According to Wu, Messari researcher AJC stated that Lighter's TVL is entirely in USDC, offering no monetary extension to ETH. Additionally, it only pays about $685 daily in on-chain costs to Ethereum (approximately $250,000 annualized), which accounts for around 90% of Lighter's daily TPS on Ethereum L2. However, the actual activity brings little benefit to ETH. Jarrod Watts from the Abstract team mentioned that the main reason is the current data block cost is as low as 1 wei. From Lighter's perspective, they are obtaining L1 security guarantees at an extremely low cost, with simple interoperability with other L2s. The main issue lies in the need to adjust Blob fees and pricing. AJC believes Ethereum needs to charge its L2s higher fees, but if Ethereum increases fees for Lighter, it might lead to Lighter switching to other DA providers. https://www.(wublock123.com)/index.php?m=content&c=index&a=show&catid=6&id=52746