The L2 Wars: One Year Later.

As we prepare our Year Ahead 2025 reports, we revisit our 2024 analysis on Infrastructure—specifically our insights into the "L2 Wars," where we outlined our perspectives on the state of the rollup landscape and how it might evolve over the coming year.

1⃣ Blast was a full bastardization of rollup architecture and would lead to the end of the “kumbaya” period

2⃣ L2 ecosystems would become further fragmented and siloed with their own bridging/interoperability standards and SDKs for launching new chains/L3s (Superchain, Orbit, etc)

3⃣ Rollups will need to use alt-DA to scale

4⃣ DA as a value accrual source will go away. DA will see disruptive innovation and charging a premium on DA is no longer viable

5⃣ The new bull case for ETH under this architecture is “the global proof verification layer & money”

6⃣ Value accrual to DA layers will be limited

7⃣ Value accrual to L2 tokens is theoretically positive if all the value is in sequencing

Revisit ''The L2 Wars'' unlocked here: https://delphi.link/TheL2Wars-AF

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