The L2 ecosystem features four major rollup stacks: @optimism Superchain, @arbitrum Orbit, @zksync Elastic Chain, and @0xPolygon AggLayer.
But what do the numbers reveal?
Let's break down the data ↓
OP Stack's Superchain shows impressive momentum:
• 40.4% market share by TVS
• 57.6% of all L2 activity (highest activity-to-TVS ratio)
• 31 live projects, 11 with >$100M TVS
• 4 projects at Stage 1 security maturity
• 76.6% of total blob usage (strong Ethereum alignment)
Orbit demonstrates massive ecosystem growth:
• $20.91B TVS (36.6% market share)
• 52 live projects (most deployments)
• 2 projects at Stage 1 holding 97.6% of Orbit TVS
• 47% stablecoin composition (strong DeFi presence)
• Flexible DA options: Ethereum, Celestia, and DAC
The ZK frameworks are establishing footholds:
AggLayer (Polygon):
• $603M TVS across 8 projects
• 53.4% ETH/LST composition (highest)
• 2.29% activity share despite 1.05% TVS share
zkSync Elastic Chain:
• $1.62B TVS across 12 projects
• 3 chains >$100M TVS
• Exploring Avail + Ethereum DA
Both showing early traction with room to grow.
Who leads where:
→ Activity Leader: Superchain – 57.6% of all L2 activity (2.5x their TVS share)
→ TVS Leaders: Superchain ($23.11B) & Orbit ($20.91B) - Combined 77% market share
→ Deployment Leader: Orbit - 52 live projects (most chains launched)
→ Security Leader: Superchain - 4 out of 6 total Stage 1 projects ecosystem-wide
→ Ethereum Alignment: Superchain - 76.6% of all blob usage
→ Stablecoin Hub: Orbit - 47% stablecoin composition (DeFi focus)
→ Fastest Growing: zkSync & AggLayer - Small but establishing their niches
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