Exploring Crypto Trends: Layer Ones, Layer Twos, and the Potential of Base

The data breakdown shows that Polygon has the second largest developer ecosystem in the crypto space, following Ethereum. Despite criticism, Polygon has high developer activity, ranking number two or three in FTO trading volume, DEX trading volume, and related to ZK technology. The Polygon CDK, similar to OP stack, has significant progress with companies like Immutable X, No-SIS pay, Kanto, Avogachi, and others launching on it. There is speculation about the arrangement between Optimism and Base and the potential for Base to spin out and create its own superchain for startups. The speaker believes that network effects and ecosystem benefits will determine Base's future within the Optimism framework, and predicts a scenario where businesses will compete for market share, leading to commoditization and potential spin-out of Base to pursue its own path.

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