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Headline:
Ethereum Supply Hits 2016 Levels — What This Means for ETH Traders
Short Intro:
Ethereum’s circulating supply has dropped to levels last seen in 2016, a rare milestone that’s drawing attention from traders and researchers alike. Alongside this, development shifts like ENS changing course are dominating altcoin headlines today.
What Happened:
Recent analysis shows Ethereum’s available supply on exchanges has tightened, falling back toward 2016-era levels — signaling less sell pressure potentially on the books.
Meanwhile, Ethereum Name Service (ENS) scrapped its separate Layer-2 rollout plan (“Namechain”) and opted to remain on Ethereum mainnet, surprising some in the ecosystem.
These developments come as ETH prices have hovered around key support zones recently.
Why It Matters:
Supply dynamics and network decisions can influence how a blockchain ecosystem behaves long-term. Lower exchange supply often reflects hodling behavior (less selling) — not a price prediction, but a sign of capital locking. Meanwhile, ENS’s strategy shift may refocus developer activity closer to Ethereum’s core upgrades.
Key Takeaways:
ETH supply on exchanges is shrinking toward historic lows.
ENS abandons its own L2 project to stay on Ethereum mainnet.
Less circulating supply can mean reduced sell pressure.
Network development decisions shape ecosystem dynamics.
#Ethereum $ETH #ENS #CryptoTrends #Blockchain

In a market where every major protocol is racing to launch its own Layer 2 blockchain, Ethereum Name Service (ENS) just made a shocking contrarian bet. After two years of development, ENS Labs has officially canceled "Namechain" to deploy the massive ENSv2 upgrade exclusively on Ethereum Mainnet.
Why scrap an entire blockchain? Because Ethereum changed the math.
The Death of the L2 Thesis for ENS
The narrative has always been that "Mainnet is too expensive." ENS just proved that narrative outdated. Thanks to EIP-4844 and the rapid scaling of Ethereum’s base layer, gas costs for registering domains have plummeted by 99%.
We are talking about a drop from ~$5 to under 5 cents per registration.
ENS Labs realized a crucial financial truth: It is now cheaper to subsidize Mainnet transactions than to build, secure, and maintain a complex Layer 2 network.
Security Over Complexity
This isn't just about money; it's about trust. By staying on L1, ENS avoids the "trust assumptions" that come with L2s—centralized sequencers, bridge risks, and upgrade keys. ENS is the identity layer of Web3; it belongs on the most secure, decentralized blockspace in the world.
Even Vitalik Buterin endorsed the move, reinforcing that core infrastructure like ENS should remain accessible on the base layer rather than fragmenting into specialized chains.
What to Expect in ENSv2
The roadmap remains aggressive. The upcoming upgrade leverages the Mainnet focus to deliver:
Single-Step Registration: No more clunky, multi-transaction flows.Cross-Chain Power: Support for payments and interoperability across 60+ chains, including Bitcoin and Solana.Per-Name Registries: Enhanced flexibility for domain management.
The Big Picture
This is a signal to the rest of the market. While the "Appchain" thesis (every app gets a chain) is popular, ENS is betting on a "Fat L1" future where Ethereum scales enough to host high-value applications directly.
If the OG of Ethereum utility doesn't need an L2 anymore, who else might cancel their chain plans?
Is the rush to launch L2s officially over-saturated? 👀
#ENS #Ethereum

过去一周，加密世界波澜再起！以太坊灵魂人物Vitalik Buterin抛出一枚“重磅炸弹”，直接撼动了以Rollup为中心的扩展路线图。与此同时，知名项目ENS突然宣布停止自研Layer2，Aave启动多链大收缩，而Perp DEX的单日交易量更是以700亿美元的骇人数字刺破苍穹……本周的每一个动态，都可能预示着新一轮行业洗牌的开启。以下是为你梳理的十大核心事件深度解读。
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🔥 焦点一：Vitalik定调以太坊未来，L2叙事迎来根本性转折！
以太坊联合创始人Vitalik Buterin近期公开发表颠覆性观点，明确指出：“以Rollup为中心的以太坊路线图原始愿景已不再适用！” 这一论断迅速在社区引爆热议。
V神阐述了两大核心原因：
1. L2向“Stage 2”去中心化阶段进展缓慢。
2. 以太坊L1自身扩展能力正在飞速提升（手续费降低，且预计2026年Gas Limit将大幅增加），直接压缩了L2仅作为“扩容工具”的生存空间。
他提出，行业应将L2视为一个功能谱系，而非单纯的扩容层。未来的L2必须寻找超越扩容的独特核心价值，例如：
· 隐私增强
· 支持非EVM虚拟机
· 极致的扩展性与超低延迟
· 内置去中心化预言机等
同时，V神力推 “原生Rollup预编译合约” ，通过以太坊内置的ZK-EVM实现无需安全理事会的EVM验证，从而达成真正的同步可组合性。
各方大佬如何接招？
· Optimism联创：欢迎模块化建设，但指出Stage 2基础设施尚未就绪。
· Arbitrum联创：强调扩展仍是L2核心价值，并警告若以太坊对Rollup不友好，资本可能流向独立L1。
· Base负责人：L1扩展是好事，L2必须专业化，Base将聚焦引流、账户抽象等。
· StarkWare CEO：暗示Starknet已走在专业化道路上。
核心提示：以太坊扩展战略正从“外包给L2”转向“L1与L2协同进化”。未来，不具备独特创新价值的L2将面临严峻挑战。
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⚡ 本周其他热门动态速览
1. Aave DAO挥动“手术刀”，启动多链战略大收缩
DeFi巨头Aave社区提出新提案，计划对V3多链部署进行“瘦身”。第一阶段将冻结在zkSync、Metis等链上的低效部署，并设立严苛门槛：未来任何新链部署必须承诺每年至少带来200万美元收入！ 这标志着DeFi协议从野蛮的多链扩张，步入精细化和盈利导向的新阶段。
2. ENS重大战略调整：放弃自研L2，全力扎根以太坊L1
以太坊域名服务（ENS）官方宣布，将停止其独立Layer2网络“Namechain”的开发，ENSv2将仅部署于以太坊主网。团队表示，随着L1成本下降，自研L2的必要性已减弱。此举旨在最大化利用以太坊原生的安全性与去中心化特性，同时将技术经验用于提升跨L2互操作性。
3. 韩国监管重拳出击，调查ZK代币“过山车”行情
韩国金融监督院对Upbit交易所上ZK代币的异常波动启动调查。该代币曾在3小时内暴涨近1000%，随后迅速腰斩。监管机构怀疑存在市场操纵行为，正在收集证据，或启动正式调查。再次为加密市场交易敲响合规警钟。
4. Polkadot智能合约上线遇冷，生态建设路漫漫
波卡（Polkadot）的智能合约功能上线一周后，仅吸引了19个合约部署，数据远不及其他公链。团队回应称早期数据不代表未来，将坚持长期建设。但这无疑显示了在新公链竞争中，吸引开发者并非易事。
5. 预测市场平台上演“罗生门”，互指数据造假
预测市场赛道硝烟弥漫。Polymarket成员指控竞争对手Kalshi通过API虚增交易量高达26倍。而此前，Kalshi也曾指控Polymarket数据不实。这场“互撕”暴露出该领域在数据透明度和标准上的混乱。
6. Aster CEO直面质疑，公布重磅路线图
面对社区FUD，Aster CEO Leonard强势回应，否认与币安存在不当关联及恶意竞争行为。同时公布关键数据：已回购2.54亿代币并进行销毁/锁定。未来路线图包括：推出隐私L1、上线质押功能、优化交易体验，并承诺将大部分费用用于回购销毁。
7. BNB Chain推出革命性提案：AI驱动的“活”资产来了！
BNB Chain发布首个官方应用提案BAP-578，引入“非同质化代理（NFA）” 新标准。这将是由AI驱动、能够自主进行链上交互和交易的智能资产。它旨在为未来的“代理经济”奠定基础，让AI从工具升级为链上主动参与者。
8. MetaMask重磅集成：一键交易代币化美股和ETF！
顶级钱包MetaMask与Ondo Finance合作，用户现在可直接在钱包内访问并交易代币化的美国股票、ETF和大宗商品（如特斯拉、标普500指数ETF等）。这是传统金融资产大规模进入加密钱包场景的关键一步，极大地降低了合规RWA的投资门槛。
9. 历史性时刻！Perp DEX单日交易量再破700亿美元
2月5日，去中心化永续合约交易所单日总交易量历史上第二次突破700亿美元大关，仅次于2025年10月的“闪崩日”。其中，Hyperliquid以247亿美元领跑，Aster、edgeX等紧随其后。这疯狂的数据充分显示了DEX在衍生品领域的统治力与市场需求的爆炸性增长。
#以太坊 #Layer2 #Vitalik #DeFi #RWA
$ETH
$ENS q