CatcherVC

How to analyze and research GameFi projects?

At present, it seems likely that fiat currencies will continue to depreciate or even decouple, but we may still have an option from a parallel universe, which is that BTC becomes a treasury reserve while fiat currencies continue to nominally serve as global reserves.

After the OP token was issued, it resolved the official financial issues, giving them more motivation to lower transaction fees; distributing airdrops is equivalent to granting governance rights, which can promote decentralization.

Metis will take the lead in achieving the decentralization of Sequencer and become the Layer 2 with the lowest gas fees through changes in the storage layer structure.

While creating a vision through idealized narratives, how Optimism will move towards decentralization and fulfill the concept of "fraud proof" mechanisms and multi-Squencer rotation remains to be tested by time.

From the perspectives of TVL scale and development momentum, Arbitrum, Optimism, Metis, and zkSync are currently the four most competitive smart contract platforms in the Layer 2 space.