Last night, the first project based on the VM execution layer as an abstract architecture @lumioFDN announced its official access to Solana, becoming another project built on Solana after Eclipse. What do you think? A few quick comments:
1) The controversial topic of whether Solana needs layer2 has been answered. In theory, whether the Solana chain is willing or not, projects that can use SVM as an execution layer and bring ecological projects and user transactions to Solana can be defined as Solana's layer2.
However, the term layer2 will eventually become a thing of the past. Projects that are capable of directly building abstract chains on a single chain execution layer will not be limited to building XXX's layer2. Because it can connect to SVM, connect to MoveVM, and directly have parallel EVM capabilities, this type of unified abstract chain will serve as the entry layer of other monolithic chains, and it seems that anyone can say it is layer2.
2) Lumio is one of the builders of the new unified abstract layer and the new narrative direction. By integrating MoveVM, SolanaVM, parallel EVM and other execution layers, the execution layer advantages of high-performance chains are modularly shared. Doing so will definitely put pressure on the execution layer advantages promoted by some high-performance chains.
But in fact, under the influence of modularization and chain abstraction, the narrative of a single high-performance chain is bound to weaken, and some abstract chains that can better solve cross-chain interoperability and unified experience upgrades at the entry layer will come on the stage of history.
3) In fact, the aggragation layer that @0xPolygon has called for a long time, @ProjectZKM that has become the unified liquidity layer of Cross-Chain based on ZK underlying technology, and @ParticleNtwrk who has spared no effort in advocating chain abstract narrative in the industry, are all leading a narrative trend:
Overall, the dominance of a single chain will gradually fade, and even the expansion layer2 and layer3 around a single chain are also declining. An abstract layer that can unify the application environment of the entire chain and provide a better experience and a more convenient entry will become the main direction of the next narrative.