The competition landscape for Layer 2 solutions is heating up. The Ethereum Layer 2 ecosystem will present a tripartite situation in 2024: ZK-Rollup accounts for 55% market share, Optimistic Rollup accounts for 38%, and modular blockchain solutions are emerging. Leading projects are performing remarkably: Arbitrum's daily transaction volume has surpassed 12 million, zkSync Era has achieved over 8000 TPS, and Starknet's Cairo language upgrade has improved proof generation efficiency by 5 times. Technological innovations are focusing on three main directions: recursive verification of zero-knowledge proofs, cross-Rollup atomic swap protocols, and native support for privacy computing. Investment opportunities mainly exist in: vertical-specific chains (such as gaming chains), developer tool stacks (IDE, testnets), and liquidity aggregation protocols. Analysts predict that in 2025, Layer 2 will handle 98% of Ethereum's transaction demand, with the overall TVL expected to exceed $200 billion.
