1. Starknet ($STRK ) – ZK technology core for the multi-chain era
In-depth analysis:
• Core technology: Starknet uses zk-STARK – a new generation of ZK-Rollup, requiring no trusted setup (superior to zk-SNARK).
• Long-term vision: To become the most powerful smart contract platform on Layer 2 Ethereum, highly compatible with new languages like Cairo.
• Scalability: Plans to deploy 'appchains' – allowing each dApp to have its own chain on Starknet.
• Ecosystem: Built by StarkWare – a reputable team, co-founder Vitalik praised this technology.
Particularly notable:
• Supported by major funds like Paradigm, Sequoia.
• Compatibility-oriented with Bitcoin via cross-chain application model.
Main risks:
• Cairo language is not widely used; it takes time for the dev community to adapt.
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2. zkSync ($ZK ) – High-speed bridge for Ethereum
In-depth analysis:
• Core technology: zkSync uses zk-Rollup focused on optimizing UX, allowing a near Web2 non-custodial wallet experience.
• Vision: To create a network of 'zkSync Hyperchains' – a world of small chains that easily scale.
• Notable feature: Built-in 'Account abstraction' (flexible accounts), a significant advantage for future decentralized wallets.
Particularly notable:
• Mainnet is operational, EVM compatible (zkEVM).
• Strong ecosystem ownership, with hundreds of projects deployed.
Main risks:
• Intense competition among Layer 2s (Optimism, Arbitrum, Base…); success depends on the ability to retain developers.
