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AltLayer

23 pieces · Jul 2023 to Jul 2025 · 9 flagship

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Ethereum16 L1/L214 DeFi10 DePIN2 AI1 Bitcoin1

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Start here · the strongest pieces on AltLayer

Explainer30 Dec 2023Restaked rollups: AltLayer's VITAL, MACH and SQUAD AVSes on EigenLayerExplains the services rollups depend on (sequencing, MEV policy, fast finality, watchers, DA) and how AltLayer bundles them as Restaked Rollups via three EigenLayer AVSes: VITAL for verification, MACH for fast finality and SQUAD for decentralized sequencing.Thesis17 Oct 2024Is EIGEN undervalued? Intersubjective security and valuation mathExplains why EIGEN sold off, how its intersubjective forking security and dual-token design work, then values it with a PE-100 model. Concludes EIGEN is massively undervalued, with $20B plausible if AVSs reach a $5B to $10B combined market cap.Map15 Mar 2024Modular ecosystem map: execution, DA, sequencing, proving, interop and RaaSPrimer on monolithic versus modular design followed by a landscape of projects per layer: rollups, settlement, DA, sequencing, proving, interoperability, rollup SDKs, RaaS, orderflow abstraction and RPC.

Timeline · every piece, newest first

2025 1

11 Jul 2025Polkadot ecosystem status: Hydration, Mythos, peaq, PolkaVM, JAM and DOT ETFsSnapshot of Polkadot catalysts: Hydration >$290M TVL, Mythos wallet growth, peaq with 2M users and 3M machine accounts, PolkaVM mainnet expected October, elastic scaling, JAM, and DOT ETF decisions in Nov 2025.Market takeL1/L2DeFiDePIN65 likes

2024 17

26 Oct 2024Hyperscale rollups building on EigenDAList of rollups building on EigenDA (MegaETH, Celo, Abstract, Camp, Mantle, Rivalz, Unite) plus RaaS providers (AltLayer, Conduit, Caldera) and AVS tooling for building on its data layer.MapL1/L271 likes

17 Oct 2024Is EIGEN undervalued? Intersubjective security and valuation mathExplains why EIGEN sold off, how its intersubjective forking security and dual-token design work, then values it with a PE-100 model. Concludes EIGEN is massively undervalued, with $20B plausible if AVSs reach a $5B to $10B combined market cap.ThesisEthereumDeFi222 likes

30 Aug 2024What is EigenLayer: the verifiable cloud for programmable trustArgues EigenLayer brings SaaS-style abstraction to Web3 by extending Ethereum security beyond the EVM, so teams can spin up a rollup and plug in DA, proving, oracle and interop services as AVSes. Over 50 AVSes are building on $12B restaked ETH.ExplainerEthereumDeFi27 likes

27 Jul 2024EigenLayer AVS crypto-economic security ranking by restaked ETHRanks AVSs by restaked ETH securing them: EigenDA 3.3M ETH ($11B), eoracle 2.2M, Lagrange state committees 2.1M. Notes 153 operators secure 19 mainnet AVSes and 35% of restaked ETH is still undelegated.DataEthereumDeFi23 likes

28 Jun 2024Optimism Superchain explained: OP Stack, shared sequencing and RaaSExplains the OP Superchain: shared governance, sequencer revenue sharing and atomic cross-chain interop via a shared sequencer, plus the role of Rollup-as-a-Service providers. Argues OP is a multichain ecosystem, not just OP Mainnet, despite a 60% drawdown from its ATH.ExplainerL1/L237 likes

03 May 2024EigenLayer AVS restaked ETH vs top 15 chains by staking market capCompares restaked ETH securing live EigenLayer AVS protocols (EigenDA 2.77M ETH, about $8.23B) with staking market caps of the top 15 chains. Several AVS already carry more crypto-economic stake than whole L1s, such as EigenDA above Celestia and Aptos.DataEthereumDeFi34 likes

30 Apr 2024EigenLayer AVS mainnet guide: the 10 live AVS and what is nextWalks through the 10 AVS protocols live on mainnet with a TLDR and restaked ETH for each, then lists AVS nearing launch such as Aligned Layer, Hyperspace, Drosera, Espresso and Fhenix. Expects everything to turn into an AVS.MapEthereumDeFi60 likes

22 Apr 2024Liquid restaking roles explained: restakers, operators, AVS and rollupsBreaks down the distinct roles in EigenLayer liquid restaking: restakers, operators, AVS protocols and modular rollups using AVS building blocks. Notes four ways to restake, with LSTs through liquid restaking protocols the most popular.ExplainerEthereumDeFi41 likes

11 Apr 2024EigenLayer ecosystem guide: AVS, operators, LRT and LRTfi mapIntroduces EigenLayer, AVS and liquid restaking, then maps the ecosystem: 23 AVS, node operators, 17 liquid restaking protocols and LRTfi apps such as Pendle and Prisma.MapEthereumDeFi69 likes

06 Apr 2024ANKR as a multi-narrative play at a $550M FDVArgues ANKR gives exposure to RaaS, DePIN, AI via Neura, BTC liquid staking, EigenLayer node infra and RPC at a $550M FDV. Compares with AltLayer ($5B), Render ($5B-$10B), ether.fi ($5B) and Lido (>$2B) to call it undervalued.ThesisAIDePINBitcoin89 likes

29 Mar 2024OP Superchain plus RaaS: why app-specific rollups will launch on the OP StackArgues no-code RaaS deployment on the OP Stack will drive a wave of app-specific rollups joining the Superchain, naming Caldera, Conduit, AltLayer, Ankr and Gelato as OP-supporting providers.ThesisL1/L2Ethereum13 likes

21 Mar 2024Rollup-as-a-Service as the endgame of the modular narrativeExplains rollup SDKs and RaaS providers, listing SDKs (Orbit, OP Stack, ZK Stack, CDK) and RaaS firms, and argues stack wars will make RaaS a key distribution channel. Cites AltLayer's $5B FDV as early evidence.ExplainerL1/L2Tooling45 likes

15 Mar 2024Modular ecosystem map: execution, DA, sequencing, proving, interop and RaaSPrimer on monolithic versus modular design followed by a landscape of projects per layer: rollups, settlement, DA, sequencing, proving, interoperability, rollup SDKs, RaaS, orderflow abstraction and RPC.MapL1/L2Ethereum144 likes

14 Mar 2024EigenLayer season: AVS and liquid restaking protocol list with ELI5Directory of 18 AVSes (EigenDA, AltLayer, Hyperlane, Espresso, Lagrange and others) and 16 liquid restaking protocols, with short explainers of EigenLayer, AVS and LRTs and the $12.3B TVL figure.MapEthereumDeFi109 likes

24 Jan 2024EigenLayer ecosystem map: core protocol, AVSes, RaaS and restaking protocolsMaps the EigenLayer ecosystem into four layers (core protocol, AVSes, RaaS tooling, restaking protocols) and names leading examples in each, with Kelp above $180M TVL as the largest restaking protocol.MapEthereumDeFiL1/L277 likes

17 Jan 2024Rollup-as-a-Service explained and why AltLayer is the first big EigenLayer playExplains the modular stack and how RaaS providers cut rollup deployment to a no-code 10-minute process, then argues AltLayer is the leading RaaS and first major EigenLayer play ahead of its ALT token launch.ExplainerL1/L2Ethereum567 likes

04 Jan 2024Modular thesis reading list: Celestia, EigenLayer and rollups 2022 to 2024Chronological index of the author's modular research since June 2022: Celestia and data availability sampling, EigenDA versus Celestia, sovereign rollups, RaaS, shared sequencing, plus two Castle Capital reports on modularity.OtherL1/L2Ethereum659 likes

2023 5

30 Dec 2023Restaked rollups: AltLayer's VITAL, MACH and SQUAD AVSes on EigenLayerExplains the services rollups depend on (sequencing, MEV policy, fast finality, watchers, DA) and how AltLayer bundles them as Restaked Rollups via three EigenLayer AVSes: VITAL for verification, MACH for fast finality and SQUAD for decentralized sequencing.ExplainerEthereumL1/L2227 likes

18 Sep 2023EigenSettle explained: restaked fast settlement for rollupsExplains EigenSettle, a proposed fast settlement layer secured by restaking nodes that gives rollups pre-confirmations stronger than sequencer promises and faster than L1 finality, while allowing less frequent costly L1 settlement. Notes it has no timeline or resources yet.ExplainerL1/L2Ethereum95 likes

04 Sep 2023AltLayer deep dive: rollup-as-a-service, flash layers and tiered finalityBreaks down AltLayer's no-code RaaS framework, its disposable Flash Layers, implemented fraud proofs open to any participant, a staked Beacon Layer sequencer network and three-tier finality (execution, verification, rollup level).BreakdownL1/L290 likes

23 Jul 2023Radius shared sequencer: encrypted mempool and atomic composabilityExplains Radius, a decentralized shared sequencer that uses Practical Verifiable Delay Encryption for an MEV-resistant encrypted mempool and offers atomic composability across rollups. Expects it to serve smaller app-specific rollups.BreakdownL1/L2PrivacyMarket structure59 likes

17 Jul 2023AltLayer Flash Layers secured by EigenLayer restaking: decentralized sequencingExplains how AltLayer's Flash Layers use EigenLayer restakers as a decentralized sequencer set, why centralized sequencers are a core rollup issue, and how to test both via the Altitude Phase III testnet.ExplainerEthereumL1/L257 likes

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EigenLayer110 EigenDA60 Mantle18 eOracle32 Celestia145 Lagrange19 Conduit6 Caldera20

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