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Gasp

5 pieces · Apr 2024 to Sep 2024

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DeFi4 L1/L23 Ethereum2 Market structure1

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52024

Start here · the strongest pieces on Gasp

Market take08 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.Thesis19 Apr 2024Gasp: non-custodial omnichain AMM built as an EigenLayer AVSThesis on Gasp (formerly Mangata), an Ethereum-native cross-chain AMM on EigenLayer offering gasless, MEV-protected swaps in seconds. Argues fragmented modular liquidity needs omnichain solutions and that Gasp could be worth billions, like a non-custodial THORChain.Market take19 Apr 2024MGX as a proxy for GASP: 3% airdrop and FDV comparisonMGX holders get 3% of GASP supply, so MGX at a $1.4M FDV implies GASP near $46M FDV. Compares with THORChain ($2B) and Chainflip (over $300M) and sees a few hundred million as plausible, while flagging distribution and snapshot uncertainty.

Timeline · every piece, newest first

2024 5

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 structure

08 Jun 2024Gasp as universal settlement layer for intent-driven trading on EigenLayerPositions Gasp as an omni-chain rollup settlement layer for chain abstraction: non-custodial with escape hatches, gasless cross-chain AMM, secured by restaked ETH via an EigenLayer AVS. Rates it one of the best plays for AVS season.ThesisDeFiL1/L2

19 Apr 2024Gasp: non-custodial omnichain AMM built as an EigenLayer AVSThesis on Gasp (formerly Mangata), an Ethereum-native cross-chain AMM on EigenLayer offering gasless, MEV-protected swaps in seconds. Argues fragmented modular liquidity needs omnichain solutions and that Gasp could be worth billions, like a non-custodial THORChain.ThesisDeFiEthereum

19 Apr 2024MGX as a proxy for GASP: 3% airdrop and FDV comparisonMGX holders get 3% of GASP supply, so MGX at a $1.4M FDV implies GASP near $46M FDV. Compares with THORChain ($2B) and Chainflip (over $300M) and sees a few hundred million as plausible, while flagging distribution and snapshot uncertainty.Market takeDeFiEthereum

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/L2DeFi

Often covered with

EigenLayer110 Mangata8 THORChain8 Fuel26 Boundless42 Astria12 Citrea15 Espresso19

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