L2 and layered design are the "superpowers" of Ethereum. He used the most successful protocol in history, the Internet, as an example. The Internet is also a layered architecture. We had similar discussions in the 1990s. Was the emergence of the Internet a good thing or a bad thing? It turns out that it is a good thing. The same is true for L2, which is also a good thing.
Today, there are more than 100 L2 and L3 items that can be queried on L2BEAT. Thanks to Ethereum's layered architecture, where Ethereum is at the bottom layer and provides consensus, these L2 and L3 do not need to develop their own consensus mechanisms. They are all driven by Ethereum and can innovate on Ethereum, which provides security for them.
But this does bring interoperability challenges, and we need to figure out how they can communicate and interoperate with each other. Steven Goldfeder believes that one thing that can be improved as a community is that sometimes people are too focused on their own technology stack, and this consideration is sometimes for technical reasons, but he believes that when possible, we should consider "how to make all Ethereum chains communicate with each other" and should not limit ourselves to our own ecosystem due to technical limitations.
As for whether L2 is parasitic on Ethereum or will bring value to it, StarkWare co-founder and CEO Eli Ben-Sasson believes that it is too early to discuss this issue. Because the proportion of people using blockchain technology is very small at present. Our real challenge is to provide scalability, use cases, and new visions for humanity so that humans can embrace this technology. When everything settles, value will always gather somewhere, and perhaps these values will be concentrated in places where they do not exist yet. He admitted that he was not sure whether the value would eventually accumulate here at StarkWare, or at a competitor, or somewhere else. But it doesn't matter. The most important thing is that we invest our time in valuable things and promote technological progress. He has no doubt that advancing the development of L2 and Ethereum in various ways will bring great value to mankind. Looking back, he is proud of the efforts made by himself and the team, and although he is not sure where the value will belong in the future, he is satisfied with the technology he is building.
The L2 ecosystem in particular is all thinking about interoperability solutions in some way, or working with other ecosystems to find a better user experience path for users and developers.
In the future, many L2s may gradually become decentralized and look more like L1s, as they will have their own validators and consensus mechanisms, but they still rely on Ethereum as a settlement layer. Therefore, from this perspective, future L2s will operate independently like L1s, but their core will still be an execution environment, and Ethereum will continue to be the main settlement layer.
L2 solutions have been widely recognized in the development of Ethereum. Despite the challenges of interoperability, decentralization, and censorship resistance, as the technology develops, we expect to see better solutions and opportunities for these tokens.
Arbitrage (ARB)
Arbitrum (ARB) – one of the market-leading Ethereum Layer 2 – has seen its trading price drop by nearly 80% since ATH. However, Arbitrum still plays an important role in Layer 2 transactions and is the basis for investors' belief in ARB's long-term value.
In terms of daily transaction count, Arbitrum and Base remain the L2s with larger daily transaction counts than the Ethereum mainnet. Arbitrum processes nearly 2 million transactions per day, while Base processes over 4 million transactions per day. All of these data indicate that Arbitrum continues to solidify its position as an important part of the entire L2 ecosystem.
Nearly 1% of the total supply of ARB will be unlocked every month, causing continuous selling pressure every month. However, it can be seen that the downward momentum in recent months has slowed down. Combined with the excitement of the network, ARB can at least recover to the resistance level of 0.77. Once it breaks through, it will most likely usher in a rapid rise.
Optimism(OP)
Optimism is a layer 2 scaling solution designed to increase transaction speeds and reduce transaction costs on the Ethereum mainnet. Optimism's scaling approach is expected to play a key role in Ethereum's transition to Ethereum 2.0, aiming to solve the scalability trilemma - achieving a balance between decentralization, security, and scalability.
Similar to Aribtrum, the Optimism solution deploys Optimistic Rollups, which improves throughput by processing most transactions off-chain while leveraging the underlying Ethereum blockchain for security. This approach significantly improves user experience by speeding up transaction processing and reducing fees.
The Optimism protocol introduces a unique token, the OP token, which plays a key role in the operation of the network. It is used for various purposes in the ecosystem, including paying transaction fees and incentivizing honest behavior of participants.
The OP token has experienced half a year of consolidation and has now broken through the short-term resistance level. 2 is a key position and once it breaks through, it will usher in a rapid rise.
Athena (ENA)
Ethena is a synthetic dollar protocol built on Ethereum that will provide a crypto-native solution for currencies that do not rely on traditional banking system infrastructure, as well as a globally accessible dollar-denominated savings tool - "Internet Bonds".
In February 2024, Ethena attracted much attention for launching a new USD stablecoin USDe with an annual interest rate of over 27%. USDe will provide the first censorship-resistant, scalable and stable cryptocurrency native solution for funds realized through Delta hedging of pledged Ethereum collateral.
Notably, the current USDe supply has surged to over $1 billion, making it one of the fastest dollar-denominated assets to reach this milestone in crypto history. This feat highlights Ethena’s position as an emerging leader in the DeFi space.
In addition, Ethena's strategic partnership with derivatives trading platform MirrorX further expands its market influence and accessibility. Through integration with Binance Exchange, institutional clients such as Ethena can have unrestricted access to MirrorX's range of products, facilitate seamless settlement of derivatives positions, and open the door to a variety of products and markets available within the Binance ecosystem.
Although Ethena (ENA) will have a small amount of token unlocking in the near future, and many people believe that token unlocking is bearish, a well-structured schedule can actually support the long-term success of the project. It is currently in a stage of rising and falling, and will usher in a rapid rise to 0.6 in the near future.
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