In-depth analysis of the RAAS track. What other projects are there besides AltLaye?

The 45th phase of Binance Launchpool project AltLayer is about to go online, and it has also brought out a new track RAAS (Rollups-as-a-Service). In the current multi-chain trend, Not only are leading public chains such as Optimism, Arbitrum, zkSync and Polygon launching Rollup SDKs, but also many service providers have spawned to help projects build Rollup public chains. This type of service is called RAAS (Rollups-as-a-Service). -Service).

This week Dr. DODO will take you to learn about AltLayer and other five early projects that belong to the RAAS track. Let’s explore multiple chains together. The universe.

AltLayer

First introduction AltLayer is recently listed on Binance Exchange. AltLayer currently focuses on Restaked Rollups that are combined with EigenLayer’s re-staking service. It can strengthen the Rollup public chain through EigenLayer’s Active Verification Service (AVS). Security, decentralization and user experience, and also provides temporary execution layer services, which are suitable for temporary chains for specific short-term purposes. For example, when Yuga Labs released Otherdeed for Otherside NFT, the Ethereum main network was congested and the temporary layer could be used. Services to solve, in addition AltLayer's platform is designed for the multi-chain and multi-virtual machine world, so it not only supports EVM and WASM (used by Cosmos, Polkadot, etc.), but also plans to support Solana VM (Sealevel) and Move VM.

Gelato

Gelato has been involved in The EVM public chain provides various back-end infrastructure services, including Ethereum, BNB Chain, Polygon, Avalanche, etc. Gelato has been deeply involved in smart contract automation services, and also joined the ranks of RAAS last year, focusing on the zkRAAS service of the zkRollup public chain. In-depth cooperation with Polygon CDK provides projects with one-click zkRollup upgrades. The core functions include hosting, monitoring and operating Rollup. Currently building zKatana (Astar zkEVM test network) for Astar Network. In addition, in the near future It also announced support for OP STACK, which is the Optimism Rollup SDK launched by Optimism.

Conduit

Conduit is a RAAS platform focusing on Optimism Rollup. It received 7M seed round financing from Paradiam in March last year. It initially focused on OP Stack and successfully built Zora Network, Aevo, OP stack Rollup public chains such as Lyra and Orderly Network have recently added support for Arbitrum Orbit and helped Parallel Network successfully build L2 Rollup based on Arbitrum. Conduit also supports whether it is in the data availability layer (DA). Ethereum or Celestia, with Conduit operation and maintenance Rollup, projects can focus on building products rather than infrastructure.

Caldera

Caldera is also a RAAS platform focusing on Optimism Rollup. In September last year, it received investment from 1kx and SevenX Ventures, led by Sequoia Capital and Dragonfly. 9M seed round financing, Caldera positions itself as a one-stop service to provide project parties with all the tools and resources needed to build OP Stack or Caldera Chains of the Arbitrum Orbit framework. In the Caldera architecture, the settlement layer allows Ethereum, BNB chain, Polygon EVM-compatible chains such as Avalanche serve as the settlement layer, and the data availability layer (DA) also supports services such as Ethereum, Celestia or EigenDA.

Currently including Loot Chain (OP Stack) launched by Adventure Gold DAO, Manta Pacific (Manta Pacific) of Binance’s 44th Launchpool project Manta OP Stack), Rari Chain (Arbitrum Orbit) launched by NFT platform Rarible, and HYTOPIA (Arbitrum Orbit) formerly launched by the NFTworlds team are all built with technical support provided by Caldera.

Lumoz

Lumoz is a zkRAAS platform that was launched four years ago It received 4M seed round financing last month, led by Web3.com Ventures and participated by NGC Ventures and Puzzle Ventures. It uses an innovative hybrid consensus mechanism, including Proof of Stake (PoS) and Proof of Work (PoW). Lumoz also supports multiple chains as the basic settlement layer. You can choose Ethereum, BNB chain, Polygon or Lumoz itself for settlement and can be matched with a variety of zkEVM solutions. For example, you can use Polygon zkEVM, zkSync, Scroll or StarkNet, and finally the data availability layer ( DA) You can also choose Ethereum, Celestia or EigenDA. ZKFair, which has been very popular among the community recently, was built with services provided by Lumoz.

Cartidge Slot

A platform launched by StarkNet game infrastructure service provider Cartidge, Slot allows developers to deploy manageable Katana sorters and Torii indexers, and build an L3 public chain with StarkNet as the settlement layer. It is the first dedicated to all RAAS is designed to meet the needs of on-chain games (FOCG). Not much information has been disclosed so far. It is helping Realms and Dope Wars build L3 game chains based on StarkNet.

Author’s opinion

This has been established since the last round of bull market The development direction of multi-chain has become even more brilliant in this bull market. The development direction of modular blockchain makes it easier to build a chain. In the past, the technologies required to build a public chain now have their own corresponding The team and services can meet the needs. This direction of RAAS is the track that has spotted the multi-chain trend and was born for the multi-chain universe and APP CHAIN ​​application chain.

The narrative is great, but I put a big question mark here about its practicality and real users. The chain is always for applications. In addition to the GameFi public chain and Apart from the fact that the Defi Perp perpetual contract track can exclude interoperability, other current blockchain projects, especially in the Defi field, are all Lego products built on a few companies and do not have the conditions to independently build a public chain.

Therefore, the author believes that the priority is to develop an application that can be adopted by the public on a large scale rather than this type of public chain service product. Of course, developing infrastructure first or developing products first is like a question of "Which comes first, the egg or the chicken?" The two are closely linked, but before the emergence of killer application products, the author is not optimistic about this type of project in the mid-term. The development is not particularly promising. In the short term, it will gain attention with new narrative themes, but in the long term, it is expected to rise with the emergence of popular applications.

How to incubate or find products with the ability to develop independent application chains and how to create sustainable income, including empowering token holders, are these RAAS projects A high wall that needs to be broken through.