Project hub

Espresso

19 pieces · Jul 2023 to Jul 2025 · 2 flagship

Sectors

L1/L213 Ethereum7 Market structure6 DeFi5 AI2 ZK2

Search every mention All projects and tickers

Coverage per year

42023

122024

32025

Start here · the strongest pieces on Espresso

Map15 Mar 2024Modular ecosystem map: execution, DA, sequencing, proving, interop and RaaSPrimer on monolithic versus modular design followed by a landscape of projects per layer: rollups, settlement, DA, sequencing, proving, interoperability, rollup SDKs, RaaS, orderflow abstraction and RPC.Breakdown01 Nov 2023Shared sequencing research report: 10 key findings (with Pansophic)TLDR of a 45-page co-authored report: sequencing is centralized and siloed today, decentralized and shared sequencing are separate axes, and shared sequencing offers decentralization-as-a-service and limited atomic composability.Map10 Sep 2024AVS ecosystem map on EigenLayer: oracles, DA, ZK proving, TEE, AICategorised list of 30+ actively validated services on EigenLayer, from oracles and data availability to ZK proving, AI inference, FHE and MPC. Frames EigenLayer as the verifiable cloud base layer for specialised modular infra providers.

Timeline · every piece, newest first

2025 3

27 Jul 2025Sale terms vs outcome: Theoriq 100% TGE unlock vs Espresso heavy vestingCompares Kaito launchpad sale terms and results: Theoriq's 100% TGE unlock at $75M FDV drew heavy oversubscription, while Espresso's long vesting at $400M FDV missed its raise target.Market takeMarket structure13 likes

25 Jul 2025ACM and the Almanak sale vs earlier Kaito launchpad salesArgues ACM arrives at the right time after the first two Kaito sales drew mixed sentiment over heavy vesting and, for Espresso, a high valuation. Almanak's full TGE unlock plus capital-backed snapping rewards early believers over pure farming.Market takeMarket structureDeFi21 likes

24 Jul 2025Theoriq THQ tokenomics and Kaito launchpad sale terms assessedSale terms are better than Espresso's but still back-loaded: $2M at $75M FDV with 25% unlock at TGE, investors need 4x to break even. Tokenomics have capped supply and fee-driven value accrual, with ~14.7% of supply potentially airdropped.BreakdownAIMarket structure30 likes

2024 12

13 Nov 2024Espresso mainnet: shared sequencing and fast confirmations for AggLayerExplains what Espresso offers L2s: HotShot fast confirmations, decentralized sequencing and cheap DA. Argues a planned Polygon CDK integration would let AggChains plug into shared sequencing and improve cross-chain composability.ExplainerL1/L219 likes

31 Oct 2024Chain abstraction landscape map: accounts, intents, solvers, clearingLandscape of chain abstraction split into account abstraction, shared sequencing, ZK proof aggregation, cross-chain messaging, intents infrastructure, orderflow and liquidity, orchestration, solver networks, solvers and clearing layers, with named projects in each.MapL1/L2DeFi90 likes

27 Oct 2024EigenLayer as the base for modular verifiable servicesFrames EigenLayer as a programmable trust layer where modular infra (DA, fast finality, sequencing, interop, ZK proving, oracles, AI) is sold as verifiable SaaS. Walks through an app-specific fantasy football rollup assembled from AVS services.ThesisEthereumDeFi43 likes

25 Sep 2024More Q4 2024 mainnets to watch and EIGEN as a sentiment gaugeExtends a Q4/24 and Q1/25 launch watchlist and argues EIGEN's transferability on 30 Sept starts a second, larger wave of token launches. The performance of these assets will indicate how bullish sentiment really is.Market takeL1/L2Market structure30 likes

13 Sep 2024EigenLayer as a verifiable cloud: the AVS model explainedExplains EigenLayer as a cloud for programmable trust: it accumulates stake and lets anyone rent security on demand, giving rise to AVSs. Lists oracle, DA, ZK proving, interop and rollup coordination AVS categories.ExplainerEthereumDeFi55 likes

10 Sep 2024AVS ecosystem map on EigenLayer: oracles, DA, ZK proving, TEE, AICategorised list of 30+ actively validated services on EigenLayer, from oracles and data availability to ZK proving, AI inference, FHE and MPC. Frames EigenLayer as the verifiable cloud base layer for specialised modular infra providers.MapEthereumZKAI104 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

05 Jun 2024Fluentbase and rWasm: Ankr RaaS as a path to onboard the next million devsExplains Fluent's blended execution and Fluentbase, an SDK and proving system built on rWasm, a ZK-optimized reduced WebAssembly VM. Argues Ankr RaaS plus Wasm lets devs launch app-specific rollups in Rust, Solidity or Vyper, with other Wasm languages to follow.ExplainerL1/L2Tooling18 likes

17 May 2024Skate cross-chain intents on EigenLayer: OP Stack hub and pull-based AVSExplains Skate's architecture: an OP Stack optimistic rollup hub with a centralized sequencer at first, a BFT validator network on EigenLayer and a pull-based fast finality AVS that generates calldata for destination chains. A task already executed from its testnet onto Solana testnet.ExplainerL1/L2Tooling24 likes

01 Apr 2024Shared sequencing thesis: Sei and Fantom pivot away from monolithic L1sArgues Sei and Fantom (post-Sonic) are quietly becoming shared sequencers for rollups. Explains why centralized sequencers are risky and how shared sequencing gives censorship resistance, MEV mitigation and atomic composability across rollups.ThesisL1/L229 likes

18 Mar 2024Shared sequencers: why rollups need them and who leads the fieldExplains the sequencer role and the risks of today's centralized sequencers (single point of failure, censorship, liveness, MEV). Argues shared sequencers deliver decentralization-as-a-service, pooled security and composability for the long tail of app-specific rollups.ExplainerL1/L237 likes

15 Mar 2024Modular ecosystem map: execution, DA, sequencing, proving, interop and RaaSPrimer on monolithic versus modular design followed by a landscape of projects per layer: rollups, settlement, DA, sequencing, proving, interoperability, rollup SDKs, RaaS, orderflow abstraction and RPC.MapL1/L2Ethereum144 likes

2023 4

01 Nov 2023Shared sequencing research report: 10 key findings (with Pansophic)TLDR of a 45-page co-authored report: sequencing is centralized and siloed today, decentralized and shared sequencing are separate axes, and shared sequencing offers decentralization-as-a-service and limited atomic composability.BreakdownL1/L2EthereumMarket structure97 likes

23 Jul 2023Radius shared sequencer: encrypted mempool and atomic composabilityExplains Radius, a decentralized shared sequencer that uses Practical Verifiable Delay Encryption for an MEV-resistant encrypted mempool and offers atomic composability across rollups. Expects it to serve smaller app-specific rollups.BreakdownL1/L2PrivacyMarket structure59 likes

21 Jul 2023Rollups are not decentralized yet: sequencer status and shared sequencersReviews sequencer and validator centralization at Optimism, Arbitrum, zkSync Era and Polygon zkEVM and failure modes. Presents shared sequencers as decentralization-as-a-service for rollups.ThesisL1/L2Ethereum47 likes

17 Jul 2023AltLayer Flash Layers secured by EigenLayer restaking: decentralized sequencingExplains how AltLayer's Flash Layers use EigenLayer restakers as a decentralized sequencer set, why centralized sequencers are a core rollup issue, and how to test both via the Altitude Phase III testnet.ExplainerEthereumL1/L257 likes

Often covered with

EigenDA60 Astria12 EigenLayer110 Radius14 Hyperlane24 Celestia145 Kaito46 Lagrange19

Working together

Research, campaigns and builds for deep-tech teams.

View CV A1 Research