If the @base app takes off, it could mark the beginning of a "walled gardens" phase in Ethereum’s L2 roadmap. Fragmentation has been the biggest criticism of L2s, but if real utility emerges through the composability of protocols built on the same tech stack, that narrative could start to shift. The Base app will be a good test case for the walled gardens L2 thesis, as it integrates with apps across the OP Stack: - Trading via Uniswap - Social tokenization via Zora - Social feed via Farcaster This highlights growing demand for interoperability today- in usable, integrated experiences. If it works, this could result in multiple siloed ecosystem enclaves (OP Stack, Arbitrum Nitro, ZK stack) becoming the de facto market structure in the ST. This doesn't solve fragmentation, but it might offer a temporary fix until more robust ecosystem-wide solutions emerge.