Opinion: Igor Mandrigin, co -founder and CTPO with gateway.fm
Every few weeks, it seems that another layer 2 appears, to the great disappointment of some web3 commentators who are concerned about fragmentation. In the last report of Instights Instights Gemini, it was actually noticed how the modern Ethereum L2 solution is launched about 19 days. In response to the seemingly endless conveyor of the modern ZKEVMS and positive implementation on the market, the chorus of criticism is constantly growing: “This is definitely a saturation point, no more chains are needed.”
Some of the most open L2S critics say L2 is unnecessary, but it’s narrow thinking. In many ways, the idea that creating modern L2S should be slowed down is like arguing that in 1998 there were too many websites. The dissemination of L2S does not mean that the Web3 space has become excessively bloated or crushed at all. The number of today’s chains is not much. It is amusing little, and now there is an early other long -term explosion in a specialized, modular blockchain infrastructure.
The Uprising L2S is far from passing fashion
While some say that this raise in L2 we experience is only a momentary madness led by def degenerates, it is actually an expansion of corporate class infrastructure, when banks (including bank Deutsche), Game Studios (game activity on some blocks L2 increased by over 20,000% in February 2025), logistics and global producers.
Industries such as banking and logistics, which are usually reluctant to risk, are not disrespectful main technical points. They do it because they have to, in many cases, public block chains do not meet their needs. Returning to the inseparable DNA, reluctance to risk, gigantic enterprises and institutions in these sectors will generally not want to rely on common, nationwide L1. Instead, they will want to implement their own chains, in which they can enjoy non -standard performance, predictable costs, jurisdiction compliance and privacy at the granular level.
It focuses on reserved networks, it is not only Web3. Let’s think about it. Was Facebook, Netflix and JPmorgan a co -host of Geocities? Of course not, so why should web3 be different? Common L1 and monolithic architecture could have worked on early token experiments and primitive composite. Despite this, realistically, they cannot support the complexity of real companies, regulatory loads or contractual requirements.
Growing lifetime L2S
Thanks to modular piles, Rolup-AS-Service platforms and a breakthrough technology of zero knowledge, turning a dedicated chain is becoming more profitable and available for a wide range of enterprises in an industry spectrum. As the infrastructure improves, the cost of starting and maintaining specialized chains will also decrease, so as time passes, you can expect a significant raise in the L2S number.
Last: Devs introduce the scaling solution of the Ethereum R1 layer
Some observers will argue that this future will be rolled up for users forced to jump between chains, while expressing concerns about the fragmentation of liquidity and dispersion of assets with commercial on many platforms. These are low fears. We build in the direction of liquid interoperability through common settlement layers, minimized bridges and united account abstraction. Ultimately, the end user does not care if he is on Rollup #4318 or chain #9072; They will simply carry out transactions easily and will be joyful with it.
In the same way in which the processing in the cloud unlocked the Hyper Scale by separating the hardware layer, modular block chains unlock hyperscale to transfer values, emissions of assets and programmable trust. Regardless of what doubts say, specialized L2S will not cannibalize each other. They will handle various industries, jurisdiction and utilize cases. There is no reason why L2 for high frequency trade cannot easily coexist with L2 for national land registers.
We do not sink in chains-we are deep in the great scheme of things. Anyone who seriously focuses on consolidation or some magical chain “Winner-We-all” simply bet on the scale and sovereignty. The real plant are hundreds of L2 and thousands of cases of utilize in one modular, scalable future.
Opinion: Igor Mandrigin, co -founder and ctpo gateway.fm.
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