The path to ETH value accrual is clear if people are willing to work towards it. L2s are great for scaling user apps, but the world's finance should settle directly on Ethereum. This is already the case. All Ethereum needs to do is not mess it up. Like any business, L2s are a collaborative/competitive mix. Working with your competitors can be useful to expand market access, but do not prioritize them over yourself. This means scaling the L1 along with blobs. It seems like there is a shift to do this which is great news. After market saturation, Ethereum can increase fees to generate a return for ETH. Focusing on fees/ultrasound money right now is a huge mistake. This may also naturally lead to a SoV argument, but you shouldn't lead with that.