The fact that Vitalik Buterin applauded the Base developed by Coinbase as doing things the right way created tension in the Ethereum scaling ecosystem. This approval followed Polygon founder Sandeep Nailwal joining the top as a leader who advocated a chain-agnostic vision via AggLayer. This media opposition highlighted the differences in outlooks of the Ethereum future.
Base and Arbitrum are the favorites of profit flows.
According to L2BEET and Dune data, two L2s, Arbitrum and Base, take the top two spots in net profits, and Base is the leader even without a token. Polygon is lagging on zkEVM, and slow in its PoS chain migration. Etherem core developers focus on rollups, which put an Ethereum security and settlement first, whereas Polygon aims at wider interoperability.
The L2 Future of Ethereum Revenue in 3 ways.
The future possibilities include Ethereum taking 25-50% of L2 revenue and fragmentation in all other layers of alternative DAs such as AggLayer. The OP Stack standardization of Base gives it user flows without problems. Meanwhile, the performance of POL will be dependent on the breadth of network and not on orthodox rollup alignment.
Super-loyalty to Ethereum Put to the Test.
With L2 scattering and users dispersing, Ethereum has the option to either standardize the L2 alignment or run the risk of fragmenting the ecosystem. Profits made by sequencers, use of blobs, and adoption of AggLayers by 2026 will demonstrate whether Ethereum will be the hub- or one of the many options.
