Recently, the voices of FUD Ethereum and @VitalikButerin have become stronger. In particular, overseas KOLs have had very interesting discussions on topics such as Blobs space utilization and Layer2 revenue. Putting aside the emotions of the secondary market, how should we evaluate Ethereum's layer2 strategy simply through data? Next, I would like to express my opinion: Returning the time to before the Ethereum Cancun upgrade, everyone had a very good understanding of RaaS and DA
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Ryan Berckmans ryanb.eth
@ryanberckmans
08-31
Yesterday, top L2s in total made ~$500k in fees[1] or 10% of the L1's ~$5M. L2 median fees are between ~$0.001 and 1 cent[2]. Fees spent buying blobs were ~<0.3% of L2 revenue[3].
So if median L2 fees doubled to ~<2 cents, and DA costs rose to ~50% of total L2 revenue from
Sector:
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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