The math of when stage 1 and stage 2 make sense

The math of when stage 1 and stage 2 make sense

https://vitalik.eth.limo/general/2025/05/06/stages.html

Additional math would be cool.
- 200% tariff on blob pricing for stage 0
- 100% tariff for stage 1
- 0 tariff for stage 2.

And this should also be expanded with use/usage of $ETH in l2 economies.
- premier asset in DeFi
- available to pay for transactions
- top asset in apps

Ps: when is it time for stage 2? What’s your expectation on proof system security maturity?