每隔幾週，似乎另一層2滾出

本文是出於一般信息目的，不打算被視為法律或投資建議。

Despite some Web3 industry commentators expressing concern over fragmentation, it seems that another layer 2 is launched every couple of weeks. In fact, a recent Gemini Institutional Insights report noted that a new Ethereum L2 solution is launched on average every 19 days.

儘管Web3行業評論員對分裂表示關注，但似乎每隔幾週就會推出另一層2。實際上，最近一份雙子座的機構見解報告指出，每19天平均每年推出一種新的以太坊L2解決方案。

As the seemingly endless conveyor belt of zkEVMs and optimistic rollups continues to roll out, the chorus of criticism is growing louder. “This is definitely the saturation point, no more chains are needed.”

隨著Zkevms和樂觀捲起的看似無盡的傳送帶繼續推出，批評的合唱越來越大。 “這絕對是飽和點，不再需要鏈條。”

Some of the most outspoken critics of L2s argue that L2s are redundant, but this is narrow thinking. In many ways, the idea that creating new L2s should be slowed down is like arguing that there were too many websites in 1998. The proliferation of L2s is not causing the Web3 space to become overly bloated or fragmented at all. The number of chains today isn’t too many. It’s laughably few, and right now is the early innings of a multi-decade explosion in specialized, modular blockchain infrastructure.

L2的一些最直言不諱的批評者認為L2是多餘的，但這是狹窄的思想。在許多方面，應該放慢新的L2S的想法就像在爭論1998年的網站太多。 L2S的擴散並沒有導致Web3空間變得過於腫脹或碎片。今天的連鎖店的數量並不多。很少有人可笑，現在是專門的，模塊化區塊鏈基礎設施中多年爆炸的早期局。

The rise of L2s is far from a passing fad

L2的興起遠非流行

While some contend that this L2 surge we’ve been experiencing is merely a temporary frenzy led by DeFi degenerates, it’s really an enterprise-grade infrastructure expansion, as banks (including Deutsche Bank), game studios (gaming activity on some L2 blockchains rose by over 20,000% in February 2025), logistics networks and global manufacturers get on board.

雖然有些人認為，我們一直在經歷的L2激增僅僅是由Defi退化的暫時瘋狂，但它確實是一種企業級的基礎設施擴展，因為銀行（包括Deutsche Bank），遊戲工作室（包括Deutsche Bank），遊戲工作室（遊戲對某些L2區塊鏈的遊戲活動，一些L2區塊鏈的活動在2025年2月2025年2月上漲了20,000％），在2025年2月的網絡上，全球製造商在全球範圍內獲得了全球製造商。

Industries like banking and logistics, which are typically risk-averse, don’t make major tech pivots lightly. They do so because they have to, and in many cases, public blockchains do not meet their needs. Returning to their inherent risk-averse DNA, large enterprises and institutions in these sectors generally won’t want to build on shared, general-purpose L1s. Instead, they’ll want to deploy their own chains where they can enjoy custom performance, predictable costs, jurisdictional compliance and granular-level privacy.

諸如銀行和物流之類的行業通常是規避風險的，並不會使主要的技術趨向於樞紐。他們之所以這樣做，是因為他們必須（在許多情況下，公共區塊鏈都無法滿足他們的需求。回到其固有的規避風險的DNA時，這些部門中的大型企業和機構通常不希望建立在共享的通用L1上。取而代之的是，他們希望在可以享受自定義性能，可預測的成本，管轄權合規性和顆粒級隱私的地方部署自己的連鎖店。

This focus on proprietary networks isn’t solely a Web3 thing. Let’s think about it. Did Facebook, Netflix and JPMorgan co-host on GeoCities? Of course not, so why would Web3 be any different? Shared L1s and monolithic architectures might have worked for early token experiments and composable DeFi primitives. Still, realistically, they can’t support real-world businesses’ complexity, regulatory burden or contractual requirements.

對專有網絡的關注不僅僅是Web3。讓我們考慮一下。 Facebook，Netflix和JPMORGAN是否共同主持了地理位置？當然不是，那麼為什麼Web3會有所不同？共享的L1和整體體系結構可能已經為早期的令牌實驗和可組合的原始素材工作。儘管如此，實際上，他們不能支持現實世界業務的複雜性，監管負擔或合同要求。

The growing viability of L2s

L2S的生存能力的增長

Thanks to modular stacks, rollup-as-a-service platforms and breakthrough zero-knowledge proof technology, spinning up a dedicated chain is becoming increasingly viable and accessible to a wide range of enterprises across the industry spectrum. As the infrastructure improves, the cost of launching and maintaining specialized chains will also reduce, so a substantial rise in the number of L2s can be expected as time goes on.

多虧了模塊化堆棧，匯總即服務平台和突破性的零知識證明技術，旋轉專用鏈條變得越來越可行，並且可以在整個行業範圍內廣泛使用。隨著基礎設施的改善，發射和維護專業連鎖店的成本也將減少，因此隨著時間的推移，L2S的數量可以大大增加。

Recent: Devs introduce Ethereum R1 layer-2 scaling solution

最近：開發人員引入以太坊R1層縮放解決方案

Some onlookers will argue that this future will be convoluted for users forced to hop between chains while voicing concerns about liquidity fragmentation and the dispersal of tradable assets across multiple platforms. These are short-sighted concerns. We’re building toward seamless interoperability through shared settlement layers, trust-minimized bridges and unified account abstraction. Ultimately, the end-user won’t care whether they’re on rollup #4,318 or chain #9,072; they’ll just transact with ease and be happy with that.

一些圍觀者會爭辯說，這一未來將為被迫在鏈條之間跳舞的用戶而陷入困境，同時表達了對流動性分裂的擔憂，以及跨多個平台的可交易資產的散佈。這些是短視的問題。我們正在通過共享的和解層，信任最小的橋樑和統一的帳戶抽象來建立無縫的互操作性。最終，最終用戶不在乎他們是在滾動＃4,318還是鏈條＃9,072；他們只是輕鬆地進行交易，對此感到滿意。

In the same way that cloud computing unlocked hyper-scale by abstracting the hardware layer, modular blockchains are unlocking hyperscale for value transfer, asset issuance and programmable trust. Irrespective of what the doubters say, specialized L2s won’t cannibalize each other. They’ll serve different verticals, jurisdictions and use cases. There is no reason why an L2 for high-frequency trading can’t easily coexist with an L2 for national land registries.

就像雲計算通過抽象硬件層解鎖的超級規模的方式一樣，模塊化區塊鏈正在解鎖超尺度，以進行價值傳輸，資產發行和可編程信任。不管懷疑者所說的話，專業的L2S都不會互相蠶食。他們將服務於不同的垂直行業，管轄區和用例。沒有理由為什麼L2進行高頻交易不能輕易與國家土地登記處的L2共存。

We’re not drowning in chains — we’re barely ankle-deep in the grand scheme of things. Anyone seriously betting on consolidation or some magical “winner-take-all” chain is just betting against scale and sovereignty. The real bet is hundreds of L2s and thousands of use cases as part of one modular, scalable future.

我們並不是陷入困境 - 我們在宏偉的計劃中勉強深入。任何認真押注合併或一些神奇的“獲勝者”連鎖店都只是押注規模和主權。真正的賭注是數百個L2和數千個用例，這是一個模塊化，可擴展的未來的一部分。

Opinion by: Igor Mandrigin, co-founder and CTPO of Gateway.fm.

意見作者：Gateway.fm的聯合創始人和CTPO Igor Mandrigin。

This article is for general information purposes and is not intended to be and should not be taken as legal or investment advice. The views, thoughts, and opinions expressed here are the author’s alone and do not necessarily reflect or represent the views and opinions of Cointelegraph.

本文是出於一般信息目的，不打算被視為法律或投資建議。這裡表達的觀點，思想和觀點是作者獨自一人，不一定反映或代表Cointelegraph的觀點和觀點。