Even without token subsidies, these rollups have seen significant adoption and are highlighting the demand for cheaper access to Ethereum. Arbitrum, for example, currently has over $2 billion in total value locked (TVL) and is home to a DeFi ecosystem that is beginning to show some promise. However, Buterin believes rollup fees must be even cheaper if they are going to encourage adoption in payments, gaming, and Web 3-focused products.
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