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Picasso

14 pieces · Jul 2023 to Sep 2024 · 3 flagship

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DeFi12 L1/L28 Solana6 Bitcoin3 Ethereum2 ZK1

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32023

112024

Start here · the strongest pieces on Picasso

Breakdown26 Jul 2024Mantis thread: restaked SVM L2, intents and cross-chain MEV on SolanaFrames cross-chain MEV and intent-based chain abstraction as an untapped multi-billion opportunity and presents Mantis as an integrated stack: SVM rollup, RFQ solver network, native yield and app layer. Covers MANTIS token utility.Breakdown09 Sep 2024PICA and MANTIS: Solana restaking hub and SVM intents rollup31-part thread on Picasso as an IBC and restaking hub for Solana and Mantis as an SVM rollup with a solver-based intents system and native yield. Covers PICA tokenomics v2, AVS design and what intents are.Article26 Jul 2024Mantis: first restaked SVM L2 on Solana, intents and chain abstractionLong-form report on modularity, fragmentation and intents, arguing Mantis' IBC-powered cross-chain intent execution and settlement, secured by restaking, brings RFQ trading and decentralized solvers to Solana. Contrasts imperative transactions with declarative intents.

Timeline · every piece, newest first

2024 11

09 Sep 2024PICA and MANTIS: Solana restaking hub and SVM intents rollup31-part thread on Picasso as an IBC and restaking hub for Solana and Mantis as an SVM rollup with a solver-based intents system and native yield. Covers PICA tokenomics v2, AVS design and what intents are.BreakdownSolanaDeFiL1/L2

03 Sep 2024Babylon vs EigenLayer: why they are not direct competitorsArgues Babylon is a Cosmos PoS chain lending BTC security to other PoS chains, less general than EigenLayer's programmable trust platform. Expects both to coexist with different capital pools; EigenLayer holds about $12B and is unlikely to add foreign assets soon.ThesisBitcoinEthereumDeFi

02 Sep 2024Shared security landscape: EigenLayer vs Symbiotic, Karak, Solayer, BabylonLists EigenLayer's challengers by on-demand security: Symbiotic $1.6B, Karak $800M, Solayer $170M, Babylon $60M, Picasso $15M. EigenLayer holds more than 4x the capital of all competitors combined and has over 35 AVSes in build.MapEthereumDeFi

31 Jul 2024Mantis: first restaked SVM L2 on Solana and its intent settlement designPresents Mantis as the first restaked SVM L2 on Solana, with parallel execution, IBC interop, a decentralized sequencer secured by Picasso restaking and a cross-chain intent settlement framework with native yield.ExplainerSolanaL1/L2

26 Jul 2024Mantis thread: restaked SVM L2, intents and cross-chain MEV on SolanaFrames cross-chain MEV and intent-based chain abstraction as an untapped multi-billion opportunity and presents Mantis as an integrated stack: SVM rollup, RFQ solver network, native yield and app layer. Covers MANTIS token utility.BreakdownSolanaL1/L2DeFi

26 Jul 2024Mantis: first restaked SVM L2 on Solana, intents and chain abstractionLong-form report on modularity, fragmentation and intents, arguing Mantis' IBC-powered cross-chain intent execution and settlement, secured by restaking, brings RFQ trading and decentralized solvers to Solana. Contrasts imperative transactions with declarative intents.ArticleSolanaL1/L2DeFi

20 Apr 2024Restaking beyond Ethereum: Karak, Babylon, Picasso, Ethos, PersistenceShort list of restaking players outside EigenLayer: Karak as an asset-agnostic competitor, Babylon for BTC, Picasso restaking SOL to secure IBC, Ethos bringing ETH security to Cosmos, and Persistence for Cosmos assets.MapDeFiBitcoin

08 Feb 2024Picasso: restaking hub for Solana via an IBC guest chainThesis that restaking spreads beyond Ethereum and Picasso is the Solana restaking hub, securing a Solana-IBC guest chain with SOL and LSTs. Vault caps rise from 50k to 500k SOL, with 17.5M PICA in rewards.ThesisSolanaDeFi

23 Jan 2024Composable MANTIS: cross-chain MEV and intent settlement across IBC chainsArgues Composable's MANTIS can be a cross-chain orderflow layer: intents are executed by solvers, bundles auctioned to searchers in multi-domain block auctions with cross-domain PBS, funding a pay-for-orderflow model. Expects cross-chain arbitrage to overtake DEX-CEX arbitrage.BreakdownDeFiL1/L2

14 Jan 2024zkAlpha Watchlist: 29 new infra and DeFi projects (modular, ZK, restaking)Update to the zkAlpha Watchlist, now tracking 174 projects across modularity, rollups, interop, ZK, FHE, restaking and intent-based DeFi. Recaps covered projects and adds short profiles of 20-plus new names such as Dymension, Saga, Zama, Fhenix and several LRT protocols.MapL1/L2ZKDeFi

13 Jan 2024Babylon: Bitcoin staking as EigenLayer-style security sharing for PoS chainsExplains Babylon's remote staking: BTC is locked in Bitcoin scripts and slashed for violations on consumer PoS chains, with Babylon acting as an IBC control plane. Contrasts it with EigenLayer, since Bitcoin has no smart contracts for slashing.ExplainerBitcoinDeFi

2023 3

13 Dec 2023Picasso restaking on Solana: SOL and LST staking through IBC guest chainExplains Picasso's plan to bring EigenLayer-style restaking to Solana, letting SOL, mSOL, jitoSOL and Orca LP tokens secure a Solana to IBC connection for extra yield, citing the size of Solana's staked supply.BreakdownSolanaDeFi

22 Nov 2023Composable and IBC expansion to Ethereum, Solana and NearArgues that IBC extended beyond Cosmos, via ZK-verified Tendermint and Ethereum light clients on Composable, can unify fragmented L2, Cosmos and Substrate ecosystems and make centralized bridge designs hard to justify.ThesisL1/L2Market structure

21 Jul 2023Composable Centauri: IBC connects Polkadot and CosmosExplains Centauri, the first trust-minimized IBC link between Cosmos and DotSama via Picasso, with the first live connection to Osmosis. Covers new cross-ecosystem pools, liquidity flows and use cases.BreakdownDeFiL1/L2

Often covered with

Solana60 Babylon21 EigenLayer110 Mantis6 Composable Finance8 Karak6 Symbiotic5 Polkadot36

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