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Conduit

6 pieces · Mar 2024 to Jul 2025 · 1 flagship

Sectors

L1/L25 ZK1 Privacy1 AI1 Ethereum1 Tooling1

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Coverage per year

52024

12025

Start here · the strongest pieces on Conduit

Explainer28 Jun 2024Optimism Superchain explained: OP Stack, shared sequencing and RaaSExplains the OP Superchain: shared governance, sequencer revenue sharing and atomic cross-chain interop via a shared sequencer, plus the role of Rollup-as-a-Service providers. Argues OP is a multichain ecosystem, not just OP Mainnet, despite a 60% drawdown from its ATH.Map21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.Explainer21 Mar 2024Rollup-as-a-Service as the endgame of the modular narrativeExplains rollup SDKs and RaaS providers, listing SDKs (Orbit, OP Stack, ZK Stack, CDK) and RaaS firms, and argues stack wars will make RaaS a key distribution channel. Cites AltLayer's $5B FDV as early evidence.

Timeline · every piece, newest first

2025 1

21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.MapZKPrivacyAI

2024 5

17 Oct 2024Why EigenDA matters for altVM rollups: 20k TPS vs 600Argues a hyperscale DA layer unlocks altVM rollups like Fuel at over 20k TPS versus about 600 today, while MegaETH can push the EVM past 10k TPS on EigenDA. Adds that Conduit RaaS and its sequencer make launching these chains easy.ThesisL1/L2

16 Oct 2024Conduit G2 sequencer: 100 MGas/s for hyperscale rollupsConduit's G2 sequencer processes 100 MGas/s for thousands of TPS and integrates with OP Stack and Orbit. Combined with EigenDA and RaaS, hyperscale rollups can be launched in a few clicks.BreakdownL1/L2

28 Jun 2024Optimism Superchain explained: OP Stack, shared sequencing and RaaSExplains the OP Superchain: shared governance, sequencer revenue sharing and atomic cross-chain interop via a shared sequencer, plus the role of Rollup-as-a-Service providers. Argues OP is a multichain ecosystem, not just OP Mainnet, despite a 60% drawdown from its ATH.ExplainerL1/L2

29 Mar 2024OP Superchain plus RaaS: why app-specific rollups will launch on the OP StackArgues no-code RaaS deployment on the OP Stack will drive a wave of app-specific rollups joining the Superchain, naming Caldera, Conduit, AltLayer, Ankr and Gelato as OP-supporting providers.ThesisL1/L2Ethereum

21 Mar 2024Rollup-as-a-Service as the endgame of the modular narrativeExplains rollup SDKs and RaaS providers, listing SDKs (Orbit, OP Stack, ZK Stack, CDK) and RaaS firms, and argues stack wars will make RaaS a key distribution channel. Cites AltLayer's $5B FDV as early evidence.ExplainerL1/L2Tooling

Often covered with

Caldera20 AltLayer23 EigenDA60 OP Stack12 Optimism61 Ankr16 Citrea15 Fluent27

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