Recent data shows that Lighter's efficiency in using Ethereum blobs is far superior to general-purpose L2 chains like Base. While occupying the same blob space, it can burn approximately five times more ETH (and potentially more). In the future, the more customized L2 application chains like Lighter emerge, and with the Fusaka upgrade in early December, especially after the minimum price guarantee mechanism of EIP7918, Ethereum is expected to capture more revenue from L2 (the amount of ETH burned is expected to continue to increase, although an increase in the overall transaction volume of L2 is also important).
Lighter has high DA efficiency (number of user operations per blob, or data volume per byte). Recently, Lighter's number of user operations per blob is 450 times that of Base, mainly due to its ZooKeeper state diffs optimization, which only records on-chain state changes (not full transaction data), making it suitable for high-frequency balance updates in perp transactions. General-purpose L2 chains like Base are more "general," recording full transaction data on-chain, quickly exhausting blob space, but with fewer user operations, resulting in lower efficiency.
If L2 application chains can achieve significant growth, it will be crucial for the Ethereum L2 ecosystem and the capture of ETH value.
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