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Binance Labs

7 pieces · Dec 2023 to Sep 2024 · 2 flagship

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L1/L24 DeFi4 Bitcoin1 DePIN1 AI1

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Thesis17 Jul 2024Movement ecosystem thread: M1, M2, SDK and Battle of OlympusOverview of Movement's stack (M1 Avalanche subnet, M2 SuiMove ZK rollup with EVM composability, SDK) and an ecosystem of over 200 teams, mapped by category. Covers the $38M Series A led by Polychain and the Battle of Olympus program ending Sept 17.Breakdown06 May 2024Vistara: decentralized hypervisor and hardware layer for DePIN and AIExplains Vistara's pivot from RaaS to a decentralized hypervisor network offering programmable CPU, GPU, RAM and storage, with components Hypercore, Unikernel, MicroVM, Spacecores, Hardware as Code and Vimana. Discloses being an angel investor in the pre-seed.Breakdown26 Sep 2024Initia: interwoven rollups ecosystem ahead of October mainnetTL;DR of Initia: a MoveVM-based Cosmos L1 acting as a liquidity and interoperability layer for IBC-enabled optimistic rollups (Minitias) built on the OPinit stack with Celestia DA. Positions it as a leading framework for Celestia-based execution layers.

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2024 6

26 Sep 2024Initia: interwoven rollups ecosystem ahead of October mainnetTL;DR of Initia: a MoveVM-based Cosmos L1 acting as a liquidity and interoperability layer for IBC-enabled optimistic rollups (Minitias) built on the OPinit stack with Celestia DA. Positions it as a leading framework for Celestia-based execution layers.BreakdownL1/L2

24 Sep 2024Bitcoin season airdrop strategy: YT-SolvBTC.BBN (Corn) on PendleWalks through a three-in-one airdrop farming strategy using Pendle YTs on SolvBTC.BBN (Corn), stacking Solv XP, Corn Kernel and Babylon points with leverage. Notes the implied APY of up to 500% depends on FDV scenarios.BreakdownBitcoinDeFi

01 Aug 2024Movement thesis: parallel MoveVM and Move<>EVM composability as an AltVM betLists why Movement is a big bet: $38M Series A, Binance Labs backing, over 40 apps on testnet day 0, parallel MoveVM with 1000s of TPS and Move<>EVM composability. Frames it as a cheaper, more performant Optimism and Superchain equivalent.ThesisL1/L2

17 Jul 2024Movement ecosystem thread: M1, M2, SDK and Battle of OlympusOverview of Movement's stack (M1 Avalanche subnet, M2 SuiMove ZK rollup with EVM composability, SDK) and an ecosystem of over 200 teams, mapped by category. Covers the $38M Series A led by Polychain and the Battle of Olympus program ending Sept 17.ThesisL1/L2DeFi

06 May 2024Vistara: decentralized hypervisor and hardware layer for DePIN and AIExplains Vistara's pivot from RaaS to a decentralized hypervisor network offering programmable CPU, GPU, RAM and storage, with components Hypercore, Unikernel, MicroVM, Spacecores, Hardware as Code and Vimana. Discloses being an angel investor in the pre-seed.BreakdownDePINAI

25 Mar 2024pStake and Persistence: the case for stkBNB as BNB's leading LSTArgues pStake could lead BNB liquid staking thanks to Binance Labs backing, being the only LST in Binance's institutional custody, the lowest fees and DeFi integrations, with Persistence restaking as upside.ThesisDeFi

2023 1

07 Dec 2023Manta airdrop eligibility: MantaFest Treasure Cruise and Manta TakeoverArgues the Manta airdrop is overlooked relative to crowded zkSync, Scroll and Starknet airdrops, citing a USD 25M Series A at USD 500M, USD 34M TVL and 16th largest rollup, and explains the quest campaigns.Market takeL1/L2DeFi

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Celestia145 Movement Labs24 Initia10 Hack VC7 Pendle14 Babylon21 Optimism61 Redacted Research10

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