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Why are we optimistic about Ethereum Layer 2?

LA 2024-04-08 22:18:18 币百科已有人查阅

导读Based on the previous push, why do I say that we should start ambush Ethereum Layer 2 now:

Based on the previous push, why do I say that we should start ambush Ethereum Layer 2 now:

From the long-term forecast of L2 by institutions:

The Ethereum Layer 2 network is growing rapidly, with the number of transactions exceeding the Ethereum mainnet. It is expected that by 2030, the total transaction volume of Ethereum Layer 2 will reach 120 million transactions/day and the TVL will reach 2 trillion US dollars. Based on historical valuation multiples, it is predicted that the total market value of Layer 2 will reach 3.5 trillion US dollars by 2030. Rollup technology is the main driving force of Layer 2, which publishes transaction data to the Ethereum mainnet, but the transactions themselves are executed off-chain, thereby improving scalability and reducing gas fees. Institutions are optimistic about both Optimistic and ZK Rollup technologies and expect them to coexist and compete in the next few years.

Therefore, institutions predict the future valuation of Layer 2 based on the following assumptions:

Transaction volume growth: Layer 2 daily transaction volume is expected to increase from approximately 1 million in 2023 to 120 million in 2030.

TVL Growth: Layer 2 TVL is expected to increase from approximately $5 billion in 2023 to $2 trillion in 2030.

Valuation multiples: Referring to historical data, it is assumed that the ratio of Layer 2's market value to TVL will be around 1.75 times.

From the official attitude towards technology:

Since we are talking about the second layer, we have to talk about the super dark horse of L2, $METIS:

At ETH Taipei 2024 held at the end of last month, Vitalik Buterin personally supported the official $METIS platform (you can look up the coins that Vitalik Buterin officially supported, $SOL, $TAO and their performance after Vitalik Buterin promoted them)

Commenting on the major milestone following the Cancun upgrade, Yuan Su, CTO of $METIS, said it was the most exciting thing and definitely good news for all L2s.

The $METIS network chose a different DA layer instead of publishing data on Ethereum. So scalability is of course very important, but adoption is even more important for the development of this industry. So different DA layers were tried to reduce transaction costs to very low levels and try to incentivize different applications to try new things on L2 with varying degrees of success.

So it can be seen that $METIS actually attaches great importance to the future direction of technological development.

Judging from the current coin price, this bull market is predicted:

After a short period of consolidation, $METIS has reached the weekly support OB. After waiting for the Ethereum Bitcoin exchange rate to take off, $METIS will take off again and there will be no problem in reaching the previous high.