Buterin: Remeet L2 — Not all Layer‑2 dem really scale Ethereum
Ethereum co‑founder Vitalik Buterin tok say original Layer‑2 (L2) scaling idea need to change. Him point two big shifts: slow movement to fully decentralized stage‑two rollups and deeper interoperability; plus Ethereum L1 self dey scale, wey don reduce mainnet fees and dem dey expect gas limits go increase till 2026. Buterin talk sey real L2 scaling suppose fully inherit Ethereum security, censorship resistance and finality — and systems wey depend on multisig bridges or discretionary control no suppose dey call ‘scaling Ethereum’. Him suggest make we see L2 like spectrum: some rollups go tight to L1 (stage‑two), others go purposely remain stage‑one or take weaker trust assumptions for regulatory or product reasons. Buterin urge L2 teams make dem focus on clear value beyond raw capacity — e.g., non‑EVM/privacy VMs, app‑specific efficiency, ultra‑high throughput, ultra‑low‑latency sequencing, social/identity use cases, and integrated oracles/dispute resolution. He stress sey any L2 wey dey handle ETH or ETH‑denominated assets suppose at least meet stage‑one guarantees and favour interoperability. Finally, Buterin show sey support dey grow for native rollup precompile on L1 to verify ZK‑EVM proofs. That precompile go allow rollups verify ZK proofs natively on Ethereum, enable trustless interoperability, improve composability (synchronous composability) and make guarantees between strong and weaker L2 designs clear.
Neutral
Dis guidance dey structurally important for Ethereum but e no dey directly or immediately change ETH supply or demand dynamics for clear bullish or bearish way. Buterin call make dem reframe L2s clear market classification and set technical expectations: e fit boost confidence for rollups wey truly secured (good for long‑term ETH utility) and reduce marketing-driven hype around weaker L2s wey dey claim to ‘scale Ethereum’ without inheriting im security. Short‑term price impact on ETH go likely muted because the announcement na conceptual and developer‑focused rather than protocol change wey go immediately affect issuance, staking, or transaction volume. For medium to long term, if native rollup precompile and wider adoption of true stage‑two ZK‑EVM rollups happen, that fit increase ETH utility and on‑chain activity, which be bullish. On the flip side, regulatory or product shifts wey push assets onto permissioned, weaker L2s fit fragment liquidity and dampen composability, which mild bearish. Balancing these opposite forces, the immediate market reaction suppose neutral, with potential bullish tails if developer progress on native verification and stage‑two rollups accelerate.