ZKentin ↑ pfp
ZKentin ↑
@zkentin
RaaS + DA + Stack = chain ready in 5min - Stack: Arbitrum Orbit, Polygon SDK, OP Stack, zkSync - DA: Ethereum, Near, Eigenlayer, Celestia, Avail - RaaS: Conduit, Caldera, Dymension, Altlayer, Gelato Looking forward to bet on more RaaS!
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Laurence pfp
Laurence
@laurence
Which RaaS is looking most promising to you? Gelato has been running middleware services for years, and are launching both Astar zkEVM and Lisk… but AltLayer falls under the EigenLayer restaking hype - but not many notable Rollups yet deploying on there
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ZKentin ↑ pfp
ZKentin ↑
@zkentin
From a speculator PoV it’s Altlayer for the following reasons: Token - 11% unlock (low float high FDV) - No unlock until 25 June 2024 - new coin Altlayer news - Q2 staking (airdrop narrative from RollApps) Narrative - Restaking summer: eigen TGE Q2 - Roll-up narrative: dencun - ETH beta narrative: ETH ETF Summer
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ZKentin ↑ pfp
ZKentin ↑
@zkentin
I have a negative biais on old coins (gelato will maybe be used for ape l2) but still prefer alt/dym to gelato
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Laurence pfp
Laurence
@laurence
definitely get what you mean about old coins. I suppose in the long-term whichever RaaS has a better portfolio of RollApps will win out. Caldera is running Manta, however it seems to not offer anything novel apart from the promises of airdrops
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