2026-01-14 21:43:37

Recently, I reviewed a batch of projects that only came into my view after TGE, and some are worth paying attention to.

**L2 and Modular Chains**: Monad, Zksync, and Scroll are all trying to break through in their respective tracks, along with newcomers like Caldera and Camp Network. Not to say who will win, but at least the ecosystem is expanding. I heard Mitosis and Soon are working on new consensus or execution layer innovations; I haven't fully caught up with the technical details, but the project directions show some ideas.

**Privacy and Security Protocols**: Nillion focuses on privacy computing, while Succinct and Doublezero are working on zero-knowledge related projects. These projects usually don't have high popularity, but the ecosystem is indeed investing in this direction.

**Cross-Chain and Infrastructure**: Orbiter Finance is building cross-chain bridges, Union is working on aggregation layers or similar, and Satlayer has some presence on the Bitcoin line.

**Application Ecosystem and On-Chain Tools**: Magic Newton, Xion, Sophon, Initia are innovating in specific directions within their respective ecosystems. Wayfinder, Boundless, Theoriq, Vultisig, Skate, Falcon Finance each have their own ideas. It's hard to say who the star projects are, but they are all active.

**Others**: Projects like Somnia leave a vague impression, but their names keep popping up.

The quality of these projects varies, and many may ultimately not make much noise. But this is the current state of the ecosystem—small and scattered, gradually filtered out through market forces.

MON-9,5%

ZK-2,57%

SCR-2,27%

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FlippedSignal

· 5h ago

Looking at it this way, it's still somewhat interesting, but most probably have gone for a tea break.

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0xDreamChaser

· 5h ago

L2 is gaining momentum, but only a few are likely to survive. --- The privacy track has always been niche; projects like Nillion will really have to wait for ecosystem support. --- Not many small-scale projects end up surviving; if you pick the right one, you make a lot, if not, you make no noise. --- It feels like a gambler's mentality now, with a bunch of new things popping up after TGE—who knows which one is the future. --- Regarding cross-chain bridging, Orbiter is quite popular among many users, but the risks are very real. --- These projects look lively, but how many truly have innovation?

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MrDecoder

· 5h ago

Gold mining in a small and fragmented ecosystem, it sounds easy but actually hard to do

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CrossChainBreather

· 5h ago

This wave of L2 has indeed become competitive, but to be honest, most are probably cannon fodder. There are too many follow-up projects, waiting to be lessons for the market. Privacy has indeed been underestimated; the truly useful ones are actually not popular. I haven't heard of these small projects; it feels like the track is too crowded. Monad has been hyped for so long; can it really break through? Everyone is talking about innovation, but how many will survive in the end? Small and scattered is true, but the big waves of淘沙 are the norm. I've seen too many of these reviews; in reality, there are zero projects to buy the dip.

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MetaMaskVictim

· 5h ago

This ecosystem is killing people with its intensity. Many projects are recklessly pursuing development with funding, but how many can truly survive in the end? No matter how loudly Monad promotes itself, it still depends on whether it can really get off the ground. I'm holding a wait-and-see attitude. I feel that the risks in cross-chain bridging are still a bit high. Orbiter is used by quite a few people, but it always feels like something might go wrong someday. Privacy protocols have indeed been sleeping, but those that have lasted until now are basically solid. These days, there are so many projects that it's impossible to see them all. Market filter is probably the harshest sieve. Zksync and Scroll are really doing work; others are hard to say. I've heard the Union aggregation layer logic quite a few times. Is it really that magical? I'm a bit interested in the Initia ecosystem, but waiting for news is the hardest part. That's why diversification is necessary. You can't go all-in on one or two projects; it's too risky.

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