Haotian|Nov 29, 2025 03:25
A few months ago, @ 0xMantleCN completed a technical upgrade from OP Rollup to ZK Validium+EigenDA. Not only did the cost approach the performance of OP, but the key was that the 7-day Finals were shortened to within 1 hour. It doesn't sound like much, does it? But what if this is Mantle's "escape" from the OP Rollup camp? Are you interested now?
Why do you say that?
1) Mantle has transformed from a previous chain that provided liquidity economic incentives for Multi layer 2 to an institutional level RWA financial infrastructure service based on @ Bybit_official off chain revenue.
Previously, Mantle provided a liquidity transfer station for L2, attracting multi chain liquidity through mETH staking income. Now, new institutional level services include xStocks' US stock tokenization service, and more.
To put it simply, we all rely on the efficiency of capital circulation and the participation of institutional funds. However, if it is the technical security guarantee of OP Rollup's 7-day optimistic verification and Fraud Proof fraud proof in the past, there will obviously be significant issues;
After all, the "security" of fraud proof is based on the optimistic assumption of not doing evil and post game punishment, emphasizing a logic of "getting on the car first, and then talking about problems". In the past, with tens of millions of TVL and hundreds of billions of small ecosystems, this logic could barely support it. However, in today's era where institutional funding compliance requirements are fully pouring in, it is obvious that the logic is untenable. How can you persuade institutions such as BlackRock and Fidelity to tolerate the security assumption within 7 days? Are you kidding?
2) If the reason for sacrificing liquidity efficiency with OP Rollup in the past was for the sake of cheapness, then with the reduction of ZK Proof proof costs and the maturity of combined economic verification models such as EigenDA, this "cheap" reason is no longer valid.
At that time, choosing OP and skipping ZK proof was only because ZK technology was not mature and too expensive. However, with ZK proof services such as @ RiscZero and @ SuccintLabs compressing the proof cost to below $0.002, even lower than the overall cost of OP Rolllup, the OP Rollup table was overturned by ZK Rollup.
Moreover, @ eigen_da has compressed the DA cost to 1/10 of the normal Blob of Ethereum L1 by pledging the economic security mode through off chain data availability and AVS.
In this way, the combination of ZK Validium and EigenDA in Mantle reduces gas costs, speeds up transactions, and shortens security finality from 7 days to within 1 hour.
Does this achieve a comprehensive transcendence of the original OP era?
The above.
Although the statement that ZK Rollup is the endgame of Layer2 was clear to everyone at the beginning, with the maturity of ZK proof technology and various DA economic verification models, the technological advantages of OP lineage chain in the past have been challenged. It has little impact on OP Layer2 chains that still adhere to the Layer2 ecosystem and rely on the popularization of Mass Adoption applications, such as @ arbitrum, @ base, etc.
But for financial oriented chains like Mantle that embrace institutions, transformation is imminent.
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