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Astria

12 pieces · Apr 2023 to Sep 2024 · 2 flagship

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L1/L212 Ethereum5 Market structure3 ZK2 DeFi1 Privacy1

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52023

72024

Start here · the strongest pieces on Astria

Breakdown01 Nov 2023Shared sequencing research report: 10 key findings (with Pansophic)TLDR of a 45-page co-authored report: sequencing is centralized and siloed today, decentralized and shared sequencing are separate axes, and shared sequencing offers decentralization-as-a-service and limited atomic composability.Thesis22 Jul 2024Chain abstraction is the modular endgame: ERC-3770, ERC-7683, based rollupsSurveys Vitalik's proposed fixes for L2 fragmentation (ERC-3770 chain-specific addresses, ERC-7683 cross-chain intents, based rollups) and argues account-level chain abstraction via NEAR and Particle is closest to market.Map28 Sep 2024Celestia ecosystem Q4 2024: rollups and infra launching mainnets and tokensLists the Celestia-based rollups, frameworks and interop projects set for Q4 mainnet and token launches. Argues this turns Celestia, which has no smart contracts, into a cohesive app ecosystem and adds utility for TIA as its backbone asset.

Timeline · every piece, newest first

2024 7

28 Sep 2024Celestia ecosystem Q4 2024: rollups and infra launching mainnets and tokensLists the Celestia-based rollups, frameworks and interop projects set for Q4 mainnet and token launches. Argues this turns Celestia, which has no smart contracts, into a cohesive app ecosystem and adds utility for TIA as its backbone asset.MapL1/L2

25 Sep 2024More Q4 2024 mainnets to watch and EIGEN as a sentiment gaugeExtends a Q4/24 and Q1/25 launch watchlist and argues EIGEN's transferability on 30 Sept starts a second, larger wave of token launches. The performance of these assets will indicate how bullish sentiment really is.Market takeL1/L2Market structure

01 Aug 2024Astria explained: shared sequencing for based rollups on CelestiaExplains based rollups and why Astria built its own L1 with 2 second blocks and single-slot finality to sequence many rollups without pre-confirmations. Data goes to Celestia and Forma is the first rollup.ExplainerL1/L2

25 Jul 2024Modular stack map: infra projects expected to launch tokens by year-endIncomplete map of modular infra projects likely to launch tokens in the coming months, across execution, shared sequencing, interop, chain abstraction, data, ZK, rollup stacks, intents, privacy and restaking. Expects many airdrops after AVAIL went live.MapL1/L2ZKDeFi

22 Jul 2024Chain abstraction is the modular endgame: ERC-3770, ERC-7683, based rollupsSurveys Vitalik's proposed fixes for L2 fragmentation (ERC-3770 chain-specific addresses, ERC-7683 cross-chain intents, based rollups) and argues account-level chain abstraction via NEAR and Particle is closest to market.ThesisL1/L2Ethereum

18 May 2024Sovereign rollups vs smart contract rollups on CelestiaExplains that sovereign rollups handle execution and settlement via app light clients while the DA layer only orders and stores data, unlike smart contract rollups that settle on Ethereum. Weighs bridge, security and upgrade trade-offs and expects early NFT, gaming and meme chains.ExplainerL1/L2

18 Mar 2024Shared sequencers: why rollups need them and who leads the fieldExplains the sequencer role and the risks of today's centralized sequencers (single point of failure, censorship, liveness, MEV). Argues shared sequencers deliver decentralization-as-a-service, pooled security and composability for the long tail of app-specific rollups.ExplainerL1/L2

2023 5

01 Nov 2023Shared sequencing research report: 10 key findings (with Pansophic)TLDR of a 45-page co-authored report: sequencing is centralized and siloed today, decentralized and shared sequencing are separate axes, and shared sequencing offers decentralization-as-a-service and limited atomic composability.BreakdownL1/L2EthereumMarket structure

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 structure

21 Jul 2023Rollups are not decentralized yet: sequencer status and shared sequencersReviews sequencer and validator centralization at Optimism, Arbitrum, zkSync Era and Polygon zkEVM and failure modes. Presents shared sequencers as decentralization-as-a-service for rollups.ThesisL1/L2Ethereum

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/L2

20 Apr 2023Centralization in zk-rollups: sequencers, provers and client diversityArgues zk-rollups promise Ethereum-grade security but are largely centralized today across sequencers, provers and client diversity. Maps the projects working on each problem: sequencer rotation, shared sequencers, prover outsourcing and multiple clients.Market takeZKL1/L2Ethereum

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Espresso19 Radius14 Celestia145 EigenLayer110 Arbitrum65 Initia10 Movement Labs24 Eclipse28

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