PANews reported on April 2 that Kain, the founder of Synthetix, recently published an article pointing out that the Ethereum mainnet is facing economic pressure from a sharp drop in gas fees and ETH destruction due to the L2 expansion diversion of transaction activities and the introduction of Blob by EIP-4844 to reduce data availability costs. Kain believes that the rise of L2 has intercepted the income that originally belonged to the mainnet, and the future shift to AltDA solutions such as Celestia is likely to further weaken the profitability of the Ethereum mainnet. To solve this problem, he proposed that in the short term, L2 can be fed back to the mainnet through official L2 or rental mechanisms, and in the long term, it will rely on new demands such as tokenization of real assets to increase the overall utilization rate of L1/L2.
He emphasized that the Ethereum community has advantages in coordination, but it should decisively abandon irrelevant projects and focus resources on breakthroughs in the application layer to cope with competitive pressure from L2 and other data availability solutions.
