《Caldera vs Competitors: Why ERA is the Only Project Worth Heavy Investment in the RaaS Track?》
In the Rollup as a Service (RaaS) track, ERA's technological moat has created a generational gap:
• Full Framework Compatibility: AltLayer only supports a single Rollup aggregation, Conduit is limited to the Coinbase ecosystem, while Caldera is compatible with EVM/SolanaVM/FuelVM, allowing developers to freely choose the data availability layer (Ethereum/Celestia/NEAR);
• Cross-Chain Interoperability: Exclusive Metalayer technology enables asset transfer between chains in 2 seconds, without relying on third-party bridges, already connecting the Ethereum, Cosmos, and Solana ecosystems;
• Capital Endorsement: Top institutions such as Founders Fund, Sequoia, and Dragonfly have invested, with a valuation of $400 million, far exceeding similar projects. Currently, ERA's market cap is only $1 billion, compared to Arbitrum ($12 billion) and Optimism ($8 billion), indicating a potential for tenfold growth.
