency sensitive and liquidity hungry today, Arbitrum is still the most immediately defensible home. If you are building capital-intensive, data-heavy, or incentive-hungry products, Mantle’s treasury and EigenDA stack give you a cost-of-goods and funding edge. Both are converging on the same endgame: → Credibly Neutral → Cheap blockspace with sustainable economics. They are taking two different but complementary roads to get there. Thank you for reading!

Wielkie gratulacje dla naszego partnera @zksync. Naprawdę wspaniale widzieć, jak zespół (@gluk64 @Ozhar @TziokasV i wielu innych) odnosi sukcesy. To jeden z nielicznych zespołów, które stosują poważne podejście do inżynierii i benchmarkingu. Post Atlas nie bagatelizuje TPS. Przechodzi przez wiele obciążeń i zakresów pomiarowych, a następnie jasno raportuje liczby. Możesz nawet śledzić postępy w czasie rzeczywistym tutaj: Co zostało wydane: aktualizacja Atlas dla ZK Stack przekracza 15K TPS z około 1-sekundowymi dowodami ZK w bramce ZKsync. Wprowadza wysokowydajny, niskolatencyjny sekwencer, wsparcie dla wielu VM, w tym pełną równoważność EVM, oraz Airbender, otwartoźródłowy dowódca RISC-V, który dostarcza około 0,0001 USD za transfer ERC-20. Dlaczego to ma znaczenie dla naszych klientów: EigenDA już zwiększyło dostępność danych do około 1 miliona transferów stablecoin na sekundę. Dla wielu twórców, wykonanie i dowodzenie były wąskim gardłem. Atlas bezpośrednio to adresuje. Z naszej strony, EigenDA jest jedynym DA na mainnecie, które może wspierać wiele rollupów 15K TPS dzisiaj. Jesteśmy bardzo podekscytowani, aby wspierać znacznie więcej rollupów ZKsync. Ich tempo od stycznia było realne: - v26 przygotowanie architektury multi-chain i ulepszenia tworzenia łańcuchów - v27 równoważność EVM - v28 interoperacyjność bramki - Atlas 15K+ TPS, około 1s dowody bramki, około 0,0001 USD za dowód transferu Cieszymy się, że ZKsync prowadzi w tym zakresie i jesteśmy podekscytowani, aby kontynuować skalowanie weryfikowalnego świata razem. Jeśli budujesz rollup o wysokiej przepustowości lub przenosisz RWAs i płatności na łańcuch, porozmawiajmy!

$EIGEN Zakres wybicia oferta teraz 1.7 do 1.6 Cel 2.5 3.2