Hasu⚡️🤖|Dec 01, 2025 10:23
That’s the same „misalignment“ that exists between
- you and your suppliers
- you and your customers
- you and your direct rivals
- you and your possible substitutes
- you and the threat of new entrants
As Michael Porter showed already this competition doesn’t make complex supply chains impossible, it’s inherent to them.
The competition between Ethereum and L2s is no less problematic than between Ethereum and core developers. Core devs want to earn more and Ethereum wants to pay less. Hundreds more examples if we want to keep going
What keeps everything in check in competition: Ethereum can’t indiscriminately raise prices on rollups, because they just switch to a different consensus provider. Neither can rollups demand arbitrarily low prices because Ethereum currently offers them more value than the alternatives.
Overall my advice to people (not Jarrod who I don’t know but I’m just borrowing his tweet to make a point) is to be less fatalistic. Rollups are not either „aligned“ and „misaligned“ - they never were when new rollups were stumbling over each other to perform as „most aligned“ and they are not today when want to demonize them as „leeches“ and worse.
If you take one thing away from this thread it’s that businesses — even the simplest you can think of — comprise complex value chains where everyone wants to eat each others lunch. Everyone competes for the same profit pool but also benefits from that profit pool existing in the first place and growing it as well.(Hasu⚡️🤖)
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink