Haotian|Feb 05, 2026 10:19
Maybe the aftermath of the last post about the failed L2 strategy was too intense, so @VitalikButerin just dropped a new post to reiterate his views, steering the market towards more application-oriented chains, like prediction market trading platform L2s, institution-grade regulatory-compliant L2s, and so on.
You’ll notice that Vitalik’s attitude has done a complete 180 compared to his previous purely tech-driven approach. If only this strategic alignment had happened two years earlier .
That said, don’t be too pessimistic, everyone. Stripping away Layer 2 hasn’t caused Ethereum’s foundation to collapse—in some ways, it’s about to be “reborn.” (E-Guardians don’t believe in tears…)
After all, the emergence of so many Layer 2 chains hasn’t driven Ethereum’s price up; instead, it’s eroded trust within the Ethereum community. Now, Ethereum can finally move forward with a lighter load, relying on stablecoin TVL, token asset tokenization expectations, institutional DeFi adoption, and new narratives like settlement chains to revalue and reprice ETH!
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