Overall, I will cover public chains, DeFi (DEX, lending, stablecoins, synthetic assets, etc.), NFTs, GameFi, and storage.

I. Let's start with public chains

The new trends in public chains are mainly in three categories - ETH+L2, Move+Diem gang, and modularization.

1. ETH+L2

ETH's roadmap for the next few months to years is as follows:

The Merge (expected in Sep-Dec 2022)

EIP4488 (expected end of 2022 or early 2023) - Reduce CallData gas cost, lowering L2 costs significantly

EIP4844 - Proto-Danksharding (2023-2024) - Introduce new Blob transaction type to further reduce Rollup costs

Danksharding (2-4 years later) - Equivalent to Proto-Danksharding + sharding

ETH is great, just slow at everything...

2.L2

Optimistic Rollups:

Arbitrum - Deeply aware of current L2 pain points - still not cheap and fast enough (relative to Alt L1s like Solana or sidechains like Polygon), so preparing for Nitro mainnet (significantly improve performance and reduce fees with WASM) while launching Nova (AnyTrust sidechain with Rollup backup, far safer than typical sidechains).

Optimism - Token distribution is the biggest highlight, along with recently announced BedRock architecture enabling future multiclient support - not just for OP clients, but also ZK.

Fuel - Created Swayswap on new Sway language, pre-mainnet demo showed blazing fast speed - remains to be seen if it can maintain post-launch. Noteworthy is Fuel's use of UTXO model, which has concurrent processing advantages over account model, but lacks support for complex contracts due to no shared state. Fuel uses UTXO ID + Strict Access List to address this.

ZK Rollups:

ZKSync - Announced mainnet launch within 100 days, notable that many dApps are native, not just migrations.

Polygon - Announced ZK-EVM.

Starkware - Also announced token distribution plans, most anticipated is recursive rollups enabling L3/L4 for even higher TPS and lower fees.

Scroll - Recently announced Pre-Alpha, claims to be most EVM-compatible ZK Rollup.

Aztec - Launched Aztec Connect (privacy-as-a-service), finally seeing the privacy I want - existing L1 ETH dApps can connect via bridge contracts and SDK for privacy, no liquidity fragmentation, no redeployment needed.

Implementation is still basic, not all dApp types supported, heavily reliant on partnerships, but it's the privacy model I envision - no need for privacy coins or chains, just privacy plugins!

Two final points on ZK and concurrency:

Saw Professor Minda's tweet on upcoming ZK launches - then what? More DeFi copies I'm sure - DEXs, lending, stablecoins...expect dozens more native tokens and liquidity fragmentation, no solutions in sight.

LRC and Starkware's DAMM could help integrate ZK and L1 liquidity, but unsure on timing, highly complex with risks like MEV across chains.

On concurrency - relates to Move and Diem gang. EVM limits performance due to sequential processing. Transferring tokens to B and C concurrently is parallelizable on Solana but not EVM chains. Hardware improvements help but architectural limitation remains on L1/L2 EVMs. Needs new VM design - Arb, Optimism, ZKSync, Starkware still have this EVM constraint. Best Rollup could be Solana-like architecture on ETH? (Solana-level TPS and concurrency without compromise on security and stability). Fuel and Aztec explore UTXO model but seems more for privacy than concurrency.

3.Move & Diem Gang + Modularization

Thought the door was shut on new chains after ICP launch - takes years to develop and nurture ecosystems, but capital powers on anyway...

New article on top 10 future chains, 10+ more L1s in 2022 alone, plus dozens of L2s - fragmentation galore. Most hyped new chains are Move-based ones from Diem gang - Aptos and Sui.

Very similar - ex-Diem team, new Move language (Sui tweaked), both claim 100k+ TPS, backed by a16z and Coinbase Ventures, highlight concurrency, $2B valuations. Aptos has fast state sync/recovery, Sui uses objects over accounts and pays for state storage.

Not devoid of innovation, but far less than Solana IMO - its consensus and propagation innovations were quite unique and pushed limits of single-chain TPS, despite stability issues. These feel more like capital chains - will be interesting to see public demand/traction.

Another Diem spinout - Linear, similar but in Rust instead of Move. Feels like a state-owned enterprise dissolving and executives taking assets to start own companies...regardless, can't ignore especially Aptos with its Solana hype, but temper enthusiasm with technology scrutiny.

On modularization - spearheaded by Celestia lately, though Polkadot and Eth2 are also modular. Celestia's 3 layers make it very explicit. The dedicated DA layer enables flexibility - combining execution and settlement layers in different paradigms. Most noteworthy is concept of Sovereign Rollups - Rollups that retain their own sovereignty vs. ETH sidechains.

According to Celestia, Layer 0 of any chain is really Social Consensus. ETH rollups enhance security but cede sovereignty - more like US states. To build your own country with flexibility and self-rule, need sovereignty. Celo likely to be first Sovereign Rollup.

Unclear if security-focused ETH model or sovereign Celestia model will dominate long-term - market will reveal in 2 years.

Cosmos developing RDK (Rollup Development Kit) on Cosmos SDK/ecosystem too - reminiscent of Polygon Edge. With new CosmWasm VM, Cosmos leading modularization charge.

Polkadot - XCM and Governance V2 notable launches, but parachain auctions see low demand/prices - needs a hit app or chain to grab attention despite tech promise.

As for one-click chains, more solutions launching - Avalanche (42 sec), BSC sidechains, Polygon Supernet - far more infrastructure than chains launching, feeling like early exchange proliferation.

end..hope this is helpful to you.

https://twitter.com/maybe2920