Roll Up Rollup - Layer 2s

١ نوفمبر ٢٠٢٢

So the theme for the last bit of alt season was probably layer 1s such as AVAX and SOL

If dollar topping and risk bottoming here most things will do well

But i think one theme for the likely coming alt season would be layer 2s (scaling solutions)

The layers refer to the subsets of the future blockchain internet (web 3)

Vitalik has been bigging up L2s since the merge

If eth wins the web 3 race (not much competition) it needs to scale; and sharding is a long way off

As such as i see it we have an ascending hierarchy of scaling:

Side chains (matic)

Optimistic rollups (optimism)

Zk Snarks (Loopring, mina)

Zk starks (Immutable X)

Skale is a hybrid 1/2 as far as i am aware and matic/polygon is moving into starks and snarks

I think everything i mentioned here does fine

But until starkware has a token immutable x and possibly matic have some usp on starks i think

GRI 2022

١ نوفمبر ٢٠٢٢

ملاحظة

Pocket retrace for optimism around 0.9 good target looks like .25 mid term

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١ نوفمبر ٢٠٢٢

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*2.5 target for opt

٤ نوفمبر ٢٠٢٢

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Well most of these are sending

YW

GRI 2022

٢ مارس ٢٠٢٣

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Currently in OP and SKL

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