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MegaETH

46 pieces · Sep 2024 to Aug 2026 · 5 flagship

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L1/L235 Ethereum10 Market structure10 ZK10 DeFi8 Perps7

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Start here · the strongest pieces on MegaETH

Map16 Jun 2025CLOB Wars Line-Up 2.0: 26 onchain orderbook projects mappedUpdated community-sourced landscape of CLOB venues across L1s and L2s, each with its architecture, from Hyperliquid's HyperCore to Monad, Sui, Aptos, Cosmos and Solana projects.Thesis20 Jul 2025Why crypto projects fail at go-to-market: narrative, KOLs, tokens and TGEDiagnoses recurring go-to-market failures: abstract messaging, misallocated KOL budgets, weak community building, neglected tokenomics and TGE mechanics, and poor fundraising choices. Argues tokens should be treated as products and price action drives post-TGE mindshare.Map04 Oct 2025CLOB DEX ecosystem map: 50+ CLOB DEXes and 25+ infra enablersAnnounces A1's CLOB DEX ecosystem map, culminating research begun in June when HYPE first broke $40B FDV. Counts over 50 CLOB DEXes plus a separate map of 25+ infra enablers such as settlement layers, oracles, ZK infra and DA layers.

Timeline · every piece, newest first

2026 2

21 Aug 2026GTE returns: likely Hyperliquid rival on LayerZero's Zero with EthenaGTE, a former MegaETH incubatee with $25M+ raised, appears to be building a perp DEX on LayerZero's ZK-based Zero network with Ethena's USDe as the liquidity layer, based on a leaked page. Explains Zero's atomicity zones and how USDe holds its peg.BreakdownPerpsL1/L2Stablecoins34 likes

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/L2Ethereum41 likes

2025 40

28 Oct 2025Polymarket and Hyperliquid pre-market: MON valued above MEGAPolymarket gives MEGA a 33% chance of an FDV above $4B one day after launch versus 76% for MON, and Hyperliquid pre-market perps value MON at $6.4B and MEGA at $4.6B. The market currently values L1s above L2s.DataPrediction marketsL1/L215 likes

28 Oct 2025MegaETH community sale 8.2x oversubscribed: Polymarket and HL-implied returnsMegaETH's sale was 8.2x oversubscribed after 12-13 hours, with Polymarket at 84% odds of over $1B in bids. With HL pre-market at $4.6B vs a $1B sale ceiling and a $2B implied floor, no-lockup participants might make 2-4x.DataPrediction marketsL1/L215 likes

24 Oct 2025Monad airdrop vs MegaETH community sales: two paths to community launchesCompares Monad's broad airdrop with MegaETH's Echo, Fluffles and Sonar sales as routes to a community-centric launch. Asks whether sales set a precedent that ends the airdrop narrative, noting high-FDV launches face a tough market.Market takeL1/L2Market structure11 likes

24 Oct 2025MegaETH token utility: rotating sequencers and proximity marketsMegaETH's sequencer rotates with the global economic day, selected by MEGA stake and performance, and proximity markets auction co-location, creating token demand tied to latency. Argues this addresses the weak token economics of general-purpose L2s.ExplainerL1/L2EthereumMarket structure18 likes

23 Oct 2025Real-time EVM chains compared: Monad, MegaETH, RISE, Sei, SonicSide-by-side of real-time EVM contenders with their throughput and latency claims: Monad L1, MegaETH L2, RISE L2, Sei GIGA and Sonic.MapL1/L2Ethereum15 likes

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/L2EthereumSolana12 likes

06 Oct 2025Real-time blockchains and onchain CLOBs: A1 article TL;DRTL;DR of A1's real-time chains article: parallel execution drives performance, hybrid offchain-matching designs are giving way to fully onchain systems, and shared liquidity layers like Monaco and DeepBook solve cold-start liquidity.BreakdownL1/L2PerpsMarket structure23 likes

04 Oct 2025CLOB DEX ecosystem map: 50+ CLOB DEXes and 25+ infra enablersAnnounces A1's CLOB DEX ecosystem map, culminating research begun in June when HYPE first broke $40B FDV. Counts over 50 CLOB DEXes plus a separate map of 25+ infra enablers such as settlement layers, oracles, ZK infra and DA layers.MapPerpsMarket structureDeFi42 likes

05 Aug 2025Boundless proving market and OP Kailua tractionNotes over 2,000 provers live on Boundless, a decentralized proving market with metered rewards integrated across 30+ protocols. Explains OP Kailua as a plug-and-play way for OP Stack rollups to adopt ZK settlement.ExplainerZKL1/L212 likes

05 Aug 2025MegaETH TL;DR: real-time EVM L2, MegaMafia and sequencer designSummarizes a Four Pillars piece: MegaETH argues the EVM is not the bottleneck and pairs an in-memory sequencer with specialized provers and replicas. Uses EigenDA, 1s EVM blocks and 10ms mini-blocks, and a curated MegaMafia accelerator to avoid a ghost chain.BreakdownL1/L2Ethereum37 likes

05 Aug 2025MegaETH's Mega Mafia accelerator: five apps to watchPraises MegaETH's curated Mega Mafia accelerator for fostering app-layer innovation. Lists five projects: Cap (stablecoin engine), Valhalla and GTE (onchain CLOB DEXs), Noise (attention trading) and Euphoria (mobile trading).MapL1/L2Perps30 likes

04 Aug 2025Boundless integrations map: 20+ chains and protocols using the proving marketLists Boundless integrations across L2s, rollup-as-a-service providers, interop and Bitcoin projects including MegaETH, Anoma, Citrea, Union, Wormhole, Taiko, Linea and Base. Presents it as evidence of real traction for the proving market.MapZKL1/L268 likes

01 Aug 2025ZK season watchlist: 14 ZK infra projects heading into TGE seasonWatchlist of 14 ZK projects including Boundless, MegaETH, Succinct, Opacity and Fluent. Expects ZK mindshare on Kaito to rise further as many of them approach TGE.MapZKL1/L260 likes

30 Jul 2025MegaETH snapshot: 100k TPS target, sub-10ms blocks, ZK fraud proofsBullet snapshot of MegaETH: 100k TPS and 10+ GGAS per second targets, sub-10ms blocks, 1B testnet blocks with zero reorgs, Kailua ZK fraud proofs and EigenDA data availability.DataL1/L2Ethereum22 likes

27 Jul 2025Kaito mindshare leaders and gainers going into the week of 27 July 202524h Kaito mindshare snapshot: Anoma, Theoriq and Cysic lead, while Union, Anoma and MegaETH are top gainers. Expects Mira and Allora attention to rise with imminent TGEs.DataMarket structure50 likes

26 Jul 2025Projects integrating Boundless ZK proving: MegaETH, Citrea, Celestia, WormholeLists projects building on Boundless' proving market infra, including MegaETH, Citrea, Celestia, Wormhole, EigenCloud, Linea, Union, Anoma, Miden, Fuel and Unichain.MapZKL1/L255 likes

24 Jul 2025MegaETH ZK fraud proofs with Kailua: disputes resolved in about an hourMegaETH swaps the interactive bisection game for a single non-interactive ZK fraud proof via Kailua, cutting dispute resolution from days to about an hour. The proposer does no work in a dispute and EigenDA keeps data available for challenges.ExplainerL1/L2ZKEthereum33 likes

24 Jul 2025Kaito leaderboards: yapper counts and smart followers by projectRanks Kaito leaderboards by active yappers and by average smart followers. Anoma leads on yapper count, MegaETH on smart followers, both of which determine how hard it is to climb a leaderboard.DataMarket structure39 likes

21 Jul 2025Research agenda July 2025: MegaETH, CLOBs, proving markets, DeAI, privacyA list of themes under active research: MegaETH, CLOB infra, proving markets, ZK infrastructure, ML networks, AI agents and robotics, stablecoins, RWAs, programmable privacy, BTCfi and Hyperliquid.OtherZKAIHyperliquid101 likes

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Market takeMarket structureAI47 likes

20 Jul 2025Why crypto projects fail at go-to-market: narrative, KOLs, tokens and TGEDiagnoses recurring go-to-market failures: abstract messaging, misallocated KOL budgets, weak community building, neglected tokenomics and TGE mechanics, and poor fundraising choices. Argues tokens should be treated as products and price action drives post-TGE mindshare.ThesisMarket structureOther70 likes

14 Jul 2025Why MegaETH: real-time EVM with <5ms latency and 100k TPSMegaETH offers a real-time EVM (<5ms latency, up to 100k TPS) enabling high-frequency CLOBs and gaming, with EigenDA and a native bridge to Ethereum's liquidity. As general-purpose chains saturate, the author backs app-specific systems and chains with clear differentiators.ThesisL1/L2Ethereum46 likes

11 Jul 2025Why RWA tokenization hasn't scaled yet and what is unblocking itRWAs are held back by missing high-performance DeFi infra, weak oracle infra and regulatory ambiguity. All three are improving through verifiable CLOBs, modular oracles like eOracle, the Genius Act and treasury adoption, with stablecoins already the largest onchain RWA class.ThesisRWADeFiMarket structure44 likes

07 Jul 2025Modular infra teams worth backing: Union, Boundless, Fluent, Caldera, AnomaAfter criticizing extractive modular launches, names teams the author thinks will last because of top tier tech and genuine care for communities: Union, Boundless, Fluent, Caldera, Anoma, Succinct, with MegaETH added.Market takeL1/L2ZK50 likes

06 Jul 2025CLOB wars: why onchain orderbooks are replacing AMMs and who builds themAMMs were a forced tradeoff until real-time chains, scalable DA, ZK proving and fast oracles made orderbooks viable. Maps CLOB appchains (Hyperliquid, Bullet, Lighter, Paradex, Hibachi) and onchain CLOBs (GTE, Nitro, Monaco, Fuel, Aptos).MapPerpsDeFiHyperliquid24 likes

04 Jul 2025Pre-TGE infra protocols with Kaito leaderboards: ZK, compute, AI and rollupsA list of nine pre-TGE infra protocols with Kaito leaderboards, each with a one-line role, spanning ZK proving, ML networks, interop, compute, real-time EVM, intents, AI training and RaaS.MapZKAIL1/L276 likes

26 Jun 2025Infra season: major projects nearing mainnet and TGE to watchLists nine infrastructure projects approaching mainnet or TGE with one-line descriptions: intents, ZK proving marketplaces, AI data chains, shared compute, predictive intelligence, real-time EVM and rollup-as-a-service.MapL1/L2ZKAI90 likes

19 Jun 2025Leaderboard watchlist: Fuel, Sei, Boundless, Union, Allora, Paradex and moreExplains the thesis behind each project the author yaps on: FuelVM's UTXO/account hybrid, GigaSEI scaling, Boundless proof marketplace, Union's aggregate ZK proofs, Allora, Paradex, Openledger and MegaETH.BreakdownL1/L2ZKAI36 likes

16 Jun 2025CLOB Wars Line-Up 2.0: 26 onchain orderbook projects mappedUpdated community-sourced landscape of CLOB venues across L1s and L2s, each with its architecture, from Hyperliquid's HyperCore to Monad, Sui, Aptos, Cosmos and Solana projects.MapPerpsDeFiL1/L2164 likes

08 Jun 2025Onchain CLOB design trade-offs and the race to be the decentralized NasdaqLists nine design axes for onchain CLOBs, from privacy vs transparency and speedbumps to L1 finality vs L2 latency and retail vs institutional design, and names the main contenders led by Hyperliquid.ThesisPerpsDeFiHyperliquid10 likes

08 Jun 2025Narratives to watch in mid-2025: Hyperliquid, Bittensor, DeAI, zkTLS, InfoFiLists eleven narratives being watched: HyperEVM, dTAO subnets, decentralized AI training and inference, zkTLS verification, utility agents and DeFAI, InfoFi, AI-native chains, verifiable data, real-time execution layers, WASM and RISC-V execution, and RWAs.OtherHyperliquidAIOther36 likes

08 Jun 2025Why Monad risks disappointing against faster-shipping high-performance chainsArgues Monad's long delay let rivals catch up: Sei at about 200k TPS, MegaETH at 100k TPS with sub-10ms blocks, Hyperliquid at 200k orders per second, plus Fuel and RISE. Having raised at billion-dollar valuations, Monad risks disappointment despite its community.Market takeL1/L243 likes

07 Jun 2025Onchain CLOBs as the next DeFi frontier on MegaETHArgues that 100k TPS and sub-10ms latency make onchain central limit order books possible without tradeoffs, and names GTE and Valhalla as teams building them on MegaETH.ThesisDeFiL1/L210 likes

05 Jun 2025MegaMafia 2.0 applicant data: contract size and latency matter more than TPSReads MegaETH's applicant breakdown: many teams value the roughly 512kb deployable contract size (vs 24kb on many EVM chains) and low latency, while 100k TPS scalability is a weaker differentiator.DataL1/L25 likes

05 Jun 2025Why the age of AMMs is ending: real-time chains and onchain CLOBsArgues real-time execution layers like MegaETH and app-specific chains like HyperCore usher in the CLOB era, and that DeFi will evolve with infrastructure. Links Messari research on CLOBs.ThesisDeFiHyperliquid13 likes

28 May 2025MegaETH architecture: single sequencer, in-memory state and JIT compilationExplains MegaETH as a validity rollup on EigenDA with a single sequencer, in-memory computation (about 1000x faster state access), parallel streaming execution publishing state every 10ms, JIT EVM compilation and a custom state trie.ExplainerL1/L2Ethereum6 likes

27 May 2025AMMs as a scalability workaround: MegaETH enables CLOB-style DeFiArgues AMMs were a forced tradeoff from early chains' low throughput, expensive compute and high latency, and that MegaETH removes these limits so spot, perps and lending can move to TradFi-grade CLOB models.ThesisDeFiL1/L29 likes

25 May 2025Which chains win tokenized RWAs? Reaction to an RWA chain landscapeArgues tokenization is the biggest growth opportunity in crypto, asking whether RWA-specific chains, Solana, Ethereum L2s, Hyperliquid or fast new chains win. Expects multiple winners, each adding hundreds of billions in value.ThesisRWAL1/L211 likes

21 May 2025GIGA Sei vs MegaETH: consensus, execution, DA and tradeoffsCompares Giga Sei, a decentralized multi-proposer L1 (about 200k TPS, sub-400ms finality), with MegaETH, a centralized single-sequencer L2 (about 100k TPS, about 10ms latency), across consensus, execution, data availability and use cases.BreakdownL1/L252 likes

21 May 2025Giga Sei: Scaling the EVM to Web2-Level PerformanceLong-form breakdown of Giga Sei's whitepaper: Autobahn multi-proposer consensus, decoupled asynchronous execution, a rebuilt Sei EVM with optimistic concurrency control, flat key-value storage, and the use cases a real-time EVM enables.ArticleL1/L2Ethereum26 likes

2024 4

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/L271 likes

17 Oct 2024Why EigenDA matters for altVM rollups: 20k TPS vs 600Argues a hyperscale DA layer unlocks altVM rollups like Fuel at over 20k TPS versus about 600 today, while MegaETH can push the EVM past 10k TPS on EigenDA. Adds that Conduit RaaS and its sequencer make launching these chains easy.ThesisL1/L238 likes

04 Oct 2024Celestia vs EigenDA: different missions, not direct competitorsArgues Celestia is an L1 building a native rollup ecosystem while EigenDA is an off-chain DA service for Ethereum rollups. They overlap only in serving DA to Ethereum-settling rollups, which is EigenDA's sole focus.ThesisL1/L213 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

Often covered with

Hyperliquid113 Boundless42 EigenDA60 Monad20 Union36 Sei34 Anoma33 Succinct38

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