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Bedrock

5 pieces · Jun 2022 to Sep 2024 · 2 flagship

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Ethereum4 L1/L23 DeFi2 Bitcoin1

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12022

22023

22024

Start here · the strongest pieces on Bedrock

Breakdown22 Oct 2023OP Stack breakdown: Bedrock, centralized sequencer risk and EVM-equivalent OVMTechnical thread from the Redacted OP report: the OP Stack's layered design, optimistic fraud-proof assumptions, and the fact that OP Mainnet then had no deployed state validation and a centralized sequencer without slashing. Notes Manta as a customization example.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.Data02 Sep 2024Solv Protocol data deep dive: the largest BitcoinFi protocol at over $1B TVLData-driven look at Solv: over $1B TVL four months after launch, solvBTC above 18k BTC TVL with about 80% utilization, and solvBTC.BBN filling its 250 BTC cap on Babylon. Includes a correction: real user count is roughly 378k.

Timeline · every piece, newest first

2024 2

02 Sep 2024Solv Protocol data deep dive: the largest BitcoinFi protocol at over $1B TVLData-driven look at Solv: over $1B TVL four months after launch, solvBTC above 18k BTC TVL with about 80% utilization, and solvBTC.BBN filling its 250 BTC cap on Babylon. Includes a correction: real user count is roughly 378k.DataBitcoinDeFi

07 Apr 2024Euclid ECL bull case at a $2M IDO valuationArgues Euclid, an omnichain restaking protocol with $4.4M TVL, is mispriced at a $2M IDO valuation against ether.fi's >$5B FDV, citing Bedrock's TVL growing from $8M to $140M in two months. The post doubles as a $100 allocation giveaway.ThesisDeFiEthereum

2023 2

22 Oct 2023OP Stack breakdown: Bedrock, centralized sequencer risk and EVM-equivalent OVMTechnical thread from the Redacted OP report: the OP Stack's layered design, optimistic fraud-proof assumptions, and the fact that OP Mainnet then had no deployed state validation and a centralized sequencer without slashing. Notes Manta as a customization example.BreakdownL1/L2Ethereum

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

2022 1

02 Jun 2022Optimism Bedrock upgrade: EVM equivalence, Cannon and cheaper calldataReviews Optimism's EVM equivalence approach and what Bedrock adds: optimal calldata compression, separation of consensus and execution clients, EIP-4844 readiness, SnapSync and the Cannon fault proof system.BreakdownEthereumL1/L2

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Optimism61 OP Stack12 Manta Network45 Babylon21 Euclid5 EigenLayer110 ether.fi16 Celestia145

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