It does not explain where the value created (if any) is coming from.

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Apparently these multi-sig/rollup "L2s" that we're meant to get will need capital for bridging and trading between tokens, and will pay the stakers from fees earned, which I doubt is anywhere close to an attractive yield so be ready for ponzifiication returns

Ok, that is fees for transactions.

Still does not demonstrate that this is creating real value I guess.

I felt the same way about ordinals and they generated quite a bit of fees for a short period, so I never underestimate how a mania can take off but I don't see this being more than a flash in the pan, if that even

It doesn't. The only income stream built into Bitcoin is mining. Anything else is a ponzi scheme.