
If all goes well, Arbitrum, the much-anticipated Ethereum layer-2 scaling solution, will officially open its mainnet to developers today.
It is worth noting that although the hot topic in the community is "Arbitrum mainnet officially launched", as mentioned above,The initial Arbitrum mainnet will only be open to developers, not all userssecondary title
Arbitrum, the Layer 2 version of Chainlink?
Investors who don't pay much attention to the Layer2 track may be unfamiliar with the name Arbitrum, which is not surprising, because the previous Arbitrum had no main network and no ecology.No tokens (and no now, beware of being scammed), Consensus is naturally difficult to gather, but if you are optimistic about Ethereum and Layer2, then the Arbitrum project must not be missed.
Arbitrum was born at Princeton University, a well-known university, and its co-founder Ed Felten is a professor of computer science and public affairs at Princeton University and a former deputy chief technology officer of the White House. Ed Felten later led the formation of Offchain Labs, which is Arbitrum's current development team. From the perspective of member backgrounds, many core members of Offchain Labs have the same background as Felten from Princeton. In terms of academic background, Arbitrum is not too much to be called "top".
In April 2019, Offchain Labs completed a $3.7 million seed round financing led by Pantera and participated by Compound VC and others.Official website informationCoinbase Ventures and Blocknation also participated in the investment in the development team, according to the report.
Judging from the current competition situation on the track, Arbitrum and Optimism are both regarded as the two most promising Optimistic Rollup expansion solutions.In February of this year, V God also said that Optimism and Arbitrum are expected to be launched as the first batch of supported EVM Rollup solutions.
From a technical point of view, the main difference between Arbitrum and Optimism is the difference in the number of interaction rounds when resolving assertion disputes, and each has its own advantages and disadvantages. However, it is almost a common consensus in the community that Arbitrum has better EVM compatibility than Optimism.
the interviewthe interviewIn his opinion, Optimism is quite aloof, while Arbitrum is much more enthusiastic. They will take the initiative to help the project solve all problems in the integration process, which reminds him of Chainlink back then. The styles of the two teams are very similar. Yesterday old man Suo was inreviewsecondary title
Like to mention Uniswap, the prototype of Arbitrum's ecological scale has emerged
The competition of Layer 2 is not only a competition of technology, but also a competition of ecology. In this regard, Polygon (MATIC) is the best example. With the support of DeFi, the leader of the Ethereum ecosystem such as Aave, Curve, Sushiswap, and 1inch, Polygon is in the Rollup program Before it landed, relying on the "old wheels" of sidechain + Plasma, it ran a circulation market value of tens of billions of dollars.
As the leader of Ethereum DeFi, whether Uniswap will choose other Layer 2 besides Optimism has always been a hot topic in the community. Before this week, Uniswap had maintained its "loyalty" to Optimism, even though the latter's mainnet launch had been delayed for several months, which also led some community members to speculate whether the common investment institutions behind the two parties were taking action on this. pressure.
However, with the launch of a poll, the discussion finally came to fruition.On May 27, Robert Leshner, the founder of Compound, launched a public opinion poll on the topic "Whether Uniswap V3 should be deployed to Arbitrum". As of the publication of this article, the poll has received overwhelming public support.In the discussion posts of related topics in the community, almost all the comments expressed their support, and the most liked comment pointed out the two necessities of deploying to Arbitrum:
No one knows which is more attractive, Optimism or Arbitrum. If Uniswap decides to deploy only to Optimism, and finally Arbitrum becomes the most popular Rollup, it will be cheaper for competitors.
Arbitrum is about to go live on the mainnet, and Optimism has to wait until the year of the monkey. Deploying V3 to Arbitrum will solve the high gas cost problem of Uniswap in a short period of time, and the team does not need to change any contracts.
However, considering Uniswap’s governance process (opinion survey-sentiment survey-governance voting), strictly speaking, the current advantage in the number of votes in the poll stage does not mean that Uniswap will be able to be deployed to Arbitrum in the end, but it is a high probability event anyway up.
It is worth mentioning that community members who think further forward also raised another guess, whether Uniswap will restart the liquidity mining of UNI tokens on Arbitrum.
This morning, Uniswap founder Hayden Adams mentioned at the Coindesk Consensus Conference that "Uniswap will soon restart general-purpose liquidity mining." This sentence was misunderstood by some readers as Uniswap will restart the liquidity mining of UNI tokens ,but it is not the truth. Hayden Adams said that the Uniswap V3 version of the general-purpose liquidity mining smart contract will be released soon, which supports other projects to create liquidity incentives on Uniswap, rather than starting the liquidity mining of the UNI token itself.
However, considering that Uniswap will face a new competitive environment on the second layer, it is not impossible to launch a new UNI liquidity mining on Layer 2 in order to seize market share.
As dForce founder Yang Mindao said, a large-scale transfer of incentives is imminent. Some DeFi protocols spend all their incentives on Layer1, but finally discovered that the real destination should be Layer2. In this regard, Uniswap early Turning off token incentives is pretty smart.
to reportto reportsecondary title
New pattern of Layer 2 competition?
There is no doubt that the launch of Arbitrum, a heavyweight project, will inevitably bring certain changes to the competitive landscape of the Layer2 track.
If all goes well, as the first officially launched Optimistic Rollup, Arbitrum will somewhat enjoy some of the first-mover advantage that Polygon is currently enjoying. Uniswap's strong support is also expected to bring huge liquidity to the network, but everything Everything, we still need to pay attention to when Arbitrum will get out of the developer open stage and open the mainnet to all users.
Looking at other projects on the track, although the cake on the Layer2 track is still huge, after all, no matter how big the cake is, it will eat less and less. The launch of Arbitrum will definitely bring a certain sense of urgency to other projects, thereby accelerating Its own development speed, as well as the advancement rhythm of the entire Layer2 war.