@xiehaoran
During Ethereum congestion periods in 2025, Layer 2 solutions like Arbitrum and Optimism offer strong investment opportunities, as users migrate for lower fees (<$0.01/tx vs. L1 spikes), boosting L2 adoption, TVL, and token demand.
Arbitrum vs. Optimism competition: Arbitrum leads with higher TVL (often 40-60% L2 market share, e.g., $3-18B in reports), more transactions, dApps, and stability during high load. Optimism grows via OP Stack (powering Base/Superchain) and public goods funding, but trails in TVL (~20-30%) and activity.
ARB tokens may outperform short-term due to dominance; OP has long-term upside from ecosystem expansion. Both benefit from congestion-driven shifts.
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