Before you buy the dip, read this

We analyzed some opportunities.

February 08, 2026 • Estimated Reading Time: 1 minute

In volatile markets, it’s easy to focus on price and miss the bigger reset happening underneath.

Earlier this week, Vitalik acknowledged that the rollup-centric roadmap is effectively over. That wasn’t a reaction to markets, but it fundamentally changes how ETH and L2 tokens should be evaluated.

We published a piece breaking this down in plain terms. It’s not about the crash. It’s about which assets actually deserve to be held through the next phase.

If you’re thinking about buying this dip, this is your weekend required reading.

Read it here:

Ethereum Lets Go of the Rollup Story. Here Are the 6 Tokens That Benefit

After years of denial, Vitalik Buterin admits L2s aren’t “branded shards.” What that means for ETH, L2 tokens, and who's who benefits now.

bitsandbips.beehiiv.com/p/ethereum-lets-go-of-the-rollup-story-here-are-the-6-tokens-that-benefit

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