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Initia

10 pieces · Jul 2024 to Oct 2024

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L1/L210 DeFi2 Market structure1 Perps1 ZK1

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Coverage per year

102024

Start here · the strongest pieces on Initia

Map28 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.Map25 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.Map06 Sep 2024Move ecosystem map: Aptos, Sui and the next wave of Move L2sMaps Move-based execution layers: Aptos and Sui as dominant chains, upcoming L2s and rollup stacks supporting Move. Expects Move to become a major narrative in a full bull cycle; a correction puts TVL at $744M for Sui and $656M for Aptos.

Timeline · every piece, newest first

2024 10

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

11 Oct 2024Initia mainnet and what it means for Celestia's ecosystemArgues Initia mainnet matters for Celestia because Celestia has no L1 execution, so Initia enables an ecosystem of app and vertical-specific execution layers native to it. TIA would fuel that economy.ThesisL1/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 2024Initia: interwoven rollups ecosystem ahead of October mainnetTL;DR of Initia: a MoveVM-based Cosmos L1 acting as a liquidity and interoperability layer for IBC-enabled optimistic rollups (Minitias) built on the OPinit stack with Celestia DA. Positions it as a leading framework for Celestia-based execution layers.BreakdownL1/L222 likes

26 Sep 2024Why Move matters: the case for Aptos and Move-based executionExplains Move's origin in Meta's Diem project and why Aptos Move leads, listing parallel execution (BlockSTM), formal verification, gas efficiency, fast finality and bytecode safety. Notes Aptos Move is the base for Movement, Initia, Rooch and Nexio.ExplainerL1/L217 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

06 Sep 2024Move ecosystem map: Aptos, Sui and the next wave of Move L2sMaps Move-based execution layers: Aptos and Sui as dominant chains, upcoming L2s and rollup stacks supporting Move. Expects Move to become a major narrative in a full bull cycle; a correction puts TVL at $744M for Sui and $656M for Aptos.MapL1/L225 likes

15 Aug 2024Initia ecosystem: Minitia apps and interwoven rollupsLists day-one Minitia apps on Initia and describes Minitias as Cosmos SDK app-chain L2s with 500ms blocks and 10,000+ TPS, settling via optimistic rollup. Asks whether it becomes a multi-billion ecosystem or another DYM or SAGA story.MapL1/L219 likes

25 Jul 2024Modular apps landscape: live applications on rollups and L3sList of about 25 real applications built on modular infrastructure, grouped by stack (OP stack with Celestia, Starknet, zkSync ZK stack, Arbitrum Orbit, Initia), heavy on perp DEXs, gaming and NFT chains.MapL1/L2PerpsDeFi23 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

Often covered with

Movement Labs24 Eclipse28 Celestia145 Aptos39 Fluent27 Astria12 Fuel26 Aztec28

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