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Composable Finance

8 pieces · Jul 2023 to Sep 2024 · 2 flagship

Sectors

DeFi6 L1/L25 Market structure4 Solana1 ZK1 Regulation1

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62023

22024

Start here · the strongest pieces on Composable Finance

Map16 Nov 2023Intent-centric landscape map: infrastructure, solvers, apps and walletsLandscape of intent-centric projects compared across expression, solver candidates, solving process, selection and settlement, from CoW Swap and UniswapX to Essential, SUAVE and Anoma, grouped into infrastructure, supporting facilities, enterprise and consumer apps.Breakdown09 Sep 2024PICA and MANTIS: Solana restaking hub and SVM intents rollup31-part thread on Picasso as an IBC and restaking hub for Solana and Mantis as an SVM rollup with a solver-based intents system and native yield. Covers PICA tokenomics v2, AVS design and what intents are.Breakdown23 Jan 2024Composable MANTIS: cross-chain MEV and intent settlement across IBC chainsArgues Composable's MANTIS can be a cross-chain orderflow layer: intents are executed by solvers, bundles auctioned to searchers in multi-domain block auctions with cross-domain PBS, funding a pay-for-orderflow model. Expects cross-chain arbitrage to overtake DEX-CEX arbitrage.

Timeline · every piece, newest first

2024 2

09 Sep 2024PICA and MANTIS: Solana restaking hub and SVM intents rollup31-part thread on Picasso as an IBC and restaking hub for Solana and Mantis as an SVM rollup with a solver-based intents system and native yield. Covers PICA tokenomics v2, AVS design and what intents are.BreakdownSolanaDeFiL1/L257 likes

23 Jan 2024Composable MANTIS: cross-chain MEV and intent settlement across IBC chainsArgues Composable's MANTIS can be a cross-chain orderflow layer: intents are executed by solvers, bundles auctioned to searchers in multi-domain block auctions with cross-domain PBS, funding a pay-for-orderflow model. Expects cross-chain arbitrage to overtake DEX-CEX arbitrage.BreakdownDeFiL1/L2137 likes

2023 6

05 Dec 2023Composable cross-chain intents: MANTIS and the Composable VMArgues intents are inherently cross-chain and lack a unified execution standard, and presents Composable's MANTIS framework, a CVM execution language and IBC settlement as the solution for smart wallet intents.ExplainerDeFiMarket structure55 likes

30 Nov 2023Composable MANTIS: cross-chain intent settlement over IBCExplains Composable's MANTIS framework: solvers in the Composable VM, multi-domain auctions, an execution language and IBC settlement on the Composable Cosmos chain, as the cross-chain settlement layer for AA wallets.ExplainerDeFiMarket structure28 likes

23 Nov 2023Proof of Alpha #20: Blast critique, hybrid zk fraud proofs and CZ plea dealNewsletter edition. Calls Blast a multisig-controlled deposit contract with no real L2 bridge and almost USD 200m in it, argues for hybrid zk fraud proofs as a cheaper stopgap before full validity rollups, and recaps the Binance settlement with $1.3B withdrawn.OtherL1/L2ZKRegulation16 likes

22 Nov 2023Composable and IBC expansion to Ethereum, Solana and NearArgues that IBC extended beyond Cosmos, via ZK-verified Tendermint and Ethereum light clients on Composable, can unify fragmented L2, Cosmos and Substrate ecosystems and make centralized bridge designs hard to justify.ThesisL1/L2Market structure84 likes

16 Nov 2023Intent-centric landscape map: infrastructure, solvers, apps and walletsLandscape of intent-centric projects compared across expression, solver candidates, solving process, selection and settlement, from CoW Swap and UniswapX to Essential, SUAVE and Anoma, grouped into infrastructure, supporting facilities, enterprise and consumer apps.MapDeFiToolingMarket structure60 likes

21 Jul 2023Composable Centauri: IBC connects Polkadot and CosmosExplains Centauri, the first trust-minimized IBC link between Cosmos and DotSama via Picasso, with the first live connection to Osmosis. Covers new cross-ecosystem pools, liquidity flows and use cases.BreakdownDeFiL1/L239 likes

Often covered with

Picasso14 IBC8 Polkadot36 Cosmos20 Mantis6 Solana60 Paradigm7 Blast7

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