Research Summary
The report provides an overview of recent developments in the modular ecosystem, highlighting key updates from various projects including Arbitrum, Optimism, Starknet, Scroll, and Eclipse among others. It also covers partnerships, product launches, and funding rounds in the sector.
Key Takeaways
Project Updates and Developments
- Arbitrum’s Expansion: The report highlights the launch of Arbitrum Ambassador Program Phase 2 and the introduction of Everclear, the first clearing layer on Arbitrum Orbit L2.
- Optimism’s Initiatives: Optimism has introduced onchain summer incentives and welcomed HAM Chain, a new L3 built with OP Stack on Base.
- Starknet’s Vision: Starkware, the team behind Starknet, has introduced its vision to scale Bitcoin with ZK-STARKs, aiming to make it more accessible.
- Scroll’s Technical Deep Dive: Scroll has released a technical deep dive on Keystore, providing insights into its design and architecture.
- Eclipse’s Network Expansion: Eclipse has announced that Hedgehog markets has joined its network.
Partnerships and Collaborations
- Talus and Ora Partnership: Talus has announced a partnership with Ora to enable tokenized ownership of AI smart agents.
- Karnot and Aligned Layer Collaboration: Karnot has partnered with Aligned Layer for cheaper proof verifications for appchains on Karnot.
- Blockless and Skate Partnership: Blockless has partnered with Skate to unlock network-neutral applications for their ecosystem.
- Vessel and Axiom Collaboration: Vessel has partnered with Axiom to use its SDK for scalable and performant ZK circuits.
Actionable Insights
- Monitor the Progress of Arbitrum: With the launch of its Ambassador Program Phase 2 and the introduction of Everclear, Arbitrum is expanding its ecosystem. Stakeholders should monitor its progress for potential opportunities.
- Assess the Impact of Optimism’s Initiatives: Optimism’s introduction of onchain summer incentives and the welcoming of HAM Chain could have significant implications for its ecosystem. Stakeholders should assess the impact of these initiatives.
- Understand the Implications of Starknet’s Vision: Starkware’s vision to scale Bitcoin with ZK-STARKs could potentially transform the Bitcoin ecosystem. Stakeholders should understand the implications of this vision.
- Explore the Technical Aspects of Scroll’s Keystore: Scroll’s technical deep dive into Keystore provides valuable insights into its design and architecture. Developers and other stakeholders should explore these technical aspects for potential applications.
- Evaluate the Potential of Partnerships: The partnerships between Talus and Ora, Karnot and Aligned Layer, Blockless and Skate, and Vessel and Axiom could lead to innovative solutions and expanded ecosystems. Stakeholders should evaluate the potential of these partnerships.
