Competitive Landscape and Industry Challenges: Opportunities and Breakthroughs in the RaaS Track
AltLayer faces fierce competition in the RaaS track while occupying a favorable position thanks to its differentiated advantages. The main competitors in the current track can be divided into three categories: first, professional service providers focusing on a single Rollup type (such as Scroll, which specializes in ZK Rollup); second, native RaaS platforms on public chains (such as Polygon Supernets); and third, cross-chain RaaS solution providers (such as Chainstack). Compared to competitors, AltLayer's core advantages are reflected in three points: first, the security enhancement brought by the re-staking mechanism, which allows the security of Rollups to rival that of underlying public chains; second, full-stack Rollup support capabilities that cover various technical paths including Optimistic and ZK; third, the innovative scenarios of temporary Rollups, which adapt to applications with significant traffic fluctuations, such as social media and gaming.
Despite having advantages, industry challenges cannot be ignored. On the technical level, compatibility issues often arise due to multi-module integration, and in Q2 2025, there was a synchronization delay failure with the Celestia DA layer, affecting the settlement efficiency of some temporary Rollups; on the market level, the homogeneity of RaaS competition has intensified, with the average industry service fee in 2025 dropping by 35% compared to 2024, compressing profit margins; on the compliance level, there are significant differences in the regulatory definitions of Rollups across different regions, especially in the RWA tokenization scenarios, facing uncertainties of asset penetrative regulation. Hong Kong's recent cautious attitude towards RWA business also brings potential risks to related collaborations. In response, AltLayer adopts a strategy of "technical standardization + cost optimization," collaborating with five institutions to publish the "Modular Rollup Interface Standards" while reducing operational costs by 20% through resource sharing among Layer 2s. @rumour.app
