Blockchain Technology Development Trends in Various Tracks

Public Chain

The new trends of public chains mainly focus on the following three directions:

1. ETH+L2
2. Move language and Diem team's new project
3. Modular Architecture

ETH+L2

Ethereum Future Development Roadmap:

• Merge( is expected between September and December )
• EIP4488( is expected by the end of the year or early next year ) - to reduce L2 costs
• EIP48440 ( next year and the year after - Further reduce Rollup fees
• Danksharding)2-4 years later( - Sharding

L2 Solutions:

• OP series: Arbitrum, Optimism, etc.
• ZK Series: zkSync, Polygon, StarkWare, Scroll, etc.

It is worth noting the large number of ZK series solutions being launched and the exploration of parallel processing capabilities.

) Move language and Diem team's new project

Aptos and Sui are two highly regarded new blockchain projects:

• All use the Move language
• All founded by former members of the original Diem team.
• Focus on high TPS and parallel processing
• Valuations have reached $2 billion

Modular Architecture

Celestia has sparked the modular trend, breaking down the blockchain into different layers such as data availability, execution, and settlement.

The Dymension of the Cosmos ecosystem is also developing the RDK### Rollup development kit (.

Polkadot has launched XCM and governance V2, but the popularity of parachain auctions has declined.

DeFi

) DEX

• Impermanent loss is seen as a feature rather than a problem
• Uniswap has become a true infrastructure, deriving more complex applications.

Lending

• Asset isolation pools have become standard.
• Multi-chain deployment has become a trend
• Innovations such as peer-to-peer matching based on existing protocols.

Derivatives

• The "Uniswap moment" of on-chain derivatives has not yet appeared.
• Worth paying attention to: DyDX V4, derivatives based on Uniswap V3, imitation of GMX model, synthetic assets

Stablecoin

Algorithmic stablecoins face setbacks, USDC's status rises. AAVE and Curve plan to launch over-collateralized stablecoins.

Real World Assets ### RWA (

is the most important but also the most overlooked field, with limited progress currently.

NFT and Storage

) NFT trend

1. Application scenarios: Avatars remain mainstream, SBT and in-game items are worth looking forward to.

2. Financialization: an irreversible trend, but facing issues such as the scarcity of blue-chip NFTs.

3. Market Competition: Giants like Uniswap, OpenSea, etc. have joined the competition.

Storage

The storage project has begun to expand into the computing field, such as AR's SCP and Filecoin's FVM.

GameFi

The current X2Earn model is facing challenges, and potential future development directions are:

1. Free to play, earn money through skills - Moving closer to traditional games

2. Blockchain Native - Leverage Blockchain Features, but High Threshold

GameFi still has huge potential, but the specific model is not yet clear.