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Sonic Labs founder argues L2s as appchains are not logical for builders

In this article, Sonic Labs co-founder Andre Cronje expresses his belief that developers should avoid using layer 2 (L2) app chains in the crypto space. Cronje lists several disadvantages of appchains, including high infrastructure costs, fragmented liquidity, and a lack of support for developers. He argues that appchains lack the necessary infrastructure for deploying stablecoins, oracles, and institutional custody, and highlights the underestimated costs associated with custody, exchanges, oracles, and bridges. However, Gelato Network founder Hilmar Orth disagrees and suggests that developers can access infrastructure through rollup-as-a-service providers and framework teams. Cronje also claims that appchains lead to fragmented liquidity, but Marc Boiron, CEO of Polygon Labs, proposes that an aggregation layer could solve this issue by creating an interoperable network of appchains. Orth believes that faster zero-knowledge proofs will facilitate the seamless movement of funds across rollups, while Cronje argues that appchains lack a community of builders and users, which hampers network effects. Boiron, on the other hand, believes that the AggLayer will foster network effects and attract users. Orth counters that apps are competitors and not friends in this context.

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