DeFi

Can anyone point me to any quantitative analysis on the value flowing back to ETH from L2s that use it as a settlement layer?

analyst redstone.finance | Workin' on the weekend like usual

There’s been a lot of discussion lately about adjusting the blob DA price to favor ETH’s burn properties, but I haven’t seen any analysis on the settlement variable

I am not sure if this answers your question. What Tim wrote about here below is the generic blob fee dynamic and its effects on the burn itself.

Many people arguing about blobs, but so far no one has simulated how they respond to demand... until now. TL;DR: Blobs are insanely bullish for ETH long term https://t.co/7V3TEOF4q6

Tim Robinson

This is the alt account of Sister Hazel. Writings at https://powerlaw.systems. Building https://testnet.uvio.network. 

thanks for sharing! Although @timjrobinson examines the long-term effects of the blob DA market on ETH supply here, seen similar takes in early EIP-4844 discussions. 

I’d love to find a way to quantify the settlement aspect too

I am not sure if this answers your question. What Tim wrote about here below is the generic blob fee dynamic and its effects on the burn itself.

https://x.com/timjrobinson/status/1851222337787740425