Bowen Addison
@bowenaddison
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I haven't commented about rollups in several months, if not over a year, so I'm just a casual observer now...
Native rollups are pretty cool, and what I meant by "enshrined zkEVM bridge" a couple of years ago (except they've got a wider scope than zkEVMs)
However, they are not "enshrined rollups", as I wrote about them at least, which are in-protocol, L1 rollups
Overarching thought on rollups: there simply has not been anywhere enough demand to saturate 1,000+ chains by 2025 like I had expected in 2021. Including all L1s and L2s, there's maybe like 10, at most. I'm sure demand will grow, but not to the magnitude anyone expected. It would be prudent to factor in this lower terminal demand in infrastructure designs, instead of just "build it they'll come" hopium.
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