Compass Investments

Crypto vs. Dollar

📌 Layer 2 Landscape Shows Concentration Around Base and Arbitrum in 2025 – In 2025, L2 growth concentrated around Base and Arbitrum, while most other networks faced centralization and user retention challenges, shaping a competitive outlook for 2026.

2025 saw L2 growth concentrate around Coinbases Base and Arbitrum, which captured the bulk of new users and TVL. Most other L2s faced centralization and weak retention, creating a polarized landscape and a consolidation-driven competitive outlook for 2026. #Macro Insights#. Arbitrum

$ARB ,

2025 saw L2 growth concentrate around Coinbase’s Base and Arbitrum, which captured the bulk of new users and TVL. Most other L2s faced centralization and weak retention, creating a polarized landscape and a consolidation-driven competitive outlook for 2026. #Macro Insights#

Bitcoin

Bitcoin

$92,842.58

BTC -2.20%

Ethereum

Ethereum

$3,211.23

ETH -3.39%

Binance Coin

Binance Coin

$925.91

BNB -2.03%

XRP

XRP

$1.98

XRP -3.56%

Dogecoin

Dogecoin

$0.13

DOGE -6.00%

Cardano

Cardano

$0.37

ADA -5.72%

Solana

Solana

$133.47

SOL -5.81%