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以太坊Layer2战略在短期内取得了一定成功,Blobs空间利用率不高和DA成本过低等问题逐渐显现。尽管Rollup as a Service的宏大战略叙事在坎昆升级后就熄火了,但Da层用户体验提升、Gas费下降到无感知区间等短期成效明显。然而,长期来看,交易量指数级放大将导致DA费率成本大幅增加。如果DA成本占比超过50%,部分Layer2项目可能会退出以太坊抢夺战,转向Layer3或Validium等方案。而头部项目的日活和收益已经较为可观,现有用户和生态规模无法持续增长,成为Layer2亟待解决的困局。