I applied for MegaETH's Builder program early this morning. I won't talk about the result, but my judgment is that this project will at least be an opportunity of EigenLayer or Celestia level.

First, let me give you two simple judgments👇🏻

(1) The lineup of the seed round is very luxurious, especially the angel investors include two founders of Ethereum, Vitalik, Joseph and EigenLayer

In fact, this point has already said a lot of information from the side. The entire ecological development of the Ethereum system is basically a top-down ideology

So at least this infrastructure is likely to become an inevitable L1 in the development of the Ethereum system. In addition, Vitalik and Joseph's external public investment is not much. This is the only Layer1 that can be found in public information channels🔺

(2) Based on the first judgment, MegaETH is compared with EigenLayer and Celestia's potential airdrop opportunities may be relatively larger

Because the focus of the first two protocols is more on providing a certain [source service], such as AVS or modular DA. Celestia itself is still in the Cosmos system, so it also has a certain share in the airdrop share

Except for DA, which is external to MegaETH, L1's business itself is more vertical. At present, I have not seen any external components to build the whole. Therefore, in the initial airdrop allocation, some basic items are missing

However, there are still some situations that need to be mentioned🔻

(1) This is a Chinese team. I have no preference on whether the project is a Chinese team. Because this is public information, I mention it

(2) There is OKX in the lineup of investment institutions Ventures and ABCDE, so I personally lowered my expectation that MegaETH will be launched first (#Binance ) (if Binance Labs appears in the next round or any subsequent round, then it is a sure thing)

-Finally, let me talk about how I learned about this project🔻

I started by checking other parallel EVM projects on the market on Rootdata, because the recent content is all about this area, and then I found that this project has recently received a large amount of financing

No one in the Chinese area mentioned this protocol, and I can only find two in my watchlist. Maybe it is because there is no market launch at this stage?Hahahahahahahaha 🤣