分析师 Haotian 指出，坎昆升级后，以太坊在降费率这件事上做的很成功，用户使用 L2 的 Gas 费降到了无感知区间（0.001-0.01美元）。但另一方面，则说明以太坊 L2 现在的用户量、交易量等现状根本无法给 layer1 输送价值。Blobs 空间使用率不饱和，Blobs 费率动态市场不被激活，所有的矛盾点都到了 L2 亟待增长的用户和生态规模上。

<div>分析师 Haotian 指出，坎昆升级后，以太坊在降费率这件事上做的很成功，用户使用 L2 的 Gas 费降到了无感知区间（0.001-0.01美元）。但另一方面，则说明以太坊 L2 现在的用户量、交易量等现状根本无法给 layer1 输送价值。Blobs 空间使用率不饱和，Blobs 费率动态市场不被激活，所有的矛盾点都到了 L2 亟待增长的用户和生态规模上。<br><br></div>

分析师 Haotian：坎昆升级成功降低以太坊 Gas 费，但 L2 生态扩展亟待提升

Analyst Haotian pointed out that after the Cancun upgrade, Ethereum has been very successful in reducing fees, with users using L2 Gas fees dropping to an imperceptible range (0.001-0.01 US dollars). However, on the other hand, this also indicates that the current user volume and transaction volume of Ethereum L2 is fundamentally unable to deliver value to layer1. The Blobs space utilization is not saturated, the Blobs fee rate dynamic market is not activated, and all the contradictions have come to the user and ecological scale that L2 urgently needs to grow.

<div>Analyst Haotian pointed out that after the Cancun upgrade, Ethereum has been very successful in reducing fees, and the gas fee for users using L2 has dropped to an imperceptible range (US$0.001-0.01). But on the other hand, it shows that the current user volume and transaction volume of Ethereum L2 cannot deliver value to layer1 at all. The Blobs space utilization rate is not saturated, and the Blobs rate dynamic market is not activated. All the contradictions are on the user and ecological scale that L2 urgently needs to grow.<br><br></div>

Analyst Haotian: Cancun upgrade successfully reduces Ethereum gas fees, but L2 ecosystem expansion needs to be improved

All the contradictory points have come to the Layer 2 which urgently needs to grow the user and ecological scale.

Author: Haotian

Recently, the voices of FUD Ethereum and @VitalikButerin have become increasingly intense. Especially around the content of Blobs space usage and Layer2 returns, overseas KOLs have had very brilliant discussions. Leaving aside the emotional entanglement of the secondary market trend, how should we evaluate the Ethereum layer2 strategy simply through the data? Next, I will express my views:

Turning back the time before the Ethereum Cancun upgrade,...

How to objectively evaluate Ethereum's Layer 2 strategy?

Odaily News: Crypto KOL cygaar posted on X that "the relationship between Ethereum L1 and L2 is currently quite unbalanced. L2 enjoys the benefits of Ethereum's security, but does not contribute much value to ETH. I see two paths to restore balance:

1. Increase the minimum blob fee
Currently, the blob fee for rollups is basically zero, meaning Ethereum is not getting much value from the L2 DA cost. In a pre-EIP-4844 world, rollups were the biggest gas consumers on ETH, putting strong deflationary pressure on ETH. However, since DA blobs are essentially free, rollups no longer consume much ETH. This, combined with reduced execution activity on Ethereum L1, has caused ETH to become inflationary again.

A perhaps more short-term solution is to increase the base blob fee. L2s must pay a certain amount of fee to use Ethereum DA. One may argue that increasing the cost of Ethereum DA will lead L2s to turn to alternative DA solutions, but I believe chains that truly want to inherit Ethereum's security will still pay these costs.

2. Increase L2 usage
The current blob pricing curve is set up because researchers predict higher L2 demand. However, aside from a few key events (initial blob release, blobscriptions, LZ airdrops), the cost of blobs has not exceeded the minimum fee.

If L2 demand and usage increases, we may reach a state where the blob pricing curve can appropriately price DA blobs, leading to a healthy level of ETH burn on L1. In addition to significant DA costs, the amount of gas used for rollup settlements may also increase significantly.

In the long run, this is the most beneficial path for the Ethereum ecosystem, but it also requires addressing the inherent demand for L2 block space. We need more interesting consumer-facing applications to attract users and drive more on-chain usage. In this world, blob fees will almost never be at the minimum price, and rollups will pay substantial amounts to inherit Ethereum's security."

Analysis: Ethereum L1 and L2 balance can be restored by raising the minimum blob fee and increasing L2 usage

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