If the bull market is coming in 2025, the Layer 2 sector is one of the tracks I am most optimistic about. Among them, op and arb, which have already issued coins, are currently the most important leading projects in the second layer network.

Ethereum was born in 2015. It was co-created by Vitalik Buterin and a group of developers. It broke out with the popularity of smart contracts in 2017. The development of the entire ecosystem so far has become one of the most important infrastructures in the blockchain field. Ethereum The consensus of Fangfang Ecology is also one of the most powerful communities.

The Ethereum ecosystem has been developing for eight years now. The biggest pain points of the entire Ethereum network are poor scalability and expensive handling fees, which makes it unable to support the development of large-scale dapp applications.

According to the current scale of ecological development, if Ethereum does not upgrade now and does not expand the second-layer network, it will face the loss of ecological users in the future, and the currency price will not be able to maintain a spiraling economic model. This is a result that the entire community does not want to see.

Many people have no idea about Layer 2, the second-layer network. Ethereum is an infrastructure framework system. It can be superimposed and divided into several layers of consensus networks...


1. 第一层：以太坊区块链网络层。这一层是以太坊的底层基础设施，它采用了一种称为以太坊区块链的数据结构来存储交易和合约的状态。以太坊的区块链网络由全节点组成，它们共同维护着整个区块链的状态。

2. 第二层：共识算法层。在以太坊中，目前使用的共识算法是工作量证明（Pow）即通过解决一定难度的密码学难题来创建新的区块。这一层的主要功能是确保网络中的交易和合约状态的一致性和可信度。

3. 第三层：分布式应用程序（DApp）层。这一层是构建在以太坊区块链之上的应用程序层，它使用以太坊的智能合约功能来实现各种去中心化应用。DApp层是以太坊的最上层，它通过以太坊虚拟机（EVM）来运行智能合约，并与区块链网络进行交互。

OP-Optimism

Optimism is a low-cost, lightning-fast secondary blockchain for Ethereum.

Optimism Ecosystem is an overview of the applications and integrations in the Optimism ecosystem.

Optimism solves the actual needs of developers and users. The Optimism Foundation is a non-profit organization dedicated to developing the Optimism Collective.

OP is its native governance token, mainly used for governance protocols

Reasons to be optimistic: Currently second only to ARB in the L2 sector, TVL ranks 7th, and the ecosystem is developing rapidly. Coinbase has also chosen OP for its layer 2 network. It is also benefited by the Cancun upgrade, and its future development prospects are very good.

目前整个公链生态TVL占比比例
Others:占比(8.26%) 

Cronos: 占比(0.8%)

Solana:占比(0.87%) 
Base:占比（0.89%) 

Avalanche:占比(1.36%)
Polygon:占比(1.92%)

Optimism: 占比(1.66%)  
Arbitrum:占比(4.69%)
币安链BSC:占比(7.37%) 
以太坊Ethereum:(53.48%)
Tron:(18.7%) 

赛道：公链 L2 评级：A 级
代币总量42.95亿
赛道：公链 L2 评级：A 级目前op流通市值10亿左右，总市值50亿，冲顶估值900亿到1200亿左右。

Summary: The current Ethereum ecosystem is similar to Apple's iOS and Google's Android business model and ecological development. In the future, the growth space of the second-layer network will be in the context of the era of artificial intelligence. With the expansion of web3 application scenarios, Layer2 has become The most important infrastructure, op's current market value is comparable to Sol's highest market value of 130 billion in the previous bull market, and there is still 20 times the growth potential. It is one of the leading Layer 2 projects that deserves attention.