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Total value locked across Ethereum layer-2 networks has contracted to roughly $5 billion, returning to levels last seen in 2023, with optimistic rollups accounting for 96% of the total. The decline signals weakening on-chain activity and capital rotation away from the L2 ecosystem, a structural headwind for ETH's fee-burn and scaling narrative that compounds pressure from Ethereum Foundation executive departures and institutions exploring alternative chains. Watch whether L2 TVL stabilizes or institutional flows continue migrating to competing networks like Solana, which would extend ETH's relative underperformance versus BTC.
As a Crypto signal, watch whether it changes price action, volatility, or flows around ETH, ARB, OP.
Original Source: CoinPost
This page is market information analysis, not investment advice.
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