We asked @_JonahB_ about @blknoiz06's take on rollups being the ideal infra for building specialized apps. "@arbitrum can roll back on anything." "The final state check that your transaction settled is when Ethereum reaches consensus on a block." "Any rollup giving you fast confirmation is actually an illusion." "With optimistic rollups it's even worse because it takes 7 days for the finality game, whereas ZK rollups give confirmation immediately."
believe people are underindexing on CLOB wars & overindexing on L1 wars in theory rollups should be the ideal infrastructure for building specialized applications with less overhead but a lot of the first generation rollups focused heavily on barebones EVM so design space was limited by throughput
@_JonahB_ @blknoiz06 @arbitrum The post in reference which started this discussion:
The bottleneck in blockchains has never been execution; it’s been consensus. The whole “let’s make the EVM faster” narrative, imo, leveraged speed to attract marginal buyers but solved the wrong problem. The EVM, SVM, and most VMs run far faster than chains can reach finality. You can make a car body super aerodynamic and spend millions reducing air resistance, but if the engine is weak, the car won’t go fast. The fact that Solana is aggressively shipping changes to the consensus layer is very bullish, imo. Ethereum should follow suit. Right now, Ethereum’s consensus mechanism is highly antiquated, and there are substantial performance boosts waiting to be unlocked.
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