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Redacted Research

10 pieces · Oct 2023 to Sep 2024 · 1 flagship

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L1/L27 Ethereum6 DeFi2 Bitcoin1 ZK1

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22023

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Start here · the strongest pieces on Redacted Research

Breakdown22 Oct 2023OP Stack breakdown: Bedrock, centralized sequencer risk and EVM-equivalent OVMTechnical thread from the Redacted OP report: the OP Stack's layered design, optimistic fraud-proof assumptions, and the fact that OP Mainnet then had no deployed state validation and a centralized sequencer without slashing. Notes Manta as a customization example.Breakdown01 May 2024Optimism Superchain thesis: OP Stack and the Stack WarsSummarizes Redacted Research's Superchain report: chains on the OP Stack opt into shared governance and sequencer revenue sharing, with a shared bridge and synchronous upgrades. Flags that no live fault proofs exist on mainnet yet, so users trust the centralized sequencer.Explainer24 Sep 2024EigenLayer vs EigenDA vs EIGEN: what each one isClears up the confusion between EigenCloud (verifiable services platform for crypto-economic security), EigenDA (its flagship DA AVS providing cheap blob space) and the EIGEN token, which governs and secures the system by addressing intersubjective faults.

Timeline · every piece, newest first

2024 8

24 Sep 2024EigenLayer vs EigenDA vs EIGEN: what each one isClears up the confusion between EigenCloud (verifiable services platform for crypto-economic security), EigenDA (its flagship DA AVS providing cheap blob space) and the EIGEN token, which governs and secures the system by addressing intersubjective faults.ExplainerEthereumDeFi

19 Sep 2024Babylon as EigenLayer for Bitcoin: BTC shared security thesisFrames Babylon as a shared security system powered by Bitcoin that could unlock idle BTC to secure PoS chains, comparable to EigenLayer but tapping the largest pool of idle capital. Points to the Redacted Research deep dive.ThesisBitcoinDeFi

13 Sep 2024EigenDA at 15 MB/s: hyperscale rollups and Ethereum competitivenessArgues EigenDA, the first horizontally scalable DA system, makes Ethereum competitive with alt L1s. It already handles raw data from 15+ chains at 15 MB/s, secured by over $9B in crypto-economic capital.Market takeEthereumL1/L2

12 Sep 2024ZK co-processors: why they matter for Ethereum appsArgues ZK co-processors give developers more expressive compute and let L1 apps scale and add functionality without moving to an L2.ExplainerZKEthereum

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

21 Jul 2024Rollups are not real yet: L2 centralization after Scroll and Linea haltsArgues over 160 live or planned L2s and L3s are largely centralized, as Scroll and Linea both halted their chains after exploits by team decision. Points to an A1 and Redacted report on L2 trust assumptions.ThesisL1/L2Ethereum

02 Jul 2024Redacted thesis on Avalanche: ACP-77 and sovereign L1sArgues ACP-77 is a major catalyst turning Avalanche into an ecosystem of sovereign, interoperable, customizable L1s, beyond the multi-billion C-Chain and the DeFi Boost program. Links the Redacted Research deep dive.ThesisL1/L2

01 May 2024Optimism Superchain thesis: OP Stack and the Stack WarsSummarizes Redacted Research's Superchain report: chains on the OP Stack opt into shared governance and sequencer revenue sharing, with a shared bridge and synchronous upgrades. Flags that no live fault proofs exist on mainnet yet, so users trust the centralized sequencer.BreakdownL1/L2Ethereum

2023 2

25 Oct 2023Enshrined rollups: pros and cons of rollups built into L1 consensusDefines enshrined rollups (native to L1 consensus with an immutably hard-wired bridge) and weighs benefits (scalability, inherited security, L1 decentralization, immutability, interoperability) against complexity, L1 dependency and upgradeability limits.ExplainerL1/L2

22 Oct 2023OP Stack breakdown: Bedrock, centralized sequencer risk and EVM-equivalent OVMTechnical thread from the Redacted OP report: the OP Stack's layered design, optimistic fraud-proof assumptions, and the fact that OP Mainnet then had no deployed state validation and a centralized sequencer without slashing. Notes Manta as a customization example.BreakdownL1/L2Ethereum

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Optimism61 EigenLayer110 EigenDA60 Babylon21 Lagrange19 Movement Labs24 Binance Labs7 Scroll26

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