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Movement Labs

24 pieces · Nov 2023 to Jun 2026 · 3 flagship

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L1/L222 DeFi7 Ethereum3 Market structure2 Other1 DePIN1

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Coverage per year

12023

222024

2025

12026

Price and coverage

Movement $MOVE

Calls: 1 bullish
Since first call, bullish: −99.0%
vs BTC: −99%
Now: $0.00715

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 Movement Labs

Breakdown04 Apr 2024Movement Labs deep dive: M1 sequencer, M2 Move rollup and FractalExplains Movement's architecture: M1 shared sequencer on Snowman consensus, M2 Move ZK rollup on Ethereum with Celestia DA, Block-STM parallel execution and a staged finality model. Claims 145k+ TPS and Move-EVM composability with native IBC.Breakdown17 Jul 2024Movement ecosystem thread: M1, M2, SDK and Battle of OlympusOverview of Movement's stack (M1 Avalanche subnet, M2 SuiMove ZK rollup with EVM composability, SDK) and an ecosystem of over 200 teams, mapped by category. Covers the $38M Series A led by Polychain and the Battle of Olympus program ending Sept 17.Article23 Jun 2026What If You Stop Seeing The Forest Because Of All The Trees?Essay arguing crypto is not dead but ill: tokens are equity without rights, insiders extract via engineered tokenomics, OTC dumps and backroom MM deals, and gambling is the main consumer product. Calls for longer floats, honest unlocks and enforced vesting.

Timeline · every piece, newest first

2026 1

23 Jun 2026What If You Stop Seeing The Forest Because Of All The Trees?Essay arguing crypto is not dead but ill: tokens are equity without rights, insiders extract via engineered tokenomics, OTC dumps and backroom MM deals, and gambling is the main consumer product. Calls for longer floats, honest unlocks and enforced vesting.ArticleMarket structureOther

2024 22

24 Oct 2024AltVM season: Fuel and Eclipse live, Movement, Fluent and Aztec nextMaps the altVM wave on Ethereum: Fuel (FuelVM) and Eclipse (SVM) live, with Movement (Move), Fluent (EVM, Wasm, SVM) and Aztec soon. Notes altVM momentum outside Ethereum from Aptos, Sui, Solana, Initia and TON.Market takeL1/L2

28 Sep 2024Celestia ecosystem Q4 2024: rollups and infra launching mainnets and tokensLists the Celestia-based rollups, frameworks and interop projects set for Q4 mainnet and token launches. Argues this turns Celestia, which has no smart contracts, into a cohesive app ecosystem and adds utility for TIA as its backbone asset.MapL1/L2

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

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 structure

23 Sep 2024io.net thesis: decentralized GPU aggregation for AI computeThread arguing io.net will be the foundational GPU layer for AI by aggregating idle GPUs from other networks and data centers using Ray-based geo-distributed clustering. Covers AI agent demand, partnerships and recent adoption.ThesisDePINAI

06 Sep 2024Move ecosystem map: Aptos, Sui and the next wave of Move L2sMaps Move-based execution layers: Aptos and Sui as dominant chains, upcoming L2s and rollup stacks supporting Move. Expects Move to become a major narrative in a full bull cycle; a correction puts TVL at $744M for Sui and $656M for Aptos.MapL1/L2

01 Aug 2024Movement thesis: parallel MoveVM and Move<>EVM composability as an AltVM betLists why Movement is a big bet: $38M Series A, Binance Labs backing, over 40 apps on testnet day 0, parallel MoveVM with 1000s of TPS and Move<>EVM composability. Frames it as a cheaper, more performant Optimism and Superchain equivalent.ThesisL1/L2

25 Jul 2024Modular stack map: infra projects expected to launch tokens by year-endIncomplete map of modular infra projects likely to launch tokens in the coming months, across execution, shared sequencing, interop, chain abstraction, data, ZK, rollup stacks, intents, privacy and restaking. Expects many airdrops after AVAIL went live.MapL1/L2ZKDeFi

17 Jul 2024Movement ecosystem thread: M1, M2, SDK and Battle of OlympusOverview of Movement's stack (M1 Avalanche subnet, M2 SuiMove ZK rollup with EVM composability, SDK) and an ecosystem of over 200 teams, mapped by category. Covers the $38M Series A led by Polychain and the Battle of Olympus program ending Sept 17.BreakdownL1/L2DeFi

20 Jun 2024Why build on Movement M2: MoveVM parallelism and Move/EVM composabilityArgues Movement M2 is a leading modular execution layer thanks to MoveVM parallelization, language-level security, Move and EVM composability and shared-sequencing interop. Expects the ecosystem to grow into a billion dollar sector this cycle, driven by the Battle of Olympus developer program.ThesisL1/L2DeFi

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

17 May 2024Movement M2 ecosystem: MoveVM/EVM composability and Universal Token StandardOverview of Movement M2, a MoveVM rollup on Ethereum with Celestia DA, covering EVM and Move composability, IBC support unifying Cosmos, EVM and Move liquidity, and the Universal Token Standard that unifies EVM and MoveVM tokens without bridges.BreakdownL1/L2DeFi

02 May 2024Movement Labs ecosystem update: modular MoveVM after $38M Series AArgues Move's formal verification and a parallel MoveVM make Movement's M2 rollup (Ethereum settlement, Celestia DA) a key modular play after its $38M Series A. Notes new ecosystem additions such as WarpGate and Nightly and Binance's participation.Market takeL1/L2

26 Apr 2024Movement Labs thesis: modular MoveVM rollups sharing a sequencerReacts to Movement's $38M round by arguing that a parallel EVM-compatible MoveVM rollup (M2) on Ethereum with Celestia DA is big, and an SDK for many MoveVM rollups sharing the M1 sequencer is bigger.ThesisL1/L2

18 Apr 2024Modular execution layers map: VMs, rollup SDKs and RaaSLandscape of modular execution layers grouped by VM (optimistic EVM, zkEVM, MoveVM, SVM, Wasm, FuelVM, Cairo VM), rollup SDKs and RaaS providers. Frames a rollup-centric future of app-specific chains unified by ZK interop.MapL1/L2Ethereum

17 Apr 2024Movement M2 ecosystem: Fractal, Thala, Echelon and DappadDetails why Movement's M2 attracts builders: the Fractal compiler lets EVM apps deploy without writing Move, and Move apps from Aptos or Sui can migrate. Highlights Thala (over $200M TVL), Echelon, Stream and Dappad joining the ecosystem.BreakdownL1/L2DeFi

10 Apr 2024Movement M2: Dappad expands via the Fractal EVM-to-Move interpreterExplains how Dappad's multichain launchpad expands to Movement's M2 without rewriting code via Fractal, and how native Sui-Move and Aptos-Move compatibility lets M2 source builders from the whole Move and EVM universe.BreakdownL1/L2

04 Apr 2024Movement Labs deep dive: M1 sequencer, M2 Move rollup and FractalExplains Movement's architecture: M1 shared sequencer on Snowman consensus, M2 Move ZK rollup on Ethereum with Celestia DA, Block-STM parallel execution and a staged finality model. Claims 145k+ TPS and Move-EVM composability with native IBC.BreakdownL1/L2Ethereum

31 Mar 2024Alt-VMs will overtake EVM execution: parallel VMs on modular L2sArgues EVM dominance (96% of DeFi TVL per DefiLlama, 20+ chains) is limited by sequential execution, and modular DA makes parallel alt-VMs such as SVM, MoveVM and WASM viable as Ethereum-settled L2s. Predicts 2024 as the year of alt-VMs.ThesisL1/L2

29 Mar 2024Echelon on Movement M2: Move money market with EVM and Cosmos liquidityDescribes Movement's M2 as a modular ZK Move-EVM L2 on Celestia and Echelon, an Aptos money market with efficiency mode for high-LTV correlated pairs, launching on M2 unchanged to reach EVM and IBC liquidity.BreakdownDeFiL1/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

22 Mar 2024Movement Labs and Thala: Move-based modular L2s for EVM liquidityExplains Move's origin at Meta's Diem and Movement's stack: M1 as an Avalanche subnet shared sequencer and M2 as a Celestia-based Move/EVM L2. Thala, with over $200M TVL, is deploying on M2 for EVM user access.BreakdownL1/L2DeFi

2023 1

11 Nov 2023NEAR goes modular: zkWASM prover, NEAR DA and EigenLayer-based fast finalityAnalyzes NEAR announcements: a zkWASM prover for Polygon CDK, a cheap DA layer and a fast finality layer with EigenLayer, arguing it positions NEAR for modular rollup season.BreakdownL1/L2Ethereum

Often covered with

Celestia145 Aptos39 Eclipse28 Fluent27 Initia10 Sui24 Fuel26 Astria12

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