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Moonbeam

5 pieces · Jan 2022 to Oct 2023

Sectors

L1/L23 Ethereum2 DeFi1 Other1

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Coverage per year

42022

12023

Price and coverage

Moonbeam $GLMR

Calls: None yet
Since listing: −99.9%
vs BTC: −100.0%
Now: $0.0093

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 Moonbeam

Data07 Sep 2022Moonbeam profitability vs Solana and Avalanche: security cost vs revenueCompares what L1s pay for security through emissions to the fee revenue they earn. Solana and Avalanche pay roughly 56x and 35x revenue, Moonbeam about 128x, with the case that Moonbeam is earlier in its adoption curve.Breakdown11 Jan 2022Moonbeam launch: the first EVM-compatible parachain on PolkadotLaunch-day thread arguing Moonbeam is more than an EVM clone: it mirrors Ethereum's Web3 RPC, accounts and keys, supports Solidity and Vyper, and adds on-chain governance, staking and cross-chain interoperability as the first parachain on Polkadot.Explainer23 Jan 2022Web 3.0 explained: token incentives, ownership and investable categoriesDefines Web 3.0 versus Web 2.0, arguing tokens finally fund open-source infrastructure and give users ownership and governance rights. Ends with example exposure by category: base layers, storage, domains, identity, video, data markets, VPNs and browsers.

Timeline · every piece, newest first

2023 1

06 Oct 2023Bifrost September 2023 recap: vDOT volume, TVL and vToken votingMonthly recap of Bifrost: vDOT staking volume above 1.45M growing 11.23% monthly, TVL of $37,770,813, vToken OpenGov voting live, StableSwap on Kusama and HydraDX minting 81.8K vDOT via SLPx.DataDeFi

2022 4

07 Sep 2022Moonbeam profitability vs Solana and Avalanche: security cost vs revenueCompares what L1s pay for security through emissions to the fee revenue they earn. Solana and Avalanche pay roughly 56x and 35x revenue, Moonbeam about 128x, with the case that Moonbeam is earlier in its adoption curve.DataL1/L2

02 Sep 2022Index: Book of Alpha, DotSama, privacy, rollups and modular threads (Sept 2022)Bookmarkable thread of threads linking earlier research on DotSama, privacy projects, Bitcoin fees, Terra, Ethereum rollups, zk tech and modular architecture.MapEthereumL1/L2

23 Jan 2022Web 3.0 explained: token incentives, ownership and investable categoriesDefines Web 3.0 versus Web 2.0, arguing tokens finally fund open-source infrastructure and give users ownership and governance rights. Ends with example exposure by category: base layers, storage, domains, identity, video, data markets, VPNs and browsers.ExplainerOther

11 Jan 2022Moonbeam launch: the first EVM-compatible parachain on PolkadotLaunch-day thread arguing Moonbeam is more than an EVM clone: it mirrors Ethereum's Web3 RPC, accounts and keys, supports Solidity and Vyper, and adds on-chain governance, staking and cross-chain interoperability as the first parachain on Polkadot.BreakdownL1/L2Ethereum

Often covered with

Polkadot36 Bifrost Finance9 Solana60 Avalanche13 Token Terminal9 Secret Network10 Dusk8 Celestia145

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