jakiro
Author: Sleeping in the rain, Source: Author Twitter@0xsleepinrain
Let’s learn about the potential agreement of the 4 COSMOS ecosystem that has not yet issued coins.
1. ZetAChain
ZetAChain is a Layer1 built -in cross -chain interoperability, compatible with EVM, supporting users and developers to achieve general smart contracts and message transmission between any chain (including non -intelligent contract chains such as BTC and Doge).
Developers can build a full -chain DAPP based on the tool set to build a full -chain DAPP based on the ZetAChain single -point.
At present, more than 150 DApps have joined the ZetAChain ecosystem, and the test network users have exceeded 3 million.
The reason for paying attention to Zetachain isThe
1. Layerzero is about to release token, and the full -chain narrative is about to rise (and the same coins of the same coin);
2. Zetachain supports the BTC chain, which is in line with the native BTC narrative.In the future, DAPPs on Zetachain may be able to support native BTC assets (Sushi announced in November 23rd that it will cooperate with Zetachain to provide native BTC support, allowing Sushi users to exchange native BTC between 30 networks).
3. Zetachain’s official announcement during this time, including Sushiswap mentioned above, as well as Curve and Boundce.
4. Waas, an important partner of Zetachain, completed a $ 52 million in financing last year and was led by PayPal.
Zetachain has now released the vision and roadmap outlook of the main network 1.0.
In addition, the Ultivers Sub -Game Meta Merge, led by Binance Labs, has joined the ZetAChain test network for construction. In the future, ULTIVERSE will also expand its multi -chain interoperability through Zetachain.The progress of cooperation between these two projects is also worthy of attention.
Now, we can also participate in the interaction of the Zetachain test network through OKX Web3 Wallet.
2. Dymension
Dymension is also a member of the modular blockchain. It is a modular settlement layer.
Celestia stripped the DA layer and built alone as a modular component to provide DA services for Layer2.Layer2 only needs to do a good job of executing and settle data on Layer1.The reason for Layer2 will choose Celestia as the DA layer, which can be attributed to “higher cost performance” (which means higher profits).
The launch of Dymension is to solve the sense of cutting between Layer2.Previously, Layer2 was custom deployment, using different multi -signed bridge joint formulas and different security assumptions.Dymension will unify Layer2 through IBC, formulate a standardization process, and finally realize the vision of building the Web3 Internet by Rollapp.
In simple terms, Dymension does is to use the IBC protocol to unify the Layer2 standard and integrate liquidity, and use Dymension Hub to protect the liquidity in the network, and on the DA layer (such as Celestia, Near, the DA layer can be selected by Rollapps independently) to release it)Its transaction data.
The more interesting point of Dymension is to build it around Rollapps (a new encrypted original). Developers constructed on it only need to polish products and provide better user services.
In addition, mention two other track projects:
-Eclipse is a competitive product of Dymension;
-FUEL is a modular execution layer.
Three, SAGA
If you want to understand SAGA briefly, you can also understand it as part of the modular ecosystem.The main service form of SAGA is to help other developers build a special chain.These developers can make products in product design according to their needs.
The SAGA team believes that the current competition of Web3 applications is essentially a competition for block space.Therefore, SAGA’s vision is to allow developers to build their dedicated web3 application chain as simple as possible.
That is, a one -click hair chain.
Saga has once again reduced the threshold on the basis of COSMOS.Through SAGA, developers can start a EVM chain that belongs to itself in 10 minutes.Saga calls it The UNBLOCK movement.
The tendency of SAGA is to create a game with interoperability (Yuan universe) ecology.
From my personal perspective, this tendency is in line with the services provided by SAGA.Based on SAGA, game developers can focus on game design, as well as higher flexibility and interoperability.
Four, berachain
Berachain is a COSMOS Layer1 with EVM as a architecture, using a POL (liquidity proof) consensus mechanism.Now BERACHAIN has launched the public test network “Artio”, and developers and users can participate in Galxe’s interactive tasks through faucets.
In design, it uses a three -generation currency model:
$ BERA: Gas token, 10%inflation;
$ BGT: Treatment token, but not transferred, you can only obtain it by pledged assets;
$ Honey: Excess mortgage stablecoin, protocol income distribution medium.
After the main online online, users allow users to pledge assets such as WBTC, Weth, WSTTH, and USDC, USDT, DAI, and obtain the income distribution of DEFI activities and BERA. The pledge income distribution rights of various types of assets will be completed by BGT.In the future, BERAChain’s ecological probability will also appear products similar to liquid pledge and aggregate governance such as Stride and Convex.
As for the airdrop rules, the official has not been announced.I personally guess that in addition to NFT Holder, BERACHAIN may also have airdrops at TIA Staker.
From my perspective, Berachain built an flywheel as shown in the figure below.
At the beginning of the initial launch, the model of Berachain and Canto was very similar. The inflation token was promoted to raise TVL.But with the increase of users and the increase in handling fees, BERACHAIN will come out of a different way to Canto.Moreover, BERAChain’s built -in governance game and stablecoin will further promote the market’s demand for its Gas Token BERA.
Finally, let’s summarize this period of time in the COSMOS ecological agreementThe
Neutron is collecting some disabled parties in the LUNA era to make the AEZ (ATOM Economic Zone) ecosystem.Launchpad Eclipse Fi is also worthy of attention.
The main line of OSMOSIS线 is LSD, inhibiting inflation and merging with umee (now UX).
Although Injective is weak, the main strength is strong, and the currency price performed very well.
Kujira’s performance is equally excellent. Kujira pledge income is not inflation, but real income.
Thorchain follows the cross -chain narrative of native BTC, and two same concept items are Maya Protocol and ChainFlip.
Stride is LSD on COSMOS, with a market share of more than 90%.At present, new competition has also appeared on the market, competing with Stride.
SEI is now on the narrative of parallel EVM, and some time ago has been sought after by a lot of markets.
Kava stopped inflation in the new one -year currency.
The reason why Axlar Network initially rose was Upbit List.Now it is reducing token inflation through governance proposals, and it is expected to be affected by Wormhole and Layerzero in the future.
Canto Public chose to leave Cosmos and embrace the Polygon ecology.Its main narrative is RWA and full -chain stabilizer.Therefore, it is also affected by the release of Layerzero token.
In addition, the market has recently fired some LRT concepts, so the LRT $ Pica on COSMOS has also received extensive attention, and the price performance is good.
