VITALIK JUST PUT $STRK’S L2 THESIS ON BLAST ⚠️
Vitalik’s latest framing suggests the original L2 playbook may be losing edge as L1 scaling speeds up into 2026. For $STRK, $ARB, and $OP, the market is now judging whether the old rollup narrative still attracts capital or starts to fade.
Watch liquidity, not opinions. Track which desks keep bidding the basket, where whales defend support, and whether any rebound gets real volume. If the flow dries up, cut the story fast; if rotation appears, front-run it with discipline.
I think this matters because narrative resets can reprice the whole L2 complex overnight. If the market decides L1 scaling is the cleaner trade, only the strongest ecosystems survive the rotation.
Not financial advice. Manage your risk.
#Crypto #Ethereum #Altcoins #L2 #DeFi
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