In today’s briefing:
- Ethereum Deep Dive: L2 Scaling, Competition, and TradFi Integration

Ethereum Deep Dive: L2 Scaling, Competition, and TradFi Integration
- Ethereum leads in tokenization, but Solana and Sui are gaining traction with high-speed trading and alternative L1 adoption. Institutional multi-chain strategies may drive further competition.
- Ethereum’s L2s enhance scalability, but fee revenue is diversifying as Alt-L1s grow. Base shows how L2s can leverage Ethereum’s security while competing ecosystems challenge its dominance.
- TradFi is embracing blockchain, with stablecoins and tokenization set to expand. BlackRock’s BUIDL fund on Ethereum highlights its role as the preferred settlement layer for institutional finance.