2026-01-02 22:21:03

The interest rate cut cycle has opened the floodgates of liquidity, and the recent popularity of the L2 track is noticeably different. Why are so many people optimistic about this direction? The core reason is actually quite clear.

First, the demand truly exists. The Ethereum mainnet is congested, which is no news. As an scalability solution, L2 has been steadily growing in user base and transaction volume. Second, the technology is also solid—top projects like Arbitrum and Optimism have already built almost complete ecosystems, leading the industry in deployment speed. The third reason is more straightforward: during the previous bear market, L2 project valuations were hammered to historic lows, and now funds are starting to flow in, with room for recovery.

However, a reminder here is that not all L2s are worth touching. The track will become increasingly segmented, and the gap between leading projects and niche ones will only widen. Blindly following niche L2s is a trap; choosing leading projects is the safer approach.

ETH-3,04%

ARB-4,57%

OP-4,79%

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MidnightGenesis

· 01-05 06:09

On-chain data shows that Arbitrum's daily active addresses are continuously reaching new highs, but the contract deployment activity I've been monitoring recently is quite interesting—some niche L2s have strangely decreased their update frequency late at night, which is worth noting at this time.

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ETH_Maxi_Taxi

· 01-04 09:44

Honestly, the recent hype around L2 has definitely picked up, but I still think we need to be cautious and avoid getting cut. Arb and Op are indeed reliable, but those small-cap coins are really just leek harvesters, to be honest. The logic of easing interest rates opening the liquidity gate is sound, and there is indeed room for recovery, but the key is to choose the right targets. The L2 concept is starting to go crazy again, and it feels like we're about to enter a new cycle of leek harvesting. The mainnet is indeed congested, and the demand is real, but most of the people entering now are just here for speculation, understand? The leading projects are stable, but the returns are just okay, which is a bit boring.

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CryptoSurvivor

· 01-03 12:45

Once again, the excuse of cutting leeks. I've been hearing that the leading project has the greatest potential for recovery for three years. --- Wait, is the mainnet really congested to that extent? I haven't felt that way recently. --- It's normal for projects to rebound after hitting bottom in a bear market, but the question is, who is the true leader? --- The ecosystem on Arbitrum is indeed good; it all depends on when the funds will truly enter. --- Niche L2s are definitely risky, I agree, but you also need to choose the right leader. --- The interest rate cut cycle is just that—a cycle. For this round to truly take off, BTC still needs to lead. --- The term "recovery potential" is heard the most, but the most trapped investors are also those. --- Ultimately, it still depends on whose TVL is genuinely growing; everything else is just superficial.

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FreeMinter

· 01-03 01:18

Still the same old story, the leading projects are the way to go, niche projects are just about making money. I've already jumped on ARB and OP, just waiting for this wave of liquidity to pick up. Interest rate cuts are really a catalyst; those who were hammered to the floor before are now rebounding, it's great. But there are so many people entering now, be careful not to chase the high. Ethereum is clogged to death, L2 solutions are indeed a necessity, this logic makes sense. Avoid niche coins at all costs, they look like they're going up happily but in reality, it's just about harvesting retail investors.

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TrustMeBro

· 01-02 22:47

Lower interest rates and liquidity injections, if the mainnet gets congested, it will have to rely on L2 solutions to rescue the situation. This logic makes sense. But is it really necessary to go all in on small-cap coins? I don't think so.

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JustHereForAirdrops

· 01-02 22:45

Basically, it's time to buy the dip. Leading L2s are going to make huge profits.

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WalletDetective

· 01-02 22:39

As soon as interest rates are cut, they start spinning stories again. I'm tired of this routine; the key is still the movement of funds.

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OneBlockAtATime

· 01-02 22:30

ARB and OP are indeed stable, but the temptation of small tokens is really hard to resist.

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FloorSweeper

· 01-02 22:27

lmao everyone suddenly pretending they understood l2 mechanics 6 months ago... the valuation reset is the only real signal here, rest is just noise and cope

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DegenMcsleepless

· 01-02 22:21

Honestly get on ARB and OP, and stop messing around with those worthless L2s. In the end, those who lose everything are the greedy ones.

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