jakiro
Author: haotian, independent researcher Source: X,@tMel0211
If StarkNet’s Token economics works, it will inevitably promote the token distribution of ZKSYNC, Scroll, Linea and other ZK -series projects.
In the past two days, @Starknet has landed on the ground with a total of 1.3 million addresses over 700 million pieces. Almost the “rain dew” has taken care of every part of the ecology at all levels, enough to be a pattern!So, how do you look at the follow -up impact of this Starknet airdrop feast?Let me talk about my thinking:
1) The standard, scale, and coverage of the starknet airdrops have been holding the pipa. Various scandals and rumors are constantly. Even many people once thought that they would be “anti -slap”. In this backgroundThe 700 million Strk Eligible, I believe that many people have been overjoyed.
In fact, as a popular project that has been deeply staged, the design of the empty bidding of StarkNet is really difficult to handle. It needs to balance the interests of all parties. It must also avoid the incentive effect of the throw cover of the airdrop, so it is difficult to have absolute satisfactory results.In the end, StarkNet chose a large -scale Enze Sap in ECMP contributor, GitHub open source developer, and Starknet users.
This is likely to be the final choice of the focus projects such as ZKSYNC, Layerzero. When the brand’s influence reaches a certain level, the sunny airdrop operation is the most wise.The difference is that which standards will be sieved by the Mao Party, and which direction will become the object of the project party?For example, StarkNet obviously prefers developers and early ECMP contributors.At most, the business of “Mao Mao” increased the risk, lost the cost -effectiveness of input and output, and continued to be rolled.
2) Earlier, I posted a post saying that StarkNet issued a “redemption action” because the ZK -Department Layer2 project stayed in the technical advantage narrative stage for a long time.Comprehensive data indicators such as user experience and other aspects are far less than expected.In this case, the purpose of taking out Tokenomics is more to further build and strengthen the ecological market.Obviously, StarkNet and ZKSYNC are both anxious.
In particular, Layer2’s overall lock data has exceeded 25.5B, and the proportion of Layer2, which ranks among the top 5 in the brand reputation, is less than 0.2B. How can this data give the follow -up secondary market investor confidence?And sending Token subsidies and users can quickly make up for this short board. If you do n’t believe it, tokenomics will have such a great magic. Seeing that the technology has exceeded that of more than 1.8 billion US dollars, it can be appreciated.
I personally tend to believe that Tokenomics will bring continuous source motivation to ZK’s ecology, especially STRK as a GAS fees to participate in the project development and user interaction experience, the imagination space is still quite large.
3) Cancun upgrade is significantly greater than OP-Rollup’s market booster market for ZK-Rollup.If the Cancun upgrade is icing on the icing on the icing on the icing on the icing on the icing on the icing on the icing on the cake, it must be considered a carbon in the snow.I have also analyzed before the reason. The same BLOB block capacity, ZK series layer2 can enlarge the upper limit of Layer2 TPS, thereby reducing the cost of the GAS average stall cost.And the user poured into the ZK ecology for Build.Under normal circumstances, the Cankun upgrade will be the turning point of the ZK -style ecology all -round overtake and counterattack OP.
Starknet rushed to the Tokenomics before the upgrade of Cancun, and undoubtedly expressed his determination to upgrade the backwater in the Cancun.If StarkNet’s Token economics works, it will inevitably promote the token distribution of ZKSYNC, Scroll, Linea and other ZK -series projects.In addition, the potential of ZK technology depends on the “application” drive. The market needs to run out of several games such as Wang Fried applications to drive further prosperity of the ecology of the StarkNet market.
4) The current competition pattern of Layer2 has become complicated and anxious. In the past, technologies, brand reputation, etc. represented by Arbitrum, StarkNet, ZKSYNC, etc., have a large -scale LAYER project, which have carried out a large expected pressure on the ground, and StackStrategic play is also a VC narrative thinking of traditional To B, so as to attract the obvious insufficient attraction of investors in the secondary market;
At the same time, a large number of emerging challengers trying to break the Layer2 pattern have emerged. For example, Metis took out the decentralized Sequence and native Token economy to try to overtake. Manta, ZKFAIR, Blast, etc. are trying to use the market and transportThe power of vitamin and capital to counterattack.
In addition, Celestia, Altlayer, ESPRESSO and other modular thinking continues to add new variables to the Layer2 market.The current Layer2 market can no longer use the established advantages such as technical strength and capital background to lock the market position. In a round of market impact and competitive pattern, the Layer2 project with a balanced strength in all aspects must be in the event of a round of market impact and competition pattern.During the year after the upgrade of Cancan, the market competition will be more and more intense. At that time, there may be a new Layer2 four heavenly kings.
Note: I am fortunate to get ECMP’s airdrops. It is an incentive for continuous value content output. Anyway, everyone must have more confidence and expectations for the Layer 2 market.
