Optimism/Arbitrum’s zkEVM progress will reshape competition. Faster, cheaper zkEVMs (e.g., Arbitrum Stylus) draw users; slower iterations let gaps widen. Sustained tech parity may keep TVL close long-term.
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Solana’s perpetual funding rate turned slightly positive in rallies, negative in dips. Positive rates mean long pressure (may cap gains); negative signal short dominance (could deepen drops)—tied to short-term price sentiment.
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Optimism and Arbitrum can lead via advanced rollups (ZK/OP), lower fees, and faster finality. Enhancing EVM compatibility and cross-chain links will leverage Ethereum’s network effect amid 2025’s Layer 2 competition.
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