@parsam.eth
The “too many L2s, no usage” narrative misses the data.
In 2025, Layer 2s didn’t just scale — they specialized and absorbed real liquidity, users, and throughput.
• STRK: massive TPS + BTC liquidity
• ARB: Orbit chains + censorship resistance
• POL: AggLayer unifying liquidity
• BASE: user growth via Coinbase rails
• LINEA: institutional + payments focus
• OP: Superchain aggregation
• Others: AI, gaming, modular scaling
This isn’t fragmentation — it’s market-driven specialization.
The question isn’t “too many L2s,” but which ones actually capture value long term? 👀
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