15 tokens likely to launch at $1B+ FDV within three months
Post847 words
Bullish call$EIGEN−94%since listing, moved against the call · 1 more callHow it played out ↓FDV calls for 15 expected launches, such as EigenLayer at $30-50B, zkSync at $10-20B, LayerZero at $10-20B and Kelp at $1-3B, with a one-paragraph thesis each. Explicitly framed as quick thoughts rather than deep research.
Key claims
EigenLayer goes to $30-50B FDV quickly
zkSync $10-20B and LayerZero $10-20B FDV
Kelp $1-3B FDV, Gasp into the billions
💎 15 (!) Billion $$$ FDV tokens likely to launch in the next 3 months 💎
✦ @eigencloud
General purpose layer for programmable trust that lets anyone bootstrap a decentralized network and run arbitrary programs. The most significant launch since Ethereum itself. With over $12B in TVL, this one will probably go to $30-50B FDV very quickly.
✦ @AvailProject
Modular DA layer that employs ZK proof based data availability sampling performed by a light clients to scale throughput elastically. However, Avail is more than DA. It is a coordination layer for verifiable computation. Will rival the valuation of Celestia easily.
✦ @zksync
Validity (ZK) rollup on Ethereum that functions as a Volition (users can choose between off- and on-chain DA) with support for native account abstraction and a zkEVM implementation that optimizes for scalability rather than EVM equivalence but is EVM compatible. Easy $10-20B FDV.
✦ @monad_xyz
Parallel EVM L1 that combines Solana-style speed & cost with the EVM to reduce the friction to the largest dev/user/liquidity pool. Insane community hype. Will probably reach valuations of some of the more popular alt-L1 chains or L2s, so we're potentially talking double-digit billions on the FDV.
✦ @berachain
Cosmos SDK based L1 that pioneers Proof of Liquidity and is focused on degen/DeFi use cases. Running an EVM called Polaris EVM. Very strong on community / hype. Could see this be valued similar to Monad. Technologically inferior but the power of the meme is real.
✦ @LayerZero_Labs
The transportation layer of Web3 and one of the leading interoperability protocols on the market. $W launch set a good precedent and I think $ZRO will probably be valued even higher (more adoption). So $10-20B FDV definitely possible.
✦ @EclipseFND
A Sealevel VM (SVM) rollup on Ethereum with @CelestiaOrg underneath. Combines the parallel transaction execution that enables @solana's scalablity with the battle-tested security of Ethereum and the abundant block space on Celestia. Think $MANTA could be a good initial comparable here, but personally I believe this will be absolutely huge.
✦ @Gasp_xyz
This is my main AVS bet. We're heading into a bull market driven by @eigencloud season. @Gasp_xyz is fully non-custodial omni-chain trading infrastructure built on @eigencloud that enables native asset swaps across chains and allows users to trade entirely gas-free. Especially as it will likely also find adoption as a settlement layer for intent-based trading systems, I think Gasp will capture a lot of volume and generate a lot of revenue. This will drive the hype that it already has, considering it is among the leading @eigencloud-based AVS projects on the market. Will go into the billions.
✦ @KelpDAO
@Ether_fi set the precedent with a >$5B FDV right out of the gates. The restaking ecosystem on @eigencloud is insanely hyped and that wil translate into face-melting valuations. As one of the top 5 protocols, $KELP will surely make it to $1-3B FDV or even beyond.
✦ @renzoai
Same case as for @KelpDAO. Due to the higher TVL numbers, $RENZO might be valued closer to @Ether_fi though. But restaking (token launch) season will print many millionaires.
✦ @puffer_finance
As above. Billions.
✦ @ionet
The largest decentralized GPU network in the world and the only solution that is able to handle AI/ML workloads. This will be the DePIN backbone of decentralized AI and the basis for an entire ecosystem of blockchain-based AI/ML applications. Recently raised $30M at a $1B FDV and will surely rival the @rendernetwork FDV (which is a supplier to IO) quickly. Will probably even go much higher.
✦ @babylon_chain
Amid @eigencloud season, many seem to be overlooking @babylon_chain. This is basically the @eigencloud of Bitcoin and allows $BTC to be staked and be used as a staking asset in crypto-economic models of PoS chains. This makes the idle capital that sits in BTC usable in PoS systems and allows networks to easily bootstrap crypto-economic security, which can be hard in the beginning (see Cosmos app-chains). Built on the Cosmos SDK, Babylon itself acts as a coordination layer for staked $BTC capital and will be the basis of an entire ecosystem of applications, ranging from (re)staking protocols to "Babylon AVS".
✦ @EspressoSys
The leading shared sequencing network recently announced a huge funding round and is likely gearing up for a token launch. Shared sequencing is a game-changer for the modular world and not only provides pooled crypto-economic security and decentralization as a service, but also powerful atomic composability across rollup ecosystems. Espresso also has a built-in DA layer and will likely rival projects like @CelestiaOrg or @Wormhole in terms of FDV.
✦ @Curvance
A modular money market built on @wormhole. Natively multichain and providing unique functionality. Basically selling shovels in a gold rush considering the modular multichain future is composed of a broad spectrum of diverse execution layers that introduce friction and fragment users & liquidity. @Curvance overcomes this, providing key DeFi infrastructure to builders and a seamless multichain UX to users.
15 projects and there are more... Way more...
Which one are you most bullish on anon? 👀
Disclaimer: NFA and just some thoughts, not deep research. Cheers chads! 🥂
How the calls played out · since 08 Apr 2024
Prices as of 23 Oct 2026This piece takes a view on $EIGEN, $ZRO, so those moves are read against the call. Other assets it covers are shown as context, not as calls.
−94%
Moved against the call · since it listed on 02 Oct 2024, 6 months after this piece
- At listing
- $3.99
- Now
- $0.222
- vs BTC
- −96%
- After 1 month
- −31%
- After 3 months
- −12%
- After 1 year
- −62%
- High since
- +38% 17 Dec 2024
- Low since
- −96% 04 Apr 2026
−48%
Moved against the call · since it listed on 21 Jun 2024, 2 months after this piece
- At listing
- $3.44
- Now
- $1.80
- vs BTC
- −59%
- After 1 month
- +54%
- After 3 months
- +24%
- After 1 year
- −50%
- High since
- +107% 07 Dec 2024
- Low since
- −79% 03 Aug 2026
Mapped in this piece · best to worst since
Since then
Zero has written 15 more pieces on LayerZero and $EIGEN and $ZRO 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.