Project hub

Plasma

6 pieces · May 2025 to Jul 2025

Sectors

AI3 L1/L23 ZK2 Privacy2 Stablecoins2 Hyperliquid1

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Coverage per year

62025

Price and coverage

Plasma $XPL

Calls: 1 bullish
Since first call, bullish: −94%
vs BTC: −92%
Now: $0.0785

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 Plasma

Map21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.Explainer09 Jun 2025Plasma four-stage lockdrop and public sale mechanicsWalks through Plasma's deposit, lock-up, public sale and mainnet distribution stages with caps and KYC rules. Sees FDV potential of $5B-$10B but flags competition for the $250M cap, Sonar load and gas wars.Breakdown09 Jun 2025Three infra token sales on Legion: Arcium, Inference Labs and eOracleSummarizes three upcoming Legion public sales: Arcium's MPC confidential computing on Solana, Inference Labs' zkML marketplace, and eOracle's restaking-secured modular oracle network that could challenge Chainlink.

Timeline · every piece, newest first

2025 6

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.OtherZKAIHyperliquid

21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.MapZKPrivacyAI

09 Jun 2025Three infra token sales on Legion: Arcium, Inference Labs and eOracleSummarizes three upcoming Legion public sales: Arcium's MPC confidential computing on Solana, Inference Labs' zkML marketplace, and eOracle's restaking-secured modular oracle network that could challenge Chainlink.BreakdownPrivacyAIDeFi

09 Jun 2025Plasma sale clarified: deposits vs Sonar ICO, unit allocation and lockupsClarifies that opening deposits is not the Sonar sale: units from deposit size and duration set the ICO allocation, with the sale itself requiring KYC and 10% of XPL supply sold.ExplainerStablecoinsL1/L2

09 Jun 2025Plasma four-stage lockdrop and public sale mechanicsWalks through Plasma's deposit, lock-up, public sale and mainnet distribution stages with caps and KYC rules. Sees FDV potential of $5B-$10B but flags competition for the $250M cap, Sonar load and gas wars.ExplainerStablecoinsL1/L2

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/L2

Often covered with

MegaETH46 Monaco18 Citrea15 Hyperliquid113 Arcium26 eOracle32 Bullet33 Boundless42

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