: : Interoperability Report (August, 2023)
by xpara

🌉 In this month, there has been some projects and attempts to connect blockchain with other infrastructures that are not blockchain-based. Let's look at what happened in the interoperability sector in August, 2023.

▫️Researcher Comment
▫️Major Updates
▫️Fundraising
▫️More Reads

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: : Onchain Games I Played This Month: August
by moyed

🎮 It seems like there are new on-chain games every day. Through this series with Iskra, I'll be reviewing various on-chain games that are released or available for playtesting that month.

▫️Sparkball
▫️Kamigotchi
▫️Norma in Metaland
▫️Shoshin
▫️Portal Fantasy

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: : Modular Odyssey - Economics(Revenue & Cost)

🧱Economics Section added to Modular Odyssey

Many projects use rollup frameworks to build their own rollups, but their revenue and cost structures are not well analyzed. It's important for projects, RaaS, and investors to understand these structures so they can make better decisions. In this article, we look into the revenue/cost structure of OP-Mainnet, zkSync Era, and Polygon zkEVM, along with a denoscription of the queries used and the related addresses.

▫️Why Understanding Economics is Important
▫️OP-Mainnet (by OP-Stack)
▫️zkSync Era (by ZK_Stack)
▫️Polygon zkEVM (by Polygon-CDK)

Full Article
Data Dashboard
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(This research was co-authored with M3TA )

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: : Polygon Ecosystem Roundup (August, 2023)
by 100y

💜 This report summarizes various news from the Polygon ecosystem in August 2023. The network metrics were not good, but collaborations with traditional companies such as SKT, Lufthansa, etc. were still successfully achieved, and the Polygon CDK was announced.

▫️Polygon PoS & zkEVM Key Metrics
▫️Ecosystem Updates & News
▫️Featured Topics (Polygon CDK, Clearpool & Idle Finance)
▫️Recommended Reads

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: : Polygon 2.0 Roadmap

▫️Polygon recently unveiled the blueprint for Polygon 2.0, aiming to solve the scalability problem vertically and horizontally.

💜 Explore Polygon 2.0 in the full research article.

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: : How to Read Fully Onchain Game 2.0
by moyed

🎮 It's been three months since I first covered the concepts of Fully Onchain Games and Autonomous Worlds. How have my thoughts on the sector changed since then, and what new questions have emerged?

▫️Introduction
▫️Approach as a Game
▫️Approach as a World Building
▫️Questions to think about
▫️Wrapping up

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: : Creative Economy Enabled by Standards Innovation
by jay

💎 Defining an holistic identity is a major challenge for Web3 adoption. LUKSO envisions a Web3 creative economy by innovating existing standards in a flexible way around its holistic identity.

▫️Web3 Adoption Needs Web3 Focused Infra
▫️LUKSO, Infrastructure Focusing on Creative Economy
▫️Endless Potentials Powered by UP's Flexibility
▫️Final Thoughts with Implications from LUKSO

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: : Complete Guide to Polygon: Tech & Business Insights
by 100y

💜 Polygon now has a number of technology stacks and has been aggressive in business development, collaborating with various Web2 companies. This report will cover Polygon's various solutions and the Polygon 2.0 roadmap and see what business cases are actually built on top of Polygon.

▫️Polygon Solutions - Polygon PoS, zkEVM, CDK, Miden, ID
▫️Polygon 2.0 Roadmap
▫️Real Business Examples in Polygon Ecosystem

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: : Curious about Bluechip Projects?
by Steve

💎 In the sports market, the role of a scout is to identify and uncover players who show great potential but haven't yet received widespread attention, aiding in their evolution into star players. Is such a role not necessary in the blockchain industry? It's absolutely essential. Hence, the Scout Report, a content line dedicated to discovering new projects, was born.

▫️Origin of Scout Report
▫️What is Scout?
▫️Wen Start?

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: : Overview of Liquid Restaked Token (LRT)
by 100y

💧The concept of 'restaking', which uses staked ETH for validating in other protocols, has been introduced not long ago. Now, protocols that unlock the liquidity of restaked ETH, known as LRT protocols, are emerging. Will the LRT protocol truly pose a significant threat to the security of the Ethereum network?

▫️LSP: The Most Successful DeFi Primitivies
▫️EigenLayer
▫️LRT Protocols Overview & Examples
▫️LRT War & Risks

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: : ***: A New Narrative to EVM and zkEVM
by xpara

💻 Blockchain VMs have so far been centered around EVMs, but various attempts such as WasmVM, SolanaVM, and MoveVM are being built. In addition, zkEVM is gaining traction, and now zkWASM, zkRISC-V, zkMIPS, and CairoVM are laying the groundwork for easy onboarding of existing web2 applications to blockchains, so let's take a look at the current state and future.

▫️Intro to Blockchain VM
▫️What are VM and zkVM?
▫️Blockchain VM Landscape
▫️Blockchain zkVM Landscape
▫️Final Thoughts

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: : The monster born from the fusion of the EVM narrative and the latest BFT: Monad
by steve

🧱 Amidst various monolithic blockchains emphasizing parallel transaction processing and fast throughput, Monad stands out by also leveraging the EVM, which can arguably be called the most powerful narrative in the blockchain market. We took an in-depth look at Monad, one of the most attention-grabbing blockchains lately, to understand its distinct features.

▫️Imagining Ethereum achieving 10,000 TPS
▫️The heart of Monad - Monad BFT
▫️How Monad processes transactions
▫️Introducing the Monad team
▫️Can Monad truly succeed?

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: : Rollup Income Statement: OP-Mainnet, zkSync Era, and Polygon zkEVM
by xpara

🏦 Why an income statement? In traditional finance, companies produce financial statements that include a Balance Sheet, Income Statement, and Cash Flow Statement. However, in the world of cryptocurrency, there are no standardized financial statements. This article aims to create an income statement for different rollups and understand current status of rollup economics.

▫️On Rollup Economics
▫️Income Statement of Rollups: OP-Mainnet, zkSync Era, Polygon zkEVM
▫️Final Thoughts

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: : Ready for a deeper dive? Introducing 'Four Pillars Pro'

🔥 Read all our Pro articles for just $8/mo (90% off) this year!

📚 Not ready to commit? No worries. Every Pro article has a Lite Version for a quick summary, free for everyone!

💡 While our Lite Version gives an overview, the core insights are reserved exclusively for our Four Pillars Pro subscribers.

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: : Monthly Four Pillars reports for September have arrived!

◽️ Modular Blockchain: many projects shifted their focus from L1 to L2.
◽️ Monolithic Blockchain: existing projects have achieved significant results this month (Sui, Solana, Monad, etc.)
◽️ Gaming: September started off with the news of Metapixel shutting down, then became more depressing with the Creator League debacle, but it seemed to be neutralized with news from big gaming companies like Krafton and Konami.
◽️ Interoperability: "Intent" and "Omnichain application" are the two keywords for this month.

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: : Homepage Error Improvement Guide

Hello, this is Four Pillars Support Team.

Recently, we've received several reports of users having difficulty logging in/out of our homepage and viewing articles.

We've fixed the issue, but we've noticed that some users may not see the fix due to browser cache residuals.

If you are still experiencing this issue, please 'clear the cache of the browser where the homepage is active' and you are able to use the service normally.

We sincerely apologize for the inconvenience.
We will do our best to ensure that you can always experience quality service in the future.

Thank you for your support and have a great day :-)

October 6, 2023

Sincerely,
Four Pillars Support Team

: : Monthly EIP(Sep., 2023): Keep an Eye on the Core EIPs for the Time Being
by jay

🔹 This article is a high-level trend review of which EIPs are newly adopted as drafts each month. Hopefully, this article will help various builder/business stakeholders understand the history of EIPs, and serve as a catalyst for further value propositions in the industry. September was a month of adoption for many new Core EIPs, and it was also notable that many EIPs related to contract and token standards moved closer to finalization.

▫️Author's Note
▫️Newly Drafted EIPs
▫️Progression of Existing EIPs

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: : Sui Network's Strategy for Blockchain Mass Adoption
by steve

💧So far, blockchain has posed significant barriers for ordinary users due to 1) the various inconveniences associated with blockchain wallets and 2) the necessity to pay transaction fees every time. Therefore, the Sui Network, using OAuth 2.0 protocol and ZK technology, has created a very simple web3 onboarding framework. At the same time, they designed a structure with Sponsored Transaction, allowing users to initiate transactions without always having to pay transaction fees. Let's explore the structure of these through this article.

▫️Blockchain wallets, therein lies the problem
▫️Transaction Fees Remain an Issue
▫️zkLogin: The Seamless Onboarding Framework
▫️Simplifying Transactions through Sponsored Transactions
▫️Looking Ahead

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: : Onchain Games I Played This Month: September
by moyed

🎮 Let’s review onchain games that I played this month.

▫️ClashMon Ignition
▫️Midnight Heist
▫️Stella Fantasy
▫️Primodium
▫️Sky Strife

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: : Argus: Road to Intergame Thesis
by moyed

🎮 Argus, an onchain game developer and publishing company, has developed an in-house engine called the World Engine to advance Fully Onchain Games (FOCGs). The World Engine, a sharding layer 2 SDK, separates smart contract and game execution logic, improving scalability. A case study on an onchain visual novel game illustrates its potential.

▫️Argus is a game developer and publishing company
▫️Background on World Engine
▫️Structure of World Engine
▫️Case Study: Onchain Visual Novel
▫️Conclusion
▫️Reference

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: : Invest your time in EIPs
by jay

🔹The history of Ethereum's standards, in particular, contains all the traces of thought that led to the creation of the various blockchains we see today, so looking at the EIP can be a relatively effective way to see trends in the entire blockchain ecosystem and discuss future implementations. Moreover, it is interesting to note that more and more players are participating in EIPs, and most of the new EIPs are being proposed by these new players. In addition, EIPs have some implications - 1) as a good protocol governance practice and 2) as an opportunity to experiment with specific ideas through blockchain’s forkability.

▫️Introduction
▫️Brief Overview of EIP Framework
▫️History of EIPs and Blockchain Trends
▫️Steady Engagement by New Proposers
▫️Final Thoughts with Some Implications

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