đ¨MUST READ: Vitalik just quietly rewrote $ETH roadmap.
⢠For years, L2s were framed as âEthereum shardsâ
⢠Cheap execution
⢠Backed by L1 security
⢠Part of one unified system
That model no longer fits reality.
Two things changed:
1ď¸âŁ Ethereum L1 is scaling fast. Fees are already near zero and gas limits are set to rise sharply in 2026.
2ď¸âŁ Most L2s arenât becoming fully trustless Stage-2 rollups. Some donât even want to.
So Vitalikâs shift is simple but profound:
L2s arenât here to âscale Ethereumâ anymore.
Theyâre here to add things Ethereum itself wonât do.
â Privacy
â Ultra-fast trading
â AI execution
â Specialized VMs
â App-specific chains
â Non-financial use cases
Ethereum becomes the credibility layer.
L2s become feature layers.
The glue between them is what matters now
- Native ZK proof verification
- Trustless interoperability
- Synchronous composability
In other words:
Ethereum is turning into the base layer of digital trust.
L2s are turning into everything built on top of it.
No hype.
No price call.
Just a fundamental change in how the ecosystem is being designed. đ