Eng @ Coinbase
https://bayardo.org
bayardo.eth

Longer term, increasing throughput leads to faster rate of state growth. While Ethereum roadmap has some cool ideas for dealing with state growth, they are not going to be ready in the short term. We need to keep overall growth aligned with the timeline for these sorts of features. (cont)

There is a fundamental tension here that the cheap blobs surfaced: "EVM equivalent" L2s have similar bottlenecks to L1, but might want to be significantly more ambitious around e.g. throughput. In that case, waiting for L1 to solve these bottlenecks might not work, as L1 is happy at current levels.

I recently gave a talk where I contrasted the two paths I see: Single, significantly faster-than-L1 rollups, or "L1 equivalent" smaller rollups as individual threads in bigger multi-thread superchain systems.
Slides from the talk:

Ethereum protocol R&D. Admirer of emergent order.

I recently gave a talk where I contrasted the two paths I see: Single, significantly faster-than-L1 rollups, or "L1 equivalent" smaller rollups as individual threads in bigger multi-thread superchain systems.
Slides from the talk: https://docs.google.com/presentation/d/169SU2iPIkX_2K8Y3A9H-pZMlKFFONxzIl9LBiP4Xzeo/edit

This is a crucial fork in the road, because it significantly alters the way we should govern the L1 EVM:

If L2s will over time diverge from L1 (towards a more advanced "L2 EVM"), L1 EVM can start to ossify.
If L2s and L1 however share a VM forever, we will need to build a shared EVM improvement and governance process.