Why Vitalik post about L2s is not bearish
Vitalik's recent follow-up clarifies his L2 rethink: ditch lazy EVM clones and build something truly new privacy, app-specific efficiency, ultra-low latency, or real non-financial use cases. The connection to Ethereum has to be genuine, not just branding. Generic L2s are fading; specialization is the path forward.
Base stands out big time. Vitalik himself praised them for "doing things the right way" back in September 2025, highlighting their strong UX focus tied to L1 security, and welcomed them to stage 1 in April 2025. With Coinbase's massive reach, they're already leading in TVL and revenue, and their social and creator tools align perfectly with the "beyond finance" push.
Insane what’s happening with all those tokenized bots, can’t wait to see if they’ll get access to funds and what they’ll do with them
Kind of scary too
