In terms of application composition, Arbitrum currently holds an advantage in DeFi depth, with many high-volume protocols choosing it as their primary deployment due to liquidity concentration and user familiarity. Optimism’s competitive strength is more pronounced in consumer-facing and public-goods-oriented applications, supported by its retroactive public goods funding model, which can attract teams focused on long-term ecosystem value rather than short-term liquidity mining.
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Native ETH support in V4 streamlines transactions, reducing friction and boosting adoption. UNI had a brief price pop but dropped as broader crypto sentiment soured. Over 150 Hooks enhance protocol stickiness, yet the 4-year BSL license worries the open-source community, potentially limiting ecosystem expansion and UNI’s near-term upsideUniswap Labs
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CBDCs will be marketed as "green" compared to perceived energy-intensive Proof-of-Work networks. This ESG-focused narrative could pressure institutions to avoid BTC. However, this may also accelerate Bitcoin mining's shift to using stranded energy and improve its sustainability narrative, turning a perceived weakness into a showcase for energy innovation.
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