Latest data: The number of active addresses in arbitrum has exceeded 8 million. Let’s take a look at its underlying value.

Recently, when I wanted to take stock of the current situation of the Layer 2 track, I searched all over the Internet and found no decent investment research on Arbitrum. I thought to myself, forget it, let me do it. I can input a lot of official words and output in layman's terms. Understand and keep improving.

Arbitrum’s research report is as follows:

Before talking about this, let’s give an overview

Background of the birth of L2 track

Layer2 is a method for reducing costs and increasing the speed of the Ethereum network. It is mainly divided into two solutions: zero-knowledge ZK-Rollups and Optimistic Rollups. What is the difference between these two options? — Let me give an analogy: If the normal road is layer 1, such as the Ethereum main network, then layer 2 is the viaduct on the normal road. ZK-Rollups is equivalent to various monitoring equipment on the viaduct, constantly monitoring the identity and driving route of the passing vehicles. , to ensure safe driving of the vehicle. Optimistic Rollups, just like its name, optimistically believes that all vehicles are real and comply with traffic rules, but leaves a certain time window for everyone to report vehicle violations. If the time passes, everyone will default. All are running normally. Both have their own merits, Zk is more stringent, but optimistic is cheaper and faster. Arbitrum is a layer2 project based on the Optimistic Rollups solution.