According to ChainCatcher, Synthetix founder Kain stated that the Ethereum mainnet is facing economic pressure from a sharp decrease in Gas fees and ETH burning volume due to transaction activities being diverted by L2 expansion and the reduction in data availability costs introduced by EIP-4844.

Kain believes that the rise of L2 has intercepted revenues originally belonging to the mainnet, and future shifts towards Alt DA solutions like Celestia are likely to further weaken the profitability of the Ethereum mainnet. To address this issue, he suggests that in the short term, L2 could be made to support the mainnet through official L2 or rental mechanisms, while in the long term, new demands such as real-world asset tokenization are needed to improve the overall usage of L1/L2.

He emphasized that the Ethereum community has an advantage in coordination, but currently should decisively abandon irrelevant projects and concentrate resources on application-layer breakthroughs to cope with competitive pressures from L2 and other data availability solutions.