According to @stonecoldpat0, L1 criticism of rollups misses five trading-relevant advantages that shape positioning and risk management for crypto portfolios, source: @stonecoldpat0 on X, Oct 27, 2025. The post highlights product-market fit with a growing user base, strong interest in adopting rollup tech stacks, cost efficiency that removes the need for high token inflation, low-latency and low-cost execution, and MEV solutions that alleviate pressure, source: @stonecoldpat0 on X, Oct 27, 2025. The author contends there will be thousands of rollups while only a meaningful handful of L1s survive, framing a market structure where liquidity and activity consolidate around L2 environments, source: @stonecoldpat0 on X, Oct 27, 2025. For traders, this thesis implies monitoring potential rotation risk away from inflation-heavy L1 tokens toward rollup ecosystems characterized by stronger usage and lower dilution, source: @stonecoldpat0 on X, Oct 27, 2025. Positioning considerations include tracking onchain activity growth, fee levels, and MEV mitigation adoption across rollups to gauge execution quality and potential revenue capture, source: @stonecoldpat0 on X, Oct 27, 2025. A key risk flagged by the post is prolonged underperformance for L1s reliant on high emissions relative to rollups that do not require such inflation, which may affect token supply dynamics and pricing, source: @stonecoldpat0 on X, Oct 27, 2025.

According to @alice_und_bob, the Ethereum L2 thesis is not dead and the market will see hundreds of private and public L1s and L2s, shaping how users and liquidity are distributed across chains. According to @alice_und_bob, there will not be a single winning architecture for scaling, making interoperability the decisive factor for value capture and execution quality across ETH-linked ecosystems. According to @alice_und_bob, this outlook makes cross-chain interoperability and liquidity routing the core trading focus for positioning across ETH L2s and alternative L1s.

According to @alice_und_bob, the post highlights Mippo’s perspective arguing that building a new Layer 1 blockchain is not a good idea, directing readers to the analysis for details. Source: https://twitter.com/alice_und_bob/status/1955418595787411704 The author shared the direct link to the referenced analysis at https://t.co/3OzZIpH8kq. Source: https://twitter.com/alice_und_bob/status/1955418595787411704 The post was published on August 12, 2025, and does not mention any specific tokens or networks by name. Source: https://twitter.com/alice_und_bob/status/1955418595787411704