Editor's Note: This article comes fromBlue Fox Notes (ID: lanhubiji), reprinted by Odaily with authorization.
Blue Fox Notes (ID: lanhubiji)Ethereum's Layer 2 track》《Layer 2, Ethereum and the public chain pattern》《, reprinted by Odaily with authorization.》。
Layer 2, Ethereum and the public chain pattern
Ethereum layer 2 breakthrough: what it means*Optimistic Rollups Vs ZK RollupIf you look at it from a landing perspective, what will happen?Short-term OP, long-term ZKThe Optimistic Rollups solution adopted by Optimist is easier to implement in the short term. One of the important reasons is that it has stronger portability. And Zk Rollup is not yet fully compatible with EVM.
（OPtimism DAI Bridge，MakerDAO）
The Optimistic Rollups scheme also has a big disadvantage, that is, it needs to solve the problem of fraud proof. This leads to its withdrawal cycle of up to a week. Users withdraw their funds from Layer 2 exchanges to Layer 1. If they need to wait for a week, I believe few people have the patience to wait. ZK Rollup does not have this concern. It solves this problem through mathematical reliability proof, and can extract Layer 1 in time. ZK Rollup technology is basically close to the level of Layer 1 in terms of security. At the same time, deposits and withdrawals can also be carried out in real time according to user needs, which is its advantage.But why is the Optimistic Rollups solution still the most important solution for Layer 2 in the short term? For its shortcomings are not without solutions. If the OP can't handle it by itself, other projects can help. Some projects can help users directly withdraw their tokens on Layer 2 to Layer 1 in real time, and users only need to pay a certain handling fee, and these projects l are responsible for the rest.For example, the MakerDAO community proposed the Optimism DAI Bridge solution, which can solve the problem that Optimistic Rollups need a week to withdraw. While it takes a week to get the canonical transaction chain (CTC) correct, off-chain proofs for individual transactions can be obtained in minutes. As a result, MakerDAO will issue fDAI to represent the claim for Layer 1DAI. fDAI is verified against CTC by Maker Oracle.In addition to MakerDAO, there are other projects that will also provide fast withdrawal services. Therefore, from the perspective of implementation, logically, OP is more suitable in the short term, because it has stronger portability, and there are solutions to the problem of long extraction cycle. In the long run, ZK is superior in terms of security and extraction cycle. As it fully supports EVM, its probability of being adopted in the future will increase.Optimist is being adopted by DeFi leaders, which makes it one of the most important implementation solutions of Layer 2 in the short and medium term.Optimist, which adopts the Optimistic Rollups technical solution, has launched the test network and is expected to be released in March. Currently Synthetic will adopt its solution. If the Synthetic practice works well, a large number of DeFi followers will be introduced.It is said that Uniswap, the leader of the entire DeFi project, will also use the Optimist project's solution. If it is finally used, it will be more decisive for the entire DeFi project to adopt the Layer 2 solution. However, according to Uniswap's style, it will be relatively stable, and it will not launch the Optimism Layer 2 solution too soon. At the same time, V3 is currently the focus of Uniswap, which may delay its adoption of Layer 2.The Sushiswap style is more radical, and it may launch a Layer 2 solution earlier than Uniswap. It is said that Sushiswap is exploring the implementation of Layer 2 with Zksync of Matter labs, but there is no conclusion yet. It is also possible to switch to Optimist's solution if it proves feasible.If both Synthetic and Uniswap adopt the Optimist project plan, then other DeFi may follow suit, eventually forming a short-to-medium-term Layer 2 situation dominated by Optimist.At present, Optimist, Offchain Labs (Arbitrum), Fuel Network, and Cartesi are actively laying out the landing exploration of this technical direction.ZK Rollup has advantages in security and withdrawal time. Once it is fully compatible with EVM, it has the opportunity to gain more and more favor from DeFi. However, if the Optimist solution proves feasible in practice, it will also have a certain impact on the adoption of ZK, or at least delay its adoption process.
However, in the long run, maybe in the next few years, as more DeFi projects adopt ZK Rollup technology, a trend will gradually form, and finally the second-layer ZK Rollup interoperability will be realized, and the transaction volume it can accommodate is higher than that of Layer 1, thus forming a huge Layer 2 ecology. This is why there will be one or two very strong Layer 2 projects in the future.
At present, ZKsync, Loopring, Starware, Aztec, etc. of Matter Labs are actively deploying ZK Rollup technology.Layer 2 is the Big Mac's big track
In the view of Blue Fox Notes, the Layer 2 track ranks fourth after btc, public chains (eth, etc.), and decentralized stablecoins. Of course, DeFi as a whole is undoubtedly the biggest track.After the dust of Layer 2 competition settles, about one or two Big Macs will be born, which will become the solution of the entire Layer 2 and fundamentally solve the interoperability problem of DeFi. This situation means that in the future, Layer 2 will achieve extremely high-value projects, which may even be close to Layer 1, and will be higher than most public chains. If Layer 2 produces hundreds of billions of dollars in the future, it should Don't be surprised.Ethereum L2 and EIP1559 will reverse the competition situation of the public chain
