There is a clear mismatch in Ethereum that becomes obvious when you look at the data. The amount of economic activity settling on Ethereum has continued to grow, even during periods when ETH’s price has lagged that growth. At the same time, more institutional capital is choosing Ethereum for live deployment. These participants care about uptime, liquidity, settlement certainty, and compliance, which narrows the set of viable networks quickly. As more activity moves onchain, transaction volume and fee generation increase, raising the economic weight placed on Ethereum’s base layer. When usage stays high, $ETH has historically struggled to remain flat for long. We will go higher as adoption continues. Always zoom out.

Why Most Ethereum Layer 2s Are About to Disappear w/ @21shares Global Head of Research Eliezer Ndinga Most Ethereum L2s didn’t fail. They solved the wrong problem. Scaling is no longer the bottleneck. Distribution, users, and apps are. That’s why 2026 won’t be about more L2s, it’ll be about which ones survive. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:10 – Why Most Ethereum L2s Won’t Survive 2026 04:20 – Is This Bullish for $ETH? 05:46 – How to Evaluate L2s as an Investor 08:16 – Regulated ICOs Go Mainstream 10:58 – Will Crypto Treasury Companies Fail? 14:00 – ETFs vs Treasury Stocks 15:19 – Reserve 15:45 – Chainlink 16:05 – Why Institutions Are Watching Canton 20:44 – Is the Bitcoin 4-Year Cycle Broken? 25:27 – Bridge 25:50 – Do Global Events Move Bitcoin? 30:35 – $BTC or $ETH: Which Wins? 33:11 – Wrap-Up