Chainfeeds Summary:
Ethereum co-founder Vitalik Buterin posted a significant Twitter threads on X, redefining the role and future direction of Ethereum L2.
Article source:
https://x.com/ PANews/status/2018855251181531517
Article Author:
PANews
Opinion:
Vitalik Buterin: Recently, there has been some discussion in the community about the continued role of L2 in the Ethereum ecosystem, mainly stemming from two facts: the progress of L2's advancement to Stage 2 (and cross-chain interoperability) is much slower and more difficult than expected. L1 itself is scaling, with extremely low fees, and the gas limit is expected to increase significantly in 2026. These two facts point to a common conclusion: the initial vision for L2 and its role in Ethereum is no longer reasonable, and we need a new path. "Scaling Ethereum" is defined as: the existence of a large block space fully backed by Ethereum's faith and credit—that is, if you perform activities (including ETH-related activities) in this block space, as long as Ethereum itself functions properly, your operations are guaranteed to be valid, uncensored, unrolled, and untampered. If you build a 10,000 TPS EVM, and its connection to L1 relies on a multisignature bridge, then you are not "scaling Ethereum." However, this vision is no longer valid: L1 no longer needs L2 as a "branded shard" because L1 itself is scaling; L2 neither can nor intends to meet the attributes required for a true "branded shard." I've even seen at least one team explicitly state that they may never go beyond Stage 1, not just because of technical reasons related to ZK-EVM security, but also because their clients' regulatory needs require them to retain ultimate control. This might be the right choice for your clients. But clearly, if you do this, you're not scaling Ethereum in the rollup roadmap sense. But that's okay! Because Ethereum L1 itself is already capable of direct scaling, and the gas limit will increase significantly in the coming years. We should no longer view L2 as a branded shard of Ethereum, nor should we assign it corresponding social status and responsibility. Instead, L2 should be seen as a complete spectrum: including chains truly fully credited by Ethereum (potentially possessing unique non-EVM attributes), as well as a wide range of options connected to Ethereum to varying degrees, which each user (or bot) can decide whether to care about based on their needs. If I were an L2 blockchain today, what would I do? First, I would find value creators outside of scaling; second, I would at least reach Stage 1. I would also maximize interoperability with Ethereum. Different L2 blockchains have different needs (e.g., you're not an EVM, or even a financial application).
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