ROLLUP REPORT

TOTAL ROLLUPS 47
AVG TPS 2,340
TVL (USD) $41.2B
DAILY TXNS 14.8M
L1 GAS SAVED 94.2%
REPORT NO. 037 VOL XII / 2026 CLASSIFIED // PUBLIC RELEASE
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01

Executive Overview

A consolidated snapshot of the rollup ecosystem at the close of Q1 2026.

UPDATED 19 MAR 2026
KPI / 01 METRIC

Total Value Locked

$41.2B
+8.4% 30D Δ
KPI / 02 METRIC

Active Rollups

47
+3 NEW THIS Q
KPI / 03 METRIC

Daily Transactions

14.8M
+22.1% 30D Δ
KPI / 04 RISK

Avg L1 Cost

0.018 ETH
-12.6% 30D Δ
ANALYSIS / Q1-2026 REPORT

Quarter at a Glance

The rollup ecosystem expanded materially through Q1 2026 with three new production rollups graduating from testnet, bringing the total active count to 47. Aggregate TVL crossed the $41B threshold for the first time, driven primarily by liquidity migration from L1 venues. Throughput across major optimistic and zk rollups averaged 2,340 TPS, a record high for the cohort.

Per-transaction fees on L2 declined 12.6% quarter-over-quarter as EIP-4844 blob utilization stabilized near 86% of the 6-blob target. Validity-proof rollups continued to outpace fault-proof systems on both throughput and fee compression, though the gap narrowed for the third consecutive quarter as fault-proof systems iterated on compression schemes.

Risk indicators remain green across centralization, sequencer uptime, and bridge inventory; however, prover decentralization for zk systems remains an open structural risk and is flagged in Section 06.

DIST / TYPE CHART

Rollup Distribution

  • Optimistic
    58%
  • Validity (zk)
    34%
  • Sovereign
    6%
  • Hybrid
    2%
02

Performance Metrics

Throughput, latency, and finality figures aggregated across the active rollup cohort.

SAMPLE N = 47
METRIC / TPS METRIC

Aggregate TPS

2,340
+18.2% 30D Δ
METRIC / TTF METRIC

Time to Finality

412 ms
-7.1% FASTER
METRIC / UP METRIC

Sequencer Uptime

99.984%
+0.04% 30D Δ
METRIC / BLOB METRIC

Blob Utilization

86.3%
+5.4% 30D Δ
SERIES / 90D TPS CHART

Throughput — 90 Day Aggregate

3,000 2,250 1,500 750 0
D-90 D-75 D-60 D-45 D-30 D-15 D-0
  • Aggregate TPS
  • 7-day Moving Avg
03

Comparative Matrix

Side-by-side reading of the leading rollups by capacity, cost, and finality.

METHOD 7-DAY MEDIAN
TABLE / TOP-10 CHART

Top 10 Rollups — Comparative Performance

# Rollup Type TVL TPS Avg Fee Finality Uptime 30D Δ
01Arbitrum OneOP$14.82B412$0.0121.2 s99.99%+9.4%
02OP MainnetOP$8.91B348$0.0141.4 s99.98%+6.2%
03BaseOP$6.42B390$0.0111.3 s99.99%+18.7%
04zkSync EraZK$3.18B214$0.0060.4 s99.97%+12.1%
05LineaZK$2.04B198$0.0080.5 s99.96%+22.5%
06StarknetZK$1.86B182$0.0090.6 s99.94%-3.1%
07ScrollZK$1.21B160$0.0100.7 s99.95%+14.0%
08Polygon zkEVMZK$0.94B142$0.0130.8 s99.92%-1.4%
09MantleOP$0.82B128$0.0121.5 s99.93%+4.6%
10BlastOP$0.78B116$0.0151.6 s99.91%-5.8%
Source: aggregated public node data, 7-day median to D-0 Methodology: G/03
04

Throughput Analysis

Capacity ceiling, sustained median, and observed peaks across rollup architectures.

WINDOW 90 DAYS
CMP / TPS CHART

Sustained TPS by Rollup

  • Arbitrum One
    412
  • Base
    390
  • OP Mainnet
    348
  • zkSync Era
    214
  • Linea
    198
  • Starknet
    182
  • Scroll
    160
FINDINGS / 04.A REPORT

Capacity Headroom

Optimistic rollups continue to demonstrate higher sustained throughput owing to mature compression and minimal proof overhead. Validity (zk) systems are closing the gap rapidly — +34% growth over the 90-day window — with prover hardware and recursive aggregation cited as the dominant unlocks.

Sustained-to-peak ratios suggest meaningful headroom across the cohort: median utilization sits at 43% of observed peak capacity, indicating the network is not yet bottlenecked at the rollup tier.

  • Compression schemes (BLS, span batches) account for 62% of post-4844 fee compression.
  • Validity proof aggregation reduced average proof cost 71% YoY.
  • Sequencer pipelining converged at a 200 ms median slot.
PEAK / OP METRIC

OP Peak TPS

1,184
+11.0% VS Q4-25
PEAK / ZK METRIC

ZK Peak TPS

892
+34.4% VS Q4-25
UTIL / MEDIAN METRIC

Median Utilization

43%
+2.1% 30D Δ
05

Fee Economics

Per-transaction costs, blob utilization, and revenue accrual to L1.

UNIT USD
TABLE / FEES CHART

Fee Breakdown by Rollup Class

Class Median Fee L1 DA Proof Op QoQ Δ
Optimistic / blob$0.013$0.008$0.005-14.2%
Optimistic / calldata$0.041$0.032$0.009-3.6%
Validity / Plonk$0.009$0.004$0.003$0.002-22.8%
Validity / Stark$0.011$0.005$0.004$0.002-16.4%
Validity / Halo2$0.010$0.004$0.004$0.002-19.1%
Hybrid$0.018$0.011$0.004$0.003-7.7%
SPLIT / DA CHART

Data Availability Split

  • EIP-4844 Blobs
    86%
  • Calldata
    9%
  • External DA
    5%
Share of bytes posted, 30D rolling
REV / L1 METRIC

L1 Revenue (Q1)

$186.3M
+11.4% QoQ
REV / L2 METRIC

L2 Revenue (Q1)

$412.7M
+19.8% QoQ
SAVE / L1 METRIC

L1 Gas Saved

94.2%
+1.2% 30D Δ
RATIO / TX METRIC

L2:L1 Tx Ratio

11.4×
+1.6× YoY
06

Risk Assessment

Structural, operational, and economic risks observed across the rollup cohort.

SEVERITY L1 - L4
RISK / 01 RISK

Sequencer Centralization

L3 / ELEVATED

Most production rollups still operate a single sequencer. Decentralized sequencer schemes are in production on three rollups; broader rollout expected by Q3.

RISK / 02 RISK

Prover Decentralization

L4 / HIGH

Validity rollups remain dependent on a small set of prover operators. Open prover networks are emerging but unproven at scale.

RISK / 03 RISK

Bridge Inventory

L2 / MODERATE

Canonical bridges remain healthy with high collateralization ratios; third-party bridges show pockets of low liquidity in long-tail assets.

ASSESSMENT / 06.A REPORT

Aggregate Risk Posture

Aggregate operational risk has trended downward for the third consecutive quarter, with sequencer uptime and bridge collateralization at multi-year highs. The dominant remaining structural concern is prover decentralization for validity systems — a topic on which we expect significant production movement during 2026 as multiple permissionless prover marketplaces approach mainnet readiness.

Economic risk remains contained: L2 fee compression has not materially impacted L1 settlement revenue, and the L2:L1 transaction ratio at 11.4× indicates that demand for blockspace is being effectively absorbed by the rollup tier rather than displaced from the base layer.

07

Glossary & Methodology

Definitions and methodology references for figures presented in this report.

REVISION G/03
GLOSSARY / G.01 REPORT

Definitions

Rollup
An L2 protocol that posts compressed transaction data to a base layer (L1) for data availability and settlement.
Optimistic Rollup
A rollup that assumes validity by default and admits fault proofs during a challenge window.
Validity (zk) Rollup
A rollup that posts a succinct cryptographic proof attesting to the correctness of every state transition.
Blob
A 128 KiB data unit introduced by EIP-4844 used for cheap, ephemeral data availability.
METHOD / G.03 REPORT

Methodology

All figures are calculated as 7-day medians ending at D-0 unless otherwise stated. TPS is measured at the rollup’s execution layer rather than at the L1 inclusion event. Fees are computed as user-paid totals net of any sequencer rebates.

  • Sample population: 47 rollups with continuous uptime exceeding 90 days.
  • Currency: USD, converted at daily VWAP at 00:00 UTC.
  • Source data: aggregated from public archive nodes and DA layer indexers.