Layer track popularity returns, expansion is not only about cost reduction and increased speed, but also about supporting a larger scale of users and data under safer conditions. Focus on three points: 1) Differences in technical routes (ZK/OP/side chains/modular) and security assumptions; 2) Activity level of the native ecosystem (DAU/TVL, developer growth rate, capital retention); 3) Value capture design (fee return, re-staking, profit distribution). Don't just look at the narrative; focus on data, cash flow, and sustainability.

#BuiltonSolayer @Solayer $LAYER