In Q1, the ABCDE staff checked out potential tasks and tried the water temperature. From there, they extracted three sizzling tracks of the business at the moment together with Appchain, ZK, and Gaming.
Primarily based on the staff’s feedback, the report argues that there are too many choices to work with Appchain, equivalent to creating EVM chains utilizing Supernet, constructing Composite Utility Chains utilizing OP Stack, or utilizing the Cosmos SDK to construct construct the chain if there is no such thing as a EVM.
The staff additionally applauded the OP Stack superchain’s imaginative and prescient. In accordance with ABCDE, the extra Complete Chains which are deployed in opposition to the OP Stack or OP Stack Fork sooner or later, the extra possible the OP superchain will change into a Polkadot-like structure that doesn’t want a duel, has its personal communication protocol, and is completely asynchronous and composable.
Tasks that comply with the ZKEVM path, equivalent to ZK-Sync and Scroll, emphasize compatibility and will compromise some effectivity of their circuit design, making it more durable to optimize for dApps. Consequently, there are not any vital technical restrictions; although, business development stays the important issue, and it’s not as mature because the OP (Optimistic Rollup) collection.
The second is about ZK, a number of main ZK-Rollup mainnets went on-line this 12 months, however there are nonetheless some points relating to completeness, efficiency, price, and safety.
Lastly, GameFi, the report says, remains to be one of many sizzling subjects.
“GameFi would be the hottest observe at current, no doubt. If we rely all of the tasks we have now seen and mentioned prior to now few months, GameFi ought to have essentially the most sub-tracks.”
Nonetheless, with the issue of balancing finance and video games, only a few tasks can develop or survive for a protracted. In accordance with ABCDE, connecting to Web3 or the underlying blockchain would inevitably reconnect Gamefi to the actual world via some type of financialization, and this, in flip, may disrupt the sport’s performance.
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