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Pyth

17 pieces · Nov 2023 to Oct 2026 · 6 flagship

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DeFi12 Perps6 L1/L24 Solana3 ZK3 Tooling3

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Start here · the strongest pieces on Pyth

Explainer16 Oct 2026Metric explained: open oracle-priced propAMM DEX on EVMMetric is an open EVM version of Solana's propAMMs: pools quote off Chainlink or Pyth, LPs fund bins at fixed offsets and curators run pricing. Live since 15 Oct with ~$5.4M TVL and ~$147M day-one volume; he sees tokenized stocks as the first use case.Breakdown12 Dec 2025Bullet: Hyperliquid-grade perp infrastructure as a Solana network extensionExplains Bullet's Rust-native, ZK-proven (SP1) trading network extension with Celestia DA, plus app-specific sequencing that prioritises maker orders and cancellations to cut adverse selection and tighten spreads.Breakdown02 Oct 2025Bullet: Solana's onchain Nasdaq with 1ms latency, TL;DR of A1 articleTL;DR of A1's Bullet article: a Solana network extension with 1ms soft confirmations, Rust CLOB, maker-priority sequencing, 100x perps, integrated lending, and ZK proofs on Solana. Positioned as Solana's answer to Hyperliquid.

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2026 2

16 Oct 2026Metric explained: open oracle-priced propAMM DEX on EVMMetric is an open EVM version of Solana's propAMMs: pools quote off Chainlink or Pyth, LPs fund bins at fixed offsets and curators run pricing. Live since 15 Oct with ~$5.4M TVL and ~$147M day-one volume; he sees tokenized stocks as the first use case.ExplainerDeFiTokenized stocksMarket structure137 likes

27 Feb 2026Bullet: Solana perps via a purpose-built execution layerSolana did ~$451B in perps volume in 2025 versus Hyperliquid's ~$3T, because shared blockspace sets a latency floor. Bullet adds a native Rust runtime, FIFO sequencer, SP1 ZK proofs, Celestia DA and Solana settlement.BreakdownPerpsSolanaZK22 likes

2025 7

12 Dec 2025Bullet: Hyperliquid-grade perp infrastructure as a Solana network extensionExplains Bullet's Rust-native, ZK-proven (SP1) trading network extension with Celestia DA, plus app-specific sequencing that prioritises maker orders and cancellations to cut adverse selection and tighten spreads.BreakdownPerpsSolanaZK119 likes

29 Oct 2025HIP-3: Meet the Everything Exchange on HyperliquidBreaks down HIP-3 builder-deployed perps: 500,000 HYPE slashable stake, up to 50% fee share, Dutch auction slots every 31 hours. Covers the builder ecosystem, prediction market perps and HIP-3.1's halt-instead-of-slash oracle model.ArticleHyperliquidPerpsPrediction markets23 likes

02 Oct 2025Bullet: Solana's onchain Nasdaq with 1ms latency, TL;DR of A1 articleTL;DR of A1's Bullet article: a Solana network extension with 1ms soft confirmations, Rust CLOB, maker-priority sequencing, 100x perps, integrated lending, and ZK proofs on Solana. Positioned as Solana's answer to Hyperliquid.BreakdownPerpsSolanaZK88 likes

29 Sep 2025eOracle FDV target versus LINK, PYTH, RED, UMA and BANDUses oracle peer FDVs to frame a launch valuation for eOracle, expecting EO to land between Pyth and RedStone at launch with potential to attack the range between Pyth and Chainlink long term.ThesisToolingDeFi22 likes

07 Aug 2025ALLO valuation range from Bittensor subnets, Flock, TIG and oracle compsBuilds an ALLO TGE FDV range from comparables: Bittensor at $7.2B, prediction subnets totalling $723M, Flock $162M, TIG $167M and oracles. Sets bear $150-250M, base $250-500M and bull $500-750M, doubting anything above $1B at launch.DataAIDeFi41 likes

11 Jul 2025Why RWA tokenization hasn't scaled yet and what is unblocking itRWAs are held back by missing high-performance DeFi infra, weak oracle infra and regulatory ambiguity. All three are improving through verifiable CLOBs, modular oracles like eOracle, the Genius Act and treasury adoption, with stablecoins already the largest onchain RWA class.ThesisRWADeFiMarket structure44 likes

06 Jul 2025CLOB wars: why onchain orderbooks are replacing AMMs and who builds themAMMs were a forced tradeoff until real-time chains, scalable DA, ZK proving and fast oracles made orderbooks viable. Maps CLOB appchains (Hyperliquid, Bullet, Lighter, Paradex, Hibachi) and onchain CLOBs (GTE, Nitro, Monaco, Fuel, Aptos).MapPerpsDeFiHyperliquid24 likes

2024 7

13 Nov 2024eOracle and Oracle Validated Services: a modular oracle betThesis that eOracle's four-layer OVS model on EigenLayer can break the Chainlink and Pyth oligopoly with specialized, permissionlessly integrable oracles secured by $11.5B restaked ETH. Uses LINK at $13.5B FDV and PYTH at $4B as comps.BreakdownDeFiEthereum25 likes

18 Sep 2024eOracle: restaked slashable oracle and merit-based airdrop thesisArgues eOracle, a slashable oracle built on EigenLayer, can challenge a monopolized oracle market and that its merit-based airdrop rewards real adopters over mercenary farmers. Benchmarks against Chainlink and Pyth FDVs.ThesisDeFiEthereum35 likes

30 Aug 2024Merkle Trade: Aptos' largest perp DEX and its LBAProfiles Merkle Trade as Aptos' largest perp DEX at $13B total volume, with up to 1,000x leverage and 1.3s average execution, and argues Move's type safety is a security edge. The LBA runs until Sept 5 before a Liquidswap listing.BreakdownPerpsL1/L211 likes

10 Apr 2024Monad ecosystem map after the $225M raiseCategory map of the Monad ecosystem across DeFi, NFT and gaming, tooling, interop, wallets and oracles after its $225M raise. Frames Monad as Solana-style speed with EVM compatibility and notes its fast developer mindshare gain.MapL1/L2DeFi56 likes

05 Apr 2024Wormhole W airdrop: bridge flow data and ecosystem airdrop mapData thread after the W launch at $10B FDV: Ethereum is the top source and destination by value, Solana leads by transaction count, and Sui looks whale-driven. Over 1B messages and $41B bridged; maps ecosystem apps that could airdrop to W stakers.DataL1/L2DeFi258 likes

20 Mar 2024Entangle bull case: oracle chain, liquid vaults and valuation compsSummarizes Entangle as an oracle-centric chain with universal data feeds, Photon messaging and liquid vaults, noting a Consensys strategic investment and comparing a $44M mcap with Wormhole, Axelar, Pyth and Chainlink valuations.ThesisDeFiTooling26 likes

08 Feb 2024Entangle: data feeds and liquid vaults pitched as a multi-narrative playArgues Entangle's oracle chain, Photon messaging and liquid vaults for LP tokens touch interop, restaking, RWA, AI, DePIN and gaming, and compares an IDO below $50M FDV with Chainlink, LayerZero, Wormhole, Axelar and Pyth valuations.ThesisDeFiTooling45 likes

2023 1

17 Nov 2023zkAlpha watchlist update: 23 projects across AA wallets, RaaS, intents, perpsWeekly watchlist additions (over 140 tracked, most with no token) with one-line descriptions, spanning OP Stack alt-DA chains, intent infrastructure, Starknet and ERC-4337 smart wallets, tokenized treasuries, KYC L2s and intent-based RFQ perp DEXes built on Symmio.MapL1/L2DeFi14 likes

Often covered with

Chainlink17 Succinct38 Celestia145 Bullet33 Hyperliquid113 Sovereign Labs13 eOracle32 Wormhole24

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