Optimism Research Reports

Asset ManagementMantle Network
By
Anil Lulla•
Mantle Network is redefining the L2 landscape with its innovative modular design. Central to Mantle's strategy is its goal to establish itself as the premier native yield chain, simplifying and democratizing the access of yields for users within its ecosystem. Beyond just a chain, Mantle has pursued a strategic approach to assets, to ensure high standards of quality, rewards, liquidity, capital efficiency, and adoption across applications.

Layer 2 / L2Superchain and the Monolithic Experience
By
Anil Lulla•
The report focuses on the concept of interoperability within the Superchain ecosystem, emphasizing the need for seamless interaction between users, dApp builders, and chain builders. It begins by defining key concepts of interoperability, including token and messaging bridges, and outlines the challenges that stakeholders face due to fragmented liquidity across chains.
Key sections cover:
Stakeholder Expectations: Examines what users, dApp builders, and chain builders want from the Superchain ecosystem in terms of speed, costs, and security.
Interoperability Solutions: Discusses existing solutions from other ecosystems, particularly Cosmos and EVM interoperability standards, highlighting their trade-offs in achieving seamless communication.
Future Directions: Proposes various approaches for Superchain to enhance interoperability, including shared sequencers and potential zk-rollup developments. The focus is on achieving synchronous atomic execution—ensuring that transactions across chains are either all executed or none are, providing a streamlined user experience.
Conclusion: The report concludes that a decentralized shared sequencer approach could be the most viable path for Superchain, although it requires significant development effort and collaboration with other systems and chains.
Overall, the report emphasizes the importance of establishing robust interoperability methodologies to facilitate a cohesive ecosystem of decentralized applications.

Layer 2 / L2The Arbitrum Airdrop Is Finally Here
By
Anil Lulla•
🔍 The Arbitrum Airdrop Is Finally Here Tomorrow, Arbitrum will launch the ARB token and airdrop 12.75% of its supply, […]

Asset ManagementAnalyzing Market Behavior for Key Airdrops
By
Anil Lulla•
Airdrops are one of the most sought-after events for users of on-chain projects. It’s the distribution of a protocol’s token, often to historical users. The aim is to reward loyal users and encourage user stickiness of the product. But it doesn’t always go as intended.

Optimistic RollupsBase by Coinbase
By
Anil Lulla•
🔍 Base by Coinbase Last week, Coinbase launched the testnet for Base, a layer-2 network built using Optimism’s open-sourced OP […]

Layer 2 / L2The L2 Wars
By
Anil Lulla•
🌇 Sunsetting The Delphi Daily During periods of lower activity, it becomes more important to focus on the broader […]
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