🚨2026 Messari Theses Podcast Drop (2/5) In this episode, our analysts break down who’s really winning the L1 / L2 wars and what that means for the next cycle. The team dives into: • Ethereum’s 2025 comeback • Arbitrum & Base breaking from the L2 pack • What a Robinhood L2 means for rollups • MegaETH’s token + native stablecoin bets • Jeremy’s new L2 Disruption Factor • Solana’s bid to be the “onchain NASDAQ” • 2026 hot takes: Starknet, Monad, stables & more(Messari)