每隔几周，似乎另一层2滚出

本文是出于一般信息目的，不打算被视为法律或投资建议。

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.

尽管Web3行业评论员对分裂表示关注，但似乎每隔几周就会推出另一层2。实际上，最近一份双子座的机构见解报告指出，每19天平均每年推出一种新的以太坊L2解决方案。

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.”

随着Zkevms和乐观卷起的看似无尽的传送带继续推出，批评的合唱越来越大。 “这绝对是饱和点，不再需要链条。”

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的一些最直言不讳的批评者认为L2是多余的，但这是狭窄的思想。在许多方面，应该放慢新的L2S的想法就像在争论1998年的网站太多。L2S的扩散并没有导致Web3空间变得过于肿胀或碎片。今天的连锁店的数量并不多。很少有人可笑，现在是专门的，模块化区块链基础设施中多年爆炸的早期局。

The rise of L2s is far from a passing fad

L2的兴起远非流行

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.

虽然有些人认为，我们一直在经历的L2激增仅仅是由Defi退化的暂时疯狂，但它确实是一种企业级的基础设施扩展，因为银行（包括Deutsche Bank），游戏工作室（包括Deutsche Bank），游戏工作室（游戏对某些L2区块链的游戏活动，一些L2区块链的活动在2025年2月2025年2月上涨了20,000％），在2025年2月的网络上，全球制造商在全球范围内获得了全球制造商。

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.

诸如银行和物流之类的行业通常是规避风险的，并不会使主要的技术趋向于枢纽。他们之所以这样做，是因为他们必须（在许多情况下，公共区块链都无法满足他们的需求。回到其固有的规避风险的DNA时，这些部门中的大型企业和机构通常不希望建立在共享的通用L1上。取而代之的是，他们希望在可以享受自定义性能，可预测的成本，管辖权合规性和颗粒级隐私的地方部署自己的连锁店。

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.

对专有网络的关注不仅仅是Web3。让我们考虑一下。 Facebook，Netflix和JPMORGAN是否共同主持了地理位置？当然不是，那么为什么Web3会有所不同？共享的L1和整体体系结构可能已经为早期的令牌实验和可组合的原始素材工作。尽管如此，实际上，他们不能支持现实世界业务的复杂性，监管负担或合同要求。

The growing viability of L2s

L2S的生存能力的增长

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.

多亏了模块化堆栈，汇总即服务平台和突破性的零知识证明技术，旋转专用链条变得越来越可行，并且可以在整个行业范围内广泛使用。随着基础设施的改善，发射和维护专业连锁店的成本也将减少，因此随着时间的推移，L2S的数量可以大大增加。

Recent: Devs introduce Ethereum R1 layer-2 scaling solution

最近：开发人员引入以太坊R1层缩放解决方案

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.

一些围观者会争辩说，这一未来将为被迫在链条之间跳舞的用户而陷入困境，同时表达了对流动性分裂的担忧，以及跨多个平台的可交易资产的散布。这些是短视的问题。我们正在通过共享的和解层，信任最小的桥梁和统一的帐户抽象来建立无缝的互操作性。最终，最终用户不在乎他们是在滚动＃4,318还是链条＃9,072；他们只是轻松地进行交易，对此感到满意。

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.

就像云计算通过抽象硬件层解锁的超级规模的方式一样，模块化区块链正在解锁超尺度，以进行价值传输，资产发行和可编程信任。不管怀疑者所说的话，专业的L2S都不会互相蚕食。他们将服务于不同的垂直行业，管辖区和用例。没有理由为什么L2进行高频交易不能轻易与国家土地登记处的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.

我们并不是陷入困境 - 我们在宏伟的计划中勉强深入。任何认真押注合并或一些神奇的“获胜者”连锁店都只是押注规模和主权。真正的赌注是数百个L2和数千个用例，这是一个模块化，可扩展的未来的一部分。

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

意见作者：Gateway.fm的联合创始人和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.

本文是出于一般信息目的，不打算被视为法律或投资建议。这里表达的观点，思想和观点是作者独自一人，不一定反映或代表Cointelegraph的观点和观点。