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Ankr

16 pieces · Mar 2024 to Jun 2024 · 1 flagship

Sectors

L1/L28 AI7 DePIN6 Bitcoin4 Tooling3 Ethereum3

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Coverage per year

162024

Price and coverage

Ankr Network $ANKR

Calls: 8 bullish
Since first call, bullish: −91%
Since latest call, bullish: −92%
Now: $0.00422

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Ankr

Explainer28 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.Thesis30 Mar 2024Ankr's Neura chain and IMOs: the ANKR bull case for AIDescribes Neura as a Cosmos SDK, EVM, IBC chain secured by BTC via Babylon that coordinates a GPU marketplace, and argues IMOs and a possible ORA tie-up make ANKR, at $540M FDV, undervalued versus AI peers.Breakdown26 Mar 2024Ankr and Neura: AI chain with GPU network, IMOs and BTC restaking securityBreaks down Neura, a Cosmos SDK EVM chain acting as a coordination layer for Ankr's distributed GPU network, with Initial Model Offerings for fractional AI model ownership and security from Babylon-staked BTC. Argues ANKR at about $500M FDV is undervalued versus billion-dollar peers.

Timeline · every piece, newest first

2024 16

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/L2

17 Jun 2024Ankr x Espresso: RaaS plus shared sequencing as a billion dollar narrativeArgues RaaS is the final abstraction layer over rollup SDKs and that Ankr's RPC track record plus Espresso shared sequencing integration positions it well. Lists the benefits of shared sequencers: liveness, censorship resistance, security, fast finality and atomic cross-chain composability.ThesisL1/L2Tooling

05 Jun 2024Fluentbase and rWasm: Ankr RaaS as a path to onboard the next million devsExplains Fluent's blended execution and Fluentbase, an SDK and proving system built on rWasm, a ZK-optimized reduced WebAssembly VM. Argues Ankr RaaS plus Wasm lets devs launch app-specific rollups in Rust, Solidity or Vyper, with other Wasm languages to follow.ExplainerL1/L2Tooling

18 May 2024Why Ankr RaaS can win the app-chain summerArgues Rollup-as-a-Service is the catalyst for app-chains and Ankr will gain share because it already runs a global node and RPC network, unlike nascent competitors. Lists supported stacks (OP Stack, Orbit, ZK Stack, Fluentbase, Polygon CDK) and DA and interop integrations.ThesisL1/L2DePIN

04 May 2024EigenLayer roles: AVS, operators, LRT protocols and restakersMaps the four actor types in the EigenLayer stack: AVS protocols (Lagrange), operators (Ankr), liquid restaking protocols (Kelp) and restakers who supply the ETH. Uses Lagrange's parallel prover and Ankr's operator nodes as examples.ExplainerEthereumDeFi

23 Apr 2024Neura: Ankr's AI base layer and the IMO flywheelArgues Neura, an EVM Cosmos SDK chain by Ankr secured with staked BTC via Babylon, can become the hub for AI Initial Model Offerings. Cites Ora's OLM IMO doing 50x and a $100K grant pool as the start of a builders, IMOs, investors flywheel.ThesisAIL1/L2

22 Apr 2024BTC as idle security capital: Babylon and Avail FusionFrames BTC as roughly $1.4T of idle capital that Babylon can put to work securing PoS chains, and ties it to Avail Fusion adding BTC security to a rollup-centric DA base layer. Flags Ankr as a likely BTC liquid staking player.ThesisBitcoinL1/L2

10 Apr 2024Ankr in the EigenLayer ecosystem: restaking, operators, RaaS and RPCLays out Ankr's four EigenLayer touchpoints: ankrETH restaking, AVS node operation, rollup-as-a-service on EigenDA and RPC. Argues the breadth makes Ankr the main address for builders of AVS infrastructure and rollups.BreakdownEthereumTooling

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.ThesisAIDePINBitcoin

01 Apr 2024Five AI tokens for 2024: Neura/ANKR, io.net, Hyperspace, Ritual, BlocklessPicks five AI plays for 2024 with links to prior deep dives, and expects IMOs on Neura to deliver 100-1000x multiples as in past ICO and IDO manias. The author holds a large ANKR position.Market takeAIDePIN

30 Mar 2024Ankr's Neura chain and IMOs: the ANKR bull case for AIDescribes Neura as a Cosmos SDK, EVM, IBC chain secured by BTC via Babylon that coordinates a GPU marketplace, and argues IMOs and a possible ORA tie-up make ANKR, at $540M FDV, undervalued versus AI peers.ThesisAIDePINBitcoin

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/L2Ethereum

26 Mar 2024Neura IMOs: tokenized AI model offerings on Ankr's AI chainExplains Initial Model Offerings on Neura: developers tokenize AI models using ERC-404 and ERC-7641 for fractional ownership and revenue share, with purchases made in ANKR. Compares IMOs to last cycle's IDOs.ExplainerAIL1/L2

26 Mar 2024Ankr and Neura: AI chain with GPU network, IMOs and BTC restaking securityBreaks down Neura, a Cosmos SDK EVM chain acting as a coordination layer for Ankr's distributed GPU network, with Initial Model Offerings for fractional AI model ownership and security from Babylon-staked BTC. Argues ANKR at about $500M FDV is undervalued versus billion-dollar peers.BreakdownAIDePIN

21 Mar 2024Ankr as a DePIN node network supporting on-chain AIArgues Ankr is an overlooked DePIN with bare metal servers in 25-plus countries serving RPC traffic, adding partners such as IoTeX, Storj and Tencent Cloud, and positions it for on-chain AI at about $420M FDV.ThesisDePINAI

19 Mar 2024Ankr as the liquid staking layer for Bitcoin via BabylonThesis that Ankr will issue LSTs for BTC staked through Babylon, mirroring ether.fi and Kelp on EigenLayer, with BTC's $1.2T mostly idle market cap as the addressable base. Compares Ankr's FDV with EtherFi and Lido.ThesisBitcoinDeFi

Often covered with

Neura7 Babylon21 Celestia145 EigenDA60 Optimism61 AltLayer23 Avail39 EigenLayer110

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