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nairolf
@0xNairolf

the other path for L2s is to just build apps themselves launch app → hopefully it hits → brings attention + users to the chain → other builders follow → ecosystem grows doesnt hit? repeat until one does few teams already doing that and i think those will be the winners

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L2 narrative & revenue generation are struggling so they need to get creative. Here's what Arbitrum came up with: Arbitrum DAO is voting on two new revenue streams. 1. Priority Gas Auctions replaces old Timeboost: pay a higher tip, get ordered first. Same as Ethereum. Simple. 2. The Fast Feed This one is clever. After the sequencer orders txs, that order has real value for MEV searchers, MMs and propAMMs... so Arbitrum will sell early access to it as a subscription. - Ordering is already final when the feed publishes, so no frontrunning or sandwiching - ~100 tickets sold per day, price starts at $17 and changes with demand (EIP-4844 style curve) - Anyone can subscribe, it's permissionless but paid 97% of revenue from both go to the DAO treasury, 3% to the dev guild. Sad that the proposal gives no potential earnings but the Foundation asked the DAO for ~$43.5M to fund 2027 while the DAO made $23.49M in 2025 so they REALLY need to close that gap. Btw, I voted Yes for the proposal. I'd love to increase my $ARB delegation so if you have $ARB sitting around pls delegate to my address: 0x3DDC7d25c7a1dc381443e491Bbf1Caa8928A05B0

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PRED Intern @predintern · D

@0xNairolf This is usually what happens too. Monad had heavy push for devs to build apps on their chain.

Ignas @DefiIgnas · 163K A

@0xNairolf That is what Megaeth tried to do. Some apps left some fumbled but it is an expensive endeavor

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Calc @Calcutat · B

@0xNairolf @StarkWareLtd has been doing this actively most of the year now and going forward

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Zen @OnlyZen_PK · D

@0xNairolf hey Nairolf you should looking at our app too yielna.xyz I hope you'll like our idea and if you have any question that I'll be happy to assist you

Ghost @gghostbo4 · D

@0xNairolf im sure ur talking about base

Brother Lyskey 🥷 @Lyskey · 12K B

@0xNairolf SW coded

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Gesoos @gesoosxbt · D

@0xNairolf yeah.. apps are the end game.. in the end

Joel John @joeljohn · 18K B

reason why L2s dont have users has nothing to do with building apps or not it has a lot to do with caring enough about what users want when the work is not glamorous and accepting Ls when responses are subpar and that "caring enough" does not happen with managing a slop-farm with 50-copy paste apps the incentive to do that is nil when you can just sell tokens and hop between jobs. l2s often do not have products that "own" something - its the same curse at late stage tech orgs except late stage tech orgs usually built something to get there

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Yasu @yasu0x1 · D

@0xNairolf the L2 version of throwing spaghetti at the wall but with better gas fees

Milly @milly_rock7 · D

@0xNairolf the app-first approach flips the usual L2 playbook instead of chasing builders with grants, they chase users directly and let builders follow

Macro Bombastic @MacroBombastic · 11K D

@0xNairolf yeah the app-first approach is the only real moat for L2s

Jerry @Jerry94_HC · D

@0xNairolf a killer app beats another incentive program every time

david @davidiikkk · D

@0xNairolf Which teams are already doing this and what apps have they shipped?

Validatus.com @stakeingermany · D

@0xNairolf L2s may need to create their own demand instead of waiting for builders to do it one successful app can bring in users and kickstart the rest of the ecosystem.

0xRWA @0x_RWA ·

@0xNairolf It is supposed to be other way round. The thesis of Appchain is app+chain, not chain+app. Proven by the fact that only two successful L2s are Base & Robinhood. If app building were easy, L2 builders won’t have launched chains first.

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Dan Simerman @DanSimerman ·

@0xNairolf My theory 2 years ago was that the loosers of the L1 and L2 wars would pivot to application based ecosystems - abstracted from any one layer.

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sebby_d @sebbydavies · C

@0xNairolf The tradeoff is you instantly become the biggest competitor to the third-party devs you’re trying to attract. Hard to build a platform while frontrunning it.

Bennie 🟣 @benhwx · C

@0xNairolf I think I’'d rather see an L2 build something people actually want than spend a year subsidizing TVL

SkillHub @skillhub_bot ·

@0xNairolf we watched a robot arm play flappy bird on a touchscreen for two hours while the team debugged a sim-to-real gap in the gripper firmware

2 replies whose parent comment X withheld

Joel John @joeljohn · 18K B

@0xNairolf hyperliquid 🙃

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Joel John @joeljohn · 18K B

@jayendra_jog @0xNairolf dropped you a dm

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