#STRK24小时涨超55% Starknet Is Going Solo? The First Quantum-Resistant L1 in 2027 Has Big Ambitions!

On October 8, Starknet officially stated that it was “actively considering becoming an L1,” with the goal of becoming the first fully quantum-resistant network by 2027—a message that sent STRK surging 30-40% in a single day to a nine-month high. But for now, it is still only “under consideration”: moving from an Ethereum L2 to an independent L1 would require rewriting its technology, ecosystem, and token logic. How much substance is behind the quantum narrative needs to be examined piece by piece.

I. What Happened: One Tweet Sent STRK Up 40%
On October 8, Starknet posted on its official X account: “We are actively considering becoming an L1. This would enable Starknet to become the first fully quantum-resistant network, with 2027 as our target.” (We are actively considering becoming an L1, which would give Starknet the opportunity to become the first fully quantum-resistant network in 2027.) At almost the same time, during the Token2049 conference on October 7-8, StarkWare CEO Eli Ben-Sasson also discussed the necessity of upgrading Starknet into an L1. His core view was that the threat of quantum computing may arrive sooner than expected, while the rapid development of AI could also undermine existing security assumptions; as an L2, Starknet can only be as quantum-resistant as Ethereum—the security ceiling is not in its own hands.
The market voted with its feet. On October 9, STRK surged 30-40% in a single day (figures varied slightly among different media outlets), reaching approximately $0.071-$0.073 at its peak, a nine-month high (the highest level since January this year) and its biggest single-day gain in more than a year. The broader market was falling that day: Bitcoin was around $82,400, and liquidations across the network exceeded $1 billion—STRK led the rally against the trend. The contrast is even greater when compared with April this year: StarkWare had just laid off employees to survive, while STRK was still hovering around $0.03. It more than doubled in six months—can the idea of “going solo” really be worth that much?

II. Why Starknet Wants to “Go Solo”: Autonomy Over Security Upgrades
First, let’s lay out the logic clearly: this is not merely a speculative narrative.
Ethereum sets a ceiling for quantum resistance across all L2s: L2s execute transactions on their own chains, but final settlement and security are anchored to Ethereum’s L1. Ethereum’s roadmap for a fully quantum-resistant upgrade extends to the end of 2029, while Bitcoin does not even have a clear roadmap. As long as Starknet remains an L2, its progress toward quantum resistance will be constrained by Ethereum’s settlement layer—no matter how urgently it wants to move, it can only wait. Becoming an independent L1 would mean taking control of its own upgrade schedule: choosing its own cryptographic solutions and setting its own migration pace, potentially meeting the target in 2027, two years early.
In Ben-Sasson’s words: if Ethereum does not move fast enough, an L1 is one option.
Translated: if we cannot wait, we will do it ourselves.
There are also two tangible sources of technical confidence. First is the STARK proof system itself: hash-based zero-knowledge proofs are considered naturally more compatible with quantum computing, and this is Starknet’s core advantage over other ZK systems; second is the v0.14.4 mainnet upgrade launched this Monday, which updated gas pricing and the gateway API and also enabled support for larger proofs through SNIP-36—the technology stack is being laid out in the direction of a “sovereign chain.”
Quantum Computing: The Sword Hanging Over Every Public Chain

III. The Crypto Market’s Real Calculation: STRK Could Go from a “Worker Token” to a “Rent-Collecting Token”
The security narrative is the visible line; the token logic is the most tangible pricing driver behind the 40% gain.
As an L2 token, STRK currently suffers from a structural disadvantage: part of the network’s fees and settlement value flows to Ethereum’s L1, leaving the token’s value capture discounted. Once it becomes an independent L1, STRK would be upgraded directly into the native chain’s gas-fee token and staking asset—adding two rigid use cases on the demand side and taking value capture to the next level. To a large extent, the market’s 40% gain is buying into this expectation of “regularization.”
From “Worker Token” to “Rent-Collecting Token”: STRK’s Value-Capture Upgrade
On a broader scale, if this move succeeds, it would set an example for the entire L2 sector. The L2 narrative has been weakening over the past two years: “Ethereum’s execution layer” sounds prestigious, but in practice it means working for the L1, and token performance has generally been dismal. Starknet is putting the issue plainly: sovereignty and value capture may be worth more than the political correctness of “Ethereum alignment.” The question now is whether Optimism, Arbitrum, and others will follow.

IV. Take Three Seconds to Cool Down: It Is Still Only “Under Consideration,” and There Are Plenty of Pitfalls
First, the original wording is “actively considering,” not a decision, and there is no detailed implementation roadmap—the point was specifically emphasized by multiple media outlets. Treating it as set in stone now would be far too early.
Second, if it actually proceeds, every part of it will be difficult: an independent L1 would need to build its own security and validator systems; how to design migration paths for users and applications, and whether projects in the ecosystem would be willing to move over, are each major challenges. The crypto industry has no successful precedent for moving from an L2 to an L1.
Third, there is hype in the quantum narrative. TradingKey directly pointed out that this wave has the flavor of speculation around “post-quantum cryptography + AI-resistant decryption.” Academia itself has no clear answer as to when quantum computers will truly threaten blockchain, and the 2027 timeline looks more like an attempt to get ahead of the competition. Sentiment may well account for more than fundamentals in the 40% gain.

In one sentence: The direction makes sense, the gain is inflated, and execution will be judged in 2027. STRK is betting on the narrative premium of being the “first quantum-resistant L1”; until it is delivered, it is all paper wealth. #WCTCS9