$L1 Catalyst Posts
November 30, 2025Single-day social intelligence recap and verified catalyst posts · ← Back to $L1 Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
7 source posts analyzed· 2025-11-30T03:02:26+00:00英文区有个知名投资人（入行比较早的，也赚了不少钱），说L1没有护城河。有些意外。如果是普通炒币玩家还好，资深投资人还有这样的想法，说明这个行业还有不对称的机会。某个角度，算是好事。 如果L1没有护城河，且不说再造一个btc或以太坊试试，再造一个Solana试试看？
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· 2025-11-30T16:07:07+00:00There is nothing “value investor” about investing in L1s. If they don’t accrue value based on revenue then they are speculative assets. An example of a value investment in crypto would be $AAVE. Strong net revenue generation, with rapid growth, huge total addressable market
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· 2025-11-30T14:45:19+00:00L1 valuation debate resurfacing. Please do not try this at home :) But as a value investor turned defi builder, my two cents are: Fundamentals Only chains worth building on as a long term focused builder are Ethereum, Solana and Base. Everything else is a gamble bc liquidity
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· 2025-11-30T07:53:32+00:00本周末英文区最激烈的讨论：L1 是否还可以持续指数级增长？ 我最认同的是Santiago Santos的观点：我相信指数增长，但我反对幻想 简短的为大家梳理下 先是 Dragonfly 的 Haseeb 写了一篇大奶文，非常 Bullish L1, 论点如下： 1. 电子商务早期，投资人们觉得能卖的东西很少，结果 20
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· 2025-11-30T09:44:10+00:00Everyone is shouting agent L1 lately but @OpenGradient is one of the few treating agents like real infrastructure not an API wrapper. The agent stack combines secure and verifiable LLM inference AlphaSense for heavy ML secure data access and an agent block explorer in a single
· 2025-11-30T09:17:17+00:00Why Tanssi’s Roadmap Can Realistically Support 100+ Sovereign L1s. After reviewing @TanssiNetwork new technical roadmap, I realized it isn’t just a list of incremental improvements. When you examine the upgrades closely, they collectively address the core structural pressures
· 2025-11-30T12:52:00+00:00Btw L1 type chains with syndicate wow