LA - Just like stocks, the value criteria of tokens are similarly supported by the track. For example, there are many types of stocks in a stock sector, and the tokens represent the same sector. For instance, LA mainly belongs to the zk sector. So what are the typical tokens and direct technical competitors in the zk sector: ZK Coprocessors
Lagrange's modular architecture (data fetching → proof generation → validation) has competitive or complementary relationships with the following protocols in some modules:
1. Celestia ($TIA)
Positioning: Focused on the Data Availability Layer (DA), providing low-cost data storage for Rollups.
Relationship with Lagrange:
Complementarity: Celestia solves data storage, while Lagrange solves data cross-chain validation.
Competition Point: If Celestia expands to state proofs in the future (e.g., launching ZK coprocessors), it may erode Lagrange's market.
ZK Rollup Projects (some functional competition)
Some ZK Rollups compete with Lagrange through self-developed coprocessors:
zkSync ($ZK)
Similar Points: Supports ZK coprocessors, allowing DApps to perform off-chain calculations and submit proofs.
Differences: zkSync's coprocessors only serve its own ecosystem, while Lagrange supports any chain (including non-EVM chains like Solana).
zkSync's ecosystem TVL exceeds $1 billion, but coprocessor functionality has not been widely applied; Lagrange's mainnet has not fully launched, and progress is lagging. If you want to know the future trends of tokens, then the trends of this sector's tokens will be a significant reference. Therefore, LA's market capitalization is currently relatively high, but it is still in a relatively low state for industry leaders.