VITALIK SHIFTS ETHEREUM STRATEGY. L2'S FUTURE UNCERTAIN.
Ethereum's core roadmap is changing. Vitalik Buterin's latest statements signal a pivot away from the pure rollup-centric vision. Layer 2 solutions face a new reality. Ethereum's Layer 1 is scaling faster than anticipated. Gas fees could drop significantly. This means L1 can now support itself. The question becomes: do L2s still need
$ETH to survive? Total Value Secured on L2s is around $40 billion. Arbitrum leads with $16 billion, Base follows with $1000X billion. Base is a prime example. Coinbase has built an ecosystem for Base, attracting users and activity, positioning it as a competitor to Solana and BNB Chain, not just an Ethereum L2. Not all L2s require
$ETH for their narrative. Value now comes from distribution, product, and ecosystem. L2s must prove their worth independently. Relying solely on the "Ethereum L2" tag is no longer viable. Ethereum doesn't need to prop up L2s with faith anymore. L1 is strong. L2s must stand on their own merit.
This is not financial advice.
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