VanEck predicts that the combined market value of Ethereum's Layer-2 protocols will reach $1 trillion by the year 2030. Their latest research report, led by senior analyst Patrick Bush and digital research head Matthew Sigel, supports this forecast.

The firm's analysis focuses on how Layer-2 technologies such as Optimistic Roll-Ups and Zero-Knowledge Roll-Ups are addressing Ethereum's scalability issues. These solutions aim to increase transaction processing capability without compromising security and decentralization. The report highlights the EIP-4844 upgrade, which reduces data posting costs significantly, benefiting Layer-2 operations financially.

VanEck's report also examines the revenue models of Layer-2 solutions, emphasizing transaction sequencing as a key source of income. It predicts that by 2030, Layer-2 platforms will capture a significant portion of transaction value and Total Value Locked (TVL) within the Ethereum ecosystem, potentially offering competitive advantages over Ethereum in certain market segments.

While acknowledging the speculative nature of the crypto market, the report envisions a future where Layer-2 technologies expand beyond finance into areas like gaming, social media, and infrastructure. Overall, VanEck's analysis paints a vivid picture of Ethereum Layer-2s transforming into vital components of the global blockchain landscape.