I agree with what the moderator said that L2 carves up the original liquidity of Ethereum.
There are so many ETH Layer 2s today that the prices of tokens such as $ARB and $OP , which were considered to be mainstream potential coins in the previous bull market, have collapsed.
In fact, I think the risk of investing in L2 tokens is indeed higher than before in the current market conditions. I think we have to wait for the market to digest these liquidity splits before we can better see which L2s are the real ones. There will be development and survival.
Regarding this, I think it won’t take too long, and we may be able to see the clues in the short to medium term, because the chain airdrop narrative that originally caused market capital fragmentation and liquidity dispersion has weakened. When market funds are limited, natural funds will slowly flow back to the L2 blockchain that is worth waiting for to earn income.
