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After researching Polygon's newly introduced CDK Stack system component service, it certainly gives ZK Stack something to think about:
CDK offers more flexibility at the modular composition level. For example, it can choose between Validium and zkEVM, the Sequencer can be centralized or decentralized, and data availability can be achieved directly without relying on Ethereum. In particular, non-interactive proof systems like Validium are more friendly for one-click upgrades from layer1 to layer2, and existing code can be reused with minor modifications for a smooth transition.
CDK has abstracted gas tokens and offers more freedom in defining gas tokens for layer2 solutions. However, it involves a complex conversion logic similar to the ZK bridge solution, where asset ownership is transferred before protocol execution. While these solutions may not offer the same level of security and efficiency as a shared prover, they are faster to implement, and iterative improvements can be made over time.
In summary, Polygon's CDK appears to be somewhat similar to the ZK track's OP Stack. It offers a variety of composable solutions with an advantage in usability and compatibility. While critical components like the Prover or cross-chain communication solutions may not be as secure and robust as those in the ZK Stack, it doesn't hinder it from being adopted by numerous projects and gaining a first-mover advantage. It seems that several projects in the Polygon CDK ecosystem are already in progress (testing phase).
Because the Stack strategy is inherently about splitting and sharing components, introducing liquidity to your ecosystem through projects is crucial. Early on, aggressive expansion speed is essential to attract projects. The success of OP Stack confirms this, and when looking at ZK Stack's relatively slower progress, now with Polygon CDK, which is skilled in marketing and resource integration, it's understandable to have some concerns! |
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