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Celo

7 pieces · Dec 2023 to Oct 2024 · 1 flagship

Sectors

L1/L26 Ethereum4 Stablecoins2 DeFi1

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Coverage per year

32023

42024

Start here · the strongest pieces on Celo

Breakdown02 Dec 2023Celo's L2 migration: OP Stack vs Polygon CDK vs ZK Stack comparedCompares OP Stack, Polygon CDK and ZK Stack proposals for Celo against criteria such as EigenDA support, decentralized sequencing, EVM equivalence, validity proofs and interop. Favors Polygon CDK or OP Stack.Breakdown14 Dec 2023Arbitrum Orbit as a candidate for Celo's L2: fit against requirementsEvaluates Arbitrum Orbit for Celo's L2 move: decentralized sequencing, EigenDA and Celestia options, 1-block finality, trustless bridging, live permissioned fraud proofs (Stage 1), BOLD and Stylus.Thesis15 Jul 2024Why EVM L1s are ending: Celo's move to an OP Stack L2Backs the claim that EVM-compatible L1s lose to L2s, using Celo: an OP Stack L2 with EigenDA would cut block time from 5s to 2s, raise throughput 50% and keep 1-block finality and fee abstraction. Celo chose L1 because 2020 L2s were too costly.

Timeline · every piece, newest first

2024 4

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

27 Sep 2024Celo and Mento: local currency stablecoins and the upcoming MENTO airdropArgues stablecoin payments in emerging markets are crypto's clearest unsolved use case, with Celo leading in active stablecoin addresses and Mento backing local currency stablecoins with a $130M reserve. Celo's move to an EigenDA-powered rollup could add scale ahead of the MENTO launch.ThesisStablecoinsL1/L229 likes

15 Jul 2024Why EVM L1s are ending: Celo's move to an OP Stack L2Backs the claim that EVM-compatible L1s lose to L2s, using Celo: an OP Stack L2 with EigenDA would cut block time from 5s to 2s, raise throughput 50% and keep 1-block finality and fee abstraction. Celo chose L1 because 2020 L2s were too costly.ThesisL1/L2Ethereum20 likes

12 Jun 2024Mento: local currency stablecoins on Celo and the MENTO airdrop bull caseBull case for Mento as a protocol for local currency stablecoins, noting 40% of global GDP is outside USD while USDT and USDC dominate. Explains the collateral design with a volatile reserve layer, the cross-chain access routes and the planned no-code stablecoin toolkit.BreakdownStablecoinsDeFi15 likes

2023 3

14 Dec 2023Arbitrum Orbit as a candidate for Celo's L2: fit against requirementsEvaluates Arbitrum Orbit for Celo's L2 move: decentralized sequencing, EigenDA and Celestia options, 1-block finality, trustless bridging, live permissioned fraud proofs (Stage 1), BOLD and Stylus.BreakdownL1/L2Ethereum22 likes

04 Dec 2023L2 season narratives: new rollups and L1s migrating to L2Sees two L2 season narratives, new rollups (Kroma for GameFi) and existing L1s moving to L2 (Celo), and expects app-specific rollups to accelerate with RaaS and modular building blocks.ThesisL1/L2Ethereum14 likes

02 Dec 2023Celo's L2 migration: OP Stack vs Polygon CDK vs ZK Stack comparedCompares OP Stack, Polygon CDK and ZK Stack proposals for Celo against criteria such as EigenDA support, decentralized sequencing, EVM equivalence, validity proofs and interop. Favors Polygon CDK or OP Stack.BreakdownL1/L2Ethereum81 likes

Often covered with

EigenDA60 Optimism61 Arbitrum65 MegaETH46 Mantle18 AltLayer23 Squid6 Wormhole24

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