Optimistic rollups by the numbers
Quick Take
- Optimistic rollups (ORUs) have grown significantly in the last three months, with Arbitrum and Optimism leading the market in TVL
- Arbitrum adopted a more aggressive onboarding approach as compared to Optimism, which appears to have paid off in terms of attracting users and liquidity
- Both teams have not addressed how they intend to decentralize governance and sequencer nodes, assuming they have the intent to do so
- While Arbitrum dwarfs Optimism in TVLs and dapps, the number of users and on-chain transactions suggests that they are currently on par in terms of user adoption
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Author: Arnold Toh