老白
Amber Group 区块链分析师，《白话区块链》专栏作者，Defi老农 Twitter - @Wuhuoqiu
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Discussing ETH's Current 'Predicament' from the Perspective of the Primary Market
Since Jason's article on the 'frustration of its own competition' regarding ETH has fermented, there have been many discussions online about the ETH and Solana rivalry in recent days, and I don't intend to repeat or elaborate. I would like to add a perspective (not Fud), that is, from the angle of innovation and financing in the primary market. After all, many of these projects have not yet entered the public eye and are still being actively arranged.
In the past two years, I have discussed over 1,000 projects in ABCDE. Although it certainly does not cover the overall situation of the primary market, the sample size should not be small either. My feeling in 2023 is that ETH and Solana are developing separately in the primary market, and even because of the expectations of Eigenlayer and the entire Restaking + LRT ecosystem, ETH is still leading in the primary market.
In the past two years, I have discussed over 1,000 projects in ABCDE. Although it certainly does not cover the overall situation of the primary market, the sample size should not be small either. My feeling in 2023 is that ETH and Solana are developing separately in the primary market, and even because of the expectations of Eigenlayer and the entire Restaking + LRT ecosystem, ETH is still leading in the primary market.
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An alternative perspective on the Layer2 OP and ZK debate
Short-term OP, long-term ZK?
Because V God said this sentence, it is considered by many people to be a "golden rule". However, the actual situation is much more complicated.
The common comparisons are already bad on the Internet - that is, OP is based on gaming < ZK is based on mathematics; OP1 has a two-week withdrawal period < ZK has a withdrawal period of only a few minutes to a few hours; OP's EVM compatibility is better > ZK has compatibility There is a long way to go... No more nonsense, V God’s short-term and long-term remarks are generally based on the above three fundamentals.
However, gaming VS mathematics - users can’t experience any difference at all, and they don’t care at all; two-week withdrawal period VS minutes or hours - these differences are all smoothed out; EVM compatibility - the OP is indeed better now, But as ZK slowly develops, this will eventually be smoothed out.
Because V God said this sentence, it is considered by many people to be a "golden rule". However, the actual situation is much more complicated.
The common comparisons are already bad on the Internet - that is, OP is based on gaming < ZK is based on mathematics; OP1 has a two-week withdrawal period < ZK has a withdrawal period of only a few minutes to a few hours; OP's EVM compatibility is better > ZK has compatibility There is a long way to go... No more nonsense, V God’s short-term and long-term remarks are generally based on the above three fundamentals.
However, gaming VS mathematics - users can’t experience any difference at all, and they don’t care at all; two-week withdrawal period VS minutes or hours - these differences are all smoothed out; EVM compatibility - the OP is indeed better now, But as ZK slowly develops, this will eventually be smoothed out.
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