This article discusses the development trends of Ethereum (ETH) and Layer 2 scaling solutions. The author reviews last year's predictions about the L2 landscape, including the impact of Blast on rollup architecture, the fragmentation of L2 ecosystems, and changes in data availability (DA). The article analyzes the changes in ETH revenue following the implementation of EIP-4844, as well as the challenges and opportunities facing Ethereum. The author explores the potential of ETH as a "global proof verification layer and currency," while pointing out the uncertainties of this positioning. Finally, the article presents several possible development paths but emphasizes that no one can be certain of the answer, and the market will ultimately determine the value.