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ArkStream Capital: 9 major tracks where Web3 will explode in 2024
1. ETH L2 Summer is coming as scheduled
ETH+L2 is essentially the largest isomorphic cross-chain ecological group. With the launch of Starknet/zkSync/Scroll/Blast, the PK in both directions of technology flow and market flow will intensify the market competition of L2.
Focus on: Starknet / zkSync / Scroll / Blast / Manta
2. Modularization is inevitable for the continuous iteration of public chain technology
With the launch of Celestia, the market share of the DA layer shows signs of breaking away from the exclusive monopoly of Ethereum. At present, OP Stack, Polygon CDK, etc. all provide mature smart contract architectures, and the industry is exploring the DA of Bitcoin in conjunction with the BitVM paper on the forefront of Bitcoin. For example, the proliferation of sub-fields such as shared/decentralized sequencers and RaaS services marks the rapid iteration of blockchain toward modularity.
ETH+L2 is essentially the largest isomorphic cross-chain ecological group. With the launch of Starknet/zkSync/Scroll/Blast, the PK in both directions of technology flow and market flow will intensify the market competition of L2.
Focus on: Starknet / zkSync / Scroll / Blast / Manta
2. Modularization is inevitable for the continuous iteration of public chain technology
With the launch of Celestia, the market share of the DA layer shows signs of breaking away from the exclusive monopoly of Ethereum. At present, OP Stack, Polygon CDK, etc. all provide mature smart contract architectures, and the industry is exploring the DA of Bitcoin in conjunction with the BitVM paper on the forefront of Bitcoin. For example, the proliferation of sub-fields such as shared/decentralized sequencers and RaaS services marks the rapid iteration of blockchain toward modularity.
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