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Immutable

5 pieces · Jan 2022 to Mar 2024 · 1 flagship

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L1/L25 Ethereum4 ZK1 Other1

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Coverage per year

22022

22023

12024

Start here · the strongest pieces on Immutable

Thesis26 Oct 2023The Stack Wars: OP Stack, Polygon CDK and Arbitrum Orbit comparedArgues builders now choose tech stacks rather than chains. Compares OP Stack (optimistic, Superchain), Polygon CDK (zkEVM with proof aggregation layer and POL security) and Arbitrum Orbit (L2s need DAO approval, L3s permissionless), with adopters.Thesis24 Jan 2022Efinity bull case: Enjin team building an NFT parachain on PolkadotArgues Efinity is undervalued: same team as Enjin, a purpose-built NFT and gaming base layer on Polkadot, valued at 75mn against Enjin at 1.1bn and Immutable near 500mn. Walks through crowdloan reward math.Map11 Jun 2022The data availability problem and the DA landscape for rollupsExplains why DA limits rollup throughput and maps the options by security and cost: validiums with a single provider, DAC-based validiums, Celestiums, and full rollups posting to Ethereum.

Timeline · every piece, newest first

2024 1

25 Mar 2024Rollup landscape by DA and validation: optimistic, ZK, optimium and validiumClassifies live L2s by state validation and DA design: optimistic rollups, ZK rollups, optimiums (Manta, Metis, Mantle) and validiums (Immutable, Manta soon).MapL1/L2Ethereum31 likes

2023 2

26 Oct 2023The Stack Wars: OP Stack, Polygon CDK and Arbitrum Orbit comparedArgues builders now choose tech stacks rather than chains. Compares OP Stack (optimistic, Superchain), Polygon CDK (zkEVM with proof aggregation layer and POL security) and Arbitrum Orbit (L2s need DAO approval, L3s permissionless), with adopters.ThesisL1/L2Ethereum77 likes

22 Mar 2023Immutable x Polygon: MATIC-staked zkEVM rollup for gamingUnpacks the Immutable and Polygon partnership: Immutable X, a StarkEx validium with a DAC, will launch its own MATIC-staked Polygon zkEVM rollup using IMX as gas, adding smart contracts and potential game-specific L3s.BreakdownL1/L2ZKEthereum6 likes

2022 2

11 Jun 2022The data availability problem and the DA landscape for rollupsExplains why DA limits rollup throughput and maps the options by security and cost: validiums with a single provider, DAC-based validiums, Celestiums, and full rollups posting to Ethereum.MapEthereumL1/L235 likes

24 Jan 2022Efinity bull case: Enjin team building an NFT parachain on PolkadotArgues Efinity is undervalued: same team as Enjin, a purpose-built NFT and gaming base layer on Polkadot, valued at 75mn against Enjin at 1.1bn and Immutable near 500mn. Walks through crowdloan reward math.ThesisL1/L2Other110 likes

Often covered with

Optimism61 Starknet39 zkSync41 Arbitrum65 Blast7 Linea12 Manta Network45 Metis14

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