After the fairly stable recovery of #Altcoin , I see that the L2 niche is still too sluggish and seems to be lagging behind the new Altcoins that are continuously being launched on the market!
It can be said that L2 is currently in a state of saturation.
I see that most people at present are expecting L2s like $OP, $ARB, $STRK, $ZK,... to increase strongly.
- Layer 2 is being hyped too much by users. During the period when Q2 liquidity is being tightened, MC L2 is larger than the current liquidity.
- Retailers are too crowded, looking at the token release rounds, Fund + MM has a fairly high ROI.
- The amount of tokens collected is still weak compared to the amount of tokens MM dep on the exchange.
Potential items like $ARB, $STRK, $ZK all have quite weak ROI and have not shown much in the past time. Personally, I still have high expectations for the breakthrough of $OP in the coming period because basically, currently, $OP is not only l2 but is gradually moving to l1 and has enough reasons to compare with the big l1s in the current market.
The possibility that about 2-3 months before the update schedule, Layer 2 may have a strong wave. Everyone observes the previous $ETH update waves and then time yourself.
Personally, I still allocate Layer 2 and am quite bullish but only at a certain proportion and I prioritize many other big trends this season such as AI or Rwa.
Basically, holding l2 means having to endure the feeling of price suppression and torture from MM, guys.
