The question I always ask is who would use EOF if L2s dominate the market share?
With such a huge EVM update it’s not enough for Ethereum to just be a “North Star”. Existing L2 stacks have to upgrade as well or an official stack need to be provided and maintained by EF.
Honestly, there are three things that scare me the most:
- Instantly added complexity to EVM.
- Even wider divergence of L2s from L1.
- Short term concentration on the app layer “fixes”, while not addressing scalability issues and not bringing new ideas to L1.
Also with the current rollup-centric roadmap Ethereum may well become a pure DA layer. So all these EVM shenanigans may not really worth the effort.