Scroll 加入 2024 年 L2 的行列，争夺垫底地位
Scroll 于 2024 年 10 月 17 日启动了主网，这是 Layer 2 项目向前迈出的重要一步。它加入了旨在提高Ethereum可扩展性的 L2 项目列表，尽管采用了具有竞争力的 zk-rollup 技术。
SCR 代币推出的消息最初引起了人们的兴奋。然而，Scroll 发现与类似项目相比，获得市场trac具有挑战性。
在空投期间让他们感到沮丧的其他更新中，他们特别担心分配给Binance启动池的百分比。 Scroll 网络联合创始人张晔为该项目偏向Binance的决定进行了辩护，称他们这样做是为了长期利益。
从那时起，他们就惨痛地认识到，Binance背书并不能保证成功。自推出以来，Scroll 代币已下跌 23%。现在，他们只能希望价格即将逆转，这是今年推出的其他 L2 无法做到的。
2024 年推出的 L2 经历了一段艰难的时期
尽管 Scroll 在测试网阶段引起了人们的热情，但它一直在苦苦挣扎。然而，它并不是唯一在这些市场上遇到困难的 L2 企业。 Taiko 和 Blast 等项目自推出以来也分别下降了 40% 和 65%。
今年推出的 L2 代币
自推出以来价格变化： $SCR -22%📉 $TAIKO -40%📉 $BLAST -65%📉 $MANTA -66% 📉 $MODE -80%📉 $ZK -41%📉 $STRK -82%📉
预计最后一轮投资者投资回报率：
（FDV 至上轮估值） @Scroll_ZKP -48%📉 @Starknet -50%📉 @MantaNetwork 47%📈 pic.twitter.com/NFV9j88xPT
— 0xScope (@ScopeProtocol) 2024 年 10 月 24 日
Knowing how fast the crypto industry moves on, making the news means they have managed to be relevant.
Scroll’s liquidity and transaction volumes are growing, but not fast enough. So far, the newest kid on the block has not been able to challenge the older L2s, like Polygon zkEVM in terms of bridge volumes from Ethereum.
Scroll is still playing catch-up in the aspects of attracting developer interest because others have more mature ecosystems, partnerships, and user incentives.
No doubt, Scroll’s mainnet is technically promising. However, now that the airdrop is done and there are no more scheduled incentives, many wonder how the L2 will fare.
If it does not do anything differently, however, it will probably continue to trend toward the same struggles that other L2s that launched this year have faced.
Some of the challenges Scroll faces
Scroll is a remarkable attempt at scaling the Ethereum ecosystem. The technology aims to enhance Ethereum’s transaction throughput and lower costs, but it has not gained nearly enough traction
While Scroll saw the participation of many users during its test phase, recording millions of transactions and attracting significant developer interest, its mainnet performance has found it difficult to replicate similar success. Transaction volumes and bridging activity have been lower than expected
One obvious problem is that Scroll is trying to stand out in a crowded space already dominated by other zkEVM-based solutions like Polygon and Matter Labs. Differentiating itself from the competition with the head-starts they already have will not be easy.
To be clear, some funds have been bridged to the Scroll network. However, not nearly as much as those that have gone into other zkEVMs like Polygon.
Another reason the Scroll mainnet is not doing as well as anticipated is that the broader market adoption of zk-rollup solutions has been at a crawl. Furthermore, the network’s reliance on Ethereum’s ecosystem may also affect its growth pace, especially because it is not immune to the occasional Ethereum congestion issues.
Compared to similar launches, Scroll’s adoption definitely seems more staggered, with Polygon’s zkEVM and Matter Labs’ zkSync enjoying more immediate usage post-launch.
However, if anyone is equipped to weather the storm, it is Scroll. The project has substantial funding, a signal of investors’ confidence in its long-term potential.
Ethereum L2s are in serious competition
Scroll is one of the latest blockchains to launch on a layer 2 scaling ecosystem, joining a list with names like Polygon zkEVM, zkSync Era, and Starknet. All three L2 solutions also aim to enhance Ethereum’s scalability via zk-rollups. However, how do they compare with Scroll?
Polygon zkEVM
Launched March 27, 2023, Polygon’s zkEVM uses zk-rollups to scale Ethereum. It enjoys the support of an established network (Polygon) and a strong user base.
Since its launch, it has witnessed steady growth. Its mainnet alpha has recorded consistent transaction volumes and developer activity. Its transaction throughput also outpaces Scroll’s post-launch performance.
The performance discrepancies may be due to various reasons, including better market recognition and stronger integration with decentralized finance.
zkSync Era
zkSync Era, yet another zk-rollup layer 2, launched on March 24, 2023. It also enjoyed a faster adoption curve compared to Scroll. In its first few months alone, zkSync Era registered strong transaction volumes and a thriving developer community.
zkSync was one of the earliest projects to deliver a zkEVM solution, giving it an edge in attracting early adopters. One of the differentiating factors was its emphasis on liquidity mining programs and partnerships with DeFi protocols. That meant that post-launch, users still had legitimate reasons to use the product rather than merely farming it for the airdrop.
Starknet
Starknet is powered by zk-STARKs, which is another form of zk-technology. It has also seen steady growth and broader adoption among developers, even though it operates differently from the zkEVM solutions like Scroll and zkSync.
Starknet has become a top contender in the zk-rollup space because of its focus on developer tooling and strong ecosystem partnerships. However, it experienced disaster post-launch as it faced scalability issues.
Fortunately, it quickly rebounded thanks to its focus on developer support and upgrades.
Scroll could actually see Starknet’s story as a reason to be optimistic in the long term.
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