Ethereum is facing a very interesting predicament. We've hit the point where blobs are saturating and consistently non-zero (a couple months ago blobs were free). This is good for Ethereum the asset as it causes blob consumers (primarily rollups) to burn ETH, applying deflationary pressure to ETH's supply. Before EIP-4844, rollups were consistently the top gas consumers, leading to a ton of ETH burn. The flip side of this is that rollups are capped in their scaling abilities. Transaction costs go up and throughput is constrained, making it harder for L2s to compete with their alt-L1 counterparts. Increasing blob capacity makes sense right now, but then we'll end back to where we were 6 months ago - blob prices back near zero and people calling the L2->L1 relationship parasitic. Anytime we hit a saturation point, people will call for an increase in blob capacity. The question then becomes: at what point do we stop scaling blobs and force rollups to pay higher fees? We need to find some sort of balance between keeping L2 fees low while also having some sort of value accrual back to the L1.