Ethereum

Here are the top 10 takeaways from @justindrake report on solving L2 Fragmentation Problem on @banklesshq :

1. L2 right now is the division of liquidity across clusters like Arbitrum, Optimism, zkSync, etc. This division hinders network effects and significantly impedes the ecosystem's TVL growth towards a trln $.

Here are the top 10 takeaways from @justindrake report on solving L2 Fragmentation Problem on @bankless :

1. L2 right now is the division of liquidity across clusters like Arbitrum, Optimism, zkSync, etc. This division hinders network effects and significantly impedes the ecosystem's TVL growth towards a trln $.

11. My personal opinion: 80% of L2s will become bytecode-compatible zk EVMs with a sequencer on L1. They'll join the OP stack, while platforms like Arbitrum and Validium EVMs, such as Polygon, will miss out on the network effects from those moving together in the main peloton and capturing all the major benefits.