Ethereum’s latest internal meeting: Dencun mainnet activation may not be carried out this year due to the Holesky launch failure affecting the process.
I predict that postponement is a high probability, and we can see the clues from the current decadent trend of mainstream L2 projects such as $OP, $ARB, and $METIS.
虽说坎昆升级要被推迟，但 L2 大战还是非常激烈，最近又有一些 L2 新势力面孔加入。
1、Eclipse 推出了 Eclipse 主网，这是以太坊上的 L2。亮点在于，它在以太坊结算层上完成交易，并通过 Solana 虚拟机（SVM） 执行智能合约。
With parallel transaction processing capabilities, Eclipse performs up to 10 times faster than competitors such as Optimism. There are plans to launch a governance token in the future.
2. The Canto public chain based on Cosmos plans to become L2 on Ethereum to focus on real-world assets. It seems that it will ride on the popularity of RWA.
3. Astar, the leading parachain on Polkadot, is preparing to expand to Ethereum and launch Astar zkEVM. Astar is also currently the leader in large-scale Web3 adoption in Japan.
The development of Canto and Astar zkEVM both utilize Polygon's development kit (Polygon CDK).
Using Polygon CDK, it is easy to send a link (new zk link) with one click. The function is a bit like the super link of OP Stack.
As the leading players in the major public chain ecology begin to expand or migrate to Ethereum to grab the huge L2 market, it can be predicted that the highlight of the next round of bull market will be the L2 war.
As the market conditions continue to cool recently, $ETH has begun to inflate. The deflation in a booming bull market is the same as the inflation in a sluggish bear market. This inflationary state has actually been good for a while.
这并非是下跌的原因，只是链上活跃度的呈现，简而言之是以太链上没出现金狗等项目了。
Under extremely low gas fees, demand is seriously insufficient, and relying solely on Uniswap transaction fees and USDT handling fees is not a long-term solution.
New sustainable demand must be generated to reverse the situation and return to the path of continued deflation. For example, the subsequent L2 protocol war will stimulate development and may create new narrative needs.
第1个项目是Hyperliquid
Hyperliquid is a perp DEX powered by Arbitrum Layer 3. As a perpetual contracts exchange, Hyperliquid offers one-click trading and instant trading. In addition, for advanced traders, the platform also provides support for partial take-profit (TP) and stop-loss (SL) orders and API functions.
The second project is GammaSwap
Built on Arbitrum, GammaSwap is a decentralized trading platform using the AMM model, designed to help liquidity providers reduce the risks associated with impermanent losses. The protocol does not use oracles to limit the risk of Impermanent Loss (IL), but instead leverages IL to convert into profits by creating markets for Long Gamma (borrowing liquidity positions) and Short Gamma (providing liquidity).
Simply put, liquidity providers can deposit their LP tokens into GammaSwap instead of DEX and earn additional APY on the LP paid by borrowers.
The third project is Bracket Labs
Bracket Labs is one of the five best-performing projects in the fifth batch of Binance Labs’ incubation program (the other four projects are DappOS, Kryptoskatt, Mind Network, and zkPass). The protocol is a project to build leveraged structured products on-chain, with a simple interface and innovative adaptive pricing.
Bracket Labs has now launched the BracketX platform, which helps traders quickly take advantage of fluctuations in sideways and trending market conditions. Simply put, it enables ordinary people to trade any DeFi with volatile attributes like professional traders. product.
Additionally, their new volatility product, Passage, will be launched on the Arbitrum Goerli testnet on October 17th.
The fourth project is Aevo
Aevo, formerly known as Ribbon Finance, is a decentralized options platform. It is said that their RBN will be replaced with a new token, that is, RBN will be renamed AEVO 1:1, but rewards for early users who participate in RBN interactions may still exist.
The fifth project is aori
aori is an order book-based DEX that allows users to exchange assets more efficiently. At present, the airdrop of the project has been basically confirmed, but the specific details are not yet certain.
The 6th project is Bebop
Bebop is a multi-asset trading platform that allows users to exchange two or more assets at once with only one gas fee.
The seventh project is EigenLayer
EigenLayer is a re-pledge protocol built on Ethereum, through which users can re-pledge the ETH pledged on PoS nodes. As the darling of the re-staking protocol, EigenLayer's airdrops are also relatively popular. Moreover, currently participating pledgers can earn points through staking, which is likely to be part of its airdrop reference standard in the future.
The 8th project is Mangrove
Mangrove is an order book DEX on the Polygon ecosystem that aggregates all available on-chain liquidity through an optimized matching engine. Unlike traditional DEXs based on liquidity pools, in Mangrove LPs no longer have to lock up liquidity, but can continue to use these assets to earn income elsewhere on the chain. There have been hints about rewards for early platform users, but there has been no official confirmation.
The 9th project is Rysk Finance
Rysk is a decentralized options protocol that allows users to build one-click strategies and earn returns by leveraging the volatility of leveraged trading.
The 10th project is Friend Tech
Friend Tech has now confirmed the airdrop, with a points system similar to Blur. As more and more people try to hold keys to earn points, I think the hype for the project will likely continue.
The four kings of L2 have reached the second place. They missed OP and ARB. They must not miss ZKS this time.
目前社区对接的有相对应的额度，各方面也是比较有优势的，重点是不锁仓！！！ 想要的抓紧了！