Coin98 Analytics
Coin98 Analytics

@Coin98Analytics

19 Tweets Jan 30, 2023
1/19
Ethereum L2 Landscape W20/2022
L2s are booming, make sure you don't miss any chances on these ecosystems
Quick take:
⬩ Optimism's new updates: OP Stimpack, Warp Speed, Optimism Bedrock
⬩ Arbitrum Odyssey postponed
⬩ StarkGate Alpha launched
⬩ New protocol Aztec Connect
2/19
Let's dive in with some highlights numbers:
⬩ Projects TVL:
- L2 with the highest TVL is still Arbitrum, still remaining at over $2.6B
- Last week, Metis was the project that reduced TVL the most (~16%)
- StarkNet entered the race thanks to StarkGate, currently ranked 17th
3/19
⬩ Eth bridge TVL
- With a $2.2B bridge TVL, Arbitrum is taking the lead
- With $468M, Optimism came in second
- With $43M and $34M, Boba and zkSync are respectively trailing.
→ Generally, the TVL of Eth bridges has dropped dramatically in recent weeks.
4/19
In addition, the number of daily txs on Optimism has reached a new ATH since the release of the Warp Speed bridge version, then dropped back to its previous level.
5/19
After reaching ATH in April, the trading volume on Immutable X has steadily decreased, in the past 7 days, Immutable X's NFT trading volume ranked 11th
6/19
Ecosystems Highlights
⬩ Arbitrum:
Arbitrum Odyssey Update
Arbitrum Odyssey is an event to encourage users to learn more about Arbitrum in exchange for exclusive NFTs.
List of 14 projects here
7/19
The project team decided to postpone the event until mid-June in order to properly prepare for the launch. The exact time has yet to be announced.
Arbitrum also revealed that the tasks will be difficult, but the NFTs will be stunning.
8/19
⬩ Optimism
Optimism integrated with Binance, OKX:
Two major exchanges, Binance and OKX, announced their integration with Optimism, supporting users to deposit and withdraw ETH via this L2 network.
These events will serve as a warm-up for the launch of the $OP token
9/19
OP Stimpack Update:
Optimism has announced the official list of incentive projects, 230M OP tokens will be granted for projects built on Optimism.
These projects also contain receiving airdrop opportunities, don't forget to engage with them.
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10/19
Optimism Bridge: Warp Speed
Optimism has released the latest version of Optimism Bridge called Warp Speed. When using this version of the bridge to deposit a small amount of ETH, users have ~5x cheaper and ~15x faster bridge experience
11/19
Optimism Bedrock:
Optimism has just released a new version of its rollup architecture called Bedrock.
With Bedrock, Optimism users will experience a cheaper and faster rollup version by re-using as much of Ethereum's code, design patterns as possible
12/19
SushiSwap started rolling out on the Optimism network, the first products to run are AMM pool and BentoBox (farming vault). Kashi (lending), MISO (launchpad) and Limit Orders will follow soon
Optimism is integrated with Token Terminal, you can track OP's revenue, P/S, P/E.
13/19
⬩StarkNet
StarkGate Alpha launched, allowing users to bridge funds from Eth to StarkNet. However, this is an Alpha version, StarkGate has not been completely audited, so the team recommends users exercise caution when using the product
Tutorial:
14/19
The team also set a transaction volume limit of 0.025 ETH per transaction and a total volume limit of 25 ETH (increased to 200ETH for users to have a chance to experiment shortly later.
After using the product, users can give the team feedback:
forms.reform.app
15/19
Starkswap x Yearn
The Starkswap team is excited to announce Iron Fleet in partnership with Yearn.
Iron Fleet allows users on StarkNet to pool their assets to interact with protocols on L1 and split the gas fees with each other
16/19
zkLend x Nansen
Nansen has announced a strategic partnership with zkLend, StarkNet's lending and borrowing platform.
However, the project has only announced the AMA, the details of the cooperation deals will be revealed later.
17/19
Some new projects on StarkNet:
- @gizatechxyz: on-chain AI, machine learning platform
- @yagi_fi: The infrastructure for L2 native yield
- @Starcombo_xyz: a DeFi gateway allowing users to build their DeFi strategy on Starknet
18/19
⬩ zkSync
- @FoxWallet integrated with zkSync 2.0
- @ZigZagExchange: releasing NFT marketplace, integrated with @argentHQ wallet
- @axiom_protocol: new decentralized stablecoin project on zkSync with $AXIOM gov token
19/19
⬩ Aztec
@aztecnetwork is an L2 that uses zk-SNARK rollup technology to achieve private transactions. Aztec is also a non-token L2 project.
Recently, Aztec has announced Aztec Connect’s mainnet coming in 3 weeks.
Official launch day: June 9th, 2022

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