It’s All About Infra
In our “Year Ahead for Infrastructure” report, we predicted 2023 would be “the year of infrastructure,” and after the conference week in Paris, it’s clear this has become true, almost too true. Paris was highlighted by EthCC and the Modular Summit, with other infra-focused side events during the week. Common themes throughout were MEV, account abstraction (ERC-4337), intents, zk (both for privacy and scaling), rollups, and shared sequencers. In this report, we want to do something different; we’re not going to dive specifically into those concepts, but instead touch on projects that take advantage of them.
Some of these, while purely infra-focused, open up new capabilities for applications, like Circle’s CCTP. Others are more of a mix of DeFi and infra, with Aori and UniswapX highlighting a growing trend toward more “intent-centric” applications. We also touch on Gnosis Pay, an exciting
