Modular blockchain is becoming the most关注的 infrastructure track in 2024, decoupling the four major functions of traditional monolithic chains (execution, settlement, consensus, data availability) and significantly improving scalability. ERA, as a representative project in this field, can be analyzed for its investment value from three dimensions:
Technical Implementation:
Currently, the execution layer modularization has been achieved, with testnet TPS exceeding 2000+. The mainnet is expected to launch the zk-Rollup solution in Q3, at which time performance is expected to improve to 5000 TPS.
Ecosystem Progress:
- More than 15 integrated wallets
- 37 cooperative DApp projects
- Developer community exceeding 5000 people
Risk Factors:
1. Intense competition in the track (vs Celestia, Polygon, etc.)
2. Modular technology has not yet undergone large-scale application testing
3. The rhythm of token release may affect short-term price trends
Overall assessment: ERA stands out in terms of technological innovation and ecosystem development speed, making it suitable as a medium- to long-term allocation target in the modular track. Investors are advised to pay attention to its mainnet upgrade progress and new exchange listing dynamics, and to position themselves in a timely manner.
