I agree with many of your points. Sort of disagree that scaling is only feasible via L2s. We’re building Quai Network (https://quai.network) via sharded merged mined chains and the research done in the BlockReduce paper https://arxiv.org/pdf/2112.11072.pdf
Ultimately many PoS systems will succumb to KYC and AML restrictions at the block production level which will hinder the true use cases of cryptocurrencies / a lot of the ethos it is meant to represent.