▲Base Layers Reprice Throughput

Score history

Daily conviction score, 0 to 100. Higher means the thesis is more strongly corroborated.

Now 54 · +5 since Aug 27 · ranged 54 to 59

Showing the last few days. Unlock full score history.

Why the conviction moved

• Aug 28
  Strengthened +5

  Replay testing of historical mainnet transactions ahead of Ethereum's Glamsterdam gas repricing found that a subset of live contracts with hardcoded gas assumptions will need higher gas limits, code changes or migration as the block gas limit moves from 60 million toward 200 million. This is the thesis's exact mechanism: a base layer buying throughput through protocol repricing and pushing the breakage cost onto wallets, indexers and already-deployed contracts.

• Aug 27
  Strengthened +4

  Solana's epoch 1021 averaged 365.4 milliseconds between slots with a 0.077% skip rate, the first step toward sub-second finality, with the next reduction stage unreleased. A base layer is again buying performance at the protocol level rather than pushing users to another layer, compressing the latency advantage rollups and rival chains market against it.

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Source trail

• Supporting · August 28, 2026

  Ethereum's Glamsterdam Gas Repricing Would Break Wallets, Indexers and a Subset of Live Contracts

  Replay testing of historical mainnet transactions ahead of Ethereum's Glamsterdam gas repricing found that a subset of live contracts with hardcoded gas assumptions will need higher gas limits, code changes or migration as the block gas limit moves from 60 million toward 200 million. This is the thesis's exact mechanism: a base layer buying throughput through protocol repricing and pushing the breakage cost onto wallets, indexers and already-deployed contracts.

  CryptoSlate

• Supporting · August 27, 2026

  Solana Cuts Block Spacing to About 365 Milliseconds in First Step Toward Sub-Second Finality

  Solana's epoch 1021 averaged 365.4 milliseconds between slots with a 0.077% skip rate, the first step toward sub-second finality, with the next reduction stage unreleased. A base layer is again buying performance at the protocol level rather than pushing users to another layer, compressing the latency advantage rollups and rival chains market against it.

  CoinDesk