Yes, speculative. LAYER2. Competitor to LRC/Loopring, zkSync/ZigZag, SOL/Solana — and may lose to them. It has adoption, but infrastructure is very early days, and stagnating growth compared to other Ethereum Layer 2, but roadmap will address this. Competitor that extends Ethereum, but doesn't seem to support ETH tokens natively, needs Ren I guess, also not many wallets support it. Set protocol supports Polygon and Optimism. It's mobile wallet (Hermez) is crap. India founded. Apparently compatible with Ethereum chain, but I couldn't find it. Major criticism is transparency, and centralisation, and a lot of it doesn't work - marketing is major deliver. Partnerships with Aave, Ren, LUNA, Google, EY, Crypto.com. Sandbox built on it. Miden is a planned ZK Stark Layer 2 for Polygon, currently only 10,000 TPS.