Research Summary
The report provides a roundup of the latest updates and announcements in the Layer 2 and Modular Blockchain space for the week of 17th to 23rd December. It covers a range of topics including rollups, Validium, RaaS, data availability, and sequencing from various blockchain platforms such as Starknet, Scroll, Mantle, Linea, Metis, Zora, Taiko, Kroma, Mode, Kinto, Lyra, ZKM, Immutable, ApeX Protocol, rhino.fi, Brine, Dymension, AltLayer, Gelato, and EigenLayer.
Key Takeaways
Rollups Developments
- Starknet’s Expansion: Starknet announced that it now has support from Braavos and has lifted its TVL limit on all StarkGate Contacts. This could potentially increase the platform’s user base and transaction volume.
- Scroll’s NFT Launch: Scroll has announced that its NFTs are now live to claim, indicating an expansion into the growing NFT market.
- Mantle’s Double Dose Drive: Mantle has released a new initiative, the $mETH double dose drive.55, although the report does not provide further details on this.
Validium and RaaS Updates
- Immutable’s Passport: Immutable has announced that its passport is now live in playable games and marketplaces, potentially enhancing user experience and increasing its market presence.
- Gelato’s Support for Lisk L2: Gelato has announced its support for the launch of Lisk L2 leveraging OP stack, indicating a potential partnership or collaboration.
Data Availability and Sequencing
- EigenLayer’s Milestone: EigenLayer has reached a new milestone, crossing $1B. This significant financial achievement indicates the platform’s growth and success.
Actionable Insights
- Monitor Starknet’s Growth: With the lifting of its TVL limit on all StarkGate Contacts and support from Braavos, Starknet’s user base and transaction volume could potentially increase. Stakeholders should monitor this growth for potential opportunities.
- Assess Impact of Scroll’s NFT Launch: Scroll’s entry into the NFT market could have implications for its market position and revenue. Stakeholders should assess the impact of this launch on the platform’s performance.
- Understand Mantle’s Double Dose Drive: Further information on Mantle’s $mETH double dose drive.55 initiative should be sought to understand its potential impact on the platform’s operations and user base.
- Track Immutable’s Market Presence: The launch of Immutable’s passport in playable games and marketplaces could enhance its market presence. Stakeholders should track this development for potential impacts on the platform’s performance.
- Investigate Gelato’s Support for Lisk L2: Gelato’s support for the launch of Lisk L2 leveraging OP stack could indicate a potential partnership or collaboration. Stakeholders should investigate this development for potential strategic implications.
- Consider EigenLayer’s Financial Success: EigenLayer’s milestone of crossing $1B is a significant financial achievement. Stakeholders should consider this success when evaluating the platform’s growth and potential.
