No.1: L2 faucet - Arb, Op
These two are the L2s with the largest TVL and users at present. They have sufficient first-mover advantages and legitimacy, and already have a certain ecological moat. They are the core targets of the Cancun upgrade.
No.2: Leading applications - GMX, RDNT, Magic, Velo, Snx
GMX, RDNT, Magic are Arb series, Velo, Snx are op series, and they have obtained corresponding L2 support respectively. The explosion of L2 will also drive the explosion of its ecology.
No.3: L2 alternative - Polygon
Polygon is a side chain with its own independent consensus and is not considered L2, but Polygon has several ZK Layer2 solutions, including Polygon ZKEVM. Polygon is equivalent to shifting from the public chain market to embracing ETH L2, and has strong technical strength and market driving force.
No.4: zkRollup application projects - LRC, IMX
Currently, general zkRollup has not issued any coins. LRC and IMX are the sectors of ZK L2 that are more prone to speculation.
No.5: Optimism Fork—Boba, Metis
It lacks legitimacy, but the performance is similar, the ecology is weak, the odds are high, and it is the last section of the Cancun upgrade.