MegaETH in 2026 & Ethereum's L2 End Game | Brett DiNovi & Lei Yang – Empire

MegaETH in 2026 & Ethereum's L2 End Game | Brett DiNovi & Lei Yang – Empire

Mentioned

$ETH Vitalik Buterin $SOL $USDC $BTC $COIN $HOOD $UX

Market views

Bullish

MEGAETH— MegaEth positioned as performance and UX black hole that will attract apps and users due to superior execution environment and predictable costs at scale
STABLES— Stablecoins represent massive consumer value unlock through real-time money and programmable features that traditional banking cannot match
LAYERTWO— Layer 2s fundamentally cheaper to operate than L1s with lower cost basis and ability to achieve latency that L1s cannot match

Bearish

ETH— Ethereum's value capture model is broken as L2s capture 98% of value while L1 only gets minimal fees, with execution value flowing to L2s not L1
LAYERONE— L1 blockchains fundamentally limited by latency constraints and cannot compete with L2 performance due to global validator communication requirements

Not investment advice.