李二牛
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Competition Landscape and Investment Opportunities of Layer2 Solutions
The current Ethereum Layer2 ecosystem has formed a "one leader and many strong contenders" pattern: Arbitrum leads with a 55% market share, while zkSync Era and Starknet account for 25% and 15% respectively. Three major technological breakthroughs have been achieved: 1) zkEVM proof time reduced to 2 seconds; 2) cross-Rollup communication latency below 1 second; 3) privacy transaction throughput increased by 10 times. The total TVL of leading projects has exceeded $300 billion, with DeFi protocols accounting for 60% and the NFT market 30%. Analysts recommend focusing on: 1) specialized chains for vertical fields; 2) developer tool platforms; 3) liquidity aggregation protocols. It is expected that by 2025, Layer2 will handle transactions worth $10 trillion.
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The current Ethereum Layer2 ecosystem has formed a "one leader and many strong contenders" pattern: Arbitrum leads with a 55% market share, while zkSync Era and Starknet account for 25% and 15% respectively. Three major technological breakthroughs have been achieved: 1) zkEVM proof time reduced to 2 seconds; 2) cross-Rollup communication latency below 1 second; 3) privacy transaction throughput increased by 10 times. The total TVL of leading projects has exceeded $300 billion, with DeFi protocols accounting for 60% and the NFT market 30%. Analysts recommend focusing on: 1) specialized chains for vertical fields; 2) developer tool platforms; 3) liquidity aggregation protocols. It is expected that by 2025, Layer2 will handle transactions worth $10 trillion.
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