The Rollup

The podcast delves into the rise of modular appchains and Gelato's approach. They discuss how Web3 draws inspiration from Web2 for scaling, zero gas appchains, and modularity benefits for builders. The episode explores asynchronous cloud services in Web3, Relayer-as-a-Service viability, custom VM integration in Gelato, efficiency enhancements with Aglaya layer from Polygon, and interoperability challenges in B2C integration.

In a world of 1000s of rollups and chains, the problem to tackle is unification of these otherwise isolated execution environments. In today’s Modular March presentation, we sit down with NEAR founder Illia to take a look at their data availability layer, account aggregation, and chain abstraction toolkit. We ask Illia about the potential of NEAR DA, how sharding really works for the L1, and his plans to grow adoption for the DA solution compared to others on the market. However, what was particularly interesting to us was this idea of account aggregation whereby enabling a single wallet to participate across multiple crypto experience, NEAR is building a better end user experience. Illia went on to illustrate his larger vision for chain abstraction of the modular future and how he sees this playing out in the near future. NEAR will continue to play an important role in connecting the modular expansion at the user facing level, in today’s presentation you’ll learn how they plan to do this.

We were speaking to a liquid fund in Denver who just wouldn’t deploy capital into DeFi products on EVM because of the risk of re-entrancy bugs and other exploits. However, what they did mention was they wanted to deploy into Movement’s upcoming L2 and they are actively deployed on Aptos, because of the security of the MOVE programming language. When we heard this, we knew our bullish conviction in Movement since summer of last year was going to pay off. In today’s Modular March presentation we speak with Rushi Manche, co-founder of Movement Labs, and ask him “Why Movement?” like, really, why? He took us through why he’s so bullish on M2, along with the MoveVM. Rushi’s energy and ambition is rooted in addressing some of the most pressing issues facing blockchain adoption today: enhancing security, reducing transaction fees, and creating an open framework for developers to build. Initially created by the minds at Facebook for the Diem project, MOVE programming language stands out for its security and robustness… But, is it really the best tech? As you know, we’ve set out in modular march to not be a shillfest, rather to seek the truth amongst the noise and learn alongside you. We do just that in today’s presentation. Enjoy!

The value accrual model in the modular stack is akin to that of the rise of the early internet. According to Tarun, founder of Gauntlet and a prominent angel investor, we will see more and more specialized usecases for applications which are highly expressive. As a result of this, the need for a modular stack becomes more and more apparent. We really enjoyed this conversation which drew inspiration from the evolution of the internet and computing to paint a clearer picture of the modular future. We’ve been quite deep in the technical weeds during Modular March (exactly where we want to be), so it was refreshing to host a discussion that goes beyond technicalities and instead touches on the practical application layer of modular blockchains. Hope you enjoy and feel free share with your friends who are trying to answer the question “why modularity?” & “where does the value accrue in the modular stack?” for the future of blockchain scaling.

One of the biggest things we are leaning into is the design choices behind the certain builders decisions. We really want to understand why projects are choosing execution environments in specific modular architectures. In today’s video we sit down with Cartesi’s co-founder Felipe to gather insights for builders. We take a dive into the differences between app specific rollups and general purpose chains and how choosing a modular stack composition based on the usecase. Felipe sheds light on the “cone of innovation,” a model created by Cartesi which illustrates the dynamic interplay between computational capacity and data availability. By emphasizing the importance of tailored execution environments, Felipe highlights the need for careful consideration of various factors such as computational intensity, developer resources, and privacy concerns. The optionality of execution environments and the strategic decisions behind them play a pivotal role in shaping the future of modular blockchain applications. One of the core reasons were here is to give builders a choice.

As you may know, this year in the modular space has been characterized by the rise of modular DA solutions bringing in extremely low costs to txs on rollups. We call this “the modular big bang” where the beginning of the modular expansion begins. Today, we’re diving into the next modular DA solution to launch: Avail. Stemming from Polygon roots, this team is set to launch their mainnet very, very soon. While DA is the first objective on their roadmap, Avail understands the second and third order consequences of the modular expansion: Fragmentation of liquidity, users, and chains. So, they have set out to unify the modular space and push for a more connected and less fragmented future. This is where Avail Nexus comes into play, offering a coordination layer that binds independent rollups through proof aggregation and ordering guarantees supported by the security backbone of Avail Fusion. In essence, Avail’s trio of offerings—Avail DA, Avail Nexus, and Avail Fusion—are about laying down a solid, interoperable foundation for the upcoming modular expansion. Learn more about it in today’s Modular March presentation.

In today’s Modular March presentation, we’re diving into a topic brought to light by Ethereum foundation researcher, Justin Drake. Interoperability has long been a stumbling block in the path to a unified DeFi space. Traditional bridges and their limitations, the high costs associated with proof aggregation, and the challenges of achieving true atomic composability have fragmented the landscape. Yet, amidst these challenges, Ethereum has been pushing towards a world of shared sequencing. In this presentation, we discuss Nodekit’s unique consensus mechanism that ensures quick finality and minimal reorganizations, which is essential for the reliability of atomic operations across chains. As we explore the future of blockchain interoperability and the role of shared sequencing and hyperstructures, it’s clear that projects like NodeKit are pivotal. Lets learn about shared sequencing together.

Welcome to the first episode of the series of Modular March Presentations. Today, we delve into the zk side of things with Karel, founder of Union Build, a project focused squarely on bringing together modular chains as part of the modular expansion. At its core, Union leverages the principles of modularity and zero-knowledge proofs (ZKPs) to enhance the way different blockchain networks communicate and interact with each other. Union’s initiative is distinguished by its adoption of the Inter-Blockchain Communication (IBC) protocol, a decision that underscores its commitment to a secure, scalable, and decentralized cross-chain communication framework. As Union pushes forward, its work towards a future where chains can send and verify proofs of transactions to each other using ZKPs stands out as a promising development. This “proof of proof” concept aims to significantly reduce the resources needed for interoperability, enabling a much larger scale of interconnected chains and applications. Such advancements are vital in moving towards a modular, scalable, and inclusive future, powered by advanced cryptographic techniques and a steadfast commitment to open, decentralized principles. With partnerships lined up with Scroll to bring IBC to EVM, we think Union will play a role in bringing together the modular eco.

In today’s podcast, we’re taking a closer look at Zircuit's zkEVM, an innovative L2 focused on going to market in 2024. Zircuit’s leverages zero-knowledge proofs (ZKPs), a groundbreaking approach that ensures transaction validity without compromising privacy. This feature not only enhances the security of transactions by keeping details shielded but also plays a crucial role in scalability. A key focus for Zircuit is the developer experience. The platform provides comprehensive tools and resources designed to simplify the development and deployment of smart contracts and applications. It ensures that developers can easily migrate existing projects or start new ones on Zircuit's platform with minimal friction. We are quite bullish on the state of L2s in the coming year or two. We are extremely bullish on rollups utilizing zk tech in the coming year or two. Let's dive deeper into how Zircuit's zkEVM with founder Jan Gorzny. 𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗿𝘆𝗽𝘁𝗼 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝘄𝗵𝗶𝗹𝗲 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗰𝗼𝗻𝗰𝗲𝗽𝘁𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

This was a really fun episode. Alwin is a good character and has some very interesting takes. We talked about Blast a fair bit, as we are particularly interested in the total degen culture going on over at Blast. Truly a chain with a culture, sort of reminds us of the Cosmos early days but less rebellious, more degen. We discussed the Vertex go-to-market strategy on Blast by starting 'Blitz' rather than sticking to the name Vertex, as well as Vertex edge. Throughout the pod, we went on to talk about on the incentives that attract market makers and retail users to Vertex, leading to tighter quotes and increased trading volume. "Thick and deep" liquidity. Finally, we also explore Vertex's technical capability, rapid listing of new assets, and cross-chain settlement of trades, enhancing the platform's functionality and user experience for the cross-chain future. Great vibes all around, hope you enjoy! 𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗿𝘆𝗽𝘁𝗼 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝘄𝗵𝗶𝗹𝗲 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗰𝗼𝗻𝗰𝗲𝗽𝘁𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.