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Manta Network

45 pieces · Jan 2022 to May 2025 · 8 flagship

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L1/L236 ZK24 Privacy15 DeFi8 Ethereum6 Other1

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Coverage per year

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Price and coverage

Manta Network $MANTA

Calls: 3 bullish
Since first call, bullish: −97%
Since latest call, bullish: −98%
Now: $0.065

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Manta Network

Explainer06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.Breakdown15 Jan 2024Manta Pacific launch guide: architecture, metrics, ecosystem and tokenomicsMega-thread before the MANTA token launch: OP stack plus Celestia architecture with a DA cost cut above 99%, $946M total value bridged, $407M DeFi TVL, leading apps, a Polygon CDK zkEVM roadmap and 1B supply tokenomics.Breakdown21 Apr 2023Manta Network deep dive: ZK privacy L1, Plonkup, MantaPay and tokenomicsResearch thread on Manta: why Zcash and Monero's mono-asset design is limiting, Manta's Polkadot parachain architecture, Plonkup proof system, MantaPay, zkNFTs, smart contracts, wallet, tokenomics, governance and team.

Timeline · every piece, newest first

2025 1

02 May 2025Caldera ecosystem map: dozens of appchains and rollupsMaps the Caldera ecosystem with over 30 chains by category: gaming and NFT L3s, memechains, DePIN, AI, RWA and modular exchanges, all natively interoperable through the Metalayer.MapL1/L2

2024 11

09 Sep 2024Celestia blob data: Eclipse is 32.6% of posted dataEclipse accounts for 32.6% of blob data posted to Celestia and added 7GB in one week, ahead of LightLink, Orderly, Manta and Derive. Lists the top ten Celestia-based rollups as a sign of growth ahead of modular season.DataL1/L2

02 Sep 2024Celestia rollup leaderboard: Eclipse leads with 17.5GB in a monthEclipse posted 17.5GB to Celestia in its first month, topping the rollup leaderboard ahead of Orderly, LightLink, Manta and Derive.DataL1/L2

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/L2

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/L2

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/L2Ethereum

16 Mar 2024Polygon AggLayer: ZK proof aggregation and atomic cross-chain composabilityArgues aggregation is modularity's end game: the AggLayer aggregates ZK proofs from CDK and external chains, settles on Ethereum, and offers atomic cross-chain bundles and async calls at low latency. Expects zkSVM and zkMove chains on CDK.ThesisZKL1/L2

27 Jan 2024Liquid staking MANTA via Bifrost to farm ecosystem airdropsArgues staking MANTA through Bifrost's vMANTA keeps liquidity while earning about 50% APY and airdrop eligibility, with Manta Pacific above $1.5B in value secured and several projects pledging airdrops to MANTA stakers.ThesisDeFiL1/L2

15 Jan 2024Manta Pacific launch guide: architecture, metrics, ecosystem and tokenomicsMega-thread before the MANTA token launch: OP stack plus Celestia architecture with a DA cost cut above 99%, $946M total value bridged, $407M DeFi TVL, leading apps, a Polygon CDK zkEVM roadmap and 1B supply tokenomics.BreakdownL1/L2ZKDeFi

04 Jan 2024Modular thesis reading list: Celestia, EigenLayer and rollups 2022 to 2024Chronological index of the author's modular research since June 2022: Celestia and data availability sampling, EigenDA versus Celestia, sovereign rollups, RaaS, shared sequencing, plus two Castle Capital reports on modularity.OtherL1/L2Ethereum

03 Jan 2024Manta Pacific as a bull-run epicentre and the launch of Manta ModularistArgues Manta's modular L2 on Celestia will be a leading ecosystem this cycle: 3rd largest L2 with over $700M TVL, a planned zkEVM move on Polygon CDK and $60M raised. Announces a Manta-focused research and media hub.ThesisL1/L2

03 Jan 2024Manta Pacific metrics: $560M bridged, 4th largest rollup by TVLReports Manta Pacific total value bridged above $560M (+113% in 7 days) and $330M TVL in its DeFi ecosystem. About 59% of bridged value is in active use, which makes it the 4th largest rollup by TVL.DataL1/L2

2023 30

19 Dec 2023Manta Pacific after Celestia DA: 99.98% lower DA fees, $96.7M bridgedData thread: Celestia DA cut Manta's DA fees by 99.98% versus Ethereum L1, and the New Paradigm bridge took $96.7M from about 8,400 depositors in four days versus Blast's over $800M. Estimates $25-50M of MANTA farming rewards. Includes referral invite codes.DataL1/L2Ethereum

15 Dec 2023Manta New Paradigm: native yield L2 campaign with STONE and wUSDMDescribes Manta's New Paradigm campaign for yield-bearing ETH and stablecoins composable on Manta Pacific via StakeStone and Mountain USDM, with phases, a 69-day withdrawal lock and the Blast comparison.BreakdownL1/L2DeFi

07 Dec 2023Manta airdrop eligibility: MantaFest Treasure Cruise and Manta TakeoverArgues the Manta airdrop is overlooked relative to crowded zkSync, Scroll and Starknet airdrops, citing a USD 25M Series A at USD 500M, USD 34M TVL and 16th largest rollup, and explains the quest campaigns.Market takeL1/L2DeFi

06 Dec 2023Manta Pacific integrates Celestia DA ahead of mainnet betaExplains Manta Pacific's move from posting data to Ethereum to Celestia with Blobstream attestations, which separates execution, settlement and DA, cuts fees and precedes the Polygon CDK zkEVM transition.BreakdownL1/L2ZK

05 Dec 2023Manta Pacific 84 days in: bridged value, users and DEX TVLData on Manta Pacific: USD 34m total value bridged (16th among L2s), over 22.5k unique bridgers and DEX TVL where QuickSwap leads, Aperture lost 37% of TVL in a month and LayerBank grew.DataL1/L2DeFi

12 Nov 2023Manta Pacific October update: TVL growth, Manta Fest and November integrationsUpdate on Manta Pacific: TVL grew from USD 2.6M to USD 12.7M in October (338% MoM) and passed USD 24.5M, with Manta Fest, the zkEVM roadmap and new integrations such as TIA via Hyperlane Nexus.DataL1/L2DeFi

10 Nov 2023Manta Pacific passes $24M total value bridged during MantaFestNotes Manta Pacific total value bridged exceeded USD 24M, with a Celestia DA integration expected to make it one of the cheapest L2s and a planned move to a Polygon CDK based zkEVM. Promotes MantaFest points and NFTs.DataL1/L2ZK

22 Oct 2023OP Stack breakdown: Bedrock, centralized sequencer risk and EVM-equivalent OVMTechnical thread from the Redacted OP report: the OP Stack's layered design, optimistic fraud-proof assumptions, and the fact that OP Mainnet then had no deployed state validation and a centralized sequencer without slashing. Notes Manta as a customization example.BreakdownL1/L2Ethereum

17 Oct 2023Manta Pacific's move to a Polygon CDK zkEVM: roadmap and rationaleExplains Manta Pacific's four-chapter roadmap from an OP Stack rollup to a Polygon CDK zkEVM with Celestia DA, why validity proofs beat optimistic ones on finality and interop, and how CDK proof aggregation shares verification cost.BreakdownZKL1/L2Privacy

11 Oct 2023Aperture Finance on Manta Pacific: concentrated liquidity DEX and LM programProfiles Aperture, the leading DEX on Manta Pacific with USD 5.5m TVL, its Uniswap V3 automation features and LM program of 5,000,000 APTR. Estimates APR at 130% at USD 5m TVL and a USD 50m FDV.BreakdownDeFiL1/L2

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/L2

05 Oct 2023Manta Pacific TVL up 1,173% in a week during MantaFestNotes Manta Pacific TVL rose 1,173% over seven days during the incentive campaign, with a Celestia integration expected to cut fees.DataL1/L2ZK

04 Oct 2023MantaFest guide: Manta Pacific mainnet alpha campaign and bridge partnersCampaign guide to MantaFest, a 5-week points and NFT program (28 Sep to 7 Nov 2023) starting with bridging via eight providers, framed as an airdrop positioning play. Cites a USD 500m valuation and Binance Labs and Polychain backing.OtherL1/L2

25 Sep 2023The OP Stack and the Superchain vision: Bedrock, proofs and open challengesLong-form walkthrough of the Superchain thesis: Bedrock's fee, deposit and node improvements, SystemConfig-based modular sequencing and DA, and open problems including trusted withdrawal attestors, challenge-period latency, async cross-chain messaging and L1 data limits.ExplainerL1/L2Ethereum

22 Sep 2023Manta Pacific ecosystem visual: OP Stack, Celestia DA and zk circuitsShort post with an ecosystem visual describing Manta as an OP-Stack modular rollup using Celestia for cheap data availability and a customized EVM supporting universal zk circuits for Solidity zkApps.MapZKL1/L2

28 Aug 2023L2/L3 execution layer framework: ten rollup stacks and their thesesWork-in-progress framework summarizing each major rollup stack's thesis, e.g. fractal L3 scaling on Starknet, recursive L3 zk rollups on zkSync, Superchain shared sequencing on Optimism and EigenDA outsourcing on Mantle, with links to deeper threads.MapL1/L2ZK

17 Aug 2023Manta x Polyhedra: zkBridge fast finality for optimistic rollupsBreaks down how Polyhedra's zkBridge uses zkSNARK light-client proofs to give Manta Pacific fast finality despite the optimistic challenge period. Covers the relay network, updater contract, Lagrange State Committees and deVirgo proving.BreakdownZKL1/L2

14 Aug 2023Manta Universal Circuits: zk-circuits explained for Solidity devsExplains zk-circuits and zk-SNARKs, then argues Manta's Universal Circuits (a ZK-as-a-Service library on an OP-Stack L2) let Solidity devs add ZK features without Rust or Circom. Uses zkShuffle as the example.ExplainerZKPrivacyL1/L2

13 Jul 20232023 crypto narratives: LSDfi, zkEVMs, DA, app-specific rollups, privacy, RWALists the narratives he is positioned in: LSDfi, zkEVMs, recursive L3 scaling, hyperscalable DA, app-specific rollups, privacy, interoperability, parallel VMs, WASM/RISC-V VMs, RWA (pending regulatory clarity) and perp DEXes.ThesisL1/L2PrivacyDeFi

11 Jul 2023Privacy stack reading map: ZK, HE and TEE primers plus leading privacy projectsArgues privacy will be a major narrative and indexes his primers on ZK proofs, homomorphic encryption and TEEs together with deep dives on eleven privacy projects, flagging DarkFi as the next one to cover.MapPrivacyZK

11 Jul 2023Manta Pacific launch: OP Stack rollup with Celestia DA and universal ZK circuitsBreaks down Manta Pacific, a modular OP Stack rollup using Celestia DA to cut rollup cost and universal circuits 2.0 so Solidity developers can build ZK apps, plus the existing Manta user base.BreakdownPrivacyL1/L2ZK

28 Jun 2023Anticipated L1s for the next cycle: Manta, Aleo, Sei and Aptos reading listShort thesis that most tokens from the last cycle's ATHs will not repeat, followed by an index of his deep dives on four highly anticipated L1s.MapL1/L2

27 Jun 2023Manta Network news guide: zkSBTs, partnerships and grants, May-June 2023Catch-up guide on two months of Manta news: the Privatize to Maximize incentive campaign, zkSBTs on Arbitrum, CyberConnect zkProfile, Linea and BNB Chain zkBAB adoption, the grants program and partnerships.BreakdownPrivacyZK

24 Apr 2023Top 5 privacy projects: Manta, Aztec, Secret, Aleo and ZcashPersonal top-five privacy list with a one-line positioning for each: Manta as a programmable privacy L1 on Substrate, Aztec as a private zk-rollup, Secret as a TEE-based Cosmos L1, Aleo as a Zcash and Ethereum hybrid, and Zcash as the zkSNARK pioneer.OtherPrivacyZK

21 Apr 2023Manta Network deep dive: ZK privacy L1, Plonkup, MantaPay and tokenomicsResearch thread on Manta: why Zcash and Monero's mono-asset design is limiting, Manta's Polkadot parachain architecture, Plonkup proof system, MantaPay, zkNFTs, smart contracts, wallet, tokenomics, governance and team.BreakdownPrivacyZKL1/L2

19 Apr 20232023 narratives: zkEVMs, privacy L1s, restaking, modular DA and perpsAuthor's narrative watchlist for 2023: zkEVMs, zk privacy L1s, restaking, WASM and RISC-V L2 VMs, interoperability, DA layers, shared sequencers, rollup SDKs, recursive L3s, EIP-4844, account abstraction, parallel VMs, identity and perps.ThesisZKL1/L2Ethereum

05 Apr 2023Manta zkNFTs and zkSBTs: private minting with zkAddressExplains soul-bound tokens and how Manta extends MantaPay to private NFTs and SBTs via its NFT Private Offering launchpad, reusable zkAddresses and proof keys for walletless identity checks. Chain-agnostic zkSBTs keep credentials private on Manta.ExplainerPrivacyZKOther

13 Jan 2023Privacy project map: ZK-based chains vs TEE-based networksGroups privacy projects by technique: ZK-powered ones (Aleo, Manta, Mina, Aztec, Dusk, Zcash, Railgun) versus TEE-based ones (Secret Network, Oasis Cipher ParaTime), linking prior deep dives for each.MapPrivacyZK

10 Jan 2023Manta Network trusted setup done: Plonkup, MantaPay and the roadmapCommentary on Manta concluding its universal trusted setup for a Plonkup SNARK system, then outlines the product roadmap: MantaPay on Calamari, MantaSwap for private AMM trading, and private smart contracts, with BYOT asset support.BreakdownPrivacyZK

06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.ExplainerZKPrivacyL1/L2

2022 3

27 Dec 2022Privacy and zk thread archive: Secret, Manta, Dusk and zkEVMsIndex of earlier privacy research: the privacy bull case, TEE infrastructure on Secret, Manta zk-tech with SNARKs, zk-enabled RegFi on Dusk, and the rise of the zkEVM.MapPrivacyZK

26 Jan 2022Zero-knowledge proofs explained: SNARKs, STARKs and Manta's private DeFiCovers ZK proof properties, SNARK versus STARK trade-offs (trusted setup, post-quantum risk, scalability), then Manta's DAP and DAX private payments and AMM, and closes with a map of ZK rollups on Ethereum.ExplainerZKPrivacy

21 Jan 2022The bull case for privacy: ZK proofs, TEEs and the projects behind themMega thread arguing privacy will become central to crypto. Explains zkSNARKs and trusted execution environments, then maps projects to each approach: Zcash, Manta, Dusk and Mina on ZK, Phala and Secret on TEEs, and Haven for private assets.ThesisPrivacyZK

Often covered with

Celestia145 Aleo14 Zcash33 Dusk8 Optimism61 zkSync41 Polygon29 Mina6

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