Ethereum L2 is the fuse that will inevitably explode in the first half of 2024.
Cancun upgrade EIP4844 is close at hand, you must pay attention to:
No.1: L2 leaders - Arb and Op. These two are currently the L2 with the most TVL and users. They have sufficient first-mover advantages and legitimacy. They already have a certain ecological moat and are the core standards for Cancun upgrade.
No.2: Leading applications - GMX, RDNT, Magic, Velo, Snx GMX, RDNT, and Magic are Arb series, Velo, and Snx are op series. They each receive corresponding L2 support. The outbreak of L2 will also drive the explosion of its ecology.
No.3: L2 Alternative - Polygon Polygon is a side chain with its own independent consensus and is not considered L2. However, Polygon has several ZK Layer2 solutions, including Polygon ZKEVM. Polygon is equivalent to shifting from the public chain market to embracing ETH L2 , has strong technical strength and market driving force.
No.4: zkRollup application project - LRC, IMX. Currently, the general zkRollup has not issued coins. LRC and IMX are the sectors that are easier to speculate on ZK L2.
No.5: Optimism fork - Boba and Metis lack legitimacy, but have similar performance, weak ecology, and high odds. They are the last sectors of the Cancun upgrade.
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