$era

Rollup is the inevitable path for Ethereum's scalability, but relying solely on performance improvements cannot sustain long-term market value. Over the past two years, we have seen L2's market capitalization explode in the short term, but many projects' growth has stagnated at the traffic stage, lacking continuous value capture logic. The reason is simple: isolated Rollups can provide faster and cheaper transactions, but the ecosystems are incompatible, liquidity is fragmented, and applications struggle to form large-scale network effects. In this situation, the input of capital and users can easily fall into the 'single-chain bottleneck'.