Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange

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Messari's Unqualified Opinions

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5 days ago

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Crypto has real use cases - now. Learn about them here.

Technology

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Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange | Messari's Fully Diluted

Messari's Unqualified Opinions

52 minutes 7 seconds

2 weeks ago

Theses 2026: Ethereum, L2s, and the Battle for the Everything Exchange | Messari's Fully Diluted

Messari’s Theses 2026 multi-chain roundtable breaks down who’s really winning the L1 / L2 wars and what that means for the next cycle.

The Enterprise team dives into:

- How Ethereum clawed back from peak despair in 2025

- Why Arbitrum and Base are pulling away from the L2 pack

- What a Robinhood L2 could mean for every existing rollup

- MegaETH’s token + native stablecoin experiments

- Jeremy’s new Disruption Factor framework for ranking L2s

- Solana’s push to become the “onchain NASDAQ”

- Hot takes for 2026: Starknet, Monad, native stablecoins, and more

Watch alongside Messari Crypto Theses 2026 for the full data-driven breakdown of L1, L2, and multichain trends.

📘 Read the full report: https://messari.io/report/the-crypto-theses-2026

0:00 Ethereum Outlook

5:41 Ethereum Scaling

7:17 Ethereum Narrative

16:45 Robinhood Chain

25:09 Base & L2s

35:33 L2 Research

41:18 Solana Outlook

51:12 L1 Innovation

Hosted by Patryk Krasnicki of Messari

Subscribe for more conversations at the intersection of crypto, DePIN, and real-world infra.

Follow Messari on Twitter: https://twitter.com/MessariCrypto

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This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.