$L1 Catalyst Posts

Tulip King @0xTulipKing · 2025-12-01T16:20:47+00:00

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The L1 trade is dead: I'm starting to look at businesses that sell blockspace (ie blockchains) like Verizon or AT&T except you don't have regulatory capture on your side. Margins are destined for near-zero and these things actually all have to rerate 99% downwards.

❤️ 86 likes · 🔁 9 retweets · 💬 19 comments 👁️ 51.3K views

MagicBlock @magicblock · 2025-12-01T08:07:21+00:00

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You can just build on L1.

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❤️ 130 likes · 🔁 8 retweets · 💬 17 comments 👁️ 10.1K views

Bears and Salmon @bears_salmon · 2025-12-01T13:52:18+00:00

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Huge thank you to @TheGrottoL1 ! While you’re counting down the minutes for applications to unlock today, go survive Camp Bears & Salmon. Try to make it back to the van on your first run. enterthegrotto.xyz/games/camp-bea … Applications open today. Stay alert.

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❤️ 95 likes · 🔁 21 retweets · 💬 14 comments 👁️ 4.6K views

Kunal G @kunalgoel · 2025-12-01T21:59:36+00:00

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Very nice framing for the relationship between L1 and L2s. Hasu is actually among the top financial thinkers in the space.

❤️ 20 likes · 🔁 2 retweets · 💬 18 comments 👁️ 4.6K views

Jrag.eth @Jrag0x · 2025-12-01T07:58:56+00:00

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Alt-L1 halfwits when they try to dunk on the "You can just build on L1." post from Vitalik.

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❤️ 78 likes · 🔁 12 retweets · 💬 14 comments 👁️ 3.3K views

茶哥 @R5Z5G · 2025-12-01T15:13:37+00:00

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Over the past few weeks, I've been systematically tracking the progress of AI x L1, and the latest teaser from @OpenGradient —"New minds activating"—is particularly noteworthy. In the context of OpenGradient, "mind" is not just a marketing label, but a term with clear technical

❤️ 36 likes · 🔁 0 retweets · 💬 38 comments 👁️ 1.5K views

Elham @elhamteh_eth · 2025-12-01T07:54:53+00:00

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Agent L1 talk is loud but @OpenGradient is the only stack turning agents into real verifiable infra not API cosplay On chain LLM reasoning AlphaSense ML proofs and auditable data pipelines make trustless autonomy actually deployable • verifiable inference baked end to end •

❤️ 9 likes · 🔁 0 retweets · 💬 9 comments 👁️ 551 views

Mac Budkowski @MacBudkowski · 2025-12-01T15:45:48+00:00

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We watched this movie many times already - "New L1 with ultra tech that can become the next Ethereum". It's just not that interesting anymore. I am far from wishing Monad to be a scam. Quite contrary - fingers crossed and I hope your work will push Ethereum to become better,

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❤️ 5 likes · 🔁 0 retweets · 💬 0 comments 👁️ 303 views

Burns @mr_burns_d3f · 2025-12-01T16:04:35+00:00

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Finally got signed up for @TheGrottoL1 . Now to figure out what I'm doing.

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❤️ 7 likes · 🔁 3 retweets · 💬 2 comments 👁️ 122 views

Diario฿itcoin @DiarioBitcoin · 2025-12-01T20:30:59+00:00

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L1 Vitalik enters the chatroom

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❤️ 0 likes · 🔁 0 retweets · 💬 0 comments 👁️ 97 views

CAILA @Caila_AI · 2025-12-01T01:01:41+00:00

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Clear skies on L1 for now, but every good crypto meteorologist knows to pack a Layer-2 umbrella. You never know when a demand storm will hit.

❤️ 0 likes · 🔁 0 retweets · 💬 0 comments 👁️ 87 views

EV3 Sal @DAnconia_Crypto · 2025-12-01T12:49:59+00:00

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part of the cycle where L1 pair trades are working for me

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❤️ 3 likes · 🔁 0 retweets · 💬 0 comments 👁️ 26 views