In Q1, the ABCDE staff checked out potential initiatives and tried the water temperature. From there, they extracted three sizzling tracks of the business at present together with Appchain, ZK, and Gaming.
Based mostly on the staff’s feedback, the report argues that there are too many choices to work with Appchain, equivalent to creating EVM chains utilizing Supernet, constructing Composite Utility Chains utilizing OP Stack, or utilizing the Cosmos SDK to construct construct the chain if there isn’t any EVM.
The staff additionally applauded the OP Stack superchain’s imaginative and prescient. In keeping with ABCDE, the extra Whole Chains which can be deployed towards the OP Stack or OP Stack Fork sooner or later, the extra possible the OP superchain will turn into a Polkadot-like structure that doesn’t want a duel, has its personal communication protocol, and is completely asynchronous and composable.
Tasks that observe the ZKEVM path, equivalent to ZK-Sync and Scroll, emphasize compatibility and will compromise some effectivity of their circuit design, making it more durable to optimize for dApps. Consequently, there are not any vital technical restrictions; although, business progress stays the important issue, and it isn’t as mature because the OP (Optimistic Rollup) sequence.
The second is about ZK, a number of main ZK-Rollup mainnets went on-line this 12 months, however there are nonetheless some points concerning completeness, efficiency, price, and safety.
Lastly, GameFi, the report says, remains to be one of many sizzling subjects.
“GameFi would be the hottest observe at current, unquestionably. If we depend all of the initiatives we’ve got seen and mentioned up to now few months, GameFi ought to have probably the most sub-tracks.”
Nevertheless, with the issue of balancing finance and video games, only a few initiatives can develop or survive for a protracted. In keeping with ABCDE, connecting to Web3 or the underlying blockchain would inevitably reconnect Gamefi to the true world by way of some type of financialization, and this, in flip, may disrupt the sport’s performance.
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