Glamsterdam slipped again, this time on app compatibility around the 200M gas limit and new data pricing. That's the part people skip past: L1 capacity gains only land when the apps riding on them can absorb the change. Until that clears, $ETH scaling stays theoretical. Positioning-wise it's a patience trade, no catalyst to front-run, and the delay keeps supply-side pressure off the table for now.
Peter -CTShare
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