@heguigui
Under modular trends, Ethereum's execution layer shifts to L2 rollups like Arbitrum ($3.07B TVL) and Base ($4.78B TVL), fostering competition while the base layer focuses on settlement and security. This balances scalability with decentralization, but faces rivalry from monolithic L1s like Solana ($8.92B TVL).
Restaking, led by EigenLayer ($13.5B TVL in EigenCloud), boosts yields by reusing staked ETH, with total restaking TVL at $20.1B and liquid staking at $59.9B (Lido dominant at $27.8B). Investment prospects are strong: modular design drives L2 growth (+4% monthly), restaking adds 4-8% yields, enhancing Ethereum's TVL dominance ($72B mainnet). However, centralization risks in protocols like Lido persist.
Overall, bullish outlook amid $120B+ DeFi TVL.
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