Ethereum

So: On-chain activity from ETH L1 to L2s & Solana + Ethereum soon "just" a settlement layer (alt-DA) = fewer fees = bearish Ethereum & ETH. 
But: ETF, ETH as Internet bond (and money?), restaking & LRTs, EVM parallelization (Monad), ETH-centric non-EVM L2s (Eclipse) = bearish Ethereum but bullish ETH? @trustlessstate

L2s are top ethereum fee payers. The recent inscription spamming on arbitrum let the ethereum mainnet fee spike. 
where fewer fees?

- solidity engineer 
- decentralisation and privacy maxi
- kitesurfer

Well data availability costs make up for 80% of the fees paid by L2s to the L1 apparently (to be double checked) and these are going to be dramatically reduced post EIP4844 + more and more L2s are considering alt DA solutions (so again fewer fees to the L1)

I'm just asking questions! Legit wondering what the implications of the aforementioned recent developments are for Ethereum revenue long-term and the value accrual to ETH.

that's napkin math. 2-3y ago ppl said the same, where you can replace in your text 
eip4844<>optimistic and zk rollups
alt DA solutions<> alt L1s
Ehereum still chucks allong, sells blockspace and makes mev searchers rich.
if you don't want to be Ethereum aligned or settlement the future changes nothing. alt L1s exist.