Hi Doo,
Two parts here. Multiple chains have invested in Oku integrations, so there is clear demand here. Practically every chain that hasn’t been adopted by Labs has relied on Oku. Polygon zkEVM, Scroll, Moonbeam, and I think others have entered into confidential agreements with the Oku team to bootstrap some liqudity/provide incentives. Like Polygon zkEVM has six figures committed. So there is demand.
The issue is around doubling down and attaining a higher degree of commitments from these chains. Oku is getting us from 0 to 1. But chains aren’t willing to double down to step 3 or 4. So, my personal perspective is that Oku is certainly helping with expansion–but there are inherent limitation from a negotiating standpoint for the accountability committee since we cannot promise the Uni brand.