New public chain chaos: Permutation and combination under modular narrative

In the last two days, I will write about the "public chain chaos" after reading dozens of projects, the new infrastructure of ZK and OP, and the possible way out of the next generation of Gamefi. Today, I will write about the public chain chaos.

Three topics will not be involved in ABCDE current Portfolio, because our investment Style biased sniper type, see dozens of projects may be shot once (an average of a month to cast a present), unlike some VC is a shotgun Style, hundreds of sea cast, Only 20 profits can Cover another 80 losses. From the perspective of return on investment, there is no advantage or disadvantage, but ABCDE style is more convenient for me to analyze the industry and project in a neutral way

Is the last door of the chain closed?

The earliest ICP online when we shouted, because the underlying technology of the public chain, ecological construction is a few years, do not think that the new public chain will have any opportunity, the result of Move department Aptos online was slap slap in the face. At the same time, I also think that it should be really closed now. This time, even the underlying language is innovative, and then the new public chain can play out a flower?

结果目前来看，花活有时候不需要太多创新，排列组合一下就有无穷多种可能性首先是模块化叙事，通过共识，数据有效性，结算，执行四层分层带来的各种排列组合，就诞生了不少新的，甚至还没有出现的公链（包括应用链）

For example, the execution layer can be ETH, can also be EVMOS, and even after Solana and L2, can also be Solana& NBSP;

Implementation layer of Layer2, Layer3 later, modular implementation layer like Fuel.

你看，这么一排列组合，我们就有了各种「新公链」的可能性但这只是根据分层方式搞的排列组合，还有另外一种排列组合的方式，是我这几天看了一堆项目之后的感想，抛开那些非主流的，就说最主流的，我们目前有 ETH 的 EVM，Solana 的 SVM，Cosmos 的 Tendermint，Move 系 Move VM。

EVM is of course the largest ecology, in addition to ETH L1, there are all kinds of L2, OP EVM, and ZK EVM, ZK EVM according to the compatible form is divided into several shapes...... Let's take a look at the permutations and combinations of the major architectures above.

Ii. EVM Run Series

Compatibility with EVM is already a "politically correct" issue for a new public chain, even if there's nothing ecological about it, but you have to be supportive.

EVM-NEON on Solana

EVM-Aurora in the vicinity

EVM-EVMOS on Cosmos

EVM-Moonbeam on Polkadot

EVM on Move - I've seen projects being done on Sui

3. SVM running Series

In theory, I thought Solana, a high-speed monolithic architecture, would not go anywhere. But it will, at least for now, on Cosmos.

SVM-Nitro on Cosmos, Eclipse

The Tendermint ran around in the Tendermint.

At first, I thought that the Tendermint would not be able to run in Tendermint, but now ETH also has Tendermint architecture. Slush project based on Starknet L3 has used the Tendermint architecture.

5. Move Running Series

According to theory, Aptos, Sui has not covered the heat of these new public chain, will the Move system run? There are no limits to an entrepreneur's imagination.

Move on ETH - I've seen projects working on L2, or modular execution layers like Fuel.

Move on Cosmos - I have seen projects in the VM+Tendermint consensus mechanism of Move, which can not only receive IBC, but also enjoy various advantages of Move.

You see, this combination, is not the birth of a dozen or twenty new chains? !

I don't know which arrangement makes Sense to you, but from a technical point of view, I personally would like to see an ETH based Move system L2 (preferably ZK rather than OP) in the future, which can enjoy the security of ETH. Break the limits of Solidity and EVM, and enjoy the advantages of asset security and concurrent processing brought about by the underlying language of Move.

But talk to a ZKMove researcher, the big god said that the Move system of ZK, at least two years out, 2023, will see an OP-based Move system L2 good. Which combination do you prefer, Iron?

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