A/ARK.AI
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RESEARCHL2 · ROLLUPSOCT 24, 2026 · 14 MIN READ

L2 Adoption Analysis: The Rollup Ascendancy

Transaction migration from Ethereum mainnet to Layer 2 and its effect on fee markets.

1 · EXECUTIVE SUMMARYAI draft · analyst-reviewed · conf. 0.86
  • Combined L2 TVL reached $42.8B (+26% QoQ); Arbitrum keeps 41% share, Base gained 9 pts to 24%.
  • Median L2 swap cost fell to $0.012 after blob fee changes, while L1 gas averaged 14 gwei.
  • L2 daily active addresses are now 5.6× mainnet; 38% of new wallets never touch L1.
2 · L2 TVL ($B) VS L1 GAS (GWEI)■ L2 TVL━ L1 gas
453015NOVMAYOCT
3 · NETWORK PERFORMANCE MATRIX
NETWORKTVLQOQDAILY TXSAVG FEESTAGE
Arbitrum One$17.6B+18%2.9M$0.014Stage 1
Base$10.3B+61%8.4M$0.009Stage 1
OP Mainnet$6.8B+12%1.2M$0.011Stage 1
zkSync Era$3.4B-4%0.9M$0.021Stage 0
Starknet$1.9B+7%0.6M$0.018Stage 1
Demo build · sample data · not investment advice