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Standalone L1s Consolidate Onto Ethereum L2s

Projects that launched as independent layer-1 chains or rival-ecosystem parachains will increasingly migrate onto Ethereum layer-2 networks, concentrating liquidity and activity around a few dominant settlement hubs.

weakening · confidence 34 · Emerging (watchlist) · tracking since July 4, 2026 · updated July 7, 2026

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Score history

Daily conviction score, 0 to 100. Higher means the thesis is more strongly corroborated.

Jul 6 · 36Jul 7 · 34

Now 34 · -2 since Jul 6 · ranged 34 to 36

Showing the last few days. Unlock full score history.

Why the conviction moved

  • Jul 4
    Strengthened +6

    Moonbeam will migrate its GLMR token one-for-one to Ethereum's Base network as a standard ERC-20, wind down its own chain, and abandon Polkadot.

Source trail

  • Supporting · July 4, 2026

    Moonbeam Abandons Polkadot and Moves Its Token to Ethereum's Base Network

    Moonbeam will migrate its GLMR token one-for-one to Ethereum's Base network as a standard ERC-20, wind down its own chain, and abandon Polkadot.

    Cointelegraph

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Affected regions & assets

RegionsGlobal
Assets3 assetsUnlock Trends