Rollup Roundup with Gelato, L2Beat, Succinct, and Spire | Livestream

Sep 8, 2025

Leaders from various blockchain companies delve into the evolving landscape of Ethereum rollups. They discuss the dynamic between Layer 1 and Layer 2 solutions, highlighting innovations like ZK rollups and ongoing challenges in scalability. The implications of major companies launching their own chains are explored, along with bridging complexities and token risks. Furthermore, the group reflects on the future of L2 technology and its potential to revolutionize finance, emphasizing the need for technological improvements for crypto adoption.

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INSIGHT

Why Corporates Choose L1s Today

Ethereum L2s today lack full parity with Ethereum because sequencing, native rollups, and ZK finality remain immature.
That immaturity explains why big corporates sometimes choose standalone L1s instead of L2s right now.

INSIGHT

The Stack Required To Win Institutions

Ethereum needs layer-1 scaling, data availability sampling, and ZK to make L2s truly compelling for major institutions.
Without those pieces, companies targeting different user classes (banks, SMBs) may find standalone chains more appealing.

ADVICE

Make Instant Moves Your UX North Star

Build instant deposits and withdrawals as primary developer-facing features to win user trust and adoption.
Prioritize low latency and seamless cross-chain UX so developers can deliver fast experiences to end users.

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In this episode, we brought together leaders from Gelato, L2Beat, Succinct, and Spire Labs to examine the state of Ethereum rollups. Our discussion covers L1 vs. L2 dynamics, Stripe and other corporations launching chains, limitations of current rollup infrastructure, bridging challenges, ZK proofs, real-time proving progress, canonical vs. external bridges, and the future trajectory of L2 technology.

Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

Resources

Ethereum Settlement Score: https://ethresear.ch/t/ethereum-settlement-score-ess-revitalizing-the-rollup-centric-roadmap/22922

Are L2s Breaking Away From Ethereum? https://app.blockworksresearch.com/research/are-l2s-breaking-away-from-ethereum

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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.