Since fees are exceedingly high right now, it seems to stress the importance of LN based exchanges. This can be seen not just in how much trades have continued at a normal pace on robosats. In addition, Binance opening up LN trades but closing onchain ones only highlights this advantage of LN.
We may be experiencing the early stages of a transition to LN first services. The BRC-20 tokens will die out, but in the meantime we will end up building better ways of using LN to cheaply transact.
Of course, we aren't moving quickly enough. RoboSats is essentially the only viable non-KYC LN exchange atm (if you know another please tell me about it), and thus could theoretically act as a pinch point for private on/off ramps. Nostr shows promise as a means of further decentralizing our LN exchanges, and this recent rise in fees highlights the importance of building out such projects.