LD Capital: Exploring dappOS and the booming development of the central infrastructure
Author: Alfred, Duoduo
1. What is Intention?
Since Paradigm explained the concept of intent in "Intent-Based Architectures and Their Risks" published on June 1, 2023, "intent-centric" has become an important concept and development direction of Web3.
1. Definition of Intent
In Paradigm's definition, "an intent is a set of signed declarative constraints that allow users to outsource transaction creation to a third party without giving up full control over the transaction parties." Simply put, intent is goal-oriented, weakening or ignoring the implementation process. For example, I want D and am willing to pay A as a cost, without the need to perform ABCD process operations, and outsourcing the intermediate links to a third party. In abstract terms, the declarative paradigm is centered on intent, while Web3's previous transactions or operations were mostly imperative paradigms.
2. Intent-centric significance: Web3’s “1995 moment”
The early development of computers began in the era of the imperative paradigm, which required users to interact and operate through command lines, placing high professional requirements on the use of computers and limiting the development of large-scale applications and technology. However, with the release of Windows 95, graphical user interfaces and browsers were introduced to computer operating systems, greatly lowering the user threshold and increasing the number of computer users from less than 50,000 to hundreds of millions. This moment of change is called the "1995 moment" of the Internet, which marked a fundamental change in the user interface, allowing ordinary people to easily access and use the Internet.
Similarly, as Web2 matures, many intent-centric products have become commonplace for users. For example, when taking a Didi taxi, the user's intention is to "get from point A to point B", and how to match drivers, optimize routes, settle fees, and provide information for both parties are all implemented by the platform. However, in the current Web3, users still face complexity in interactive operations, such as the series of steps involved in purchasing an NFT. If you have an intent-centric product, user operations will be greatly simplified.
In the world of Web3, by introducing more intuitive, user-friendly interfaces and operating processes, we can expect a breakthrough similar to the "Internet 1995 Moment", which will enable hundreds of millions of new users to easily access and use Web3, further promoting large-scale technology adoption and industry development. This change will greatly promote the popularization and development of the Web3 ecosystem, makingBlockchainThe technology is closer to the daily use of ordinary users, thus achieving widespread acceptance and application of the technology.
3. Key points to achieve your intention
（1）Focus on results rather than process
Intent items should allow users to clearly state their intentions for transactions and operations through declarations rather than specific execution steps.
(2) Execution of the entrustment
The Intent Project provides a mechanism that allows users to delegate the execution of intents to the system,contractOr a third-party service provider. Whether it is automatic or manual, the execution process should be consistent with the user's original intention and be able to provide sufficient flexibility and optimization space where appropriate.
(3) The results are verifiable
existBlockchainIn a world where intent projects ensure that the results of a transaction or operation are verifiable and traceable, so that users and relevant parties can clearly understand and verify the execution of intent, ensuring that the final result meets the user's expectations.
2. Overview of dappOS fundamentals
1. Introduction to dappOS
dappOS is an intent execution network that creates a two-sided market to turn intent into on-chain results: on the supply side, service providers pledge collateral and choose to run one or more execution services. On the demand side, it enables developers to find solutions to meet user intent.
2. DappOS underlying mechanism: Optimistic Minimum Stake (OMS)
In terms of the underlying network mechanism, dappOS introduces Optimistic Minimum Staking (OMS), which requires each task to be associated with a predefined value and potential compensation in case of failure, allowing tasks to be executed before the results are verified. If a task fails, the network punishes the responsible service provider through a consensus process to ensure that either the task submitted by the user is successfully executed or the user receives pre-specified compensation, which significantly improves the efficiency and versatility of the network.
The OMS of dappOS and the AVS of EigenLayer have certain similarities in technical structure. The Service provider of dappOS is similar to the Operator in Eigenlayer. The main difference is that Eigenlayer focuses on general scenarios, such as DA, oracle, ZK processor, etc.; dappOS is more oriented to intent-centric task-related scenarios, and stipulates that each intent has a certain liquidation value, so as long as the stake exceeds the liquidation value, the system isSafetyAnd efficient.
3. Application scenarios of dappOS
At present, dappOS has many application scenarios, for example:
(1) Unified Account
dappOS has a unified account that is compatible with the intent execution network.exchangeSimilarly, the assets therein can be used in any dApp on the integrated chain and can use most mainstreamTokenPayment fees, that is, when the user's assets are distributed in variousBlockchainWhen the blockchain is launched, users can still achieve simultaneous control of accounts on different chains by signing.
At the same time, the dappOS unified account realizes a flexible external interaction method. Any application that can interact with an externally owned account (EOA) can also interact through the unified account using a highly scalable execution interface and custom service logic.
(2) Intent Assets
The intent assets launched by dappOS will enable seamless use of different forms of assets in different scenarios. For example, dappOS will issue intentUSD as an intent asset for the US dollar stablecoin, which can be used as USDT when the user needs to use USDT, and as USDC when USDC is needed, and automatically earns income when it is idle in the account. This type of asset solves the biggest scenario problem of stablecoins and LSD assets, and makes it unnecessary for new users to understand the difference between homogeneous assets such as USDC/USDT. In short,
Simply put, the intentional assets of dappOS can become the "Yu'ebao" in Web3. It uses the intentional execution network of dappOS to handle the complex details behind it, which will further improve the efficiency of digital asset use and lower the threshold for use.
(3) Real-time dAppscontractInteraction
DappOS's intention execution network provides an excellent execution framework for real-time interaction with dApps. The framework allows users to achieve seamless transition from the initial state to the final state with a simple signature. The traditional implementation process of many intentions includes many on-chain operations such as cross-chain, asset conversion, and authorization contracts. These operations are essentially means rather than the user's purpose; the real-time interactive execution framework of dappOS allows users to not care about these intermediate operations, and can directly achieve their goals with one signature, thereby optimizing the user experience.
此外，通过OMS等机制设计，dappOS提供的实时dapp交互还能确保在整个过程中，所有的操作都符合区块链的去中心化和SafetyThis method of simplifying complex blockchain operations based on user intent not only greatly improves user convenience, but also promotes the application and development of a wider range of blockchain technologies.
3. Advantages of dappOS
(1) Innovative underlying mechanism design
As the infrastructure of the intent track, the underlying mechanism of dappOS, OMS, is specially designed for intent scenarios. This mechanism ensures that usersSafetyIt greatly improves the execution efficiency of the intent task while improving the performance of the intent task. It can be said that the importance of dappOS's OMS to the intent track is equivalent to the importance of Eigenlayer's AVS to the Restaking track. Such an underlying mechanism enables dappOS to occupy the core ecological position of the intent track infrastructure.
(2) Rich application scenarios and first-mover advantage
The intention execution network of dappOS currently has many application scenarios, including unified accounts, intention assets, real-time dApp interaction, etc., which are rare in the intention track that is still in the potential explosion period. Compared with many other infrastructure projects in the intention track that are still in the concept and development stage, these application scenarios enable dappOS to cooperate with many current Web3 projects, expand its own ecological network and iterate one step ahead, form a first-mover advantage, and become the leader in the infrastructure of the intention track.
3. dappOS Ecosystem Development
Since the second half of 2023, the dappOS ecosystem has begun to accelerate its development. Since intent-centric interactions are easier for users to use, integrating dappos intent infrastructure can often bring considerable growth to projects. Therefore, many leading projects and emerging projects have cooperated with dappOS, such as Manta, GMX, BENQI, KiloEx, etc.
For example, April 16, 2024KiloEx integrates dappOSAfter that, the transaction volume increased by 217% and the DAU increased by 3000% in one week.
4. Financing Information
dappOS has an excellent financing lineup and has received support from first-tier investment institutions including Polychain, Binance Labs, Sequoia, IDG, Hashkey, etc. Polychain, the lead investor in the A round, has performed strongly in this round of investment, investing in the re-staking leader EigenLayer and the modular leader Celestia. Dappos is a project that it intends to lay out in the track.
V. Conclusion
With the development of blockchain underlying technology and the gradual maturity of various projects, future development will shift from infrastructure-oriented to application and user-friendly, and intention-centered projects will become the focus of the entire industry. dappOS has solid underlying technology, and the excellent investment institution Polychain in this round,BinanceWith the support of resources such as Labs, and the ever-expanding number of top projects (such as GMX) joining the ecosystem, Dappos may become the next leader in the intent track in the future, ushering in the moment of introducing large-scale applications and traffic.
The article comes from the Internet:LD Capital: Exploring dappOS and the booming development of the central infrastructure
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