In today's rollup world, we have two types (EVM & altVM) rollups:
altVM/non-EVM:
@cartesiproject@fluentxyz@movementlabsxyz@fuel_network@LayerN_Official@lumioFDN@0xPolygonMiden@EclipseFND@soon_svm@initiaFDN minitia's
@TalusNetwork@solana VM
and others...
It is of my belief that in the future the scaling capabilities of modular L2s, such as EVM (@megaeth), based rollups (@risechain & @Spire_Labs) or the altVM rollups listed above, using altDA layers like @CelestiaOrg, @AvailProject, @0G_labs, @nufflelabs, @eigen_da, @SunriseLayer will outperform other L2 composabilities.
This will be the closest thing to a high TPS L1, imo.
You need to somehow combine Solana's parallelization and local fee markets, with Ethereum's baselayer security, IBC-like interoperability, and Aptos' Move language programmable security.
This all has to be done in a state minimized manner, to prevent state bloat and scale with a UX which abstracts gas payments and cross-chain powered by teams like @OneBalance_io, @burnt_xion@ParticleNtwrk, @HallidayHQ, @NEARProtocol, @okto_web3, @0xAarc and blockchain level abstraction solutions like AggLayer, @hyperlane, @lifiprotocol, @Calderaxyz Metalayer, @union_build and others.
I think fast finality, such as zk verification layers from @ZKVProtocol and @alignedlayer are important here.
While I believe the EVM is here to stay, I'm very excited about the innovation happening in the altVM space, who are aiming to build highly performant L2s utilizing altDA providers.
Building purpose-built blockchains with better tooling is the future of L2s. This piece below from 2077 Research is a really good in-depth dive into the execution space.
The modular ecosystem is bubbling up…
> @lavanetxyz mainnet launch incredibly soon
> @EclipseFND mainnet for devs
> @Formachain has had many successful drops & “Habitats” should be on your radar
> @lumioFDN VM abstraction live for Solana
> @AstriaOrg shipping hard, close to testnet
> @EverclearOrg clearing layer rollup via @gelatonetwork on testnet
> @RollkitDev has had a successful launch and shipping
> @alignedlayer public testnet
> @ThePepperDEX sovereign rollup shipping and big Q4 ahead
> @ParticleNtwrk big announcement this week
> @CelestineSloths community strong…lazy chain?
> @Calderaxyz rebrand and building the metalayer for rollup interop
> @SunriseLayer ongoing testnet w/ 100K+ users
> @movementlabsxyz public testnet + collab with @0xPolygon AggLayer
> @HallidayHQ growing client base for commerce automation
While the perception and sentiment regarding modular has now become a non-consensus bet, it’s clear to me that the next several months are loaded with important launches and growth.
We are in a good spot. Patience.
The era of the next-gen VM is upon us.
However, with the introduction of these new execution environments, we are running into composability and cross-chain compatibility problems.
In today's podcast, we sat down with @sadogeenakamoto of @lumioFDN to discuss their VM abstraction framework, and ongoing composability question in the modular ecosystem.Lumio is enabling developers to build and deploy apps on any execution environment.
We discussed the process for taking an SVM application and deploying on the Superchain, as well as the synchronous atomic composability vs. asynchronous composability debate, building resilient systems, and the landscape of decentralized sequencing.
Watch or listen to today’s presentation to understand where Lumio fits in the modular thesis:
00:00 Introduction
03:02 Modular VM Abstraction
09:31 Centralized vs. Decentralized Sequencing
23:26 What Is The Killer App in Crypto?
32:57 The Ethos of Crypto
37:28 Disrupting Intermediaries
52:26 Lumio's Role in the Modular Blockchain Space
It's Rollup Week day 3!
Today: @lumioFDN
Lumio is building a Movement rollup. Using the power of the Movement Stack, Lumio is creating a VM abstraction network.
Movement rollup tech + Lumio lets devs:
✅ Save on costs
✅ Gain modular options
✅ Deploy any VM
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This new Move/Solidity L2 @LumioFDN is going to be massive IMO
@PontemNetwork already has $200m+ annual volume on their DEX and 300k+ wallet downloads
Rumor has it there is also going to be an airdrop 👀👀