Ethereum Development Strategic Analysis: Expand L1 or Develop Rollups?

Author: MAT Source: X,@Materkel Translation: Shan Ouba, Bitchain Vision Realm

I am tired of all negative remarks around Ethereum and Rollup, and the entire ecosystem is now in a stage of crazy development.Those who only see what we have now, still think that Ethereum should give priority to L1 … Are you crazy?

Let me tell you, what will happen if we expand L1:

  • Now the TPS on L1 may only have 50-100,I believe all the suspects will complete everything on Ethereum L1Essence

  • The rollup of Previously Align with Ethereum will definitely choose an alternative to achieve DA scalability (now Ethereum can be used as DA).

  • We will not have hundreds of RollUp teams to contribute to Ethereum and EVM ecosystems.

  • The marketing of the Ethereum ecosystem will be minimal … L2 will only do their own things in the end, because if Ethereum chooses to give up at the most critical time, why should they stay?

Although a large number of ZK and ROLLUP studies were funded in the past (even more than 5 years ago), Ethereum basically pushed the most valuable allies away.

Now we have obtained a lot of benefits from L2. With the emergence of Peerdas and complete Proto-DANKSHARDING, you should consider doing “your own affairs” or choosing different DAs for these Rollup.What I mean is to see what is happening $ TIA … Ethereum is now basically eating their market share.

We now have:

  • Multiple consensus and execution client teams, Ethereum is the most centralized public blockchain so far.As far as I know, no other blockchain has two clients that have been widely used … Ethereum has 7 clients with more than 10% of the client, which is really incredible.

  • Multiple rollups are one of the most active chains

  • Both Base and Arbitrum break their records every few days, attracting billions of TVL and millions of users, expand crazy, have significant attractiveness, and have growing application ecosystems

  • More theme L2 centered on Ethereum, for example, Immutable has attracted hundreds of game studios and the final millions of gamers

  • Abstract wallets provided by the meta transaction provided by IMMUTable Passport or Infinex, which is not easy to achieve on L1 (at least it will not be so fast)

  • We may have the cheapest L1 GAS cost.The introduction of EIP-4844’s BLOB has a space for more meaningful transactions.During the peak, L2 occupied about 30% of the Ethereum block space (this is likely to be temporary, and it also made us some time to pay attention to L1)

I have no doubt that what Ethereum has done is the best agreement result we want to see in the past 3-4 years.

Of course, L1 can also have some improvements, but this criticism is too much, making people feel that we just find excuses because the price meets expectations.

If you tell me what Ethereum is now 3-4 years ago, I can’t imagine it will be in a more stable position.

Now we can discuss what to do next, further taking the Rollup route may not be a good idea, or we should focus on repairing fragmented problems, and delaying some things to pay attention to whether L1 improvement is a good idea.I fully support this, but please stop all complaints, because we just released an upgrade a few months ago, so that the cost of base and other rollup is lower than 1 cents …

Ethereum and its entire ecosystem are still winning, and as the behemoths that are expanded in parallel from thousands of ecosystem teams have just started, there is nothing to prevent it from winning a greater victory.

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