L2/L3 execution layer framework: ten rollup stacks and their theses
Thread686 words
Work-in-progress framework summarizing each major rollup stack's thesis, e.g. fractal L3 scaling on Starknet, recursive L3 zk rollups on zkSync, Superchain shared sequencing on Optimism and EigenDA outsourcing on Mantle, with links to deeper threads.
Key claims
Starknet thesis: fractal scaling via app-specific L3s
Mantle thesis: cheap L2 scaling by outsourcing DA to EigenDA
Optimism thesis: horizontally scaled Superchains through shared sequencing
0/ Scalable L2/L3 execution layers will be the epicentre of the next bull cycle and BILLIONS of USD will flow into these ecosystems. 馃殌
But its easy to lose track of all the different rollups & the tech stacks they are built on. 鈿欙笍
But don't worry, there's a guide!馃憞
馃У (0/35)
1/ Before we dive in, please note that this framework is still work in progress. 馃洜
Over the course of the next few weeks, this will be updated, extended and refined.
Will post a new iteration soon. 馃憖
2/ The overview here will cover:
馃敼 @Starknet
馃敼 @0xPolygonDeFi
馃敼 @zksync
馃敼 @Scroll_ZKP
馃敼 @arbitrum
馃敼 @optimismFND
馃敼 @0xMantle
馃敼 @MantaNetwork
馃敼 @LineaBuild
馃敼 @taikoxyz
3/ 馃殌 @Starknet
Thesis: Fractal scaling on top of Starknet through (app-specific) L3 rollups.
4/ If you're thinking "WTF are STARKs?!", check out my thread below. 馃憞
x.com/expctchaos/status/1611398681890283521
5/ To learn more about @StarkWareLtd's L3 vision, have a look here. 馃憞
x.com/expctchaos/status/1535336011634335744
6/ However, the vision has matured a lot since I put out that thread. Starknet app-chains are almost here already. 馃憞
x.com/Starknet/status/1681603967787122688
7/ 馃殌 @0xPolygonDeFi
Thesis: Interoperable network of Polygon-based zkEVM L2 chains with shared state through validity proof aggregation layer and shared sequencing.
8/ I published a research report on the Polygon zkEVM with @Louround_ a while back if you need a refresher. 馃憞
x.com/Louround_/status/1639323599214616576
9/ There is also a tech deep-dive for the nerds among you. 馃憞
x.com/expctchaos/status/1639322773872070656
10/ And because I just love zk proof tech, I also covered plonky2 and plonky3 quite extensively. 馃憞
x.com/expctchaos/status/1678788769141649408
11/ 馃殌 @zksync
Thesis: Recursive L3 zk rollups to reach hyperscale & flexible DA options (volition) for low cost.
12/ Wait, what is a volition? Check here. 馃憞
x.com/expctchaos/status/1679566384173559808
13/ And for more on the ZK Stack, have a look at my thread below. 馃憞
x.com/expctchaos/status/1673436051199922176
14/ 馃殌 @Scroll_ZKP
Thesis: Bytecode-level EVM equivalent zkEVM focused on scaling the Ethereum values on L2.
15/ my friend @0xSalazar wrote a great thread on Scroll's network architecture if you want to learn more. 馃憞
x.com/0xSalazar/status/1650445855592181765
16/ I personally like @Scroll_ZKP a lot because they are constantly on the forefront of innovation. Also with regards to decentralized proving. 馃憞
x.com/expctchaos/status/1641832757985943552
17/ 馃殌 @arbitrum
Thesis: Language-agnostic development framework for hyperscalable L3s.
18/ What I like about the @arbitrum stack, is that they offer a lot of flexibility, also with regards to the DA choices. Remember Anytrust? 馃憞
x.com/expctchaos/status/1535109516747935745
19/ But one of the biggest innovations in my opinion is the Stylus VM
Stylus what? 馃憞
x.com/expctchaos/status/1638593894630948865
20/ Plus, @offchain is one of the true leaders with regards to innovation in the optimistic rollup space. Evidence to that is the recently proposed BOLD protocol. 馃憞
x.com/expctchaos/status/1689260345024774144
21/ 馃殌 @optimismFND
Thesis: Horizontally scalable network of OP-Stack based, interoperable Superchains through shared sequencing.
22/ For a refresher on the superchain vision, check out my tweet belwo and don't forget to check the great work my bro @thesaint_ did on this as well (and on which my below take is based). 馃憞
x.com/expctchaos/status/1691858018772701531
23/ If you're wondering what Bedrock is, this might give you some clues 馃憞
x.com/expctchaos/status/1532284723183210496
24/ And similar to Arbitrum, @optimismFND definitely has a place among the most innovative rollup projects, as evidenced by @0xSalazar's thread below. 馃憞
x.com/0xSalazar/status/1683876111057559552
25/ 馃殌 @0xMantle
Thesis: Scalable & cheap L2 scaling through outsourcing DA to EigenDA.
26/ When I want to know more about @0xMantle, my go-to guy is @Louround_ who has put out some quality content on it in the past. 馃憞
x.com/Louround_/status/1681671746976358400
27/ For an ecosystem deep-dive, also make sure to check out @Slappjakke's thread below. 馃憞
x.com/Slappjakke/status/1680952173142872071
28/ For more on @eigencloud & EigenDA, have a look here (also covers Celestia, which is the DA solution used my @MantaNetwork, which is the next one to be covered). 馃憞
x.com/expctchaos/status/1663213648121307141
29/ 馃殌 @MantaNetwork
Thesis: OP-Stack based rollup using Celestia for DA and integrating universal zk circuits to enable development of natively private zkApps in Solidity.
30/ As a proud ambassador of @MantaNetwork, I've published my fair share of content on them already. If you want to learn more about #MantaPacific, have a look here. 馃憞
x.com/expctchaos/status/1678833185348816898
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