🚨2026 Messari Theses Podcast Drop (2/5)In this episode, our analysts break down who’s really winning the L1 / L2 wars and what that means for the next cycle.The team dives into:• Ethereum’s 2025 comeback• Arbitrum & Base breaking from the L2 pack• What a Robinhood L2 means for rollups• MegaETH’s token + native stablecoin bets• Jeremy’s new L2 Disruption Factor• Solana’s bid to be the “onchain NASDAQ”• 2026 hot takes: Starknet, Monad, stables & more ...