Original author: Blue Fox Notes
The biggest problem with L2 such as arbitrum, optimization, and zksync is that they too imitate the defi of Ethereum L1, resulting in path dependence. But L2 has its own characteristics and should open up a path suitable for applications with higher performance requirements. The biggest demand for L2 in the market is not a shadow Ethereum L2, but a new L2 route.
These routes are high-frequency applications. Just like Solana’s efforts on depin, repeating the previous routes will not have explosive power. Solana Ecosystem has a good grasp of this. Of course, this also has something to do with the joint investment institutions of Helium and Solana. This point everyone You can investigate on your own. But in the end, new attempts bring new narratives, and new narratives detonate the market.
Next, how do arbitrum, optimization and zksync compete with Solana? First of all, dont focus on copying Ethereum L1 defi. Although this is important, it is not the way to break the situation in the end.
The most important thing is to open up new narratives. We should focus on finding breakthroughs in Web3 games, AI, depin, etc. I also hope that developers will not create old wheels and strive to open up new battlefields. Even if it is not possible, vigorously developing depin is still a path.
In addition, arbitrum, optimsim and zksync also need to tilt their most valuable economic support (tokens) to projects and developers on the new track. The L2 ecosystem has a latecomer advantage in the token economy and can design a better ecological incentive plan than previous public chains.
Solanas breakthrough is a good example for arbitrum, optimization and zksync. Learn more instead of looking down on it.
If after the Cancun upgrade in the first half of next year, arbitum, optimization and zksync can have several popular applications in web3 games, AI or depin or other fields, things may have a chance to change.
The real competition between L2 and Solana such as Arbitrum, Optimism and zkync will really start in the second half of next year. The results of who will win can basically be seen in the next two years. The cycle is very long and the decision has not been finalized yet.
The Ethereum ecological network should also be grateful for the innovative breakthroughs in Bitcoin and Solana. Without this catfish effect, the Ethereum network would be too comfortable. This time the stimulation of the Bitcoin and Solana ecosystem is enough to attract the attention of the Ethereum community. The most important thing is not to look down upon/hostilely. , but to learn the ways of breaking through other ecosystems. Only in this way can we continue to move forward. Ethereum has experienced many FUDs in history. I believe in the resilience of Ethereum ecological developers and communities.
