vitalik just said ethereum's rollup-centric roadmap "no longer fully makes sense." ARB and OP down 40% from peaks but still priced like L2 scaling is the winning narrative. meanwhile L1 hit 75,862 TPS in january. 3.3 years ahead of schedule. L2s still running centralized sequencers after 3 years of "decentralization coming soon." the thesis these tokens were built on is being walked back by its own architect.
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