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Rollups-as-a-Service Are Going To Zero - Neel Somani

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At Eclipse, we're building customizable app-specific rollup infrastructure to support verticals like gaming & social, DePIN, and DeFi. Since we've been working on this for ~10 months, I feel compelled to push back on misconceptions in the space. Here are some thoughts about app-specific rollups: Rollup frameworks like OP Stack are codebases that implement the key components of a rollup. They're not going to charge you to use their code, but they need to capture value somehow. At a high level, there are three places to capture value: But only execution is suitable as the rollup framework's business model: Any market segmentation should also include rollup frameworks in at least one category related to execution, and any product that offers execution is competitive with the rollup framework. The naive interpretation of RaaS is actually isolated Sequencers-as-a-Service (iSaaS). These are companies who have no protocol of their own, but they're deploying existing open-source rollup framewo

Rollups-as-a-Service Are Going To Zero The app-specific rollup space is poorly defined, so I have taken it upon myself to define the market landscape and explain the economics for the uninitiated. Neel Somani Aug 09, 2023 Share Long live Rollups-as-a-Service. This blog post is adapted from a presentation that I gave at Modular Summit. At Eclipse, we're building customizable app-specific rollup infrastructure to support verticals like gaming & social, DePIN, and DeFi. Since we've been working on this for ~10 months, I feel compelled to push back on misconceptions in the space. Here are some tho

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