#去中心化预测市场 Seeing the news that Polymarket is building its own L2, my first reaction was: another application about to "backstab" the underlying public chain.

Honestly, I've seen this happen too many times. Back in the day, many projects ran smoothly on a certain public chain, with traffic and fees steadily increasing. The public chain thought they were secure, but as soon as they turned around, they built their own infrastructure. With Polymarket now handling such a large daily trading volume, the gas fees are significant. Building their own L2 can reduce costs, speed up transactions, and increase flexibility. From a business perspective, this move makes sense.

But it also exposes an old problem: when the underlying network only collects fees without providing real differentiated value, it’s just waiting to be abandoned by high-quality applications. The prediction market track itself is evolving rapidly. Those who can offer users a better experience, lower costs, and stronger functionality will survive longer.

My advice is not to blindly favor application ecosystems on a single public chain. Multi-chain deployment and modular infrastructure are not hype—they are reality. The applications that truly survive will be those with independent thinking and the ability to iterate quickly. Projects that rely entirely on public chain ecosystem narratives should be approached with caution.