L2 tokens like ARB & OP underperform ETH amid value capture woes: L2s remit <1% fees to L1, holding meager ETH treasuries (ARB: ~$80M vs. $2.5B mcap). Surging TVL/activity hints at valuation discount—ARB up 16% recently, forecasts $1.8-3 by EOY. Buy if ETH alignment grows; else, fundamental failure.
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The GENIUS Act (Guiding and Establishing National Innovation for U.S. Stablecoins of 2025) establishes the first federal framework for stablecoins, limiting issuers to insured banks/credit unions with Fed approval. Key provisions: 1:1 reserves in USD/T-bills; mandatory AML/sanctions compliance under Bank Secrecy Act; mandatory approval process with transparency audits; prohibits officials from issuing stablecoins. Signed July 18, 2025, it boosts innovation while curbing risks.
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To evaluate a pre-token project's valuation and airdrop potential, analyze its whitepaper, team, market demand, tokenomics, and community engagement. Compare with similar projects and assess utility, but beware of hype and risks.
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