Neokry pfp
Neokry
@neokry
seems like rollups will exist in perfect competition while L1s will be a monopoly
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moritz πŸ’§πŸ”‘ pfp
moritz πŸ’§πŸ”‘
@moritz
agree short / mid-term but don't you think L2s will also consolidate long-term due to network effects & shared standards?
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Neokry pfp
Neokry
@neokry
could see consolidation at the sequencer level imo like what’s going on with op stack stuff rn everyone reusing optimism sequencer. think that would bring more usability benefits and retain scale.
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