Ethereum’s Rollup Strategy Is Dead. Vitalik Just Said the Quiet Part Out Loud.
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Vitalik Buterin announced that Ethereum's rollup-centric scaling strategy has failed, marking a major strategic shift. Layer 2 networks failed to achieve meaningful decentralization, with most stuck at Stage 0 centralization and monthly active addresses dropping 50% from 58.4M to 30M. Meanwhile, Ethereum's base layer unexpectedly scaled itself through Pectra and Fusaka upgrades, achieving sub-cent transaction fees and eliminating the need for L2s as mandatory scaling solutions. Buterin proposes a new framework treating L2s as a spectrum of specialized chains rather than branded shards, emphasizing native rollup precompiles for synchronous composability and requiring L2s to offer clear value propositions beyond simple scaling.
