Research Summary
The report provides a comprehensive roundup of the week’s significant updates and announcements in the Layer 2 and Modular Blockchain space. It covers a range of topics, including rollups, validium, order flow abstraction, VM, infra provider, data availability, sequencing, and interoperability.
Key Takeaways
Rollups Developments
- Starknet’s Hackathon and Cairo v2.5.0: Starknet announced the commencement of its winter Hackathon and the release of Cairo v2.5.0. This indicates the company’s continuous efforts to engage the developer community and improve its technology.
- Loopring’s Integration with Dot Taiko Domains: Loopring has integrated Dot Taiko Domains into its smart wallet for onchain identification. This move enhances user experience and security in the Loopring ecosystem.
- Polygon’s Aggregated Blockchains Thesis: Polygon introduced its Aggregated Blockchains Thesis “AggLayer,” set to launch on the mainnet in February. This could potentially enhance the scalability and efficiency of the Polygon network.
Validium and VM Updates
- Immutable’s Partnerships: Immutable announced partnerships with Endless Cloud and Axelar, aiming to bring Treeverse and Capsule heroes to Immutable zkEVM and make depositing and withdrawing funds easier. These collaborations could potentially increase the utility and user base of Immutable’s platform.
- Movement’s Community Program: Movement introduced its community program and announced Milkyway as its M2. This shows the company’s commitment to community engagement and development.
Infra Provider and Interoperability News
- Saga’s Costless txn Implementation: Saga introduced the implementation of costless transactions using recycled gas tokens and launched its latest Intract campaign. This could potentially reduce transaction costs and increase user engagement on the platform.
- Caldera’s Open Application and Partnership: Caldera announced an open application for ETHDenver 2024 hacker house and a partnership with Thirdweb to bring Thirdweb’s full web3 development stack to Caldera chains. These initiatives could potentially attract more developers and enhance the capabilities of Caldera’s platform.
Actionable Insights
- Monitor the Impact of Starknet’s Hackathon: The impact of Starknet’s winter Hackathon on its developer community and technology improvements should be observed.
- Assess the Effect of Loopring’s Integration: The effect of Loopring’s integration with Dot Taiko Domains on its user experience and security should be evaluated.
- Research the Potential of Polygon’s AggLayer: The potential benefits and implications of Polygon’s Aggregated Blockchains Thesis “AggLayer” should be researched.
- Examine the Benefits of Immutable’s Partnerships: The benefits and potential impact of Immutable’s partnerships with Endless Cloud and Axelar on its platform’s utility and user base should be examined.
- Investigate the Impact of Caldera’s Initiatives: The impact of Caldera’s open application for ETHDenver 2024 hacker house and its partnership with Thirdweb on its platform’s capabilities and developer attraction should be investigated.
