'We Need a New Path': Ethereum Founder Vitalik Buterin Rips Up L2-Focused Roadmap

'We Need a New Path': Ethereum Founder Vitalik Buterin Rips Up L2-Focused Roadmap

Source: Decrypt

Published:2026-02-03 23:01

BTC Price:$75671

#Ethereum #L2s #Decentralization

Analysis

Price Impact

High

Vitalik buterin's statement, as a co-founder, signifies a major strategic shift in ethereum's scaling roadmap. it directly challenges the prevailing narrative around layer 2 networks and their role, potentially leading to a re-evaluation of l2 projects and their value propositions. this can create significant uncertainty and re-alignment in the ecosystem.

Trustworthiness

High

The statement comes directly from vitalik buterin, ethereum's co-founder, making it an authoritative and credible source on the future direction of the network.

Price Direction

Neutral

While buterin's comments could introduce short-term uncertainty for specific l2 projects, the emphasis on strengthening ethereum's layer 1 scaling capabilities and ensuring true decentralization for l2s could be seen as a long-term positive for the health and resilience of the entire ethereum ecosystem. the immediate impact on eth's price is likely neutral as the market digests this fundamental re-evaluation, with potential for long-term bullish sentiment if the shift leads to a more robust network.

Time Effect

Long

This is a fundamental re-evaluation of ethereum's scaling strategy and l2 development. the implications for l2 projects and the ecosystem will unfold over months and years as developers adapt to the new vision and focus on diverse value propositions beyond just 'scaling ethereum'.

Original Article:

Article Content:

In brief Vitalik Buterin said Ethereum needs “a new path” that relies less on layer-2 networks. He warned some L2s have compromised on decentralization and should not be treated as “branded” extensions of Ethereum. Buterin urged L2 developers to pitch a value proposition beyond simply “scaling Ethereum.” Ethereum co-founder Vitalik Buterin said Tuesday that the network must find “a new path” involving less dependence on layer-2 scaling networks , also known as L2s. “The original vision of L2s and their role in Ethereum no longer makes sense,” Buterin wrote in an X post. For years, Ethereum developers have pursued a long-term goal of “scaling” the network, which would effectively mean creating enough available block space to allow all manner of applications and transactions to flow on the network, without sacrificing its security, efficiency, and decentralization. There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts: * L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected * L1 itself is scaling,… — vitalik.eth (@VitalikButerin) February 3, 2026 Many in the Ethereum community, including Buterin, previously said this goal would best be achieved via layer-2 networks, such as Base, Polygon, Arbitrum, and Optimism, which are built on top of the Ethereum mainnet by third-parties. But Buterin has now changed his tune, arguing that the Ethereum mainnet is currently scaling at sufficient speed—and further, that some L2s can’t be trusted to live up to Ethereum’s standards, and thus should not be considered “branded” shards of the network, particularly when it comes to sufficient decentralization. “L2s are not able or willing to satisfy the properties that a true ‘branded shard’ would require,” the Ethereum co-founder said. “I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control.”  As Buterin first laid out in 2022, “stage 1” L2s are those with “limited training wheels” when it comes to security and decentralization, while “stage 2” networks are fully decentralized. Buterin proposed Tuesday that consumers and developers should start to think of L2s less as an extension of Ethereum in all cases, and more as a spectrum: in which some networks are considered up to Ethereum’s standards, and some aren’t, because they offer users another perk or benefit at the expense of security or decentralization. The announcement could prove to be a watershed moment for the world of L2 development and marketing. For years, most networks building on Ethereum have honed their pitch around “scaling Ethereum”. Now, Buterin says, leaning on that framing will no longer suffice. “What would I do today if I were an L2?” the software developer posited. “Identify a value-add other than ‘scaling.’” Daily Debrief Newsletter Start every day with the top news stories right now, plus original features, a podcast, videos and more. Your Email Get it! Get it!