The positioning of Ethereum L2 is essentially the ceiling level of the current base layer. With the advancement of stablecoin legislation and regulatory compliance, the second-layer design of the base layer will have more obvious advantages in competition.
For example, the current positioning of Cb's Base chain is Rwa, Ok's X chain is for stablecoin payments, UNI chain is for on-chain Dex, and Op is positioned as a Superchain composed of multiple chains.
I personally believe that there will be more and more structures built like this. Although everyone is trading coins, the existence of most public chains is meaningless; many chains are ghost chains that exist without purpose. Moreover, with Web3 being so open, there is no need to waste resources building an independent chain.