March 2023 watchlist: L2 VMs, zkEVMs, DA, sequencers, AA and perps
Thread193 words
List of themes to watch: WASM and RISC-V VMs on L2, zkEVMs, specialized DA layers, shared sequencers, rollup SDKs, recursive L3s, EIP-4844, account abstraction, MPC custody, parallel VMs, identity and decentralized perps.
alpha on what you should keep an eye on
- VMs on L2 with #WASM and RISC-V support such as @arbitrum #Stylus or the @RiscZero zkVM
- zkEVM: @0xPolygonZK, @zksync, @Scroll_ZKP & @taikoxyz
- specialized DA layers like @CelestiaOrg or @eigencloud's #eigenDA scaling rollup DA
...
- Sequencer-as-a-Service infrastructure for rollups like @Sagaxyz__ or @radius_xyz
- SDKs for (app-specific) rollups such as @0xStacked, @sovereign_labs or Celestia #rollkit
- Recursive zk proofs that allow for (app-specific) L3 rollups on top of generalized #zkEVM rollups
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- Scaling DA on $ETH L1 through #EIP4844 & full #danksharding
- Account abstraction & smart contract wallets. @argentHQ, @myBraavos & #ERC4337
- Bringing IBC-enabled interoperability to chains beyond the #cosmos like $ETH & zk-rollups via zk proofs (e.g. @Amherst_Labs)
...
- Other zk stuff: @AleoHQ's natively private zk L1 or @EspressoSys' decentralized sequencers, hyperplonks & CAPE
- Decentralized MPC-based custody, e.g. @QredoNetwork or @entropydotxyz
- VMs with parallelized execution like @SuiNetwork, @Aptos_Network or @FantomFDN's FVM
...
- Identity protocols like @Kiltprotocol or zk-based alternatives like @Sismo_eth
- Decentralized perpetual futures trading platforms like $GMX, $GAINS or $DYDX
anything that I'm missing here? What are you guys focused on?
What came next · since 21 Mar 2023
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