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🚨BREAKING: VITALIK’S SIDE REVEALED in Ethereum’s Layer 2 Fidelity Test – DEBATES EXPLO
did vitalik just pick a side in the L2 drama?! ethereum’s future hanging by a thread with all these protocol battles and governance shenanigans
Vitalik’s recent actions underscore a shift towards the political economy within Ethereum’s Layer 2 landscape, reflecting broader debates on standardizing value flows amidst
This week, Ethereum faced challenges with a $654 million transfer by the Foundation, leading to developer compensation debates and lead developer Péter Szilágyi’s resignation. Meanwhile, Polygon’s AggLayer upgrade delays sparked discussions on Layer 2 alignment and Foundation support for external L2s. These events, along with POL token migration volatility, mainnet centralization struggles, and leadership restructuring, intensified disputes over Ethereum’s future direction and ecosystem growth.
Ethereum’s scaling architecture shifted from technical to political economy, with Buterin praising Coinbase’s approach and Nailwal warning about Layer 2’s direction. Debates focus on standardizing L2 value flow or fragmented liquidity systems. Nailwal’s leadership reset for Polygon and AggLayer enhancements aim for independence from Ethereum’s rollup-centric model. Base and Arbitrum lead in value secured on Layer 2, while Polygon’s zkEVM lags in total value and activity.
The next year will test Ethereum’s ability to standardize value flows across Layer 2 architectures. Scenarios include Ethereum mainnet capturing fee revenue, Base and Arbitrum dominating profits, and Polygon’s AggLayer enhancing cross-chain liquidity. Fragmentation scenarios see Ethereum underperform, while convergence scenarios prioritize Layer 2 minimalism
Did Vitalik just choose a side? Inside Ethereum’s Layer 2 Fidelity Test
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