Technical Narratives

Technical Narratives

1/ Dencun - blob Upgrade - L2 wars

Let’s start with well known thing.

Dencun upgrade is scheduled making blob space on L1 $ETH

Note that Blob fee market is independent with L1 gas fee

All L2s will compete each others to get blob space.

$OP $ARB $METIS @MantaNetwork
@zksync
@LineaBuild
$IMX

2/ RAAS → Like Levi’s on Gold rush


In the gold rush, Levi strauss earned huge more money than gold miners because they needed jeans. Levi supported them just fulfilling needs.

Likewise, Already more than 50 projects announced they are or are becoming rollup-L2.
As more projects are getting to migrated to L2, then L2’s essential goods become the winner.

I bet RAAS(Rollup-as-a-Service) projects are like Levi’s on gold rush.

$GEL @gelatonetwork
@alt_layer
@AstriaOrg
@Calderaxyz
@conduitxyz
...

3/ Based Sequencing (L1-sequenced Rollups)


@sreeramkannan
, CEO of EigenLayer, said Based Sequencing is the gold standard

Using based sequencing, Whoever builds the L1 block can atomically build the next block for both rollups, allowing them to extract MEV atomically from both (and from the L1)

https://twitter.com/danrobinson/status/1664454374704418818…

With Based Sequencing, you will be able to catch two rabbits: security and decentralization.

@taikoxyz


4/ MEV - Scourge - Onchain Trading


What's the point of L2's season?
Onchain Trading will become even more active.

Accordingly, each player should have a strategy about MEV, such as reducing users' exposure to MEVs or, conversely, maximizing the benefits they get advantage from MEVs.

Currently, problem of MEVs is mitigated using Flashbot's Mev-Boost, but it should ultimately be solved through enabled PBS (ePBS) solving relay centralization problem, too.

$FOLD, $JTO, $GNO, $COW...

5/ Revival of Onchain Trading Bot

As far as I’m concerned, we can expect revival of Onchain-trading bot as same reason for 5/ MEV’s

@TeamUnibot
, @BananaGunBot
, @PaalMind
...

6/ BTC's Nutritional supplements


among BTC miners' profits, The proportion of transaction fee is increasing.

Before the listing of $ORDI on Binance, BTC block reward fees did not exceed 10K.

But after listing, block fee rewards have surged to a maximum of 200K and have never dropped below 10K.

The transaction fees profit taken by miners per block is 0.6225 BTC.

Whether you're BTC maxi or not, you'll agree that activation of BTC transactions gives a big boost to the entire market.

$ORDI, BRC-20, ARC-20, $STX, $ALEX...

7/ BNB Greenfield Depin

Sorry for typo of main image
Anyway BNB Greenfield is decentralized storage network powered by $BNB.

BNB Greenfield Mainnet Manchurian Hardfork will be executed on Jan 16th.

until Q2, BNB Greenfield is going to activated step by step.

Nobody knows how important dePIN is.
I believe that BNB Greenfield will once again become a reminding trigger or catalyze.

$BNB, $AKT, $HNT, $THETA, $STORJ, $FIL, …