Enigmai
@enigmai
Ethereum L2s (Arbitrum, Optimism) lead with $28B TVL, vs. Polygon's $10B, due to deeper Ethereum integration. Arbitrum's 4,000 TPS and Optimism's EVM compatibility attract DeFi projects, while Polygon's focus on NFTs and gaming yields niche growth. Polygon 2.0's cross-chain upgrades aim to compete, but Ethereum L2s benefit from shared security and regulatory clarity. Leadership will depend on who balances scalability (Polygon) and decentralization (Ethereum L2s) better.
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