1 Is Soneium good for the Ethereum ecosystem?

The Soneium layer 2 expansion built by Sony will definitely have a positive impact on the Ethereum ecosystem, but this impact is only potential. Whether it can directly have an effect depends on whether there are attractive applications on top of it.

I feel that this kind of chain theoretically will not issue coins. But now it has already launched a test network and a DEX running on the test network, so there are users online using test coins to conduct related operations, hoping to profit. I suggest that everyone should play with it when they have time and energy, but not be too serious about profiting from it.

At this point, I thought of another popular layer 2 expansion, Linea.

This project recently had some news. One of its co-founders left the project in July. It is rumored to be due to a disagreement with other members of the project team on Linea's vision.

The biggest concern in the community about this news is whether the project will stop issuing coins. Regardless of what the impact may be, the short-term impact on Linea is definitely not good.

This incident also reflects another dilemma in the current Ethereum ecosystem: how can numerous layer 2 expansions continue to develop and survive without application support?

I'm afraid Linea won't be the last layer 2 expansion to encounter this kind of problem. If the bear market continues, I estimate that more and more projects will encounter problems.

2 From the last round, major institutions are keen on supporting new chains, even with major vulnerabilities, such as FTX and LUNA.

Seeing this message, I thought of a group of new projects in the crypto ecosystem that have been invested in by well-known venture capitalists including A16Z in recent times.

In these projects, the investment from these venture capitalists is at a very early stage, with many being "pre-seed round" or "seed round." This indicates that these large capital entities still have a high risk preference for these projects, or are willing to participate in these projects despite the risks.

I carefully looked at these projects, and there are quite a few in the DeFi and gaming sectors.

The DeFi projects are mainly within the Ethereum ecosystem, including some Bitcoin and Solana projects.

The gaming projects are mainly gaming platforms and very few actual game projects.

In addition to these two categories, there is also a layer 2 expansion for Ethereum. This layer 2 expansion claims to achieve better results in terms of speed, cross-chain on layer 2, and final determinism.

I feel that these projects still do not have many distinguishing features. In my opinion, the vast majority are still repeating the same thing and have not made breakthroughs in applications.

3 The Ethereum team continues to sell large amounts of assets. Does this vaguely indicate that there are internal disagreements within the Ethereum team? Has corruption occurred?

According to the Ethereum team's explanation for the asset sales, it is to support related projects and cover various expenses. However, I have not checked the relevant information and data, so I cannot judge whether this reflects internal disagreements within the team.

However, the Ethereum team has had disagreements for a long time. The departure of co-founder Gavin Wood in the early years was a major blow to the Ethereum core team—he is the author of the Ethereum Yellow Paper, a major contributor to the first version client, and a major contributor to Geth.

As for the Ethereum Foundation, it has always been criticized. Not only this time, the Ethereum Foundation has long been criticized for its lack of transparency and openness. And frankly, over the years, there has been little improvement from them.

I think the main reason for this may be that this organization is a non-governmental organization and not a publicly traded company, so it lacks supervision in terms of legal regulation.

There are definitely problems within the Ethereum ecosystem, the Ethereum Foundation, and the Ethereum core team, and these problems may not be easy to solve over time.

But what I can think of is: looking at the entire crypto ecosystem, I really can't find a better ecosystem and team than Ethereum.

I recently paid close attention to the Ethereum Foundation's information and read in detail about a recent AMA they held. I shared the content of this AMA and my feelings about it in an online exchange last weekend.

Overall, I feel that the Ethereum Foundation members who spoke gave me a good impression. The fundamental reason is that they have not deviated from the core spirit of Ethereum, and have proposed new solutions in terms of resistance to censorship and sharding.

So, despite its imperfections and various problems, I still believe that the core driving force and spirit of Ethereum are still there, and it will continue to move forward despite the difficulties.

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