nonabyte

Focus on blockchain and decentralized distributed storage

[DILL @dill_xyz_]

We're excited to announce the partnership between Dill and @Matr1x_io, a pioneering entertainment platform that combines gaming, AI, and esports on blockchain infrastructure. With over 5 million on-chain users and 138 million transactions, Matr1x has become a leader in web3 gaming. Its flagship FPS, Matr1x FIRE @Matr1xOfficial, has attracted more than 3.5 million players across 135 countries!

Given the high data demands and low latency requirements of FPS games, a robust data availability layer is crucial for delivering an optimal on-chain gaming experience. Dill as a hyper-scalable chain for sovereign applications, offers unparalleled customizability and sovereignty for the platform, along with its secure, native interoperability within the ecosystem. More over, Dill provides unmatched data availability scalability, trust-minimized native bridge, standardized ZK stack and unique community-centric staking, all out of the box.

This collaboration marks a major step forward in the development of on-chain gaming and DA integration. Want to dive into the details of this game-changing integration? Follow us and check out the full post here 🔗https://t.co/WzvqZX5wic

[HolmesAI @HolmesAI_]

https://t.co/DO5lWJScjh

[donnoh.eth 💗 @donnoh_eth]

So what could have been a solution here? Blobstream! If every tx commitment submission was to be checked against Blobstream, i.e. against Celestia validators that attest their availability, the Sequencer could not halt the chain by itself.

[Ramon | Kinto ⛩️ 💹🧲 @ramonrecuero]

1/ @KintoXYZ is going modular ⛩️

We're integrating our @Arbitrum L2 rollup with @CelestiaOrg as the DA layer.

A short thread 🧵

https://t.co/1hx90QHioa

[The Rollup @therollupco]

Are you paying attention to Arbitrum after our STIP marathon, anon?

[Andy @andyyy]

𝗔𝗳𝘁𝗲𝗿 𝘆𝗲𝘀𝘁𝗲𝗿𝗱𝗮𝘆, 𝗺𝗼𝗱𝘂𝗹𝗮𝗿 𝗯𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻𝘀 𝗮𝗿𝗲 𝗼𝗻 𝘁𝗵𝗲𝗶𝗿 𝘄𝗮𝘆 𝘁𝗼𝘄𝗮𝗿𝗱𝘀 𝘂𝘀𝗵𝗲𝗿𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 "𝗰𝗿𝘆𝗽𝘁𝗼 𝗯𝗿𝗼𝗮𝗱𝗯𝗮𝗻𝗱 𝗺𝗼𝗺𝗲𝗻𝘁", 𝗮𝘀 𝘁𝘄𝗼 𝗽𝗼𝘄𝗲𝗿𝗵𝗼𝘂𝘀𝗲𝘀 𝗮𝗿𝗲 𝗰𝗼𝗺𝗶𝗻𝗴 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝗺𝗼𝗱𝘂𝗹𝗮𝗿 𝗿𝗼𝗹𝗹𝘂𝗽𝘀 𝘄𝗶𝘁𝗵 𝘂𝗻𝗽𝗿𝗲𝗰𝗲𝗱𝗲𝗻𝘁𝗲𝗱 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗰𝗮𝗹 𝗮𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲𝘀...

Due to the recent Cambrian explosion of modular infrastructure, the advent of the rollup revolution over the last 18 months is quickly turning into a 'modular rollup' focused landscape.

The "build whatever" creator-focused energy of modular blockchains is growing mindshare, and for good reason:

Very soon DeFi power users will experience a previously unfathomable UX, boasting much faster confirmations and dramatically cheaper tx's on modular-based rollups.

In today's post, you'll learn about the recent collaboration between two modular powerhouses, how building modular rollups enables a better UX, and a hint into where I foresee value accrual happening 👇

Yesterday, @CelestiaOrg & @0xPolygonLabs came together to announce the integration of Celestia's data availability layer (DA) with the Polygon CDK.

This is enabling zk L2s launched with Polygon's CDK to integrate Celestia's DA layer.

𝗟𝗲𝘁𝘀 𝘁𝗮𝗸𝗲 𝗮 𝗱𝗲𝗲𝗽 𝗱𝗶𝘃𝗲 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝗣𝗼𝗹𝘆𝗴𝗼𝗻 𝗖𝗗𝗞 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗺𝗼𝗱𝘂𝗹𝗮𝗿 𝗿𝗼𝗹𝗹𝘂𝗽𝘀 𝗲𝗻𝗮𝗯𝗹𝗲𝘀 𝗮 𝗯𝗲𝘁𝘁𝗲𝗿 𝗨𝗫:

Polygon's Customizable Development Kit (CDK) is a tool that is enabling a rapid development of modular blockchains.

Their modular approach allows developers to select specific components they need for their blockchain's usecase, offering a "tailor made" solution to the headaches which come with choosing which stack to deploy your project on.

The true power of the CDK lies in its ability to bring interconnectivity between all blockchains built using the CDK.

Here's what I mean:

As you can see below, builders have the option to pick and choose specific parts of the modular stack to utilize within their chain design.

This gives developers the freedom to choose virtual machines, sequencer types, gas tokens, and data availability solutions while still being able to seamlessly share liquidity with each other and the wider Polygon ecosystem through composable interoperability.

𝗧𝗵𝗲 𝗖𝗗𝗞 𝗼𝗽𝗲𝗿𝗮𝘁𝗲𝘀 𝘄𝗶𝘁𝗵 𝗳𝗼𝘂𝗿 𝗽𝗿𝗶𝗺𝗮𝗿𝘆 𝗰𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀:

1⃣ ZK-Provers: Type-1 (in future) and Type-2:

Batch processing using Polygon's ZKPs further eases the validation load on each blockchain, granting higher throughput.

The @0xPolygonLabs team is planning to implement type 1 zk-provers in the future to scale even faster.

2⃣ Data Availability: Ethereum, DAC, 3rd Party (@CelestiaOrg):

Ethereum ensures data availability by storing the entire state and transaction history on its blockchain, while its the most expensive, its also currently the most secure.

Next, we have Data Availability Committees (DACs), which are specialized offchain groups that store and provide access to blockchain data, using zk proofs as a means for enhanced security.

While the DAC is a secure group of nodes, there is risk of collusion with DAC members.

See below to understand the tradeoffs of different data availability:

Then, we have 3rd Party Solutions such as @CelestiaOrg which offer a separate data availability layer for other blockchains to utilize, enhancing scalability and finding a happy medium between speed and security.

3⃣Virtual Machine (VM) - zkEVM, Miden VM (in future):

Polygon zkEVM has been in development for several years and has been rigorously battle-tested for security. Deploying using the Polygon CDK grants builders access to the liquidity, mindshare, infra, and tooling within the zkEVM ecosytem.

Also, following an epic presentation from @schmiddominik1 during @epicweb3 ETH Infra days, I learned that Miden VM is coming very soon for builders to deploy on.

@0xPolygonMiden offers a secure 'actor model' utilizing ZKPs for 'notes', flexible transaction modes, and the creation of a proof for every transaction.

Will be very interesting to see this develop.

4⃣ Sequencer: Centralized, Decentralized (in future):

The state of sequencing within Polygon CDK is similar to many rollups currently, a single sequencer.

Like many other ecosystem teams, there is a strong focus on building towards a decentralized sequencer to address the single point of failure dilemma.

The challenge is to do this in a way which doesn't affect the state alignment between L2 <> L1, and also the potential economic disadvantages of spreading sequencer fees amongst many.

Polygon's CDK also offers other features such as customization for transaction costs, data storage, and regulatory aspects. It provides EVM compatibility, dedicated throughput, and native gas tokens.

Two recent examples of the Polygon's CDK are @CantoPublic and X1, a project of @okx Chain.

Canto, originally a cosmos L1 appchain, transitioned to an Ethereum L2 using Polygon CDK with a focus on developing onchain adoption of real-world assets.

The modularity of CDK-based chains makes them suitable for onboarding and transacting with a wide range of real-world assets.

On the other hand, X1, also known as OKX Chain, is a ZK L2 network created to empower builders within its onchain ecosystem and expand into their vast network.

It'll be interesting to see the traction these both gather, but one thing is certain...

𝗧𝗵𝗲 𝗿𝗮𝗽𝗶𝗱 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗼𝗳 𝗺𝗼𝗱𝘂𝗹𝗮𝗿 𝗯𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻𝘀 𝗳𝗮𝗰𝗶𝗹𝗶𝘁𝗮𝘁𝗲𝗱 𝗯𝘆 𝗣𝗼𝗹𝘆𝗴𝗼𝗻'𝘀 𝗖𝗗𝗞 𝗶𝘀 𝘀𝗲𝘁 𝘁𝗼 𝗽𝘂𝘀𝗵 𝘁𝗵𝗲 𝗯𝗼𝘂𝗻𝗱𝗮𝗿𝗶𝗲𝘀 𝗼𝗳 𝘄𝗵𝗮𝘁 𝗮 "𝗴𝗼𝗼𝗱 𝗨𝗫" 𝗿𝗲𝗮𝗹𝗹𝘆 𝗹𝗼𝗼𝗸𝘀 𝗹𝗶𝗸𝗲.

Following the integration with @CelestiaOrg, the status quo for users is likely to be pushed further.

𝘘𝘶𝘰𝘵𝘪𝘯𝘨 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘊𝘦𝘭𝘦𝘴𝘵𝘪𝘢 𝘱𝘰𝘴𝘵 𝘪𝘵𝘴𝘦𝘭𝘧:

"The integration will enable fully onchain applications and can dramatically reduce Ethereum L2 transaction fees by ~100x. Celestia's DA solution will be available to devs launching ZK L2s with Polygon CDK as an easily-pluggable component, early next year."

I expect to see rollup fees sub $0.01 in the busiest of times, compared to $1+ across rollups currently.

This UX improvement is going to be a legitimate 100x for users who care about transacting in a better execution environment.

Frankly, this is one of the major reasons why I'm so bullish on modular blockchain developments...

𝘐𝘵 𝘮𝘢𝘬𝘦𝘴 𝘵𝘩𝘦 𝘱𝘰𝘸𝘦𝘳 𝘶𝘴𝘦𝘳𝘴 𝘭𝘪𝘧𝘦 𝘰𝘯𝘤𝘩𝘢𝘪𝘯 𝘮𝘶𝘤𝘩, 𝘮𝘶𝘤𝘩 𝘣𝘦𝘵𝘵𝘦𝘳.

When you throw in additional layers of the stack such as alternative VMs, the security and developer experience will also significantly increase...see some of my 'highlights' for articles on this.

We are just at the tip of the iceberg, with @CelestiaOrg and DA layers leading the charge to adoption of modular blockchains.

As we conclude this post, I want to take some time to explain some of my thinking behind where the value will accrue in the modular stack:

Without diving into speculation on any particular asset or segment, I generally think value will accrue to all parts of the ecosystem.

This includes the 'stack providers', DA layers, altVMs, interop protocols, sequencers, and the settlement layers.

While in traditional monolithic vs. modular charts, we only see three layers, I expect the interop and sequencing layer to make its way into new, updated diagrams.

The market is going to slowly figure out how to value these new segments with experimentation and speculation, which is very exciting.

Testing out these new chains, interacting with modular rollups and being on the front lines is definitely a good way to capture this value.

All in all, we are still quite early to the modular thesis and I will be developing value accrual model in-depth as this progresses (so be sure to smash the follow button @andyyy).

As for you, anon:

Prepare yourself for a speedy UX, tons of new modular rollups, and a whirlwind of new chains as easy to spin up as smart contracts.

The builders are eating up this "build whatever" mantra and will run with it like we haven't seen before.

𝗔𝘀 𝗮𝗹𝘄𝗮𝘆𝘀, 𝘁𝗵𝗲 𝗸𝗲𝘆 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲...

Modularism, not maximalism 🧱

[Polygon | POL @0xPolygon]

Build whatever, with Polygon CDK 🧱

@CelestiaOrg’s high-throughput, modular data availability (DA) solution will integrate with Polygon CDK, lowering the barrier for launching high-throughput Layer 2 chains on Ethereum.

The integration will enable fully onchain applications and can dramatically reduce Ethereum L2 transaction fees by ~100x. Celestia's DA solution will be available to devs launching ZK L2s with Polygon CDK as an easily-pluggable component, early next year.

ZK + modular DA. A broadband moment for web3.
More: https://t.co/4a6nX6WcRk

[Nick White @nickwh8te]

.@CelestiaOrg scales with the number of users via data availability sampling.

Now that's some modular magic ✨

[Jocy@IOSGVC @jocyiosg]

吹响牛市号角，剖析市场活力（2023 年总结与新年展望）

1. 有效监管带来的规模效应增长

币安的监管靴子落地，很多人视其为行业负面新闻，是 “Crypto 最大独角兽最终与监管妥协” 的过程，但在我看来，这代表着最大的潜在风险雷区已拆除干净，行业整体风险可控，正在走向一个可监管的市场方向，而这也将加速 ETF 通过的推进和落地。

我们可以畅想一下：目前 CME 交易量占整个 BTC Futures 的 25% 以上（验证了传统机构大量进场的猜想），随着美国监管削弱，BTC 在合规交易所（如Binance/Coinbase ）的交易规模将占据市场主要份额，甚至我们可能会看到纳斯达克直接上线 BTC 和 ETH。在这样的情况下，可以想象每日 BTC 的交易市场规模有多大？美债危机下，美联储和民主党似乎达成了某种加密治理的共识，他们很可能在下一盘很大的棋。监管可以和加密市场握手言和，是利好行业的因素之一，这将让行业朝着一个更加广阔的市场前进。

2. 数据告诉我们牛市已经开始回归 （见图一）

目前我们可以看到三个事件在未来的几个月事件越来越接近对齐：

第一是上文提到的 ETF 加速审批落地事件（这将会成为必然事件，华尔街夺取比特币定价权也会成为确定事件）；

第二是美联储在通胀见顶回落，开始采取降息措施（根据美债目前负债情况，降息也将会成为更加确定性事件）；

第三是我们行业内部的比特币产量减半以及以太坊生态上基础设施 Layer2 和应用创新的迭代。

这三件事在未来的半年内将同时发生，意味着行业将从当前市场开始回调，并且有机会冲击一个更强大的牛市。

我们可以分析历史牛熊周期涨跌幅数据（引自 IOSG 内部数据分析师），验证当前的市场情况。历史熊市周期的中位数跌幅为-77%，平均跌幅约为-75%（近日的熊市周期正好下跌了77%）。牛市周期的中位数价格增幅为15倍，平均增幅约为60倍。

至于周期的持续时间，熊市周期的中位数持续时间为354天，平均持续时间为293天（近日的熊市周期持续时间也靠近 354天）。对于牛市周期，中位数持续时间为604天，平均持续时间为571天。

分析历史信息对于理解市场的周期性是有价值的。我们目前正在买入一个中等长度牛市周期的中段，且正在进入了这轮加密货币牛市的爬升阶段.

完整数据分析：https://t.co/sN2oH7h2P9

3. 持续的生态创新，大而不倒的以太坊

关于以太坊生态创新，不得不提在11月的 DevConncet 大会，这是本年度最多加密开发者共聚的盛会，也是V神在不同场合露脸最多的一次活动，我们可以梳理下 Devconnect 都发生了些什么？

不断强化的基础设施：出现了新的技术和细分方向市场，在 L2Day, zkDay和 zk Accelerator 我们看到了众多 ZK 和 L2 协议博采众长，在不同舞台争相亮相。基于 zkRollup 创新的协议包括 Risc0/Nil Foundation，以及 Scroll/zkSync/Aztec 都开始竞争主网上线之后，将呈现多样化的的生态格局。

1）ZK Coprocessor 是我们觉得很有前景的方向。这个方向包括 Axiom,Brevis,Lagrange和Herodotus。Axiom 他们目前讲述的应用前景简单易懂。CEX 和 DEX 一个最大的区别就是 Referal Program 和忠诚度计划。拉的用户越多，交易量越多，收入就越多，手续费减免更多。Axiom 希望 DEX 也能有这些计划，可以帮助 Uniswap 统计链上的所有相关交互数据。以 Trustless 和安全的方式计算每个用户的拉新和交易情况，给予补贴。

2) Layer3 和 Raas 赛道上不同的协议也在开始竞争，包括 Conduit/Caldera/Gelato 等，开始推出基于游戏/社交/ Defi 等不同的应用链。由于巴以冲突，许多犹太背景的开发者没有出席这场大会，即便如此，你还是可以看到无数的开发者和创始人不断地在向市场推广他们的 Rollup as service 方案，这是难能可贵的早期市场！有一瞬间我坐在咖啡厅，前后左右都围着不同背景的 L2/L3 的创始人，他们不停地 pitch 自己的方案如何更好地帮助应用部署上链，并且提供等效于 Web2 的行业应用体验。这有点像 2000 年左右早期 Web1.0 市场和 2012 年前后 Saas 准备大规模爆发的前夜。

很多人说以太坊网络创新非常缓慢，很多模块都分包给了不同开发者社区的技术团队，但其实也恰恰验证了其强大的网络效应。方才提到的主流 L2/L3/DA 等项目都在帮助以太坊更好的解决性能和 use case 的问题，所有团队在技术发展的竞争浪潮下，似乎整个加密生态不管是infra/dapps/vc 都成为了以太坊网络中的雇员，大家不领工资但是却齐心协力为这个网络的壮大做出贡献。

3)最近一些新的发展方向也离不开备受热议的技术，例如分布式 GPU 和 ZKML 。Bittensor 的叙事和涨幅让许多人感到震惊，而在同一领域，种子轮估值就达到 5 亿美元的 Gensyn 也引起了关注。他们都致力于为用户带来去中心化的 AI 计算。
这个热门领域并非空中楼阁，毫无应用场景。曾有一个游戏开发者向我展示了他们如何结合 Crypto 与 AI。他们的展示令我惊讶 Crypto 和 AI 天然的紧密联系。他们基于 ZKML 技术开发了一个由 5 人自主对战的全链足球游戏平台，每一次传球和进球都由 ZKML 支持，游戏结果自动上传至区块链。玩家可以设置不同的策略模型（ZKML）进行对战（类似于之前 Dark Forest 中使用 Bot/AI 策略的做法）。

尽管围绕链上 LLM 和 ZKML 用例的讨论及用户接受度仍存在分歧，但我相信很快会见证更多以 AI 为中心的加密平台。最近，Vitalik 也提到了「d/acc」（去中心化加速），我们未来会看到 Unibot 和前 Flashbot 创始人 Stephant 的新项目，这将吸引更多新用户改变他们的交易习惯，开始使用基于 Bot 的交易方法。

最后一个方向还是回到 fully on chain gaming，这个方向我之前提到过，想跟大家分享我看到的一个青年游戏天才开发者 Small brain——设计精巧的全链游戏的Word3、Drawtech、Gaul。其背后的设计师，不但自己开发了许多出彩的玩法，创造出具有区块链特色的游戏，也凭借在 AW 社区中独到的观点输出，号召起一帮志同道合的开发者，在 mud 上迅速 iterate。他们朝着每隔六周推出一款新全链游戏的目标前进， 做出了许多有趣的实验。（见图二）

我觉得以太坊的质疑者忽略了以太坊本身的兼容性和进化能力，尤其是在新的应用产品出现瓶颈的时候，以太坊能最快吸收新的技术，解决瓶颈（tps，gas 费用），为大部分应用遇到的问题提供解决方案。新的 alt L1, 在应用场景细分上，没有明显优势。

以太坊在这个周期，有两个特别典型的，和以往不一样的网络扩展模式。

第一个是货币和“安全”输出，通过 LSD 资产，这个类似美元的扩展，输出到各种 Layer2, altchain, restaking protocol, DA protocol; 借助以太坊 LSD 的外溢，以太坊货币扩展会极大强化以太坊的网络效益，这也使得 ETH 的 moneyness 和 store of value 的特征更加明显；

第二个是技术吸收和兼并。每个周期，以太坊都在过往的新平台失败基础上吸收新的技术范式，无论是 POS，经过四五年的观察、总结，到最后实施；还是扩容，从 Plasma、分片到各种 rollup，都是在很多失败的项目上吸取教训，在一个开源的体系里，这种能力相当于大部分竞争对手过去几个周期投入的上百亿美金的 R&D sunk cost，而这都是以太坊的 investment capital, 我觉得没有任何一个平台（包括比特币）在这方面有以太坊受益那么大。所幸，这个周期下来，以太坊没有停止继续吸收、兼并。

以上我们有什么理由质疑以太坊？哪怕是熊市，仍然有无数的项目和开发者在以太坊网络创建不同的产品和协议，仍然有数以万计的开发者和项目不计回报地在这个网络创建新的模块组件。所有 Web3 基金和投资人都绕不开以太坊生态投资，意味着在目前几千亿美金的ETH市值下，他们将继续下注数千亿美金的规模到以太坊生态项目，以太坊将越来越大而不倒！

4.不得不提的BTC Ordinals 生态

随着市场的快速复苏，比特币作为天之骄子，有许多比特币生态项目开始用各种主题争奇斗艳，从比特币的原教旨主义去思考 Ordi 的价值主张是极其困难的，比特币作为加密世界的图腾，价值存储是其核心功能。比特币取得更广泛的社会接受下共识增强，价值升值，机构入场，ETF 预期，比特币减半等诸多因素叠加出现，生态繁荣是偶然中的必然；无论是比特币二层，Ordinals还是其他协议应用，首先都应该尊重保护比特币的核心，即价值存储。

比特币 meme 和 NFT 类资产的崛起，与背后反 VC “公平发售”的散户运动有很大关系；毕竟在 VC 主导下，散户确实是只能吃骨头，汤肉都给 VC 吃了。和 ICO 时代相比，散户进入估值门槛实在太高了（以太坊14年ICO才2300w美金估值），一类项目基本是二级市场都是几十亿美金FDV，对散户，EV 实在太低了。

正是在这种市场结构下,导致散户发起现在的币圈的“Occupy Wallstreet”. 不过，这个趋势本身也是不健康的。在 DeFi Summer 时候也曾出现过大量的“公平发售”的项目，但最后“公平发售”都是短平快一地鸡毛 pump and dump 项目, 各种简单粗暴的 fork ，从“一月游”到“一日游”，劣币驱逐良币；

最后，大浪淘沙，经过一个周期后，“公平发售”所剩无几，剩下的长期发展的，都还是久经考验、有良好融资结构的老项目。长期项目需要长期资本风险投入，短平快的“公平发售”，难以支撑长期生态的开发。主流加密机构之所以没有过多跟进比特币技术生态，也是因为确实没有实质性的技术扩展性，更多是“公平发售”标签下的散户情绪呼叫（当然不排除一些机构和交易所操作这样的情绪）。

我们不支持威胁比特币原生网络鲁棒性的技术应用，情绪面投机炒作不可长久，brc20 协议技术仍有诸多不足，作为机构投资人我们不鼓励投机，但愿意支持更多有价值有意义的builder，带来更多富有生态价值的协议。

因此加密市场是大染缸，目前的Ordi 等 brc20 代币放大了投机和价格炒作，我相信很多人会从中赚到不少的回报，但是当我们在没有 thesis 驱动下去做更多趋利性交易的时候，我们也会逐渐迷失并且同样的原因在一些项目上也会有损失。

所以如果准备入场的新朋友看到这条推，或者大家身边有些家人朋友在 FOMO 情绪下要开始买入，希望大家可以做好这种思想动员工作并提示风险，让他们只需要在 BTC/ETH 里面做选择，这是最简单也是最不容易出错的路径。在投资里恪守原则非常困难，炒作和 meme 带来了财富效应，但是如何在加密市场不仅只看到这些，并且走出炒作和 meme 去支持那些更加富有价值主张和应用前景的协议，也将成为行业受益者重要的责任和担当。

感谢 @mindaoyang /@0xWendy99 / @CryptoFi_18 的修改建议，文章内容提到所有观点和项目均不代表投资建议。

[Haotian | CryptoInsight @tmel0211]

既然OP Stack如此抢眼，是不是ZK Stack和Starknet Stack等就没有机会了呢？显然不是，OP Stack只是抢占了先发优势，估摸下从22年10月首次提出OP Stack框架到23年6月Bedrock才完成，再到7月BNBChain宣布基于基于OP Stack开发Layer2。这期间Optimism团队洽谈了多少次合作，协调了多少技术难点，都是不为人知的。而相较之下，Starknet Stack、ZK Stack等正式推出也就俩月左右。

因此，四大天王Stack战略还远未到分胜负高下的时候：

1）Sequencer组件模块化共享竞争，现在各家都在推进Sequencer的去中心化进程，但都还是Soon的状态，很难说谁更有领先优势，如果非要选一个，我认为会是Starknet，理由很简单，Starknet此前的Prover验证环节已经实现了第三方许可准入，且被主网Rollup合约验证通过。在核心技术组件去中心化进程上，Starknet的重视程度会更高，也更有技术底蕴；

2）多链开发者亲和度竞争，这一票定当投给Optimism，它的MIT更开放包容的license，以及已经形成气候的开发者活跃氛围，使得其能够吸引一大批开发者资源。虽然一键发链听上去有点调侃之意，但Rollup AS A Service（RaaS）的商业图谱还就是这种简单粗暴来得高效。次之，我觉得潜力会在Starknet上，就因为Starknet上总会看到一种浓浓的极客社区气质，事实上也总会冒出一些让人大开眼界的项目。

3）多链生态应用竞争，当年Cosmos生态靠一个Terra就带动了一大波繁荣，虽然结果很惨烈，带来的反噬影响也让Cosmos生态元气大伤，但足以看出一个超级应用对开放共建生态的意义。从这个角度看，OP Stack阵营在Base链上的突出表现，毫无疑问又可以加一票。但Base和Optimism的合作没有共享Sequencer的前提，没有跨链组合流动性共享，只能算是一个孤立事件，尚不具备Terra之于Cosmos的牵动意义。

是不是，ZK Stack就废了呢？这两天zkSync和Starknet在比拼TPS，zkSync交易量也突破了1亿大关，无论怎样，zkSync在用户量、交易量、TVL上的优势也是一张王牌，别的不说，单就zkPorter以及Prover组件的共享，就没有人会怀疑其可稳定承载的交易量。zkSync过早Fomo的市场对其扎实技术底层的磨练发挥关键作用。

而Arbitrum的Orbit目前反倒比较神秘，因为大家都在铺layer2的路，Orbit一个健步跳到了layer3,着实有点快，但不排除其正在秘密进行大型游戏社交类应用的布局，一旦某天有个大招放出来，Arbitrum目前积累的综合实力，对于独有专属应用链市场的吸引自然没的说。

总而言之，Rollup四大天王唱响的这次Stack Narrative Summer一切正当时，让子弹飞一会吧。

[吴说区块链 @wublockchain12]

吴说获悉，Coinbase 公布五大 Base 中立原则。维护区块链法则，确保 Base开放和中立的区块空间；用户对加密货币拥有完全控制权，Coinbase 不保管或控制用户资产；交易排序是自由市场，Coinbase 不干预优先级；信息平等获取，Coinbase 不滥用非公开信息；用户可以自由退出，没有限制和处罚。
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[PANews丨APP全面升级 @PANewsCN]

a16z：AI与区块链结合，创造四大新商业模式
阅读更多: https://t.co/vJNNyEoBnX

[Cointime @Cointime_global]

🎊Cointime #Timestamp Summit 🎉 is come！
Cointime will Host TimeStamp Summit in Singapore on September 11th.
✨The summit is hosted by Cointime and co-hosted by Chainup @ChainUpOfficial, ABCDE Capital @ABCDELabs, and New Huo Tech @New_Huo_Tech.
💛rain or shine💛！

[加密韋馱｜Skanda 🔶 @thecryptoskanda]

“Crypto游戏必须要有可玩性”，

现在仍然把这个当唯一信条的crypto游戏团队将不可避免地死亡，因为他们无法认清Crypto用户的博弈本质，或者说，不懂“赌”

在你开始一个新的crypto游戏项目，或打算给一个项目打钱之前，请先学习Crypto Game 101 —— 博彩业GGR 模型

让我们潜入进去🧵

[Modular Media @modularmedia_]

DA layers are different - their purpose is to prevent data withholding attacks.

Unlike data storage, this is a very blockchain specific thing. Data withholding attacks are when consensus nodes do not publish transaction data.

(5/16)

[Nick White @nickwh8te]

Let’s clear this up once and for all

Alchemy, the Graph and all other blockchain indexers are NOT data availability services

Neither are file storage protocols like Filecoin and Arweave 👇🧵

[Nick White @nickwh8te]

Data Availability ≠ Data Storage

What's the difference?
🥫 Data storage is like canned food
🍱 Data availability is an all-you-can-eat buffet

Thread 🧵

[Starknet | 中文 (👩🏽‍🚀, 👨🏽‍🚀) @Starknet_ZH]

晚八点来聊聊链上游戏

[Celestia @celestia]

https://t.co/pG8zJywpvg