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Layer N

6 pieces · May 2023 to Aug 2026

Sectors

L1/L26 ZK3 Perps2 Regulation1 DeFi1

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Coverage per year

42023

2024

2025

22026

Start here · the strongest pieces on Layer N

Breakdown22 Aug 2026N1 Exchange: ex-Layer N team's L1 with native orderbook, RFQ and marginN1 splits a lean settlement layer from an async execution network where each app has dedicated compute, and bakes orderbook, RFQ and margin into the chain itself. 39 markets are live and Points Season 1 started 11 Aug; the app layer is permissioned for now.Breakdown23 Aug 2026N1 Exchange TL;DR: exchange as the chain, 39 markets and points Season 1N1 is run by the ex-Layer N team: orderbook, RFQ and margin engine are native chain modules, apps run in dedicated compute, and 39 perp markets are live. Points Season 1 issues 75M a week for 26 weeks with no token yet.Breakdown03 Nov 2023Layer N Nord: app-specific exchange rollup with Rust orderbook VMExplains Layer N's Nord rollup for exchanges, with a Rust orderbook VM, RISC Zero proofs, EigenDA and inter-rollup communication. Compares AMMs, staked pools and CLOBs and claims 100,000 TPS.

Timeline · every piece, newest first

2026 2

23 Aug 2026N1 Exchange TL;DR: exchange as the chain, 39 markets and points Season 1N1 is run by the ex-Layer N team: orderbook, RFQ and margin engine are native chain modules, apps run in dedicated compute, and 39 perp markets are live. Points Season 1 issues 75M a week for 26 weeks with no token yet.BreakdownPerpsL1/L219 likes

22 Aug 2026N1 Exchange: ex-Layer N team's L1 with native orderbook, RFQ and marginN1 splits a lean settlement layer from an async execution network where each app has dedicated compute, and bakes orderbook, RFQ and margin into the chain itself. 39 markets are live and Points Season 1 started 11 Aug; the app layer is permissioned for now.BreakdownPerpsL1/L228 likes

2023 4

23 Nov 2023Proof of Alpha #20: Blast critique, hybrid zk fraud proofs and CZ plea dealNewsletter edition. Calls Blast a multisig-controlled deposit contract with no real L2 bridge and almost USD 200m in it, argues for hybrid zk fraud proofs as a cheaper stopgap before full validity rollups, and recaps the Binance settlement with $1.3B withdrawn.OtherL1/L2ZKRegulation16 likes

03 Nov 2023Layer N Nord: app-specific exchange rollup with Rust orderbook VMExplains Layer N's Nord rollup for exchanges, with a Rust orderbook VM, RISC Zero proofs, EigenDA and inter-rollup communication. Compares AMMs, staked pools and CLOBs and claims 100,000 TPS.BreakdownDeFiL1/L219 likes

10 Oct 2023ZK themes to watch: hybrid proofs, zk interop, proving services, Manta, ZK RaaSLists five zk areas he is tracking: zk fraud proofs in hybrid optimistic rollups, zk-powered interop, RISC Zero proving as a service, Manta's Solidity-native zk layer versus Aleo's new language, and ZK rollup-as-a-service.Market takeZKL1/L215 likes

24 May 2023ZK fraud proofs: RISC Zero and Layer N merge optimistic and zk rollupsCommentary on RISC Zero and Layer N's ZK fraud proof system: optimistic rollups struggle to keep fraud proofs small, zk rollups face expensive proving, and proving fraud in zk keeps proofs succinct while saving cost versus full zk rollups.ExplainerZKL1/L23 likes

Often covered with

RISC Zero53 Fuel26 Metis14 Blast7 L2BEAT14 Binance9 Composable Finance8 Circle9

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