🔹 Major Layer 2 Projects & Their Predictions
1. Arbitrum (ARB)
Now: Largest L2 by TVL (>$18B in 2025). Strong DeFi adoption.
Prediction:
2025: $0.30 – $5.00 (depending on market conditions).
2030: Could reach $4 – $8 if adoption continues.
Drivers: Cheap transactions, broad dApp ecosystem, active developer community.
2. Optimism (OP)
Now: ~$6B TVL, powering Base (Coinbase’s chain) and other OP Stack chains.
Prediction:
2025: $2 – $4 range.
2030: Potential $6 – $10 if OP Stack becomes widely adopted.
Drivers: Ecosystem of modular L2s, strong institutional backing, revenue-sharing governance.
3. Base (Coinbase L2)
Now: One of the fastest-growing L2s, TVL >$1.8B. Popular with retail + institutions.
Prediction:
2025: Continued rapid adoption, could overtake Optimism in TVL.
Long-term: Positioned as the “retail gateway L2” for millions of Coinbase users.
Drivers: Easy fiat on/off ramps, regulatory clarity via Coinbase.
4. zkSync Era
Now: ~$6.5B TVL, ~1,000+ dApps. zkEVM tech.
Prediction:
2025: Likely top 3 in L2 race, though price predictions vary.
2030: zk-rollups expected to dominate—zkSync could be a market leader.
Drivers: Fast finality, zkEVM, strong developer adoption.
5. StarkNet (STRK)
Now: ~$4.2B TVL. Built on STARK proofs (scalable and secure).
Prediction:
2025: Moderate growth, $2–$5 potential if token stabilizes.
2030: Strong institutional adoption use-case could push it higher.
Drivers: Powerful cryptography (STARKs), developer tools, enterprise appeal.
📊 Big Picture Forecast
2025: Arbitrum + Optimism remain dominant, zkSync + Base rising fast.
2027–2030: zk-rollups (zkSync, Starknet, Polygon zkEVM, Linea) expected to overtake optimistic rollups due to efficiency + security.
Long-term: Multiple winners — DeFi (Arbitrum), Institutions (Optimism/Base), zk scalability (zkSync/StarkNet), Gaming (Immutable X).