So I might well be hated for this one. But I'm willing to risk the seethe.

This cycle will be dominated by the war between OP Superchain & zkEVM AggLayer.

Right now, OP has a very sizeable lead; and I think with Base & Blast, it'll win the war for retail overall.

However, ZK is the elephant in the room - tech that arrived 5-10 years ahead of schedule. While quite costly compared to OP, it offers mainnet equivalent security coupled with optimistic level speeds.

A further narrative to this will be that ZK prices will continue to come down - potentially rivalling that of optimistic rollups over time.

As the altcoin space continues searching for a narrative for our game of musical chairs, I see the OP vs. ZK war playing a huge part in that.

And like any good weapons manufacturer, we should always ensure we're exposed to profits from both sides of the battle.

I've been rolling my perps profits into MATIC spot; It's below every long-term support, which to me indicates a euphoric underpriced entry zone.

e/acc || Building @ /nova || Catgirl maxi @ /imgnai || Dogecoin core dev 2013/14

Optimistic proving is dead in the water IMO. It can be fast/cheap but is fundamentally non-composable due to the required wait times, so will never be able to benefit from network effects.

At some point, Optimism will only be able to advance by ditching optimistic proofs and fully zk-ifying their shared liquidity.