2025-12-23 19:21:25

2025 saw enterprise-grade Layer 2s carving out their own path. Kraken's INK network, Uniswap's Unichain, Sony's Soneium, and Robinhood's Arbitrum instance all go live—each backed by major platforms betting on rollup infrastructure. The pattern is clear: distribution capability has become the launchpad itself. It's no longer just about building faster chains; it's about who controls the user gateway. These projects essentially flipped the script—instead of waiting for adoption, they're using their existing user bases as native L2 anchors. That's a pretty significant shift in how enterprise players approach blockchain infrastructure.

UNI0.48%

ARB-0.1%

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

6 Likes

Reward
6
4
Repost
Share

Comment

0/400

MEVHunter

· 16h ago

Well, this is what I have been waiting for—user base directly becoming L2 anchor points, and the monopoly of Gate is the real competitive point. What is optimization of gas fees? Controlling the entry of traffic is the key.

View OriginalReply0

DegenWhisperer

· 23h ago

This is the real killer move, directly using one's own user base as the launch pad for L2, traditional public chains are being rubbed down to the ground. Sony has come, it feels like the track has changed its flavor. The competition in the Gateway space is really fierce; whoever locks in the users first wins. INK, Unichain, these are coming one after another, this year's L2 story is truly different. Wait, that example from Robinhood... is this really going to eat the chain's ecosystem? This wave of companies getting on board is indeed fierce, not playing by the usual rules.

View OriginalReply0

NFTArtisanHQ

· 23h ago

the gateway control thesis hitting different rn... it's less about speed, more about who owns the ontological layer of user experience, you know? reminds me of benjamin's work on mechanical reproduction but make it rollups lol

Reply0

ContractExplorer

· 23h ago

Wow, this is the endgame of Web3... Big companies are directly using their own user pools to do L2 cold starts, leaving no room for independent chains. INK and Unichain are really ruthless this time, directly positioning from the Gateway perspective, effectively locking the ecosystem in. By the way, has Sony launched Soneium too? This batch of enterprise-level L2s seems to be rewriting the entire Blockchain landscape. But with big platforms monopolizing... is this really decentralization? What do you all think? This round of financing and infrastructure support must have thrown a ton of money into it, but user migration will probably happen quickly; people prefer convenience. It feels like there’s hardly any room left for small L2s in independent ecosystems... unless there’s some killer application. Wait, Robinhood's Arbitrum instance, is this a formal ecosystem integration or some other relationship? Sigh, the permissionless finance we once dreamed of is now being controlled by corporate bigwigs... a bit disappointing. These big companies are indeed ruthless, directly binding user conversion and infrastructure together. How can newcomers compete?

View OriginalReply0