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Move

7 pieces · Apr 2023 to Oct 2024 · 4 flagship

Sectors

L1/L27 AI2 RWA1 Privacy1 Solana1

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Coverage per year

32023

42024

Start here · the strongest pieces on Move

Thesis11 Oct 2024Aptos thesis: Move, parallel execution, RWAs, enterprise and AISix-pillar thesis: the Move language, high-performance parallel execution, RWA tokenization, enterprise adoption, AI/ML use cases and ecosystem growth. Backed by throughput and user numbers.Breakdown15 Apr 2023Sui deep dive: object model, FastPay, storage fund and tokenomicsGiga research thread on Sui covering Sui Move, object-centric consensus with Narwhal and Bullshark, FastPay parallel execution, the storage fund, gas pricing, tokenomics and governance.Breakdown28 May 2024Aptos deep dive: Block-STM parallel execution, Move security and ecosystem dataData-driven thread on Aptos covering AptosBFT consensus, Block-STM parallel execution, key rotation and transaction pre-execution, then ecosystem TVL, DEX volume and developer stats. Argues Move chains are the next execution layer wave and Aptos leads Sui on dev adoption.

Timeline · every piece, newest first

2024 4

11 Oct 2024Aptos thesis: Move, parallel execution, RWAs, enterprise and AISix-pillar thesis: the Move language, high-performance parallel execution, RWA tokenization, enterprise adoption, AI/ML use cases and ecosystem growth. Backed by throughput and user numbers.ThesisL1/L2RWAAI

26 Sep 2024Why Move matters: the case for Aptos and Move-based executionExplains Move's origin in Meta's Diem project and why Aptos Move leads, listing parallel execution (BlockSTM), formal verification, gas efficiency, fast finality and bytecode safety. Notes Aptos Move is the base for Movement, Initia, Rooch and Nexio.ExplainerL1/L2

11 Sep 2024The case for AI on Aptos: Move, io.net and NillionArgues Aptos is a leading base layer for AI agents thanks to Move's security, parallel execution and low fees, plus partnerships with io.net for GPUs and Nillion for blind compute.ThesisAIL1/L2Privacy

28 May 2024Aptos deep dive: Block-STM parallel execution, Move security and ecosystem dataData-driven thread on Aptos covering AptosBFT consensus, Block-STM parallel execution, key rotation and transaction pre-execution, then ecosystem TVL, DEX volume and developer stats. Argues Move chains are the next execution layer wave and Aptos leads Sui on dev adoption.BreakdownL1/L2

2023 3

17 Apr 2023Thesis: non-EVM rollups with parallel execution VMsPredicts a surge in rollups running parallel-execution VMs such as MoveVM, SealevelVM, FuelVM and Fantom VM, citing Eclipse bringing Solana's SealevelVM to Ethereum rollups.ThesisL1/L2Solana

15 Apr 2023Sui deep dive: object model, FastPay, storage fund and tokenomicsGiga research thread on Sui covering Sui Move, object-centric consensus with Narwhal and Bullshark, FastPay parallel execution, the storage fund, gas pricing, tokenomics and governance.BreakdownL1/L2

14 Apr 2023Aptos deep dive: Move, AptosBFT, Narwhal and Block-STM parallel executionGiga research thread on Aptos covering the Move language, AptosBFT, Narwhal and Tusk mempool consensus, Block-STM parallel execution, security, tokenomics, governance, team and ecosystem.BreakdownL1/L2

Often covered with

Aptos39 io.net71 Nillion35 Sui24 Franklin Templeton6 Movement Labs24 Initia10 Messari9

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