Kyle, as always, has a low understanding of how ETH works.
The ETH L2 roadmap is being executed at lightspeed.
Recently, significant progress has been made on the zk front, and every L2 benefits from this progress.
That's called network effects.
Also, it's not about where the puck is, but about where it's going.
With ERC 7683, EIL, and zk tech, all L2s are moving towards one giant L1/L2 ecosystem. It will take some time, but the goal is 100% clear.
As always, the endgame is ETH.
there is ~0 network effect between arbitrum and base
there is no ~0 network effect between L2s. sharing DA means nothing
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