A place for talking about the Ethereum Virtual Machine on Farcaster.

evm shower thought:

1 an explosion of L2s are coming
2 block space will be commoditized
3 brand will become the differentiating factor
4 we'll soon see many "L2 for X" narratives
5 some will seed supply by incentivizing developers
6 some will seed demand by incentivizing users
7 fragmentation will make ux much worse

aren't you going to end up with just a few top L2s? they have strong network effects esp for finance, composability and high friction (unless there's magical UX and cross network unlock)

i think so, yes, but my guess is there'll be a period of rapid expansion and fragmentation prior to consolidation