Rollup Eco Outlook in 2025: ZK technology will usher in a critical moment

Author: Andy Source: X, @ayyyeandy Translation: Shan Oppa, Bitchain Vision

Several forecasts about the rollup ecosystem in 2025:

1. Value accumulates more to the application: As the importance of chains decreases, thousands of application chains or L2 networks will emerge, which redistribute revenue to applications through governance or protocol design.We are entering an era where applications strive for their due benefits.If applications do not get the reward they deserve, they will leave, turn to their chains or other baselayers that provide revenue sharing.This will lead to the emergence of more dedicated or purpose-specific L2 networks that can provide better distribution for applications and will also emerge specific application chains that want to vertically integrate their technology stacks.

2. Reduced tribalism among Rollup: User experience will change from switching between chains to overall “using cryptocurrency” and is no longer limited to a specific chain.Although Optimism still has competition with Arbitrum, ZK Sync and Scroll, etc., I think the Rollup ecosystem will compete less at the chain level and the community will be more committed to expanding the overall market than for limited users.

3. Rollup revenue will decrease: Partly because of the increase in the number of Rollups, the market demand for sequencer revenue sharing increased, and applications have gradually begun to start their own chains (in the past, these applications may have chosen L2 operators).

4. Rollup based on Ethereum will gain more attention: Tech community, venture capital and Ethereum supporters will increasingly support this Rollup, which they see as key to resolving the debate on “L2 is parasitic to L1”.Application chains based on the same preprocessing service or market can achieve synchronous combinations with each other and with Ethereum L1.There is still a lot of room for development in this regard.

5. The rise of the new generation of virtual machine Rollup: These emerging altVM/next generation virtual machines Rollup (such as SVM, MoveVM, FuelVM, LinuxVM, ZKVM, etc.) will have the highest TPS (transaction processing per second) and Gas per second performance, which will surpass anything without parallelizationHigh EVMRollup.These virtual opportunities are becoming popular and become the home of choice for some very good applications.

6. Highlights of Zero Knowledge (ZK) technology: Although Optimistic Rollup currently dominates people’s attention and use (TVL, etc.), the performance of zero-knowledge Rollup is rapidly improved and cannot be ignored.More ZKRollups are expected to be launched, with their cost and speeds rapidly increasing.

For Ethereum and the modular ecosystem, the future is worth looking forward to.