Are Layer 2s Failing Ethereum? A New Proposal Advocates for Native L2s - Ep. 736

Bullish:

• $ETH - Ethereum's potential implementation of native rollups could significantly enhance its scaling capabilities and value proposition. This development would leverage Ethereum's brand and trust, potentially making it a more attractive platform for developers and users.

  • “Native roll ups means that Ethereum just deploys a bunch of roll ups themself. They would have the full trust and the full brand essentially of Ethereum behind them, and they would be developed in a way that's highly interoperable with l one.”

    Martin·0:00

  • “I think from my perspective, a big a big challenge for Ethereum is that it's not obvious or it's in my view, it's not clear what Ethereum wants to be.”

    Martin·32:21

Bearish:

• $LAYERTWO - Existing Layer 2 solutions may face challenges if Ethereum implements native rollups. These native solutions would be closely integrated with Ethereum's Layer 1, potentially offering a more attractive option for users and developers compared to current L2s.

  • “I mean, I think as as I said previously, they would certainly need they would need it to, yeah, to do some form of innovation beyond, offering regular Ethereum EVM block space because, because if you just do that, then people will probably kind of just say, okay, well, here's here's Ethereum block space directly coming from Ethereum super nicely connected to the 2 to Ethereum layer 1. Sure. I will go there.”

    Martin·31:18