Anticipated L1s for the next cycle: Manta, Aleo, Sei and Aptos reading list
Thread77 words
Short thesis that most tokens from the last cycle's ATHs will not repeat, followed by an index of his deep dives on four highly anticipated L1s.
Key claims
90% of tokens that hit ATH last cycle probably will not reach it again
0/ 90% of the tokens that reached ATH last cycle probably won't get there again. But if you DYOR, you can find the gems of next cycle 🔍
while (zk)L2 rollups & modular scaling surely are a core narrative, new L1s might get some action too 🚀
🧵 on highly anticipated L1s 👇
1/ @MantaNetwork / $MANTA 🔱
x.com/expctchaos/status/1649413948817457156
2/ @AleoHQ / $ALEO 🥷
x.com/expctchaos/status/1612826679306760192
3/ @SeiNetwork / $SEI 🌊
x.com/expctchaos/status/1672271431684751367
4/ @Aptos_Network / $APT 🚀
x.com/expctchaos/status/1646975899617878020
How the mapped assets moved · since 28 Jun 2023
Prices as of 23 Oct 2026This is a landscape piece, not a set of calls. Price moves since publication are shown as market context.
Mapped in this piece · best to worst since
Since then
Maps are snapshots; see each asset's hub for later coverage.
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.