# L2

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The compressive effect of L2 fee reduction on the fixed-rate curve.
Today, I saw @TermMaxFi's daily active wallet reach a new high of 3028, with U vault APY over 20% plus 120x XP stacking.
Many people only look at returns, but I’m thinking that if the roadmap proceeds as planned, Ethereum, Arbitrum, multi-chain expansion, App V2 adding Order Aggregator, and then cross-chain liquidity, the fixed-rate curve will need to be redrawn.
In the past, when gas fees were high, many claimed to be working on fixed-rate products, but small funds hardly moved. Placing orders, adjusting ranges, rolling posit

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LightOfDawnFeige

2025-11-24 03:42

📉【L2 leader Base encountered a short-term liquidity pullback last week! The TVL scale is huge, but it is hard to withstand the pressure from the macro "three mountains"!】
💥 Core Data Observation (L2BEAT):
Base TVL scale: Up to $12.25 billion! ( this confirms its market position as an L2 leader and the strong trust of Coinbase's endorsement. )
7-day decline: Reached -7.44%. (This shows that there has been a significant outflow of funds and a demand for safety in the past week.)
[Core Interpretation and Market Impact]
The concretization of macro fear: The decline in Base TVL is not an issu

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ASSA

02-07 03:52

Vision #Ethereum is changing after Vitalik Buterin questioned whether universal Layer 2 rollups should be considered the main scaling method for the network.
Vitalik now believes that the original "rollup-focused" approach in the Layer 2 strategy "no longer makes sense" if #L2 do not continue to develop. He cites faster progress in Ethereum Layer 1 and weak decentralization of L2.
Major L2 teams like Arbitrum, Optimism, and Base are restructuring their projects, positioning themselves as specialized ecosystems rather than just "Ethereum, but cheaper." This shifts the role of ETH and L2 withi

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