Wu said that Messari researcher AJC pointed out that the Lighter TVL is all in USDC, which does not extend to the monetary aspect of ETH, and that it only pays about 685 USD (annualized about 250,000 USD) in on-chain costs to Ethereum daily, accounting for about 90% of Lighter's daily TPS on Ethereum L2, but the actual activity has not brought much benefit to ETH. Jarrod Watts from the Abstract team stated that the main reason is that the current data block cost is as low as 1 wei, which allows Lighter to obtain L1 security assurance at a very low cost, and the interoperability with other L2s is straightforward. The main issue is that the Blob fees need to be adjusted and the pricing needs to be revised. AJC believes that Ethereum needs to charge more fees for its L2, but if Ethereum raises fees for Lighter, it could lead to Lighter switching to other DA providers.
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