Original author: Xiyou, ChainCatcher

Original editor: Marco, ChainCatcher

On February 1, Cointelegraph reported that Ethereum developers plan to determine the mainnet launch date for the Dencun upgrade on February 8. In a Reddit community post, Ethereum core developer Tim Beiko said that the recent Cancun upgrade test went smoothly, the Sepolia testnet upgrade on January 30 was also successful, and the final Holesky testnet upgrade was carried out as scheduled on February 7 .

Christine Kim, vice president of research at Galaxy Digital, said there is an 80% chance that the Dencun mainnet will be activated by the end of March.

As the Cancun upgrade approaches, which tracks and events will benefit from the Dencun upgrade?

According to the previous article One article to understand what performance of Ethereum will be improved by the Cancun upgrade? 》, a major core of Dencun upgrade is to reduce the cost of L2 publishing data, and will drive the demand for Infra tracks such as decentralized storage, DA and RaaS.

L2 network and its ecology

One of the most direct benefits of Dencuns upgrade is the L2 track. The introduction of the Blob data format allows L2 transaction fees to be reduced by one thousandth of the original. Lower expenses and better performance will not only attract more Users will also promote the prosperity of their network ecology.

Optimistic Rollup series 7 major networks

1. TVL on Arbitrum chain exceeds 10 billion US dollars, expanding vertically through Orbit L3 stack

Entering 2024, the value of crypto assets locked on the Arbitrum One mainnet chain has exceeded US$10 billion and is now US$10.5 billion. According to L2 Beat data, on February 1, Arbitrum One’s TVL market share on the chain accounted for 49.8%, and it has always maintained the first place among many Layer 2 projects for a long time.

According to Dune data, as of February 1, the total storage value (TVB) of ETH bridged by Arbitrum’s official bridge was 3.354 million pieces. During the same period, the total value of Optimism’s official bridged ETH was 320,000 pieces, zkSync was 2.975 million pieces, and Starknet 860,000 pieces.

The native token ARB has a market capitalization of $2.17 billion, ranking 41st among crypto assets.

On January 31, the Arbitrum community initiated a proposal to implement the ArbOS 20 version to support most of the improvements in the Dencun upgrade, including the ability to publish L2 transaction batch data in Blob form on L1 Ethereum at a cheaper price using EIP 4844 wait. The ArbOS 20 upgraded version will support any Arbitrum chain based on L1 Ethereum and its applications on the chain. There is no need to modify or take any action to obtain the benefits of the Cancun upgrade.

Arbitrum’s official ecological portal page Portal statistics show that there are 689 ecological projects included, covering cross-chain, DeFi, infrastructure and tool products, games, NFT, etc. Representative applications include decentralized perpetual contracts GMX and Hyperliquid, Multi-chain lending Radiant, native DEX Camelot and metaverse game ecosystem Treasure, etc.

Regarding ecological development, on January 20, the Arbitrum Foundation announced the launch of the second phase of the funding program to provide financial support to builders. Grants issued through this program will be used to improve the adoption of Arbitrum and create a more powerful technical structure to Building sustainable communities within the Arbitrum ecosystem.

Subsequently, the blockchain game The Beacon, the token management tool Collab.Land, and the revenue strategy platform Mozaic supported by LayerZero announced that they had received funding from the Arbitrum Foundation.

Separately, Arbitrum is also attracting projects and developers through its Orbit technology stack program. According to Steven Goldfeder, co-founder of Offchain Labs, there are currently more than 50 Arbitrum Orbit chains under development, and it is predicted that there will be 150 Orbit chains on the mainnet in 2024.

On January 16, Arbitrum announced the launch of the Arbitrum Orbit expansion plan, which supports developers to build their own L2 or L3 and settle directly to Ethereum or other Ethereum L2, such as Optimistic ollups, ZK-Rollups and other networks.

At the end of December last year, the Xai network based on Arbitrum Orbit technology and designed specifically for games announced that it would airdrop tokens XDAI to community users, arousing users enthusiasm for the Arbitrum L3 network.

At present, nearly 20 Layer 3 networks based on Arbitrum Orbit technology have been publicly announced. The projects include game development platform Cometh, arcade game SankoGameCorp, metaverse game Hytopiagg, multi-chain NFT collection platform Polychain Monsters, music copyright protection and creation platform Oursong, Points service application Melior, derivatives trading platform Syndr and DeriProtocol, liquidity platform Superposition, NFT derivatives trading platform HookProtocol, etc.

On January 29, the NFT trading platform Rari Foundation announced that the Rari Chain mainnet, an L3 network based on Arbitrum that can be used to protect NFT royalties, has been launched;

On January 30, Karel Vuong, co-founder of the Metaverse gaming platform TreasureDAO, said that TreasureDAO is building a game chain, which may be based on Arbitrum.

2. Optimism uses OP Stack development components to horizontally create L2 super chains

Op Mainnet is currently the second largest network in the Layer 2 market in terms of TVL, behind Arbitrum.

According to L2 beat data, as of February 1, the value of crypto assets locked on the Op Mainnet chain was US$5.13 billion, with a market share of 24.4%. Its native token OP is currently quoted at $2.84, with a market value of $2.73 billion, ranking 34th among crypto assets.

Currently, the Optimism ecosystem mainly consists of the Op Mainnet and various Layer 2 networks built on OP Stack.

Regarding the Op Mainnet, there are 208 ecological applications included in the DeFiLlama data platform. Representative products include the DEX platform Velodrome, the lending application Sonne Finance, and various derivatives platforms such as Kwenta and Lyra built on Synthetix.

Currently, there are dozens of Layer networks built based on OP Stack. Among them, the most well-known is Base Network, with a TVL of US$723 million, ranking fourth in the Layer 2 market. The Manta Pacific network, ranked third in TVL, was originally built based on Op Stack, and later Manta migrated it to Polygon CDK.

In addition, there are opBNB and Worldcoin ID application chains launched by BNB Chain, Zora Network of NFT trading market Zora, Loot Chain built by Loot ecological project Adventure Gold DAO, and on-chain virtual world game dedicated chain produced by on-chain game developer Lattice. OPCraft.

Option protocol Lyra V2 has built a custom chain on OP Stack, growth incentive network Mode has been launched on the developer mainnet, Web3 cross-chain infrastructure Swan has launched Swan Chain, game studio Lattice has launched L2 chain Redstone, etc.

On January 30, Optimism co-founder Ben Jones proposed that Treasure join the Optimism Superchain and build the Treasure Chain based on OP Stack.

3. Base backed by the CoinBase tree

Base is Coinbase’s L2 built on OP Stack. As of February 1, TVL was US$723 million, and the number of ETH storage bridged across chains had reached 320,000.

Among them, there are 209 ecological applications included in DeFiLlama. Representative applications include the DEX platform Aerodrome, lending Seamless Protocol, the once popular social application friend.tech, etc.

4. Manta launches Layer 2 network Manta Pacific

Manta Pacific is an L2 launched by Manta specifically for the ZK series L1 network in July last year. It was originally built based on OP Stack and later announced its migration to Polygon CDKs zkEVM architecture.

In January of this year alone, the Manta network received investment from two institutions, Newman Capital and ArkStream Capital. During this period, the Manta network announced its governance token MANTA economic model and airdrop plan, and the ecosystem entered a period of rapid growth.

On January 30, DWF Labs said it had contributed $3 million in TVL on the Manta Network DEX since November last year. At press time, MANTA was priced at $2.93, with a market capitalization of $730 million.

According to L2 beat, Manta Pacific TVL was US$1.59 billion on February 1, and there were 39 included applications. Representative products include lending applications LayerBank and ZeroLend, DEX platforms Aperture Finance and PacificSwap, etc.

5. L2 rising star Blast

Blast is an L2 network based on Optimistic Rollups technology launched by the founder of Blur. Spurred on by anticipation of the airdrop, the network TVL has attracted more than $1.33 billion worth of funding as of February 1 since its launch on November 21 last year, with $20 million in funding support from Paradigm and Standard Crypto.

On January 17, Blast announced the launch of the test network and simultaneously launched the Big Bang airdrop competition. Developers participating in the competition will have the opportunity to receive airdrop token rewards, thus attracting a large number of crypto enthusiasts.

However, on February 1, former EVM engineer @0x Kaden posted a message stating that he discovered a problem with Blast’s code base, plagiarized Optimism’s code, and changed Optimism’s MIT license to BSL. Blast intends to fork the Optimism code base.

6. Decentralized sorter Metis

Metis Network (Metis for short) was originally a Layer 2 expansion network based on Optimistic Rollup technology. In July last year, it announced that it would be upgraded to a Hybrid Rollup solution, and by introducing innovative technologies such as decentralized sorter pools and It is unique among many Layer 2 networks.

The so-called decentralized sorter, Metis, has introduced a PoS sorting pledge pool, and users can become sorter operating nodes by staking the token METIS. Currently, if you want to become a Metis sequencer node, you need to stake 20,000 METIS tokens, worth approximately US$1.6 million.

Currently, in the mainstream L2 Rollup solution, the Sequencer is responsible for receiving transactions from users, processing them off-chain, generating a batch of compressed ordered transactions, and then sending them to Ethereum.

However, L2 network sorters such as Optimism and Arbitrum mostly operate in a centralized manner. Although the cost is low, due to the sorting function they are responsible for, MEV gray income is prone to occur. The sorter disrupts or preempts transactions or prioritizes transactions with high Gas. Thereby obtaining additional benefits, making transactions no longer decentralized, or a single sequencer being attacked affects the entire network.

Metis expands the number of sorter nodes through the sorter pool to increase competition and transparency, and then introduces a consensus algorithm to disperse rights and eliminate the technical risk of single control, thereby improving the decentralization of the sorter.

On January 16, community testing of the PoS sequencer pool was launched on the Metis Sepolia testnet and will be officially released on the mainnet later in 2024.

In December last year, the MetisDAO Foundation launched the US$100 million Metis Ecological Development Fund (Metis EDF), which will allocate 4.6 million METIS for sequencer mining, retroactive funding, new project deployment, etc., to accelerate the development of its ecosystem.

As of February 1, the value of crypto assets locked in Metis Network TVL was $667 million, ranking among the top five in the Layer 2 market. The token METIS is quoted at US$78.4, with a market value of US$410 million, ranking 140.

7. Modular L2 network Mantle Network

Mantle Network is an Optimistic Rollup modular Layer 2 expansion solution incubated by BitDAO. It was launched on the test network Sepolia on January 12.

In Mantle, the main network provides the execution layer, consensus and settlement are in L1 Ethereum, data availability is sorted out by the dedicated Mantle DA layer, and the modular data service provider Eigenlayer provides underlying technical support. This form of division of labor and cooperation is more conducive to the chain. Improvement of efficiency.

On December 4 last year, Mantle announced the launch of the liquidity staking protocol Mantle LSP on the Ethereum mainnet, entering the LSD track. Users can pledge ETH through this product to benefit from the Ethereum PoS network and obtain the liquidity staking certificate mETH. This is the Mantle ecosystem. The second core product in the system.

As of February 1, the number of ETH pledged by Mantle LSP is approximately 339,000, worth US$810 million.

On January 18, Mantle EcoFund, an ecosystem venture capital fund established by the Mantle community, announced that it had deployed US$10 million in funds to invest in 6 DeFi projects within the ecosystem, including the automated market maker DEX Merchant Moe built by the Trader Joe team. , native DEX platform Butter.xyz, stablecoin trading market INIT Capital, EigenLayer’s liquidity re-mortgage platform Renzo, multi-chain decentralized perpetual trading platform MUFEX, spot and derivatives trading platform TsunamiX.

As of February 1, the token MNT price was $0.56, with a market value of $1.79 billion, ranking 47th.

ZK Rollup Series Top 5 Layer 2 Networks

1、ZkSync

As of February 1, the TVL on the ZkSync Era chain was US$648 million, making it the largest network in the ZK Rollup series and ranking 6th in the entire Layer 2 market.

Since last June, zkSync announced the launch of ZK Stack, a component used to build customized zkRollup series L2 and L3 (also known as hyperchain HyperChain), the zkSync ecosystem has the ZkSync Era main network and L2 or L3 networks based on ZK Stack.

On January 31, Omar, head of zkSync developer Matter Labs BD, published a proposal in the TreasureDAO community, hoping that Treasure Chain would use ZK Stack as L2 and use the L3 chain for vertical expansion. In addition, Matter Labs said it is working with the zero-knowledge proof research Lambda Class team so that the ZK Stack chain can have its own native Gas token, and the Treasure Chain can use MAGIC or any other ERC-20 as the Gas token.

Regarding the ZkSync Era mainnet, there are 96 ecological applications included in the DeFiLlama data platform. Representative products include DEX platforms Mute.io, Velocore, lending application ZeroLend, and derivatives protocol Rollup.Finance. Among them, on January 30, the lending protocol ZeroLend announced the issuance of airdrops to Pyth Network oracle stakers.

However, during the outbreak of the public chain Inscription in December last year, the zkSync Era network performance did not withstand the test. It was reported to be down on December 15, and no blocks were produced for nearly 2 hours.

2、Starknet

On January 31, on-chain data released by Starknet core developer @antiyro on social media showed that there were transactions on the Starknet network using STRK to pay gas fees. On February 1, the Starknet ecological smart contract wallet Braavos has listed STRK tokens by default. Community users have speculated that this is Starknet’s test preparation for the issuance of the token STRK.

Prior to this, the Starknet mainnet completed the v 0.13 upgrade on January 10, which can significantly reduce costs through more efficient transactions and is also responsible for the technical preparations for using STRK to pay fees.

In terms of application chains, on January 20, Starknet posted on social media that it would cooperate with the modular DA layer Celestia to achieve high-throughput Layer 3 networks.

As of February 1, the TVL on the Starknet chain was US$140 million, and there were 18 included applications. Representative applications include DEX platforms JediSwap and mySwap, lending application zkLend, derivatives trading protocol ZKX, etc.

3、Polygon zkEVM

As of February 1, the TVL on the Polygon zkEVM chain was $116 million, ranking 13th among many Layer 2 networks.

Compared with the mediocre on-chain ecosystem, the Polygon CDK development stack performs quite well.

Since the announcement of the chain development kit CDK for developing and connecting Ethereum L2 in August last year, a number of well-known projects have developed Layer 2 networks based on its technical architecture.

These include ZKFair, a community-driven network that has been popular on social media recently, which is ZKRollup built on Polygon CDK and Celestia DA technology; and Manta Pacific, which was transferred from OP Stack halfway.

On January 30, the game public chain Immutable stated that the zkEVM mainnet launched in cooperation with Polygon will be open to the public in the next few weeks.

In December last year, the Indian e-commerce company Flipkart announced that it would build an L2 network based on Polygon CDK to expand its Web3 loyalty program; in November last year, OKX announced that it would cooperate with Polygon to launch the zkEVM L2 network X 1; in October last year, Polygon Labs also It is proposed that ApeCoin DAO use Polygon CDK to develop its L2 network ApeChain, etc.

Currently, Polygon 2.0 is an L2 layer multi-chain network ecosystem driven by ZK technology, including zkEVM, PoS and L2 network built based on CDK.

On January 28, Polygon zkEVM stated on social platforms that it planned to upgrade Etrog. This upgrade will make Polygon zkEVM a Type 2 zkEVM (fully equivalent EVM), allowing developers to deploy code on Polygon zkEVM with the same experience as Ethereum. Square.

On February 1, Marc Boiron, CEO of Polygon Labs, the developer of Polygon, issued a statement stating that 60 people, accounting for 19% of the team members, had been laid off.

4. Linea, ConsenSys’ Ethereum L2 solution

According to Dune data, as of February 2, the number of ETH that has been bridged to the Linea main network is close to 380,000, and the number of interactive addresses reaches 418,000.

On January 28, Linea posted on social media that users who have participated in its DeFi Voyage event will airdrop SBT souls to their wallets if they complete the Proof of Humanity (PoH) personal identity verification on the identity certification platform Verax before January 22. Token LXP (Linea Voyage XP).

In December last year, Linea announced the Linea Voyage XP (LXP) ecological incentive plan, which will issue non-transferable SBT tokens LXP to users participating in the DeFi Voyage event in recognition of the communitys contribution to the development of the Linea ecosystem.

5、Scroll

Since the announcement of the mainnet launch in October last year, the value of crypto assets locked on the Scroll chain (TVL) has increased to US$63.8 million, and the total value of ETH bridged by the official cross-chain bridge Scroll Bridge has exceeded US$138 million.

On January 2, Scroll co-founder Sandy Peng released the 2024 roadmap. Scroll plans to reduce cross-chain costs by 50%, use EIP-4844 Blob to reduce transaction fees, add multiple validators, add decentralized proofs and parallel EVM, etc. .

In a public speech on December 27 last year, Sandy Peng said that basically all the tools needed by developers such as Chainlink, The Graph, and RPC have been online. Next, some familiar Ethereum ecological projects will be gradually deployed on Scroll. At the same time, the focus of development in 2024 will also tend to be native projects on Scroll. Next year, ecological projects will be encouraged to do more Fair Launch to support fair community participation.

Data availability layer DA and storage track

Dencuns upgraded core module EIP-4844 introduces the Blob data storage format in the process of L2 data submission to L1, which builds an exclusive channel for L2 transaction data to be uploaded to the L1 main network, allowing Ethereum to carry more data and improve Ethereum. The company’s TPS also reduces costs. However, the data storage of Blob is not permanent, it is just a temporary data packet, which will be cleared or discarded periodically (currently 18 days).

Since Blob data can only be saved for a short period of time, there is a problem with calling historical data, and this part of the data still has the potential to be called and analyzed.

Therefore, the storage of this part of data will also drive the demand for decentralized storage business. Among them, the modular data availability layer DA can provide programmable L2 data solutions at lower storage costs and also ensure the availability of data on the chain. Used and accessible by all network participants, and after the EIP-4844 upgrade, the cost of data availability can be further reduced to one-fifth to one-tenth of the original cost.

DA layer project representative

DA layer leading project Celestia

Celestia is a PoS network based on CometBFT and Cosmos SDK, and is a modular blockchain project focused on data availability. It deconstructs the blockchain into consensus layer, execution layer, data availability layer, etc. through a modular architecture, completes their respective tasks through division of labor and cooperation, and improves network performance and efficiency.

Its DA layer mainly consists of two functions: data availability sampling (DAS) and namespace Merkle trees (NMT).

The former DAS allows light nodes to still verify data availability without downloading the entire block; the latter NMT allows the network to classify data into different namespaces so that applications can only download data related to them. This selective data retrieval makes Celestia more efficient and scalable, especially for applications that require only a specific selection of blockchain data.

Currently, Celestia has become the preferred data solution for developers when building L2 networks.

Among them, L2 network developer stacks such as Polygon CDK, OP Stack, and ZK Stack have integrated its technology. When developers build their own L2 networks, they can directly use Celestia as the data availability layer.

On January 30, Starknet announced a cooperation with Celestia to build an L3 network. In addition, Manta Pacific is also a representative L2 network based on Celestia.

Avail

Avail was originally a project founded by Polygon Labs in 2020 to solve data availability problems, but in March last year it separated from Polygon and ran as an independent DA public chain, no longer limited to Polygon or Ethereum.

Avail can efficiently sort and record transactions, provide data storage and verify data feasibility, etc.

In November last year, Avail announced the launch of the incentivized testnet Clash of Nodes, inviting existing validators from the Kate testnet to incentivize validators and light client operators to test, verify and operate in order to earn points and potential rewards.

EigenDA

EigenDA is a decentralized data availability layer DA developed based on the Ethereum re-pledge protocol EigenLayer. The data availability layer of the modular L2 network Mantle is technically supported by it.

Unlike general DA projects Celestia and Avail, EigenDA is a middleware that does not have its own consensus mechanism, and its security is obtained through EigenLayers Ethereum validator re-pledging mode.

At the same time, EigenDA is also the first active verification service (AVS) on EigenLayer. Re-pledgers re-pledge ETH into EigenDA to perform data verification services to obtain rewards. L2 publishes data to EigenDA, thereby obtaining lower transaction costs and more High TPS.

In November last year, EigenLayer announced the EigenDA Phase 2 testnet. Operators can register to the network and start validating EigenDA; Restakers can delegate their pledges to Operators and start using shared security with EigenDA; as Rollups Developers can integrate EigenDA as a data availability layer.

On December 5 of the same year, EigenDA announced the launch of the partner program. The first batch of participants included 8 networks using EigenDA to achieve data availability, namely AltLayer, Caldera, Celo, Layer N, Mantle, Movement, Polymer Labs and Versatus.

NearDA

Last November, the Near Foundation announced the launch of Near DA, a data availability solution. It is reported that publishing data on Near DA may be about 8,000 times cheaper than publishing data directly on Ethereum. Initial users include Starknet’s Madara, Caldera and Movement Labs.

On January 19, Near DA said it had integrated with Polygon CDK for developers building Ethereum ZK Rollups. Prior to this, on December 21 last year, Near DA announced that it had integrated with Arbitrum Orbit.

Data storage track

Ethereum L2 data storage project ETHStorage

ETHStorage focuses on solving the dynamic storage problems of Ethereum and is positioned as the first storage L2 of the Ethereum ecosystem.

Based on Ethereums data availability DA, ETHStorage can provide programmable storage L2 solutions at a lower cost. It will greatly reduce the storage overhead of large amounts of data on Ethereum, and programmable storage can be expanded to hundreds of TB or even PB. level can save 100 to 1000 times the cost.

In July last year, the Ethereum L2 data storage project EthStorage completed a $7 million seed round at a valuation of $100 million.

Decentralized Data Infrastructure Covalent

Covalent provides a Blockchain Indexer service, which provides developers with a unified API for retrieving blockchain data, allowing developers to reuse queries on multiple blockchains. It extracts data from various blockchains, uploads this data to a storage instance, indexes and transforms the stored data objects, and loads the data into a local data warehouse that is queried by API users.

In November last year, Covalent launched the Ethereum Wayback Machine (EWM) to solve the problem of long-term data availability and for long-term storage of L2 state data discarded by Blobs. In addition, Covalent will integrate L2 data into its existing decentralized data analysis infrastructure services, going beyond simple storage.

In addition, there are established decentralized storage projects such as Filecoin, Arweave, Storj, and BNB Greenfield on the storage track.

LSD and heavy mortgage track

In addition to reducing the cost of publishing L2 data to L1, the Dencun upgrade also introduces EIP-4788, which can place the block root of the Ethereum beacon chain into the execution layer EVM main network, making the EVM layer of the Ethereum main network directly readable The data consensus state on the beacon chain does not need to rely on a third party to transmit information and data, eliminating the impact of external failures, etc.

EIP-4788 enables smart contracts on the Ethereum execution layer EVM to directly read key data such as the ETH balance and status pledged in the validator on the beacon chain, improving security and fund utilization.

Simply put, liquidity staking protocols such as Lido, Rocketpool, and Swell deployed on the EVM layer, as well as re-staking protocols such as Eigenlayer, can directly access key data such as validator balance and status from the consensus layer, reducing the cost of previous re-staking. Trust assumptions and improve their operational efficiency.

EigenLayer

According to information from EigenLayer’s official website, on February 2, the number of ETH pledged in EigenLayer was approximately 460,000, worth approximately US$1.1 billion.

EigenLayer supports re-pledge of LST assets to obtain staking income other than Ethereum PoS, such as pledging in other side chains, oracles, middleware, etc., as a node and receiving verification rewards, so that third-party projects can enjoy the security of the ETH main network , ETH stakers can also get more benefits.

Currently, EigenLayer supports Lido’s stETH, Rocket Pool’s rETH, Swell’s swETH and other LST assets.

On February 6, EigenLayer will add three new LSTs, including Frax Ether’s sfrxETH, Mantle Staked Ether’s mETH, and Liquid Collective Staked Ether’s LsETH.

In addition, there are several re-pledge protocols built on EigenLayer, such as the re-pledge protocol Renzo, which completed a $3.2 million seed round of financing on January 16 and is not subject to EigenLayer LST deposit limits.

On January 22, the multi-chain income protocol Magpie announced its integration with the Ethereum re-pledge protocol EigenLayer, and established the SubDAO organization Eigenpie to provide re-pledge services.

RAAS service provider

With the launch of various Rollup network development components such as Polygon CDK, OP Stack, and ZK Stack, developers can quickly deploy L2 networks with one click through simple and easy-to-use tools or even code-free form.

However, in the face of numerous L2 Stacks solutions, how developers choose the optimal solution has become an important issue that needs to be solved. Rollup as a Service (RaaS) service providers have emerged, which can not only help developers find the best solution according to their own needs. A suitable L2 Stack will also provide related chain building or related supporting facilities, etc., so that projects can focus on building products rather than infrastructure.

Deploying L2 or L3 is becoming increasingly easier with rollup-as-a-service providers such as Caldera, AltLayer and Conduit.

Conduit focusing on Optimism ecology

Conduit is a RAAS platform focusing on Optimism Rollup, which can help developers quickly build L2 based on OP Stack, and has successfully built OP-based Rollup L2 networks such as Zora Network, Aevo, Lyra and Orderly Network.

Last September, Conduit added support for Arbitrum Orbit, allowing developers to quickly deploy L2 or L3 on Arbitrum, and helping Parallel Network successfully build Arbitrum-based L2 Rollup.

Last March, Conduit raised $7 million in seed funding led by Paradigm.

Caldera

Caldera is also a RaaS service provider built on OP Stack, allowing developers to quickly build an Op L2 in a codeless manner.

Caldera is more like a one-stop service platform for Rollup development, providing project parties with all the tools and resources needed to build Caldera Chains of OP Stack or Arbitrum Orbit framework.

In other words, in addition to L2 itself, Caldera is also equipped with a series of blockchain infrastructure, such as blockchain browsers, test network faucets, etc., thereby further reducing the cost of chain issuance and usage threshold, plug and play.

Among them, L2 networks such as Loot Chain, Manta Pacific, and Rari Chain are all built with technical support provided by Caldera.

Last September, Caldera raised $9 million in seed funding led by Sequoia Capital and Dragonfly.

Restaked Rollups Service Plan Altlayer

Altlayer supports developers to deploy L2 without code. Developers only need to perform simple graphical interface operations to quickly create a Rollup chain.

The current flagship product is Restaked Rollups combined with EigenLayers re-pledge service, which uses EigenLayers Active Verification Service (AVS) to enhance the security of the Rollup public chain.

On January 17, Binance new coin mining was launched on AltLayer (ALT).

ZK series RaaS solution Lumoz

Lumoz, formerly known as Opside, is a RaaS solution based on ZK. It allows developers to quickly deploy a ZK-Rollup or generate a customized zkEVM application chain through simple front-end operations without knowing any ZK-related knowledge.

The recently popular Layer 2 network ZKFair is one of the ZK series L2 built on Lumoz.

In April last year, Lumoz received a $4 million seed round of financing led by Web3.com Ventures, with participation from NGC Ventures and others.