1) The standard, scale and coverage of Starknet's Airdrop have been still holding the pipa, various scandals and rumors continue, and even many people once thought that they were going to be collectively "reversed", in this context, the sudden announcement of more than 1.3 million addresses, 700 million STRK Eligible, I believe it has made many people overjoyed.

In fact, as a popular project that has been deeply explored, Starknet's Airdrop standard design is really difficult to deal with, and it is necessary to balance the interests of all parties, and it is necessary to avoid the pressure of Airdrop overshadowing the incentive effect, so it is difficult to have absolutely satisfactory results. In the end, Starknet chose to provide a large-scale favor to early ECMP contributors, GitHub Open Source developers, Starknet users, etc.

3) The Cancun upgrade is significantly more significant than the market boost for ZK-Rollup than for OP-Rollup. If the Cancun upgrade is the icing on the cake for the OP-Rollup, it must be a carbon send-off for the ZK-Rollup. The reason has also been analyzed before, the same Blob Block Size, ZK system layer2 can drop the upper limit of layer2 TPS, thereby reducing the cost of gas equalization, coupled with the arrival of the potential gas subsidy war, theoretically, more developers and users will pour into the ZK ecosystem for Build. Under normal circumstances, the Cancun upgrade will be a turning point for the ZK ecosystem to catch up and overtake in an all-round way and counterattack the OP.

4) The current layer2 competition landscape has become complex and anxious, and in the past, layer projects with first-mover advantages such as technology and brand reputation represented by Arbitrum, Starknet, zkSync, etc. have all borne greater pressure on landing expectations, and Stack's strategic play is still the traditional To B VC narrative thinking, which is obviously not attractive enough to attract secondary market investors;

In addition, Celestia, Altlayer, Espresso, etc., continue to add new variables to the layer2 market with modular thinking. The current layer2 market can no longer use the established advantages such as technical strength and capital background to lock in the market position, and under the market impact and competition pattern of round after round, the last survivor must be the layer2 project with balanced comprehensive strength in all aspects. Within a year after the upgrade in Cancun, the market competition will become more and more fierce, and there may be a new Layer2 Four Heavenly Kings born at that time.

Note: I am fortunate to get the Airdrop of ECMP, which can be regarded as an incentive to continue to do value content output, anyway, everyone should have more confidence and expectations in the layer2 market.