From a scalability-demand perspective, Ethereum Layer 2s in 2025 are positioned as core infrastructure rather than speculative extensions. Optimism’s competitive edge lies in its strong alignment with Ethereum’s long-term roadmap, particularly through its close collaboration with core Ethereum developers and its early adoption of the OP Stack. This positions Optimism as a modular scaling framework, while Arbitrum’s advantage comes from its technical maturity and consistently high transaction throughput, making it attractive for applications prioritizing performance and reliability.
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Hooks unlock MEV protection and dynamic fees, making Uniswap more competitive vs. SushiSwap. UNI’s price didn’t sustain gains post-V4, but DEX dominance (62% market share) held steady. Community demand for fee activation (via governance) grows—if passed, UNI buybacks could drive value, though BSL concerns linger among developers.
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If central banks themselves begin to research or even hold Bitcoin as a reserve asset (a trend already beginning), it would fundamentally alter the dynamic. CBDC issuance and BTC holdings would not be mutually exclusive. A central bank holding BTC would confer immense legitimacy, potentially framing it not as a competitor, but as a complementary high-value reserve asset.
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