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

Hard agree! I think another factor that will create many more L2s is that successful apps will become app chains looking for economies of scale... if you subsidize transactions, then tuning the chain to be as cost-efficient as possible becomes critical. I am betting on OP Stack and Superchain to ease the worst of #7.