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The future of Web3 isn't about L1 tribalism, it’s about seamless, modular architecture. If you're building, focus on interoperability. If you're investing, look for projects solving liquidity fragmentation. What single piece of infrastructure do you think will define the next

So, who wins the next era of infrastructure? It's the ecosystem that builds the best Shared Execution Environment. Ethereum: Dominates the Settlement Layer (L1) due to its security. The Rollup Layer: The winner will be the platform that provides the most efficient and secure

The ultimate goal is Shared Liquidity and State. Imagine: You can use your assets on Rollup A to interact with a smart contract on Rollup B in the same transaction block. No waiting, no bridging, no separate fees. This transforms the user experience from "navigating different

The first architectural fix? The Shared Sequencer. A sequencer bundles Rollup transactions. A shared sequencer is a decentralized network that sequences transactions for multiple Rollups at once. Benefit: Solves the MEV problem across rollups and, more importantly, creates

The current state is broken: Fragmentation. Monolithic Chains ($SOL, $NEAR): Fast, but compromise security/decentralization for speed. Modular Chains ($ETH + $CELESTIA): Secure, but create separate trust assumptions and fragmented liquidity across hundreds of Rollups. The user

The Infrastructure Wars: Why The Current Scaling Debate Is WRONG Your view of the crypto scaling race is outdated. It’s not just Monolithic vs. Modular anymore. The real war is being fought over shared liquidity and Shared security The next generation of $1.4 Trillion Web3

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