The Layer2 track has entered the 'post-airdrop era,' with the noise fading away, the heat dissipating, leaving only projects that truly possess technical strength and ecological vitality. In this long elimination process, Linea is proving with steady growth — it is not a follower, but a builder.
Linea is built by ConsenSys, the 'heart institution' of the Ethereum ecosystem, which controls key infrastructures like MetaMask, Infura, and Truffle. This means Linea is inherently seamlessly connected to the Ethereum ecosystem; it is not just another Layer2, but the 'extended nervous system of Ethereum.' Developers can migrate to Linea with almost no code changes, and users can use it directly in MetaMask, experiencing the same as the mainnet while saving 90% on gas costs.
From the data, Linea's performance is impressive. According to DefiLlama, its TVL has now exceeded $800 million, growing by over 400% in six months. The number of ecological projects has surpassed 200, covering various fields including DeFi, NFT, AI, social, and gaming. The addition of top protocols such as Aave, SyncSwap, and Velocore has also made the Linea ecosystem more liquid and sticky. The average daily trading volume remains around $20 million, with active wallets exceeding 200,000, showing real growth momentum in usage.
The economic model of Linea's token $LINEA is the core of its 'value moat'. In each transaction fee, 20% is used to burn ETH, and 80% is used to repurchase and destroy $LINEA, forming a 'dual deflation' cycle. This binds ecological activity with token scarcity; the more users there are and the more frequent transactions occur, the more significant the value growth. This logic of driving value through usage differs from the past short-term model that relied on inflation subsidies.
Of course, Linea's growth still faces challenges. There are few ecological innovation projects, and some users remain on migration protocols; at the same time, controlling the pace of token unlocks is crucial for market confidence. However, Linea's advantage lies in the fact that its core is not a gimmick, but the solid sustainability of its underlying structure.
When the Layer 2 craze subsides, Linea demonstrates a new way of growth through action: slow, but steady; calm, yet powerful. It may not explode overnight, but it is very likely to become the true main expansion layer for Ethereum in the next cycle.
The above content is merely personal analysis and does not constitute any investment advice.
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