Do not invest in any Optimism or Arbitrum specific tokens

I think Optimism and Arbitrum are great projects and will have a lot of success. I strongly suspect though different L2 roll-ups will specialize in different ecosystems due to the need for composibility (bridges only get you so far). So we will see one dominate DeFI, another dominate NFTs and others with specific-purposes such as social apps, etc.

However, in a couple years, I think EVM compatible zk-roll ups (which can directly compile Solidity code) will make both Optimism and Arbitrum obsolete. Seems like Optimistic roll-ups will need to either upgrade to zk-rollups or they will lose out to the zk-Rollup chains.