Topic:Ethereum Scaling Pivots Away From L2sWhat comes next for ETH and L2 tokens?

Vitalik just killed the L2 Trade.


The "Long L2" narrative is dead. On Feb 3, Vitalik Buterin admitted the old roadmap is broken. The Reality: Ethereum Mainnet is scaling so fast, we don't need generic L2s anymore.


I checked the On-Chain Data. The rotation isn't coming, it's already here.

1. THE "PARASITE" PROBLEM 🦠 L2s are printing money while ETH holders get nothing.

- The Scam: Base made >$75M last year. They paid Ethereum only ~$1.52M in rent.

- The Margin: That’s a 98% profit margin.

- The Fix: New rules (EIP-7918) will force L2s to pay a "Price Floor." The free ride is over.


2. THE CHARTS (Smart Money Fleeing) 📉

- $ARB & $OP: Crashing below every Moving Average. Whales are dumping because these tokens have no "Moat".

- $ETH: Sitting at $2,112 (Weekly Support) with RSI at 30. This is historic "Capitulation" territory.


3. THE "FUSAKA" SHOCK ⚡ We just doubled the L1 Gas Limit to 60 Million.

- Fast & Cheap: L1 can now handle 20-30 TPS.

- The Result: Users are moving back to Mainnet. ETH Burn Accelerates. Supply Crunch incoming.


🎯 THE VERDICT

- SELL: Generic L2s ($ARB, $OP) 📉

- BUY: Spot ETH ($2,112) 💎


Are you rotating back to L1? 👇 Vote Below!

A) Yes, L1 is King 👑

B) No, keeping my L2 bags 👜


$ETH $ARB $OP #Ethereum #Vitalik #Crypto #SmartMoney

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February 04, 2026 at 10:43 PM
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