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Aevo

9 pieces · Sep 2023 to Jun 2025 · 2 flagship

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L1/L26 DeFi3 Ethereum3 Perps2 Prediction markets1

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22023

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Start here · the strongest pieces on Aevo

Map16 Jun 2025CLOB Wars Line-Up 2.0: 26 onchain orderbook projects mappedUpdated community-sourced landscape of CLOB venues across L1s and L2s, each with its architecture, from Hyperliquid's HyperCore to Monad, Sui, Aptos, Cosmos and Solana projects.Explainer25 Sep 2023The OP Stack and the Superchain vision: Bedrock, proofs and open challengesLong-form walkthrough of the Superchain thesis: Bedrock's fee, deposit and node improvements, SystemConfig-based modular sequencing and DA, and open problems including trusted withdrawal attestors, challenge-period latency, async cross-chain messaging and L1 data limits.Breakdown04 Feb 2024Dymension: RollApps and a shared settlement hub ahead of the DYM listingExplains Dymension's RollApp Development Kit and IBC-connected settlement Hub with an embedded AMM, and argues the airdrop-to-staker narrative will mirror Celestia. Cites Aevo pre-market at a $3.9B FDV.

Timeline · every piece, newest first

2025 1

16 Jun 2025CLOB Wars Line-Up 2.0: 26 onchain orderbook projects mappedUpdated community-sourced landscape of CLOB venues across L1s and L2s, each with its architecture, from Hyperliquid's HyperCore to Monad, Sui, Aptos, Cosmos and Solana projects.MapPerpsDeFiL1/L2

2024 6

03 Sep 2024EigenLayer: 4.7M ETH ($12B) restaked and EIGEN pre-market at $6B FDVEigenLayer holds 4.7M ETH ($12B) and will soon secure over 35 AVSes on mainnet. EIGEN, transferable from Sept 30, trades at a $6B FDV on Aevo pre-market, and he asks about competitors Symbiotic, Karak and Solayer.DataEthereum

09 Aug 2024EIGEN pre-market at $4.2 on Aevo implies $7B FDVEIGEN trades at $4.2 pre-market on Aevo, implying a $7B FDV on 1.67B tokens, against EigenLayer TVL above $13B (almost 5M ETH) and 50+ AVSes. Launch is about 1.5 months away.DataEthereum

25 Jul 2024Modular apps landscape: live applications on rollups and L3sList of about 25 real applications built on modular infrastructure, grouped by stack (OP stack with Celestia, Starknet, zkSync ZK stack, Arbitrum Orbit, Initia), heavy on perp DEXs, gaming and NFT chains.MapL1/L2PerpsDeFi

23 Jul 2024AVAIL launch facts: supply, airdrop and pre-market FDVLaunch-day summary: Avail raised $75M, traded at $2.5B pre-market FDV on Aevo, has 10B max supply with 1.67B initially circulating and a 600M token airdrop. Describes Avail as DA plus proof aggregation plus shared security.BreakdownL1/L2

19 Jun 2024Azuro as the infrastructure bet on on-chain betting ahead of its fair launchPositions Azuro as the shovel seller of on-chain sports betting, with over $320M processed volume and 25+ betting protocols built on it. Lays out the fair launch terms and compares the $75M launch valuation to the $0.075 lowest private round price.ThesisPrediction marketsDeFi

04 Feb 2024Dymension: RollApps and a shared settlement hub ahead of the DYM listingExplains Dymension's RollApp Development Kit and IBC-connected settlement Hub with an embedded AMM, and argues the airdrop-to-staker narrative will mirror Celestia. Cites Aevo pre-market at a $3.9B FDV.BreakdownL1/L2

2023 2

23 Oct 2023OP chain ecosystem map: OP Mainnet, Base, opBNB, Manta, Aevo, Zora and moreSurvey of OP Stack chains live on mainnet with L2BEAT and DefiLlama metrics: OP Mainnet $2.8B TVB ranked 2nd, Base $563M ranked 3rd, Manta $12.72M ranked 20th, Aevo $6.85M, Zora $6.71M.MapL1/L2

25 Sep 2023The OP Stack and the Superchain vision: Bedrock, proofs and open challengesLong-form walkthrough of the Superchain thesis: Bedrock's fee, deposit and node improvements, SystemConfig-based modular sequencing and DA, and open problems including trusted withdrawal attestors, challenge-period latency, async cross-chain messaging and L1 data limits.ExplainerL1/L2Ethereum

Often covered with

Paradex26 EigenLayer110 Celestia145 Optimism61 Base28 Hyperliquid113 MegaETH46 Bullet33

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