Polkadot 2.0 Features - Async Backing boosts rollup throughput [2] - Agile Coretime allocates coretime on a rental basis [2] - Elastic Scaling allows rollups to dynamically scale up their compute power [2] Implementation Status - Referendum 1721 will enable the RFC103 runtime on Monday, September 8th [1] - Referendum 1721 is passing with 100% AYE vote [1] - Relay Chain Elastic Scaling feature is complete upon enactment of Referendum 1721 [1]

Partnership & Technology - Succinct and Offchain Labs are forming a deep partnership to bring ZK (Zero-Knowledge) technology to Arbitrum's rollup stack [1] - The teams will collaborate on a ZKP (Zero-Knowledge Proof) version of Arbitrum's rollup stack over the next year [1] - Arbitrum's prioritization of ZK technology indicates a future trend where every rollup will be a ZK rollup [2] - Succinct and Tandem (Offchain Labs' venture arm) have a 1-year exclusive partnership, demonstrating confidence in Succinct's ZK technology [3] Market Impact & Expansion - Almost half of Ethereum's L2s (Layer 2s) use Arbitrum's stack [4] - Arbitrum One has $19 billion in TVL (Total Value Locked) [1][4] - The integration allows Arbitrum chains to leverage ZK powered by Succinct's Prover Network [4] - Succinct's prover network can prove every single rollup with this integration and the existing OP Stack integration [4]

Technology & Infrastructure - Rollup tokens are being acquired for "zk exposure" (零知识证明)[1] - Cysic is shipping hardware capable of 1.31 million proofs per second, contradicting claims of impossibility [1] - Infrastructure layer is generating significant revenue [1] Challenges & Opportunities - High proof costs are impacting margins [1] - The industry is moving beyond application layer focus [1] - There's a shift from chasing AI agents to focusing on hardware solutions [1]

Market Trends - Wormhole 可能遭受 L0 层攻击，市场可能出现反弹 [1] - X 平台上的 Rollup 达到 50K [1] Events & Interviews - 行业正在进行关于 Legion 创始人、Arbitrum 联合创始人、ZeroDev 创始人、Infinifi 首席执行官和 Extended 创始人的访谈 [1]

Investment Focus - The report seeks to identify the rollup with the largest current investment [1]

Overview - Puffer Finance's UniFi V2 testnet is live, inviting builders to explore Ethereum-native infrastructure [1] - UniFi addresses Ethereum's fragmentation and fosters ecosystem growth through based rollup technology [1] Technology and Features - UniFi-OP enables Ethereum builders and users to avoid choosing a "winning" L2 or giving up revenue [2] - Rollup owners can share priority fees and MEV with validators through UniFi AVS [2][3] - UniFi V2 offers governance-optional rollups, custom fee markets, and KYC-gated or fully permissionless chains [3] - Users experience sub-10ms confirmations, one-click exits to L1, and seamless L1 interaction [3] - Multi-TEE provers attest each block in less than 1 second, enhancing security [4] Security and Composability - UniFi AVS leverages EigenLayer for shared security in preconfirmations [5] - Pragmatic composability is achieved with atomic withdrawals from L2 [9] - Trust-minimized, real-time proving is implemented [9] - Security model focuses on transaction volume and speed as key performance indicators (KPIs) [6] Roadmap and Future Development - Progressive onboarding of independent gateways for decentralization [8] - Future upgrades include ZK proving, Universal Registry Contract (URC) integration, and native L1↔L2↔L2 calls [8]

L2 Decentralization Standards - Vitalik endorses six Ethereum L2s meeting L2Beat's Stage 1 decentralization standards, advocating for a trustless ecosystem [1] - L2Beat's framework categorizes L2s based on security and governance, with Stage 1 requiring a Security Council and permissionless exits [4][5] - Stage 1 requires a large, diverse multisig with 75%+ approval and 26%+ independent members to prevent malicious actions [5] L2 Ecosystem Evolution - As of December of last year, there were approximately 50 rollups and 70 alt-DA L2s holding over $50 billion in TVL [2] - Only six projects had Security Councils with at least eight members and 75% thresholds [3] - In June, out of 136 projects reviewed, only 26 retained L2 status, and just 8 reached Stage 1 [4] - L2Beat's upgrades include Liveness Tracking to flag downtime and the UOPS/TPS Ratio Chart to measure account abstraction adoption [6][7] Future Goals - The industry aims for withdrawal times under an hour, ideally seconds, reducing reliance on risky third-party bridges [9] - The standard is set for more teams to meet Stage 1+ requirements [9]

Technology & Innovation - Parity Technologies' Polkadot Deployment Portal team receives recognition for July upgrades [1] - Upgrades focus on making rollup launching on Polkadot faster, safer, and smarter [1] - Improvements include Kubernetes deployments and automatic Coretime renewals [1] - Parity emphasizes builder-first innovation [1]

the first-ever zkRaffle launched on @GalxeQuest in collaboration with @SuccinctLabscongrats to the Succinct team for pushing the boundaries of crypto and ZK innovationSuccinct Foundation (@SuccinctFND):5/ PROVING THE FUTUREFinally, the airdrop includes existing users of the Prover Network and top rollups.Succinct promised to make every rollup a ZK rollup. The airdrop is delivering on it by ensuring past, present and future users are aligned with the network from day one. https://t.co/JkFnEBiuwh ...

Deploy Polkadot Native Rollups in a single click.The @PolkadotDeploy team is making it happen 🔥The Kus (@TheKusamarian):S P A C E M O N K E Y S ˄͎ PodcastDeploy Powerful Rollups ⚡️→ Polkadot Deployment Protocolfeat. @SantiBalaguerw/ @GldnCalfShow Notes:Discover how Polkadot’s Deployment Portal (PDP) is rewriting powerful blockchain development by simplifying rollup launches.In this https://t.co/nD1rvBWK2e ...