2023 narratives: zkEVMs, privacy L1s, restaking, modular DA and perps
Thread245 words
Author's narrative watchlist for 2023: zkEVMs, zk privacy L1s, restaking, WASM and RISC-V L2 VMs, interoperability, DA layers, shared sequencers, rollup SDKs, recursive L3s, EIP-4844, account abstraction, parallel VMs, identity and perps.
my list of 2023 narratives 馃殌
馃敭 zk(E)VMs on Ethereum L2 like @0xPolygonZK, @zksync, @Scroll_ZKP & @taikoxyz or Starknet
馃敭 zk-enabled Privacy L1s like @MantaNetwork or @AleoHQ
馃敭 re-staking, hyperscaling DA & making $ETH security accessible to any network via @eigencloud
1/7
馃敭 VMs on L2 with #WASM and RISC-V support such as @arbitrum #Stylus or the @RiscZero zkVM
馃敭 expanding interoperability beyond the @cosmos via (zk)IBC or tech like @LayerZero_Labs
2/7
馃敭 scalable and specialized DA layers like @CelestiaOrg or @AvailProject as alternative to centralized DACs
馃敭 decentralized, shared sequencer infrastructure for rollups via networks like @Sagaxyz__, @AstriaOrg or @radius_xyz
3/7
馃敭 simplified rollup deployment thanks to frameworks & SDKs for (app-specific) rollups such as @0xStacked, @sovereign_labs or @RollkitDev
4/7
馃敭 recursive L3 rollups on top of zk(E)VM L2s via @arbitrum Orbit, @optimismFND superchain or @zksync hyperchain but also on top of Starknet or @0xPolygon zkEVM
5/7
馃敭 dankscaling the blobsspace on Ethereum L1 through #EIP4844
馃敭 account abstraction & smart contract wallets. @argentHQ, @myBraavos & #ERC4337
馃敭 decentralized MPC-based custody, e.g. @QredoNetwork or @entropydotxyz
6/7
馃敭 L1 with support for parallel execution VMs like @SuiNetwork, @Aptos_Network or @FantomFDN's FVM
馃敭 identity protocols like @Kiltprotocol or zk-based alternatives like @Sismo_eth or @zkPass
馃敭 decentralized perpetual futures trading platforms like $GMX, $GAINS, $DYDX or $KWENTA
馃敭 liquid staking protocols on $ETH like @LidoFinance and @Rocket_Pool but also beyond (e.g. @staderlabs, @stride_zone or @BifrostFinance)
7/7
what am I missing and what are you excited about? 馃憖