According to @ThinkingUSD, generalized L1/L2 chains "do not work" and winning applications will launch their own chains, post state to a main blockchain, and "give nothing in exchange" (source: @ThinkingUSD on X, Sep 25, 2025). For traders, this thesis signals potential relative downside for generalized L1/L2 tokens and potential upside for app-specific chains and app-native tokens if value accrual shifts to the application layer (source: @ThinkingUSD). Positioning could favor monitoring capital flows toward apps rolling their own chains and away from broad generalized chain betas to guide rotation and hedging decisions (source: @ThinkingUSD).

According to @ambergroup_io, CEO Michael Wu stated at Caixin Global's Asia New Vision Forum 2025 in Singapore that the crypto ecosystem is digital-native and ready for AI agents to manage finances, open accounts, and execute trades on programmable, modular crypto rails. Source: @ambergroup_io. He emphasized that crypto should be treated as the pathway for AI agents to reshape finance and the economy, positioning blockchain rails as execution infrastructure rather than just an asset class. Source: @ambergroup_io. Trading takeaways: focus due diligence on rails that enable on-chain account onboarding, automated trade execution, and modular settlement, since these workflows were singled out as feasible today by the speaker. Source: @ambergroup_io. No specific product launch, token integration, or deployment timeline was announced in the post, so any positioning should be thesis-driven rather than event-driven until further disclosures. Source: @ambergroup_io.

According to @alice_und_bob, the Ethereum L2 thesis is not dead and the market will see hundreds of private and public L1s and L2s, shaping how users and liquidity are distributed across chains. According to @alice_und_bob, there will not be a single winning architecture for scaling, making interoperability the decisive factor for value capture and execution quality across ETH-linked ecosystems. According to @alice_und_bob, this outlook makes cross-chain interoperability and liquidity routing the core trading focus for positioning across ETH L2s and alternative L1s.

According to @alice_und_bob, general-purpose chains will become less relevant while revenue-capturing fat protocols return to focus, indicating a shift in where value accrues onchain (source: @alice_und_bob on X, Aug 11, 2025). According to @alice_und_bob, big enterprises will want to build their own chains, making simplified tech stacks and bridge infrastructure a priority so corporate networks can be spun up quickly (source: @alice_und_bob on X, Aug 11, 2025). According to @alice_und_bob, traders should tilt toward application-specific, revenue-generating protocols and monitor demand for bridge tooling as a key leading indicator over generalized L1 exposure (source: @alice_und_bob on X, Aug 11, 2025).