I'm delighted to see a lot of anticipation and excitement for rollups in 2022, but I'm only cautiously optimistic. With some exceptions (Immutable X), rollup teams haven't yet proved they are capable of outcompeting alt L1s on marketing, public relations & business development.
Some would argue they are in beta - but so are Solana, Cardano, Polkadot etc.
I think smart contract rollups - particularly StarkNet & zkSync 2.0 - will need most of 2022 to become a mature product out of beta. Arbitrum will be first, but Nitro & FSS will still take time.
I think smart contract rollups - particularly StarkNet & zkSync 2.0 - will need most of 2022 to become a mature product out of beta. Arbitrum will be first, but Nitro & FSS will still take time.
Which is not to say there won't be adoption - but that depends entirely on how well their teams & communities market the rollups, and how their tokens turn out. But true blockchain scalability ready for mass adoption for the very first time - unlikely to happen in 2022.
My wildcard for 2022 would be Argent. Their UX is brilliant, and if they can integrate a broad set of DeFi Pooling type services with zkSync & StarkNet, they can make big inroads leveraging Ethereum's well-established DeFi layer without waiting for smart contract ZKRs to mature.
The other wildcard would be native apps built for rollups that are unique and unlike anything we've seen with blockchains before. We are seeing a glimpse of this with @briqs_ on StarkNet! This could onboard a whole new class of users and application developers.
Those who have followed my ramblings will know I've always looked towards 2023 as the year of massive scale, and I still stand by that. But I'd love to be proven wrong. Rollup teams have the brightest minds in the industry, and I would never bet against them. See you in 2022!
• • •
Missing some Tweet in this thread? You can try to
force a refresh
