2-3 years ago, one of the biggest narratives in crypto was the L2 Wars. $ARB vs optimism:native vs $ZK vs $STRK ... Everyone was talking about TPS, fees, TVL and which L2 would eventually dominate Ethereum scaling. Then the narrative slowly disappeared. But now $ARB is moving again, and I think it’s worth asking: Are L2s finally becoming interesting again? And if $ARB already moved, where could the next opp be? Let’s look at the actual data. Ethereum L2 rollups currently secure around $35.4B in value, up ~27% YoY. Among the biggest: – @Base: ~$16.5B TVS – @Arbitrum: ~$11.9B TVS – @Optimism Mainnet: ~$1.9B TVS @arbitrum probably has the clearest catalyst rn. In H1 2026: – 478M txs processed – 2.7B lifetime txs – $70B+ avg monthly stablecoin transfer volume – $206M ecosystem GDP – $6.19M income generated for ArbitrumDAO – 2,000+ tokenized RWA deployments – Derivatives OI grew 434% in 6 months And Robinhood Chain may be the bigger story. It runs on Arbitrum infra, and AEP license fees already represented 35% of ArbitrumDAO income in July, its first month on mainnet. So imo, the new L2 war looks very different from the old one. Before: TPS → lower fees → incentives → TVL Now: RWA → stablecoins → institutional users → appchains → real revenue → token value capture That’s why I’m also watching: – optimism:native: Superchain + enterprise/appchain adoption – $ZK: institutional chains + ZK Stack – $STRK: BTCFi + privacy/ZK – Base: Coinbase distribution + tokenized stocks, although there’s no token to trade rn One thing I learned from previous narratives: I don’t want to chase a sector only after every token has pumped. $ARB getting attention again may simply be an isolated move. Or it could be the first signal that the market is starting to look at L2 fundamentals again. I’m watching the second scenario closely.

2/3 of Jewish-Americans are secular/liberal and are opposed to the Netanyahu government. Unfortunately, 1/3 are radical Zionists who support (and finance) the terrorism of the current Israeli government. Putting all of them in the same bucket because of their religion makes no sense. Their ideologies are diametrically opposed. You should judge people based on their beliefs and actions, not their religion or ethnicity.