Research Summary
The report provides an overview of recent developments in the modular ecosystem, focusing on various projects such as Arbitrum, Optimism, Starknet, zkSync, Fluent, Dymension, Conduit, Caldera, Lumoz, Rollkit, Celestia, Avail, EigenLayer, OG Labs, Hyperlane, Wormhole, Union, Mitosis, Lagrange, Gevulot, Supra, Noble, Stride, and others. It highlights key updates, partnerships, product launches, and funding rounds.
Key Takeaways
Arbitrum’s New Transaction Ordering Policy
- Arbitrum Introduces Timeboost: Arbitrum has introduced a new transaction ordering policy for its chains, known as Timeboost. This policy is designed to enhance the speed of sequencer transaction processing and is compatible with Orbit chains. It also aims to reduce the risk of front-running and sandwich attacks.
Optimism’s SuperFest
- SuperFest by Optimism: Optimism has announced SuperFest, a DeFi festival for the Superchain. This event is expected to bring together various stakeholders in the DeFi space.
Starknet’s Roadmap Update
- Starknet’s Future Plans: Starknet has released an updated roadmap, outlining its plans for the future. The roadmap includes improvements in transaction capacity, finality speed, user experience, and developer experience. It also mentions potential gas fee reductions and protocol-level paymaster.
zkSync’s Collaboration with Zerion
- Zerion Builds on zkSync: Zerion is building its Rollup, the ZERO Network, using zkSync’s ZK Stack. This will be the first EVM-compatible rollup that eliminates the need for gas, offering a more efficient and cost-effective solution for users.
Conduit’s Series A Funding
- Conduit Raises $37M: Conduit has successfully raised $37 million in a Series A funding round. The funding will likely be used to further develop and expand its platform.
Actionable Insights
- Monitor the Progress of Arbitrum’s Timeboost: The introduction of Timeboost by Arbitrum could potentially enhance transaction processing speed and security. Stakeholders should monitor its implementation and impact on the platform’s performance.
- Engage with Optimism’s SuperFest: The SuperFest by Optimism presents an opportunity for stakeholders to network and learn more about the latest developments in the DeFi space.
- Assess the Implications of Starknet’s Roadmap: Starknet’s updated roadmap outlines significant improvements. Stakeholders should assess the potential impact of these updates on the platform’s performance and user experience.
- Explore zkSync’s Collaboration with Zerion: The collaboration between zkSync and Zerion could lead to significant cost savings for users. Stakeholders should explore the potential benefits of this partnership.
- Consider the Impact of Conduit’s Funding: Conduit’s successful Series A funding round could enable the platform to expand and improve its services. Stakeholders should consider the potential impact of this funding on the platform’s growth and development.
