Sonic Labs (previously Fantom) cofounder Andre Cronje believes that builders ought to keep away from utilizing layer 2 (L2) app chains. Appchains are personalized L2 blockchains designed to fulfill an software’s particular wants.
In an X publish, Cronje listed a number of disadvantages hindering the expansion of appchains. These drawbacks embody the excessive value of infrastructure, fragmented liquidity, and lack of assist for builders.
Cronje famous that appchains lack infrastructure for deploying stablecoins, oracles, and institutional custody. Extra importantly, Cronje mentioned that the price of infrastructure is grossly underestimated.
In accordance with him, the prices of custody, exchanges, oracles, bridges, and so forth. are fairly excessive. Cronje’s staff has already spent $14 million on such bills this 12 months, a big a part of which incorporates recurring prices.
Nonetheless, Hilmar Orth, the founding father of Gelato Community, has a unique opinion. In accordance with Orth, builders can simply entry infrastructure by way of rollup-as-a-service suppliers (RaaS). Orth mentioned that RaaS suppliers and framework groups present a lot assist to builders, opposite to Cronje’s claims.
Cronje additionally claimed that appchains result in fragmented liquidity compelled onto weak bridges.
Marc Boiron, CEO of Polygon Labs, famous that the AggLayer (aggregation layer) might doubtlessly remedy the problem by creating an interoperable community of appchains. Polygon’s AggLayer permits sovereign blockchains to share liquidity.
However, Orth famous that every rollup comes with its personal bridges and market makers. Due to this fact, liquidity is more likely to accumulate in a small variety of chains with excessive whole worth locked (TVL). This implies the remaining chains will simply plug into that liquidity based mostly on demand.
Orth added that quicker zero-knowledge (zk) proofs will additional make shifting funds throughout rollups extra seamless.
Group and community results
In accordance with Cronje, appchains lack a group of builders and customers, which in flip “kills network effects.” Boiron, nevertheless, acknowledged that community results can be “alive and well” on the AggLayer, which aggregates customers and liquidity. He wrote:
“So many frens contributing to the AggLayer and all are going to want to help grow the pie.”
Orth, nevertheless, believes that apps are there to compete with one another for customers and are, due to this fact, not associates.