zkSync responds to Layer 2 competitive pressure strategies and community dynamics analysis
author:Haotian
First, Blast launched a vampire-like "attack", and then Starknet launched the Tokenomics trick. Although zkSync officials still looked calm,From the perspectives of technological progress, competitive environment, and market status,CommunityConsidering the overall environment, zkSync has to make some changes passively.Next, I will share my personal judgment:
1) In the short term, Blast, a "pseudo layer 2", has indeed brought vitality to the entire layer 2 market. Judging from the TVL data, zkSync has bid farewell to its downward trend and has steadily grown to nearly US$600 million. The overall data of other layer 2 platforms, such as Linea, Mantle, Scroll, Aevo, etc., have all risen.
This shows that Blast is not a vampire but more like a catfish, which has caused a large number of layer2 newcomers, especially zkSync, to be "awakened"; after all, with a halo on their head, the longer they do nothing, the more they will suffer the corresponding backlash.
2) It was originally expected that zkSync's technology would gradually open up key components such as the core Sequencer, Prover, and Validator. According to the original expectations, this would be a necessary condition for zkSync to issue tokens.
At present, the technical progress of ZK-Rollup can no longer drive the market. It is highly likely that zkSync will no longer use technical breakthroughs as its core selling point, but will instead focus on the hard bone of "ecology".
The market has become desensitized to the technical narratives of ZK-Rollup and OP-Rollup. Few people care whether OP-Rollup has truly been battle-tested, and whether the Sequencer is decentralized is no longer the focus of discussion. Correspondingly, the advantages that ZK-Rollup originally boasted, such as how sophisticated its Prover system is and how advantageous its EVM equivalence is, have now become silent in the face of a bleak market and ecosystem.
3) In terms of ecology, zkSync’s segmented ecology is far more urgent than the official one.As mentioned in previous posts, zkSync will also have to do its best to support the development of a top-notch Derivative platform.Now it seems that the Derivatives track is gradually becoming lively.
One month later, Holdstation couldn’t hold back and launched a token incentive campaign. As a result, the average daily trading volume of its Derivatives climbed to more than 20M, the highest APY climbed to 69%, and the 30-day Fees reached 200,000 US dollars. Its Tokenomics is forming a Flywheel model that subsidizes users with Gas, attracts users to trade, accumulates more Fees, and subsidizes more users.
What impressed me personally is that Holdstation is backed by AA account abstraction.wallet, using the core Paymaster+Batch transaction function to provide Gas subsidies to platform users. This idea is exactly the same as the token rebate strategy implemented by Starknet, which is about to issue tokens.
In fact, the Paymaster function in the account abstraction function is naturally conducive to the implementation of a series of operational incentive strategies, which seems to be of great help in solving the problem of the ZK-Rollup ecosystem being less active.
Anyway, when the overall zkSync ecosystem was dominated by DEX and the ecosystem was lifeless, the Holdstation project team tried to revitalize the situation by self-financing, which was considered a very hard work.Coincidentally, this is probably the beginning of the "upheaval" in the zkSync ecosystem., the layer3 application chain GRVT, which is supported by Derivio+zkSync and supported by Binance, may be brewing a good show?
4) As analyzed above, both Starknet and zkSync are comprehensive ZK-Rollups designed to expand capacity. The dilemma faced by Starknet also exists in zkSync.Therefore, Starknet's airdrop market effect will directly determine the standard and timing of zkSync's airdrop.
All the data indicators of zkSync seem to be very "successful". Alex was not so confident when he said this in the podcast. He knew very well that at least half of the current data of zkSync came from the contributions of the "Mao" party, and everyone was willing to pay Gas based on the expectation of airdrop.
Now zkSync has only given the market a controversial "magic lamp". In my opinion, zkSync's airdrop standard will definitely not be limited to the magic lamp. In its multiple interviews and tweets, it seems to hint at the value trend of zkSync:Is it layer2 incremental user?
zkSync itself uses non-perceptual account abstraction to lower the user threshold and adopts NFT gameplay to doCommunityPudgy Penguins, including Matter labs members, have recently frequently expressed their opinions on AA account abstraction, which seems to point to a possibility.AA Account AbstractwalletWould using be a possible airdrop criteria?
Because the fundamental value of layer2 compared to layer1 is innovation. If layer2 is just a place for layer1 players to play Lego games, the presence of layer2 will be very weak.If Starknet launches an airdrop and continuous user rebates can activate the market, I guess there is a high probability that zkSync will follow up on this Tokenomics strategy.
5) Recently, zkSync quietly completed the boojum upgrade, integrating both STARK and SNARK proofs. (Consistent with my earliest analysis, the direct result is,In the past 30 days, zkSync's gas fee has dropped significantly to around 30%, reaching the same level as Arbitrum.zkSync already has an advantage in user experience, and the recent drop in gas fees will allow it to further gain a wider range of users and traffic.
In fact, Dune data shows that zkSync’s recent active addresses and TXS have increased significantly. For users (those who like to make money), the decline in gas fees will indeed affect the motivation for interaction, but some official series of activities that are potentially linked to airdrop expectations may be more direct and effective?
I believe that zkSync willXiaobai NavigationThere is a certain layout.
above.
Overall, more than half a year after the launch of the zkSync mainnet, it has indeed secured its place as the ZK-Rollup duo, and its market expectations are even far higher than Starknet. However, being in the spotlight for a long time has also brought it huge public opinion burdens and pressure. Faced with the sudden changes in the layer2 market, zkSync must continue to evolve in order not to fall behind.
Note*: The projects mentioned in this article are not investment advice. Please analyze and think carefully before investing.
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