Freddenver@freddenver

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The whole situation with X402 dominance on Base comes down to Coinbase owning that chain and having a ton of distribution capabilities to drive flow. That dynamic maps directly to what Ryan said about the Robinhood chain earlier. It is a big driving force for sure, even if Solana remains a truly decentralized chain that has done a great job. There is definitely competition between them though. The real issue is how liquidity fragmentation across the EVM complex creates problems. Ryan views L2 fragmentation as a genuine problem in the ecosystem where Vitalik tried to wind it back but ended up being value-disruptive to ETH instead. If you are bridging to Layer 2 networks there are significant risk factors involved. A monolithic structure offers lower costs and faster latency making it hard to compete against those fragmented setups.

12h

Freddenver@freddenver

Seguir

The whole situation with X402 dominance on Base comes down to Coinbase owning that chain and having a ton of distribution capabilities to drive flow. That dynamic maps directly to what Ryan said about the Robinhood chain earlier. It is a big driving force for sure, even if Solana remains a truly decentralized chain that has done a great job. There is definitely competition between them though. The real issue is how liquidity fragmentation across the EVM complex creates problems. Ryan views L2 fragmentation as a genuine problem in the ecosystem where Vitalik tried to wind it back but ended up being value-disruptive to ETH instead. If you are bridging to Layer 2 networks there are significant risk factors involved. A monolithic structure offers lower costs and faster latency making it hard to compete against those fragmented setups.

12h