Polygon CDK and NEAR DA: Dimensionality reduction strikes against modular blockchains

Author: Htaotian, independent researcher Source: X, @tmel0211 

Recently, Polygon's integration capabilities are amazing. The previously launched Polygon CDK Stack system component service adopts a modular combination approach to integrate into the Ethereum ecosystem. At first it seemed like OP Stack was drawing a false pie, but now it seems that Polygon may not only be competing for the ecology, but more like a "dimensionality reduction attack" on Ethereum through modular thinking.

CDK provides a series of lightweight toolkit services, including optional zkEVM, optional Sequencer, optional DA, and optional Gas Token And so on, all in the form of highly flexible component toolkits for developers to choose from.

Polygon is now also cooperating with NEAR. Using Polygon's customizable Kit tools and frameworks can significantly reduce developers' costs, andNEAR's Sharding technology and the ability to process data efficiently may even integrate Solana’s VM virtual machines in the future.

DA (Data Availability) capability is essentially the verification capability of the Ethereum main chain system Validators. Compared with third-party DA and local DA, Near DA has now emerged, making Ethereum's DA seem inadequate in terms of legitimacy. The implication is that this is to seize the pain point of Ethereum’s DA price and eat into Ethereum’s market share at a lower price.

In my opinion, the DA battle may be just foreplay, while parallel VM may be a bigger battle. Use technologies such as Solana, Sui, and Sei to further capture Ethereum’s EVM execution capabilities. Since Ethereum inherently lacks high concurrency performance, adopting modular thinking can also push Ethereum to the level of an optional virtual machine.

The only thing that is difficult to capture from Ethereum may be its DeFi brand soft power. Combined with interoperability and composability, Ethereum’s DeFi may become the DeFi infrastructure of various other chains, which may become Ethereum’s only unbreakable fortress.

In short, Polygon CDK + NEAR DA + Solana VM + Ethereum DeFi, is this a sign that Ethereum will be torn apart? The question is, do you look forward to a highly modularized public chain in the future?