According to @VitalikButerin, "You can just build on L1," posted on X on Nov 30, 2025, emphasizing Ethereum’s base layer as a place to deploy applications, source: @VitalikButerin on X, Nov 30, 2025. On Ethereum mainnet, smart contracts execute directly on the base layer under Ethereum’s consensus security, source: Ethereum.org documentation on smart contracts and security. On-chain demand increases gas fees and burns ETH through EIP-1559’s base fee mechanism, directly linking mainnet activity to ETH supply dynamics, source: Ethereum.org EIP-1559 explainer and gas fees guide. Layer 2 rollups post transaction data to L1 and rely on Ethereum for settlement and security, clarifying how L1 usage and rollup activity are structurally connected, source: Ethereum.org Layer 2 documentation. For trading, the concrete on-chain metrics tied to potential L1 usage shifts are gas price, base fee burn rate, and the net ETH supply trend, source: Ethereum.org EIP-1559 explainer and gas fees guide.

According to @VitalikButerin on X on Sep 5, 2025, cheap stablecoin transactions remain one of the most important sources of large-scale value in crypto, underscoring their priority for users and builders. According to @VitalikButerin on X on Sep 5, 2025, he welcomed Codex PBC as a new Ethereum L2 that is explicitly thinking about synergy with Ethereum L1 from day one. Based on @VitalikButerin's post on X on Sep 5, 2025, traders focused on ETH can monitor stablecoin transfer costs on L2s and the Codex PBC rollout as signals aligned with this emphasis on low-fee usage and L1-L2 coordination.

According to VitalikButerin on Twitter, Ethereum Layer 1 is positioned as the 'world ledger,' underlining its foundational role in global blockchain infrastructure (source: twitter.com/VitalikButerin/status/1936036966904308203). For traders, this statement reinforces ETH's dominance as a secure settlement layer for decentralized finance and tokenized assets. The endorsement by Ethereum's co-founder could drive increased institutional and developer interest, potentially impacting ETH price volatility and trading volumes. Market participants should monitor ETH’s network metrics and ecosystem developments as this narrative gains traction.