Total value bridged growth: rollups vs validiums and optimiums
Post87 words
7-day TVB growth data shows Mantle (+44.21%) and Metis (+24.26%) outpacing Arbitrum, Optimism and Base. Argues rising gas fees will push users to alt-DA and modular DA will capture share this cycle.
Key claims
7D TVB: Arbitrum +6.35%, Optimism +7.63%, Base +7.47%
7D TVB: Mantle +44.21%, Metis +24.26%, Arbitrum Nova +9.19%
Modular DA configurations will capture significant market share this cycle
Total Value Bridged 7D Growth in % for Top 3 generalized Rollups:
馃搱 @arbitrum One +6.35%
馃搱 @optimismFND +7.63%
馃搱 @BuildOnBase +7.47%
Total Value Bridged 7D Growth in % Top 3 generalized Validiums/Optimiums:
馃搱 @0xMantle +44.21%
馃搱 @MetisDAO +24.26%
馃搱 @arbitrum Nova +9.19%
With the increasing on-chain activity, gas fees become significant again. Users start to recognize the UX benefits of alt-DA.
Modular network configurations with specialized DA solutions (DAC or even better modular DA layer like Celestia or EigenDA) will capture significant market share this cycle.
What came next 路 since 04 Dec 2023
Since then
Zero has written 8 more pieces on Arbitrum since this one.