Monolithic chains like $SOL and parallel execution plays like $SUI dominated last cycle and still lead on raw performance.
But here's the shift: $ETH L2 fragmentation is consolidating fast. Base and now Robinhood Chain launching with $ETH as native token changes the game.
Instead of bleeding liquidity, these L2s are funneling it back into the $ETH ecosystem. Market share keeps growing.
Result: $ETH and the entire EVM-compatible stack are positioned for a strong bull run. The narrative is flipping from fragmentation to synergy.
But here's the shift: $ETH L2 fragmentation is consolidating fast. Base and now Robinhood Chain launching with $ETH as native token changes the game.
Instead of bleeding liquidity, these L2s are funneling it back into the $ETH ecosystem. Market share keeps growing.
Result: $ETH and the entire EVM-compatible stack are positioned for a strong bull run. The narrative is flipping from fragmentation to synergy.