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Eclipse

28 pieces · Mar 2023 to Aug 2025 · 2 flagship

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Start here · the strongest pieces on Eclipse

Breakdown17 Aug 2023Eclipse explained: modular SVM rollups and the projects building on itExplains Eclipse as a customizable modular rollup platform (SVM first) with L3 app-chains settling on an Eclipse L2, then surveys early builders including Nautilus, Injective Cascade and a Polygon SVM rollup. Details Cascade's two interchain security constructions.Breakdown16 Sep 2024RISC Zero Boundless: universal ZK verifiable compute layerLong thread explaining why ZK matters and how Boundless offers verifiable compute on any chain through a decentralized prover network, universal proof verification and RISC-V based components. Covers partners, funding and the likely token.Thesis21 Dec 2023Modular thesis and DA layers: Celestia vs Avail with DAS and ZK proofsRecaps the modular thesis and argues DA layers must cut fees for rollups to compete with Solana. Compares Celestia's fraud proof DAS with Avail's KZG validity proofs and expects Celestia to adopt ZK.

Timeline · every piece, newest first

2025 3

06 Aug 2025Eclipse (ES) ecosystem metrics point to a stalled chainShows Eclipse in decline: $26M mcap, TVL of $17M down 65% from its peak, $1.5M daily DEX volume and about $1.5k of daily ecosystem revenue. Asks whether the chain can recover.DataL1/L2Solana25 likes

08 Jul 2025Eclipse TVL decline compared with Berachain's drawdownEclipse TVL ($27M) is down 46% from its peak, tracking Berachain, whose TVL peaked at $3.5B and is now down 82%. Warns Eclipse could fall below $10M, arguing that lasting communities and ecosystems are what most projects fail to build.DataL1/L2Market structure45 likes

08 Jun 2025Why Monad risks disappointing against faster-shipping high-performance chainsArgues Monad's long delay let rivals catch up: Sei at about 200k TPS, MegaETH at 100k TPS with sub-10ms blocks, Hyperliquid at 200k orders per second, plus Fuel and RISE. Having raised at billion-dollar valuations, Monad risks disappointment despite its community.Market takeL1/L243 likes

2024 20

13 Dec 2024NFT market update: ai16z partner NFTs, Vana, Celestine Sloths floorsFloor price update across AI-agent and airdrop-linked NFT collections, with context on each: ai16z partner NFTs, Vana after the Binance Launchpool news, a Celestine Sloths governance fight and the Eclipse genesis collection.DataSolanaOther18 likes

24 Oct 2024AltVM season: Fuel and Eclipse live, Movement, Fluent and Aztec nextMaps the altVM wave on Ethereum: Fuel (FuelVM) and Eclipse (SVM) live, with Movement (Move), Fluent (EVM, Wasm, SVM) and Aztec soon. Notes altVM momentum outside Ethereum from Aptos, Sui, Solana, Initia and TON.Market takeL1/L257 likes

28 Sep 2024Celestia ecosystem Q4 2024: rollups and infra launching mainnets and tokensLists the Celestia-based rollups, frameworks and interop projects set for Q4 mainnet and token launches. Argues this turns Celestia, which has no smart contracts, into a cohesive app ecosystem and adds utility for TIA as its backbone asset.MapL1/L2104 likes

26 Sep 2024Eclipse mainnet preview: SVM rollup on Ethereum with Celestia DABreaks down Eclipse as a modular SVM rollup combining Solana's parallel execution, Ethereum-based state validation and Celestia's cheap DA. Cites a $65M raise and a 38% share of all data posted to Celestia before mainnet.BreakdownL1/L2SolanaEthereum43 likes

23 Sep 2024Q4 2024 and Q1 2025 mainnet and token launch watchlistLists the major mainnet and token launches the author expects in Q4/24 and Q1/25, arguing the period will be very active. Names Eclipse, Initia, Berachain, Story, Monad and MegaETH for mainnets, and Caldera, Hyperlane, Jumper, Linea and Scroll for tokens.Market takeL1/L2Market structure122 likes

16 Sep 2024RISC Zero Boundless: universal ZK verifiable compute layerLong thread explaining why ZK matters and how Boundless offers verifiable compute on any chain through a decentralized prover network, universal proof verification and RISC-V based components. Covers partners, funding and the likely token.BreakdownZKL1/L238 likes

09 Sep 2024Celestia blob data: Eclipse is 32.6% of posted dataEclipse accounts for 32.6% of blob data posted to Celestia and added 7GB in one week, ahead of LightLink, Orderly, Manta and Derive. Lists the top ten Celestia-based rollups as a sign of growth ahead of modular season.DataL1/L227 likes

06 Sep 2024Skate: universal execution layer for stateless apps across chainsExplains Skate's kernel and periphery architecture: app logic on the Nollie chain (OP stack) with per-chain periphery contracts, and intents settled by executors and pre-confirmed by an EigenLayer AVS. Argues single-deployment, VM-agnostic apps unify liquidity and improve UX.ExplainerToolingEthereum37 likes

05 Sep 2024Solana rollups and network extensions: SVM beyond the L1Maps SVM network extensions on Solana and SVM rollups elsewhere, plus modular tooling such as shared sequencers and SVM-as-a-Service. Argues modular and monolithic ecosystems are converging and Solana benefits from SVM reach.MapSolanaL1/L232 likes

02 Sep 2024Celestia rollup leaderboard: Eclipse leads with 17.5GB in a monthEclipse posted 17.5GB to Celestia in its first month, topping the rollup leaderboard ahead of Orderly, LightLink, Manta and Derive.DataL1/L226 likes

19 Aug 2024Eight NFT collections for airdrop exposure and the rationale for eachLists eight NFT collections he holds or watches for airdrops, with project-specific reasoning such as Celestia ties for Sloths, Eclipse genesis NFTs and Forma's modularium marketplace.Market takeOther23 likes

25 Jul 2024Modular stack map: infra projects expected to launch tokens by year-endIncomplete map of modular infra projects likely to launch tokens in the coming months, across execution, shared sequencing, interop, chain abstraction, data, ZK, rollup stacks, intents, privacy and restaking. Expects many airdrops after AVAIL went live.MapL1/L2ZKDeFi41 likes

22 Jul 2024Eclipse stack: SVM execution, RISC Zero proving, Celestia DABreaks Eclipse into its modular components: SVM execution, RISC Zero zkVM proving, Ethereum settlement and Celestia for data publication, delivering parallel SVM execution on Ethereum.BreakdownL1/L2SolanaZK24 likes

08 Jun 2024Execution layer innovation map: alt-VMs, parallel EVMs and zkEVMsLists the wave of new execution environments this cycle: blended EVM/SVM/Wasm, MoveVM chains, SVM L2s, zkEVMs, parallel EVM L1s and Linux-based VMs. Argues it broadens the app design space and lets millions of developers build in more performant or familiar languages.MapL1/L273 likes

18 Apr 2024Modular execution layers map: VMs, rollup SDKs and RaaSLandscape of modular execution layers grouped by VM (optimistic EVM, zkEVM, MoveVM, SVM, Wasm, FuelVM, Cairo VM), rollup SDKs and RaaS providers. Frames a rollup-centric future of app-specific chains unified by ZK interop.MapL1/L2Ethereum85 likes

11 Apr 2024Eclipse commemorative NFT: airdrop scenarios by FDV and supply shareModels what an Eclipse airdrop to holders of its free 24h NFT mint could pay, assuming 5% of supply airdropped, 1% to 5% for NFT holders and $1B to $10B FDV. Floor case is about $250 per NFT versus a $50 market price.DataSolanaL1/L241 likes

08 Apr 202415 tokens likely to launch at $1B+ FDV within three monthsFDV calls for 15 expected launches, such as EigenLayer at $30-50B, zkSync at $10-20B, LayerZero at $10-20B and Kelp at $1-3B, with a one-paragraph thesis each. Explicitly framed as quick thoughts rather than deep research.Market takeL1/L2DeFi149 likes

31 Mar 2024Alt-VMs will overtake EVM execution: parallel VMs on modular L2sArgues EVM dominance (96% of DeFi TVL per DefiLlama, 20+ chains) is limited by sequential execution, and modular DA makes parallel alt-VMs such as SVM, MoveVM and WASM viable as Ethereum-settled L2s. Predicts 2024 as the year of alt-VMs.ThesisL1/L26 likes

26 Mar 2024Modular execution beyond the EVM: Fluent, Fuel, Eclipse, Manta, Movement, MantleShort map of six non-EVM or extended execution layers and their DA: Fluent (WASM on EigenDA), Fuel (parallel FuelVM), Eclipse (SVM on Celestia), Manta (zkEVM on Celestia), Movement M2 (MoveVM) and Mantle (EVM on EigenDA), all settling on Ethereum.MapL1/L280 likes

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/L2Tooling45 likes

2023 5

21 Dec 2023Modular thesis and DA layers: Celestia vs Avail with DAS and ZK proofsRecaps the modular thesis and argues DA layers must cut fees for rollups to compete with Solana. Compares Celestia's fraud proof DAS with Avail's KZG validity proofs and expects Celestia to adopt ZK.ThesisL1/L2Ethereum208 likes

17 Aug 2023Eclipse explained: modular SVM rollups and the projects building on itExplains Eclipse as a customizable modular rollup platform (SVM first) with L3 app-chains settling on an Eclipse L2, then surveys early builders including Nautilus, Injective Cascade and a Polygon SVM rollup. Details Cascade's two interchain security constructions.BreakdownL1/L2Solana39 likes

17 Apr 2023Thesis: non-EVM rollups with parallel execution VMsPredicts a surge in rollups running parallel-execution VMs such as MoveVM, SealevelVM, FuelVM and Fantom VM, citing Eclipse bringing Solana's SealevelVM to Ethereum rollups.ThesisL1/L2Solana22 likes

04 Apr 2023RISC Zero zkVM: bringing RISC-V languages to web3Argues RISC Zero's zkVM, built on the RISC-V instruction set, can onboard devs using C++, Rust or Python, unlike EVM-only zkEVMs. It can power new rollups or L1s and issue receipts that Ethereum contracts verify for off-chain compute.BreakdownZKL1/L219 likes

28 Mar 2023Eclipse x Nautilus: a modular zkEVM rollup on the Solana VMExplains how Nautilus is assembled from Eclipse for settlement, Celestia for data availability, the Solana VM with Neon EVM for execution, and a planned RISC Zero zk proof upgrade, as an example of the modular thesis.BreakdownL1/L2SolanaZK42 likes

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Celestia145 Movement Labs24 Fuel26 Fluent27 Monad20 Solana60 Berachain13 Initia10

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