Analysis of Blockchain Technology Development Trends

Public Chain Trends

ETH+L2

Ethereum Development Roadmap:

• Merge(9-December)
• EIP4488( at the end of the year or early next year ) - Reduce CallData fees
• EIP4844( introduces Blob transaction type
• Danksharding)2-4 years later( - Sharding

) L2 Development

OP System:

• Arbitrum - Nitro Mainnet and Nova Sidechain
• Optimism - Token issuance and BedRock architecture
• Fuel - UTXO Model and Sway Language

ZK system:

• ZK-Sync - Launch on Mainnet within 100 Days
• Polygon - Launches ZK-EVM
• Starkware - Token Issuance Plan and Recursive Rollup
• Scroll - The most EVM-compatible ZK-Rollup
• Aztec - Privacy as a Service

Move & Diem related public blockchain

Aptos and Sui:

• Use the Move language
• Claims 100,000 TPS
• $2 billion valuation
• Focus on parallel processing

Modular Trend

• Celestia leads the modularization trend
• The concept of Sovereign Rollup has emerged
• Cosmos ecosystem actively布局
• Polkadot XCM and Governance V2 are worth paying attention to.

DeFi Trends

DEX

• Impermanent loss is seen as a feature rather than a problem
• Uniswap has become infrastructure, with an increase in derivative products.

Lending

• Asset isolation pools have become standard.
• Multi-chain deployment is becoming a trend
• The increase of derivatives based on large protocols

Derivatives

• DyDX V4 is worth looking forward to.
• Increase in derivatives based on Uniswap V3
• GMX mode is being imitated
• Synthetic Asset Platform Development

Stablecoin

• The decline of algorithmic stablecoins
• USDC status enhancement
• Over-collateralized stablecoins may emerge

RWA### physical assets (

• Progress is slow, and no breakthroughs have yet occurred.

NFT and Storage

) NFT trend

• Application Scenarios: The prospects for SBT and in-game items are quite good.
• Financialization: an irreversible trend, but with limited room for development
• Market competition intensifies

Storage Trends

• The storage project is expanding into the computing field.
• New paradigms such as SCP have emerged

GameFi Trends

• X2Earn model is in trouble
• Free to play, Skill to Earn mode rises
• Blockchain native game exploration

Overall, various fields are constantly innovating and breaking through, and the future development is worth looking forward to.