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Fluent

27 pieces · Nov 2023 to Jan 2026 · 3 flagship

Sectors

L1/L221 Ethereum5 ZK5 Tooling4 AI4 DeFi3

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Coverage per year

12023

92024

142025

32026

Start here · the strongest pieces on Fluent

Breakdown27 Aug 2025Fluent: blended execution and the feedback-not-farming testnet strategyExplains Fluent's blended execution that lets EVM, SVM and Wasm contracts compose atomically as a ZK rollup on Ethereum. Argues its app-by-app, AI-clustered feedback testnet via the Blended Builders Club is the real differentiator over airdrop farming.Explainer22 May 2024Fluent blended execution: unifying EVM, SVM and Wasm in one state machineExplains the limits of sequential EVM execution and Solana's isolated SVM, then how Fluent's blended execution compiles EVM, SVM and Wasm apps into one rWasm state machine with compatibility contracts. Argues atomic cross-VM calls need no bridging or shared sequencing.Explainer14 Jan 2026Fluent blended execution: EVM, SVM and Wasm compiled into rWasmExplains how Fluent compiles EVM, Solana rBPF and Wasm execution into one rWasm VM, so cross-VM calls are atomic and a single state transition is proven. Argues modularity should empower opinionated chains.

Timeline · every piece, newest first

2026 3

14 Jan 2026Fluent blended execution: EVM, SVM and Wasm compiled into rWasmExplains how Fluent compiles EVM, Solana rBPF and Wasm execution into one rWasm VM, so cross-VM calls are atomic and a single state transition is proven. Argues modularity should empower opinionated chains.ExplainerL1/L2Ethereum41 likes

14 Jan 2026Fluent First Press NFT sale: reputation-gated tiers and pricingOutlines the First Press mechanics: a user's Print sets tier, price and mint access, rewarding sustained contribution over engagement farming, with participants considered for ~5% of token supply.BreakdownL1/L2Ethereum22 likes

09 Jan 2026Fluent Prints: programmable reputation as an anti-bot primitiveDescribes Prints as a composable, programmable representation of social footprint that lets builders filter and reward verified users, packaged as an open primitive like SocialFi tools circle around.BreakdownOtherTooling40 likes

2025 14

28 Oct 2025Blend on Fluent: invisible default yield for idle crypto assetsBlend is Fluent's savings layer that earns yield on idle balances while users use apps, with assets staying in the user's Safe. Apps plug into Blend instead of building yield infra, with human and AI curators rebalancing across chains.BreakdownDeFiTooling18 likes

23 Oct 2025General-purpose EVM L2s and the case for network extensionsArgues Ethereum does not need 50 vanilla EVM L2s and favors specialized L2s and Solana-style network extensions that add functionality. Notes the unresolved question of L2 value accrual to the L1.ThesisL1/L2EthereumSolana12 likes

07 Oct 2025Buzzing: AI-powered permissionless prediction markets on FluentArgues current prediction market designs are limited by whitelisted creation and plutocratic resolution. Buzzing uses AI-generated markets proven via zkTLS, an HLP-style master vault for liquidity, and AI oracle resolution with reputation-based disputes.BreakdownPrediction marketsAI38 likes

25 Sep 2025Permissionless prediction markets: Buzzing's AI and zkTLS designArgues prediction market growth is capped by gatekept creation and subjective, whale-influenced resolution, comparable to a whitelisted pump.fun. Highlights Buzzing's AI-assisted market creation, reputation-based disputes, zkTLS-verified data and 25% creator fee share.ThesisPrediction marketsAI29 likes

04 Sep 2025Sprout on Fluent: abstracting DeFi yield into a managed productArgues DeFi's adoption barrier is cognitive load and user-borne risk, not missing yield primitives. Sprout answers with risk-tolerance onboarding and automated allocation, a shift from toolkit to managed product model.ThesisDeFiL1/L2170 likes

27 Aug 2025Fluent: blended execution and the feedback-not-farming testnet strategyExplains Fluent's blended execution that lets EVM, SVM and Wasm contracts compose atomically as a ZK rollup on Ethereum. Argues its app-by-app, AI-clustered feedback testnet via the Blended Builders Club is the real differentiator over airdrop farming.BreakdownL1/L2ZK49 likes

23 Aug 2025Fluent and the Blended Builders Club: building the reason for the chainArgues Fluent's edge is app quality, not just tech: the BBC uses AI to cluster user feedback and avoid farmer-driven metrics. Says empty chains with great tech are expensive databases.ThesisL1/L246 likes

09 Aug 2025PumpPals: fantasy-sports style card game for OnlyFans creators on FluentDescribes PumpPals, a card-collection game where points track engagement on OnlyFans creators' posts, deployed on Fluent's testnet. Sizes the market at about $30B for fantasy sports and over $100B for adult entertainment by 2032.BreakdownOtherL1/L230 likes

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.MapZKPrivacyAI50 likes

14 Jul 2025Why MegaETH: real-time EVM with <5ms latency and 100k TPSMegaETH offers a real-time EVM (<5ms latency, up to 100k TPS) enabling high-frequency CLOBs and gaming, with EigenDA and a native bridge to Ethereum's liquidity. As general-purpose chains saturate, the author backs app-specific systems and chains with clear differentiators.ThesisL1/L2Ethereum46 likes

07 Jul 2025Modular infra teams worth backing: Union, Boundless, Fluent, Caldera, AnomaAfter criticizing extractive modular launches, names teams the author thinks will last because of top tier tech and genuine care for communities: Union, Boundless, Fluent, Caldera, Anoma, Succinct, with MegaETH added.Market takeL1/L2ZK50 likes

26 Jun 2025Counter-takes on infra winners and losers: ZK, RaaS, intents, restakingPartly agrees that Hyperliquid reset standards but pushes back project by project on a list of supposedly dead infra: Zama, RISC Zero, Caldera and Anoma. Agrees shared sequencing and EigenLayer copycats are in tough spots, and adds Fluent, Sovereign Labs and zkML as alive.Market takeZKL1/L2Market structure47 likes

11 Jun 2025Fluent blended execution: Solidity apps on a Rust CLOBHighlights Fluent's blended execution as a unique selling point: developers can combine a Rust-based CLOB primitive with Solidity apps on one chain. Notes few grasp what blended execution implies.ThesisL1/L2Perps11 likes

06 Mar 2025Major AI infra plays this cycle: compute, privacy, data and verifiabilityA landscape list of AI infra projects with one-line roles: decentralized GPUs, blind compute, agentic IP, data availability, verifiable data and inference, onchain risk scores and trustless interop.MapAIDePINTooling250 likes

2024 9

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

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

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

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

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

22 May 2024Fluent blended execution: unifying EVM, SVM and Wasm in one state machineExplains the limits of sequential EVM execution and Solana's isolated SVM, then how Fluent's blended execution compiles EVM, SVM and Wasm apps into one rWasm state machine with compatibility contracts. Argues atomic cross-VM calls need no bridging or shared sequencing.ExplainerL1/L242 likes

18 May 2024Why Ankr RaaS can win the app-chain summerArgues Rollup-as-a-Service is the catalyst for app-chains and Ankr will gain share because it already runs a global node and RPC network, unlike nascent competitors. Lists supported stacks (OP Stack, Orbit, ZK Stack, Fluentbase, Polygon CDK) and DA and interop integrations.ThesisL1/L2DePIN26 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

2023 1

11 Nov 2023NEAR goes modular: zkWASM prover, NEAR DA and EigenLayer-based fast finalityAnalyzes NEAR announcements: a zkWASM prover for Polygon CDK, a cheap DA layer and a fast finality layer with EigenLayer, arguing it positions NEAR for modular rollup season.BreakdownL1/L2Ethereum82 likes

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Eclipse28 Movement Labs24 EigenDA60 MegaETH46 Arbitrum65 Mantle18 RISE7 Bullet33

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