SuperEx Educational Series: Understanding the Rollup Fee Market

#EducationalSeries #Rollup

In previous articles of the Rollup series, we’ve broken down:

How Rollups scale
Why congestion still happens
The differences between App-Specific and Sovereign Rollups

But if that’s all you remember, your understanding of Rollups is still incomplete. Because every scaling solution is ultimately constrained by one thing: the fee structure — the fee market.

Put simply: Whoever controls the fees, controls the logic of how a Rollup operates.

That’s why we’ve saved this topic as the final lesson in our Rollup series — not only is it foundational, but it’s also the core power structure of the Rollup world.

https://news.superex.com/articles/31201.html

A Commonly Overlooked Truth: Rollups Didn’t Eliminate Gas

Many users new to Rollups assume:

L2 = cheap
Rollups = nearly no gas fees

But reality quickly corrects that impression. Rollups haven’t eliminated fees — they’ve merely restructured where fees come from and how they behave.

In most Rollups, the cost of a single transaction consists of at least three components:

Execution Fee
Sequencing Fee
Data Availability (DA) Fee

The “Gas Fee” you see in your wallet or frontend is just a bundle of these three.

**Layer One of the Fee Market: Execution Fee Is Not the Bottleneck**

If you only look at the gas fee displayed in a transaction confirmation window, you might conclude: “Rollups have solved the cost issue.”

But this is actually the most misleading layer of Rollup design.

Under both Optimistic and ZK architectures:

Execution happens off-chain
No direct competition for L1 blockspace
Execution nodes rely on predictable local resource costs

The marginal cost of executing a transaction becomes negligibly low.

From an engineering perspective, this is a major success. But from an economic standpoint, it can be misleading.

Because execution fees are just the visible cost — not the decisive one.

So when you see L2 gas rising from $0.02 to $0.30, your first thought might be: “Is execution more complex now? Is the network busier?”

The answer is usually: No. Execution hasn’t changed. But competition for non-execution resources has begun.

More importantly: When execution is nearly free, it encourages overuse.

Apps make more frequent calls
Bots spam relentlessly
Users click multiple times “just in case”

This creates a paradox: The cheaper execution becomes, the more likely non-execution costs will spike.

That’s why most Rollups experience fee volatility not as a smooth curve, but as sudden surges, followed by a loss of predictability.

You thought you were paying for computation — but in truth, You’re paying for the moment when scarcity returns — and that scarcity isn’t in execution.

Ordering Power = Pricing Power: Sequencers Are the Heart of the Fee Market

If execution costs create the illusion of cheapness, then sequencers determine how fees spiral out of control.

In nearly all Rollup architectures today, the sequencer plays an “innocent” role:

Receives transactions
Sorts them
Batches them
Submits results

But from an economic lens, the sequencer is the central pricing node. It doesn’t need to change gas rules — it only needs to control:

Who gets processed first
Who gets delayed
Who is forced to pay more

During idle periods, this power is invisible.Sequencers produce blocks quickly, all transactions are packed in, and users naturally think: “This system is efficient and fair.”

But the moment congestion hits — meme coin hype, airdrop farming, bot frontrunning — the sequencer’s role transforms instantly:Ordering space becomes a scarce resource.It’s no longer about “will your transaction be executed,” but “will it be executed first.”

Gas becomes a bidding tool.You’re not paying the network — you’re bidding for ordering priority.

This mirrors L1 auctions — with three key differences:

Smaller competition scope
Less transparent rules
More centralized control

That’s why single-sequencer Rollups often suffer steep fee spikes during peak periods.It’s not due to poor design — it’s an inherent consequence of centralized ordering.

As for why decentralized sequencers are so slow to arrive? Very practical reasons:

They slow down block production
Coordination costs hurt UX
Once you decentralize sequencing, incentive design becomes very complex

The sequencer is both the performance engine and the economic power node.You can optimize, constrain, or balance it — But under current Rollup paradigms, you can’t ignore it.This is the most sensitive and central layer of the Rollup Fee Market.

The Most Misunderstood Cost: Data Is the True “Hard Cap”

If sequencing governs short-term fee spikes, then data availability (DA) determines the long-term cost floor.

No matter which Rollup you use:

State commitments must go on-chain
Transactions must be verifiable
Data must be visible to the outside world

This step cannot be skipped.So when L1 congestion hits:

L1 gas rises
DA costs rise with it
Rollup fees passively increase

That’s why we often see this “counterintuitive” situation: L2 usage hasn’t changed — but fees are climbing.

It’s not due to L2 itself, but rather the L1 data and security layer it anchors to.

Hence the rise of modular DA solutions like Celestia, EigenDA, and others — These have become core topics in the Rollup ecosystem’s long-term roadmap.The fee market is never isolated.

Different Rollups = Completely Different Fee Market Logic

Zooming out, we see:

Generalized Rollups → Fee markets are shared-resource auctions
App-Specific Rollups → Fee models resemble internal pricing systems
Sovereign Rollups → May rewrite fee logic entirely

For example, some fee experiments include:

Fixed fee models
App-subsidized gas for users
MEV captured to offset user gas
Fees embedded in user actions, not individual transactions

That’s why we emphasized in earlier articles: Choosing a Rollup model is fundamentally choosing a fee market structure.

Why Fee Markets Define the User Experience

Most users don’t care about technical details — But they do feel:

Did the payment go through instantly?
Did the action get stuck?
Did they get priced out during a surge?

These user experiences all boil down to one question: How are fees being priced?

A well-designed Rollup ensures:

Fees are predictable
Volatility is bounded
Peak behavior is understandable

A poorly designed fee market? Even with great tech — user experience suffers endlessly.

Final Words: The Endgame of Rollups Is Not Zero Gas — But Fee Rationality

Looking back on the entire Rollup series, we see a clear pattern:

Scaling solves: can it run?
Architecture solves: who decides?
Fee Market solves: is it worth using?

A truly mature Rollup ecosystem won’t be defined by just “cheaper gas” —
But by:

Cost and value alignment
Power and responsibility alignment
Sustainable equilibrium between users, apps, and infrastructure

That is the final threshold Rollups must cross to become true infrastructure.