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The parallel EVM track is crowded, and founders can’t sit still

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2024-03-23 19:40:30440browse

Source: BlockBeats

In the recent market, meme coins have been outstanding. Sector rotation is now calculated in hours. It can be seen to the naked eye that everyone is more anxious. , but there are also some fun things worth sharing. In the past few days, Sei founder Jay and Eclipse founder Neel Somani have criticized each other many times, which has attracted attention.

On March 21, Jay expressed his views on social media, expressing his skepticism about venture capital projects that raise more than $50 million. He believes that there is often a lot of hype before a project is released, but successful cases of establishing an ecosystem are rare.

Neel expressed skepticism about projects raising more than $30 million from venture capital in his retweet, noting that while there was a lot of hype ahead of launch, cases of successfully building an ecosystem were rare. This retweet was accompanied by Sei’s press release announcing the financing, sparking intense discussion.

并行 EVM 赛道拥挤,创始人们坐不住了

This morning, Jay posted a post claiming that "Sei v2 will combine the best features of Solana and Ethereum", and then Neel retweeted the tweet and commented: "This statement sounds familiar." We learned that Eclipse just completed US$50 million in financing in March, and the main selling point of its products is to introduce Solana’s SVM into the Ethereum ecosystem.

并行 EVM 赛道拥挤,创始人们坐不住了

Although Jay has excellent performance in doing parallel EVM, it will inevitably cause some conflicts in terms of narrative. However, this isn't the first time Jay has made pointed comments about other projects. In a March 20 post, Jay expressed skepticism about those who claim to achieve unlimited horizontal scalability. He believes that such a statement is either due to a lack of understanding of what he is talking about, or it is just a marketing ploy.

并行 EVM 赛道拥挤,创始人们坐不住了

This is in response to Fantom's recently launched Fantom Sonic, which claims to be "infinite parallel horizontal expansion VM based on ZK proof". Jay also went to the AC comment area to directly confront the line and asked, "Can you elaborate on how to obtain infinite horizontal expansion without sacrificing synchronization composability?" The degree of involution of the parallel EVM track is evident.

并行 EVM 赛道拥挤,创始人们坐不住了

Sei’s V2 version has not been launched for a long time. Monad, which was launched on the internal test network on March 12, is already on its way. Eclipse’s previous high financing also proves its capital. Bets are being placed on this track. Paradigm, meanwhile, is in talks to lead a funding round of more than $200 million in Monad Labs.

In addition to the entry of these well-known large projects, there are also some old projects that are also doing parallel-related upgrades. Solana uses its Sealevel technology to implement parallel smart contract processing, Sui improves throughput through Narwhal and Bullshark components, and Fuel passes The UTXO model implements parallel transaction execution, while Aptos uses the Block-STM engine to improve transaction processing capabilities, both of which demonstrate the different implementations and advantages of parallel technology in the blockchain field.

It can be seen that the competition in the parallel EVM track is becoming increasingly fierce.

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