Jonny Mack on Warpcast

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Jonny Mack pfp

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

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Jonny Mack pfp

agree/disagree?

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borodutch, account worth $200k pfp

borodutch, account worth $200k

@farcasteradmin.eth

sorry 2021 called they want their insights back

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Greg pfp

all of these are already happening, no?

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dimalaba.eth pfp

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)

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Corbin Page 👑🎩 pfp

Corbin Page 👑🎩

Agree. But I'd argue this is all good for the ecosystem. Tons of experiments in parallel: with custom VMs/costs, custom token/sequencer rewards, etc. We've gotta solve the cross-chain UX problem anyway whether there are 3 L2s or 300.

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Mac Budkowski ᵏ pfp

Mac Budkowski ᵏ

Why do we need so many new L2s if the ones we already have aren't utilized enough? "L2s are new alt L1s" speculation?

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Jesse Pollak 🔵 pfp

Jesse Pollak 🔵

yep - we gotta: 1. build apps that people want to use 2. make it easy for people to use those apps across many chains work cut out for us

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GIGAMΞSH pfp

This is why I’m bullish on Optimism. Imo, the Superchain + retro pgf seems like the most credible vision for reconciling good UX with decentralization/security over the longest time horizon.

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grin↑ pfp

I hate L2s ☹️ Sorry not sorry

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Brian Kim pfp

i think we’re already at 5/6 but agree we’ll get to 7 before it gets better

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Tayyab - d/acc pfp

And… Solana will do well until OP figures out interoperability. Coinbase will continue to do well with Base.

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Varun Kumar pfp

Unpopular opinion - One application will use many L2s

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𝚖_𝚓_𝚛 pfp

complementary to this, I think we see a bunch more of this: https://eips.ethereum.org/EIPS/eip-7412 not sure if brands differentiate the L2 itself, imho the very best UX will manifest as a brand that piggybacks as many L2s for convenience. 100% on 5/6, wonder how this translates to provers for validiums.

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Joe Blau 🎩 pfp

1 happened last cycle. There are already over 400 EVM's... don't even need L2's. Rest is spot on.

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wake pfp

Agree. Already underway.

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@ispeaknerd.eth

Further centralization around frontrunners, wallets/dapps, L2s Who's making the L2 aggregator?

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Ryan Berckmans pfp

the UX is probably at an all-time low right now because defragmentation technologies are in development and will scale well as the number of L2s explodes

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Alok Vasudev pfp

i would unpack 3 a bit there are a handful that can become general execution layers with strong network effects. this is the prize that is still somewhat up for grabs. there will be others that will find narrower pmf around certain use cases that will do well in terms of usage (value capture another topic)

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wijuwiju.eth pfp

1-6 are already true, 7 is actually easily solved on the ux (look at Warps which are just ETH with premium for Apple fees, gas, bridge and swaps).

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