Content
@
0 reply
0 recast
0 reaction
eggman 🔵
@eggman.eth
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.
10 replies
0 recast
8 reactions
Nacho 🍓🎩📿
@nachovarga69.eth
Big egg what’s your opinion on celestia?
1 reply
0 recast
1 reaction
Bryan ⚪️🎩
@brykayne
I haven't been following much - MATIC supports zk tech? (seems that way from reading the founder's x posts). so the thought is investing in matic invests in zk tech?
1 reply
0 recast
1 reaction
iSpeakNerd
@ispeaknerd.eth
dont you mean POL
1 reply
0 recast
1 reaction
Freymon🎩
@freymon
Dude honestly I learnt a lot from the conversations you had in your comments section, I’m planning to enter the crypto trading space in a few years (still stuck on conquering synthetic indices) and the knowledge I’ve gotten from your posts are really something to write home about. I just wanted to say thank you man!
1 reply
0 recast
1 reaction
Kieran Daniels 🎩
@kdaniels.eth
I have navigated this landscape for the last 6 months. We built an l3 on arb orbit and then scrapped everything to switch to optimism stack. It’s genuinely 100x the value and compatibility and scaling potential. Everything connects with everything and native tokens work seamlessly. Zk is not even in the conversation for anyone serious. It’s a non starter and doesn’t compare. Also this is coming from someone who has hated on OP since their bullshit whitelist launch. They are good old boys club and corporate but it’s going to win and already has imo.
1 reply
0 recast
0 reaction
Dean Pierce 👨💻🌎🌍
@deanpierce.eth
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.
0 reply
0 recast
1 reaction
Valhalla 1🎩🔮✨🐹
@valhalla1
Eggman always bringing forth thoughtful information to us Warpcastors
0 reply
0 recast
1 reaction
Cristian 🎩🍖🧾
@cristianisbased
Eggman is bullish on Matic 🐂 🥚🫡
0 reply
0 recast
1 reaction
Christopher Bantay
@ziid
Good read , thanks for sharing friend
0 reply
0 recast
0 reaction
Ali12
@cq34
Good luck
0 reply
0 recast
0 reaction
