jakiro
Author: htaotian, independent researcher Source: X,@TMEL0211
Recently, Polygon’s integration ability is amazing. The previously launched Polygon CDK STACK system component service uses a modular combination to integrate the Ethereum ecology.It looked similar to Op Stack, but it was drawing virtual cakes, but now it seems that Polygon may not only fight for the ecology, but also like a “dimension reduction strike” through the modular thinking of Ethereum.
CDK provides a series of lightweight tool packages, including optional ZKEVM, optional Sequencer, optional DA, optional GAS Token, etc., all in the form of highly flexible component tool packages for developers to choose.
Polygon has to cooperate with Near now. Using Polygon’s customable KIT tools and frameworks can greatly reduce the cost of developers, andNEAR’s ability to process data and efficient processing data may even integrate Solana VM virtual machines in the future.
DA (DATA Availability) capabilities are essentially the verification ability of the Ethereum main chain system Validators.Compared with third -party DA and local DA, Near DA has now appeared, making Ethereum DA appearing unsatisfactory in legitimateness.The implication is to seize the pain points of Ethereum DA expensive, to eat the market share of Ethereum at a lower price.
In my opinion, the DA battle may be just a foreplay, and parallel VM may be a greater battle.Use Solana, SUI, SEI and other technologies to further capture EVM execution capabilities of Ethereum.Because Ethereum is inherently lacking high and hair performance, the use of modular thinking can also push Ethereum to the level of an optional virtual machine.
The only thing that is difficult to seize in Ethereum is the soft power of its DEFI brand.Combined with interoperability and combination, Ethereum’s DEFI may become the DEFI infrastructure of other chains, which may become the only fortress that cannot be broken in Ethereum.
In short, Polygon CDK + Near DA + Solana VM + Ethereum DEFI, is this signs of tearing Ethereum?The question comes, do you expect a high -modular combination of public chain future?
