Opinion by: Igor Mandrigin, Co-Founder and CTPO of Gateway.fm
Every few weeks, it seems like another layer 2 roll out, more than the chagrin of some web3 industry commentators concerned about the break -up. A recent report of the Gemini Institutional Insights has actually noted how a new Ethereum L2 solution has been launched for approximately every 19 days. In response to the seemingly endless conveyor belt of New ZKEVMS and optimistic rollups coming to the market, the corner of criticism continues to grow: “This is certainly the saturation point, no more chains are required.”
Some of the most L2S critics argue that L2s are redundant, but it is narrow thinking. In many ways, the idea that the creation of new L2 should be slow is like the dispute that many websites in 1998. L2S proliferation does not cause the web3 space to become extremely swollen or spread. The number of chains today is not too much. It’s funny little, and now the early properties of a multi-decade explosion in specialized, modular blockchain infrastructure.
L2S increases away with a passing
While some argue that this L2 experienced we have experienced a temporary frenzy led by Defi Degenerates, this is actually an expansion of business infrastructure, as banks (including German Bank), game studios (gaming activity in some L2 blockchains are rising 20,000% In February 2025), logistics and global manufacturers were riding.
Industries such as banking and logistics, which are usually risk-averse, do not make the major tech pivots light. They do this because they need, and in many cases, public blockchains do not meet their needs. Returning to their natural risk-averse DNA, large businesses and institutions in these sectors usually do not want to develop in the shared, general goal L1. Instead, they want to deploy their own chains where they can enjoy custom performance, predictable costs, adherence to jurisdiction and grain level privacy.
This focus on the network -owned networks is not just a web3 thing. Let’s think about it. Is the co-host of Facebook, Netflix and JPMorgan in geocities? Of course not, so why is the web3 so different? Shared L1 and monolithic architectures may have worked for early token experiments and composable defi primitives. However, realistic, they cannot support the complexity of real-world businesses, regulations burden or contractual requirements.
The growing likelihood of L2S
Thanks to the modular stacks, rollup-as-a-service platforms and success of zero-knowledge proof technology, the rotation of a dedicated chain is becoming increasingly viable and accessible to a wide range of businesses throughout the industry spectrum. As the infrastructure improves, the cost of launching and maintaining specialized chains will also be reduced, so a significant increase in the number of L2s can expect as time goes on.
Recently: Devs introduced Ethereum R1 Layer-2 Scaling Solution
Some viewers will argue that this future will be linked for users who have been forced to jump between the chains while expression of concerns about the destruction of liquidity and the dispersion of traditional possession of many platforms. These are concerns that are short. We build towards seamless interoperability by shared settlement layers, bridges minimized trust and unification of account abstraction. In the end, the end-user will not take care of whether they are in the Rollup #4,318 or chain #9,072; They will just introduce themselves and be happy with that.
In the same way that cloud computing is locked hyper scale by abstracting the hardware layer, modular blockchains are unlocked by hyperscale for moving value, issuing assets and programming trust. Regardless of what the skeptics say, the L2 experts will not cultivate each other. They will serve a variety of vertical, jurisdictions and use cases. There is no reason why an L2 for high-frequency trading is not easy to put together in an L2 for the national land register.
We are not drowning in chains-we are not deep in the grand scheme of things. Anyone seriously estimating the companionship or some mysterious “winner-take-all” chain is just a betting on the scale and sovereignty. The real stakes are ways -L2 and thousands of cases of use as part of a modular, measurable future.
Opinion by: Igor Mandrigin, co-founder and CTPO of Gateway.fm.
This article is for general information purposes and is not intended to be and should not be done as legal or investment advice. The views, attitudes, and opinions expressed here are unique and do not necessarily reflect or represent the views and opinions of the cointelegraph.
