多链格局下网络效应决定主导者

the safest bet in crypto is that there won’t be thousands of chains or one chain

but that 10-20% of chains will be 80-90% of all activity

so if there are 10 L1s, two of them will be the most dominant

if there are 30 L2s, 3-6 of them will be the most dominant, etc

the reason is simply that chains are networks and network effects lied to power law / pareto distributions

the other reason is that this is already the case today