Metis bull case: sequencer rotation, native DA and low fees
Quote225 words
Bullish call$METIS−84%since this piece, moved against the callHow it played out ↓Argues for Metis as an optimistic rollup with rotating sequencers, EVM equivalence, a native storage and data availability layer, and the lowest tx cost among Ethereum L2s. Cites its rank as 5th largest L2 by TVL.
Key claims
Metis was the 5th largest L2 by TVL
Lowest tx cost among Ethereum L2s
L2BEAT classifies it as an optimistic chain due to native storage
0/ Regardless of shitty market & PA, still super bullish on @MetisDAO 🌿
Why?
Quick thread (0/10) 🧵👇
1/ @MetisDAO is a hyper-scalable optimistic rollup L2 built on top of Ethereum
2/ $METIS offers an EVM-equivalent virtual machine environment to run solidity smart contracts
3/ By introducing a peer network and rotating the sequencer role among a network of nodes, $METIS innovates in improving optimistic rollup security
4/ Its multiple layers of checks and balances enable @MetisDAO to significantly lower withdrawal times
5/ By leveraging @Memo_Labs, it differentiate its platform by providing a native storage & data availability layer, which significantly reduces tx cost
6/ $METIS offers an innovative framework for Decentralized Autonomous Companies (DAC), essentially taking DAOs to the next level
7/ As @Master_Metis' ecosystem overview shows, @MetisDAO has a lot of valuable infra and is home to a thriving #DeFi ecosystem
8/ Due to its native storage layer, @l2beatcom classifies $METIS as an "optimistic chain", essentially putting it into one category with @arbitrum's Anytrust chains
$METIS currently is the 5th largest L2 in terms of TVL
9/ As mentioned above, $METIS allows for extremely cheap transactions. Currently the lowest tx cost among all @ethereum L2s
10/ Oh and almost forgot, @VitalikButerin's mom and a close family friend are among the founders/core team. Vitalik himself not involved directly but close to the project 👀
QUOTING @0xMilady99
🌿Metis Ecosystem No matter what the market is like, we still believe in our beloved 💞 Keep building. In #Metis, we trust 💪 #MetisDAO $METIS
🌿Metis Ecosystem No matter what the market is like, we still believe in our beloved 💞 Keep building. In #Metis, we trust 💪 #MetisDAO $METIS
2 images on X
How the call played out · since 12 May 2022
Prices as of 23 Oct 2026This piece takes a view on $METIS, so that move is read against the call.
−84%
Moved against the call · over 4.4 years
- At publication
- $24.56
- Now
- $3.95
- vs BTC
- −94%
- After 1 month
- −18%
- After 3 months
- +93%
- After 1 year
- −7.6%
- High since
- +447% 12 Mar 2024
- Low since
- −91% 19 Aug 2026
Since then
Zero has written 2 more pieces on Metis and $METIS since this one.
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.