Project hub

Mantle

18 pieces · Apr 2023 to Jan 2026 · 5 flagship

Sectors

L1/L212 Ethereum8 DeFi8 Solana1 Market structure1 ZK1

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Coverage per year

52023

112024

12025

12026

Price and coverage

Mantle $MNT

Calls: None yet
Since listing: +5.7%
vs BTC: −51%
Now: $0.537

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, 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 Mantle

Explainer18 Sep 2023EigenSettle explained: restaked fast settlement for rollupsExplains EigenSettle, a proposed fast settlement layer secured by restaking nodes that gives rollups pre-confirmations stronger than sequencer promises and faster than L1 finality, while allowing less frequent costly L1 settlement. Notes it has no timeline or resources yet.Map28 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.Map11 Apr 2024EigenLayer ecosystem guide: AVS, operators, LRT and LRTfi mapIntroduces EigenLayer, AVS and liquid restaking, then maps the ecosystem: 23 AVS, node operators, 17 liquid restaking protocols and LRTfi apps such as Pendle and Prisma.

Timeline · every piece, newest first

2026 1

14 Jan 2026Fluent blended execution: EVM, SVM and Wasm compiled into rWasmExplains how Fluent compiles EVM, Solana rBPF and Wasm execution into one rWasm VM, so cross-VM calls are atomic and a single state transition is proven. Argues modularity should empower opinionated chains.ExplainerL1/L2Ethereum

2025 1

23 Oct 2025General-purpose EVM L2s and the case for network extensionsArgues Ethereum does not need 50 vanilla EVM L2s and favors specialized L2s and Solana-style network extensions that add functionality. Notes the unresolved question of L2 value accrual to the L1.ThesisL1/L2EthereumSolana

2024 11

26 Oct 2024Hyperscale rollups building on EigenDAList of rollups building on EigenDA (MegaETH, Celo, Abstract, Camp, Mantle, Rivalz, Unite) plus RaaS providers (AltLayer, Conduit, Caldera) and AVS tooling for building on its data layer.MapL1/L2

20 Jul 2024TVL wars charts: alt L1s vs L2s, and Solana vs OP, Arbitrum, BaseTwo TVL charts framing alt L1s against L2s: Aptos, Sui and Sei vs Scroll and Mantle, and Solana vs Arbitrum, Optimism and Base. The post itself gives no takeaways.DataL1/L2

31 May 2024INIT Capital: Liquidity Hooks money market as a DeFi summer shovel playMakes the case for INIT Capital, a money market whose Liquidity Hooks act as permissionless plugins for leverage staking, looping and margin trading. Cites 25x TVL growth year to date and walks through point farming hooks on Blast and Mantle. Includes a referral link.ThesisDeFi

22 Apr 2024Liquid restaking roles explained: restakers, operators, AVS and rollupsBreaks down the distinct roles in EigenLayer liquid restaking: restakers, operators, AVS protocols and modular rollups using AVS building blocks. Notes four ways to restake, with LSTs through liquid restaking protocols the most popular.ExplainerEthereumDeFi

11 Apr 2024EigenLayer ecosystem guide: AVS, operators, LRT and LRTfi mapIntroduces EigenLayer, AVS and liquid restaking, then maps the ecosystem: 23 AVS, node operators, 17 liquid restaking protocols and LRTfi apps such as Pendle and Prisma.MapEthereumDeFi

02 Apr 2024INIT Capital on Blast: Liquidity Hooks and points mechanicsExplains INIT Capital's Phase 2 on Blast: Liquidity Hooks let dApps tap its liquidity permissionlessly, and the Orbit Farming Hook lets ETH and USDB lenders stack Blast rewards and INIT points. Cites $61M TVL on Mantle and point rates per $100.BreakdownDeFi

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

26 Jan 2024INIT Capital deep dive: Liquidity Hooks, flash borrow and LP collateralBreaks down INIT Capital's design: siloed positions, composable Flash Borrow, LP tokens as collateral and Auto E-Mode, plus the B2B Liquidity Hook model letting dApps build margin, looping and leveraged farming strategies on its liquidity.BreakdownDeFi

24 Jan 2024EigenLayer ecosystem map: core protocol, AVSes, RaaS and restaking protocolsMaps the EigenLayer ecosystem into four layers (core protocol, AVSes, RaaS tooling, restaking protocols) and names leading examples in each, with Kelp above $180M TVL as the largest restaking protocol.MapEthereumDeFiL1/L2

24 Jan 2024INIT Capital: the liquidity-hook money market on MantleThesis that INIT Capital, a money market built on Liquidity Hooks, is a core DeFi bet for Mantle, citing its EigenDA use, a $2.5B DAO treasury and a $200M EcoFund. Includes a referral link for earning INIT points.BreakdownDeFi

2023 5

04 Dec 2023Total value bridged growth: rollups vs validiums and optimiums7-day TVB growth data shows Mantle (+44.21%) and Metis (+24.26%) outpacing Arbitrum, Optimism and Base. Argues rising gas fees will push users to alt-DA and modular DA will capture share this cycle.DataL1/L2Market structure

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

18 Sep 2023EigenSettle explained: restaked fast settlement for rollupsExplains EigenSettle, a proposed fast settlement layer secured by restaking nodes that gives rollups pre-confirmations stronger than sequencer promises and faster than L1 finality, while allowing less frequent costly L1 settlement. Notes it has no timeline or resources yet.ExplainerL1/L2Ethereum

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

08 Apr 2023Top 15 protocol treasuries: Arbitrum, Uniswap and BitDAO leadRanking of the top 15 protocol treasuries from DefiLlama, led by Arbitrum, Uniswap and BitDAO. Flags BitDAO and its upcoming Mantle L2 as a 2023 watchlist name given strong funding and tech.DataDeFiL1/L2

Often covered with

Arbitrum65 Base28 AltLayer23 Optimism61 EigenDA60 INIT Capital5 EigenLayer110 Manta Network45

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