Important Notice📢💥

Important Notice📢💥

Objective Analysis of Layerzero ($ZRO) and Zksync ($ZK)

1. Time Period and Background

Historical Background: Layerzero and Zksync were both launched during the last bull market, allowing users to pay Gas fees. The time period is long enough and they have accumulated rich operating experience and user base.

2. Track Position

Layerzero: It is in the full-chain track. As one of the earliest track outlet projects, it has attracted a lot of head investment.

Zksync: Focusing on the ZK (zero knowledge) track, it is also an early track outlet project and has attracted a lot of head investment.

3. Difficulty of Technical Implementation

Easy to implement: The technical implementation difficulty of Layerzero and Zksync is relatively low, and any team can complete it. Compared with SuiVM's Object Move parallel framework or Starknet's scientific theoretical innovation, the technical barriers are lower.

Non-innovation: Neither of them has brought revolutionary technological innovation, which makes technological progress dependent on existing R&D and innovation.

4. Community operation

Good early community operation: Both projects had very successful community operations in the early stage of launch, with a large user base and industry reputation.

Turning to negative: After the coin issuance, the industry reputation and mass base reversed, and the community's trust in the project declined.

5. Valuation changes

FDV: The current FDV (Fully Diluted Valuation) of the two projects is the same as the financing valuation 2-3 years ago. This means that despite the precipitation and development of the project, the market's recognition of its value has not significantly improved.

6. Community trust issues

Community disappointment: Although both projects are good at community operation, the current community reputation has collapsed, and users have lost confidence in the future of the project and feel that the prospects are bleak.

Summary

Layerzero ($ZRO) and Zksync ($ZK) are both projects that emerged in the last round of bull market, attracting a large number of top investments and having a good community foundation. However, as time goes by, the lack of technological innovation and community trust issues gradually emerge, resulting in the current valuation being comparable to the early financing valuation. Although both have had successful experience in operation and attracting users, the current challenge is to regain the trust of the community and demonstrate the long-term value of the project. #zro #zkSyncEra #币安上线ZK $ZK $ZRO