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Union

36 pieces · Feb 2024 to Aug 2025 · 3 flagship

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ZK25 L1/L222 Market structure9 AI6 Tooling5 Bitcoin2

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112024

252025

Price and coverage

Union $U

Calls: 2 bullish
Since first call, bullish: −99.3%
Since latest call, bullish: −99.3%
Now: $0.0000783

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 Union

Map21 Apr 2024The Ultimate Interoperability Guide: landscape of cross-chain protocolsCategorized landscape of interoperability protocols across messaging, cross-chain DEXs and AMMs, lending, liquidity aggregation, bridges, proof aggregation, proving and verification, each with a short descriptor such as Wormhole's 13/19 guardian set.Map22 Apr 2024Interoperability guide v2: messaging, transport, bridges and proof layersUpdated interop landscape separating cross-chain messaging, transport layer, bridge, aggregation and cross-chain DEX protocols, then adding proving, proof aggregation and verification layers and shared sequencers as modular building blocks.Explainer08 Apr 2024Union: ZK light client interop vs multisig bridges with ZK labelsArgues many bridges labelled ZK that prove a multisig attestation keep the same trust assumptions. Details Union's design: BLS aggregated CometBLS consensus, Groth16 proofs by a permissionless prover, light client verification, and a planned aggregation layer.

Timeline · every piece, newest first

2025 25

05 Aug 2025Boundless proving market and OP Kailua tractionNotes over 2,000 provers live on Boundless, a decentralized proving market with metered rewards integrated across 30+ protocols. Explains OP Kailua as a plug-and-play way for OP Stack rollups to adopt ZK settlement.ExplainerZKL1/L2

04 Aug 2025Boundless integrations map: 20+ chains and protocols using the proving marketLists Boundless integrations across L2s, rollup-as-a-service providers, interop and Bitcoin projects including MegaETH, Anoma, Citrea, Union, Wormhole, Taiko, Linea and Base. Presents it as evidence of real traction for the proving market.MapZKL1/L2

03 Aug 2025Weekly pre-TGE mindshare ranking: Union, Anoma, Theoriq, Cysic, OpenSeaReviews Kaito mindshare leaders: Union tops the 1D, 7D and 40D gain rankings, Anoma stays in the top 3, with Theoriq and Cysic spiking and OpenSea third. Flags INFINIT and Mira as next-week catalysts.DataMarket structureOther

30 Jul 2025ZKGM explained: Union's intent-based cross-chain messaging with Open FillingZKGM is Union's intent-based cross-chain framework where immutable offchain packets let third-party fillers fulfill user intents before onchain finality. Versioned instructions enable deterministic paths and primitives like cross-chain flash loans.ExplainerZKTooling

28 Jul 2025Union's ZK interop moat: in-house prover Galois and relayer VoyagerUnion is built around ZK aggregated cross-chain consensus proofs and runs its own prover (Galois) and relayer (Voyager), unlike peers that rely on third-party services. Argues that is a real technical moat.ThesisZKL1/L2

27 Jul 2025Kaito mindshare leaders and gainers going into the week of 27 July 202524h Kaito mindshare snapshot: Anoma, Theoriq and Cysic lead, while Union, Anoma and MegaETH are top gainers. Expects Mira and Allora attention to rise with imminent TGEs.DataMarket structure

27 Jul 2025Pre-TGE calendar for August 2025: MIRA, PROVE, THQ, ALLO, BLESSCalendar of expected TGEs and Kaito campaigns, with timing calls: MIRA and THQ imminent, PROVE feels imminent, ALLO early-mid August, BLESS in 3-4 weeks. Expects most launches between September and November alongside MegaETH, Monad and Anoma mainnets.Market takeAIZKMarket structure

26 Jul 2025Projects integrating Boundless ZK proving: MegaETH, Citrea, Celestia, WormholeLists projects building on Boundless' proving market infra, including MegaETH, Citrea, Celestia, Wormhole, EigenCloud, Linea, Union, Anoma, Miden, Fuel and Unichain.MapZKL1/L2

25 Jul 2025Union yapper rewards vs expected TGE airdrop sizeArgues Union's 1% Kaito and 0.75% yapper allocation is decent but the real TGE airdrop will be much larger, citing the typical 5-15% of supply dropped at TGE. Expects contributors, testers and partner communities to be rewarded too.Market takeMarket structure

24 Jul 2025Kaito pre-TGE arena: 24h attention leaders Theoriq, Anoma, UnionIdentifies the 24h attention leaders in Kaito's pre-TGE arena and what drove each: Theoriq's sale terms, Anoma's testnet hype and Union's 1% Kaito allocation announcement.DataMarket structure

24 Jul 2025Union yapper reward per 0.1% mindshare at $250M to $1B FDVBenchmarks Union against interop peers (FDVs of $250M to $2B) and computes reward per 0.1% mindshare across scenarios. Season 0 pool is 0.45% of supply and Season 1 is 0.20%.DataZKMarket structure

24 Jul 2025Union Mad Yapper rewards: 1% of supply to yappers and Kaito ecosystemUnion allocates 1% of supply to Kaito rewards: 0.75% for yappers across Season 0 (retroactive) and Season 1, 0.25% for stakers and Yapybara NFT holders. No leaderboard cap and 0.10% set aside for Chinese and Korean speakers.BreakdownZKMarket structure

23 Jul 2025Union bull case additions: Babylon-secured BTCfi and 275M testnet transfersAdds to the Union bull case: Auro BTC LST generating network revenue, integration of Babylon's Bitcoin staking as a Bitcoin Secured Network, chain-abstracted liquid staking with Escher and over 275M testnet transfers.ThesisZKBitcoin

22 Jul 2025Bull case for Union: ZK interop, permissionless design and testnet tractionLists reasons for conviction in Union: novel ZK interop tech, trust-minimized and permissionless design, high shipping cadence, strong testnet stats and community mindshare. Expects top interop infra to reach major FDVs and a good community airdrop.ThesisZKL1/L2

21 Jul 2025Union's Auro BTC: ZK-verified native Bitcoin LSTAuro BTC is Union's native Bitcoin LST that uses ZK-verified custody and mint/burn logic to avoid trusted bridges, oracles and relayers. It targets custodial risk, weak cross-chain use and lack of native yield, and earns Union commissions on staking rewards.BreakdownBitcoinZKDeFi

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Market takeMarket structureAI

13 Jul 2025Union testnet stats: 90.9M transfers and 586K unique addresses in 30 daysUnion's testnet logged 90.9M transfers over 30 days from 586K unique addresses, with receivers outnumbering senders by about 15%. Sei to Xion is the top route and USDC dominates, with visible farming addresses.DataZKL1/L2

09 Jul 2025ZK infrastructure heading to mainnet and TGE: proving, verification, interopLists nine ZK infra projects approaching mainnet and TGE across proving markets, proof verification layers, interop, zkEVM and privacy, and points to the author's 64-project ZK landscape.MapZK

07 Jul 2025Modular infra teams worth backing: Union, Boundless, Fluent, Caldera, AnomaAfter criticizing extractive modular launches, names teams the author thinks will last because of top tier tech and genuine care for communities: Union, Boundless, Fluent, Caldera, Anoma, Succinct, with MegaETH added.Market takeL1/L2ZK

04 Jul 2025Pre-TGE infra protocols with Kaito leaderboards: ZK, compute, AI and rollupsA list of nine pre-TGE infra protocols with Kaito leaderboards, each with a one-line role, spanning ZK proving, ML networks, interop, compute, real-time EVM, intents, AI training and RaaS.MapZKAIL1/L2

26 Jun 2025Infra season: major projects nearing mainnet and TGE to watchLists nine infrastructure projects approaching mainnet or TGE with one-line descriptions: intents, ZK proving marketplaces, AI data chains, shared compute, predictive intelligence, real-time EVM and rollup-as-a-service.MapL1/L2ZKAI

19 Jun 2025Leaderboard watchlist: Fuel, Sei, Boundless, Union, Allora, Paradex and moreExplains the thesis behind each project the author yaps on: FuelVM's UTXO/account hybrid, GigaSEI scaling, Boundless proof marketplace, Union's aggregate ZK proofs, Allora, Paradex, Openledger and MegaETH.BreakdownL1/L2ZKAI

08 Jun 2025Interop needs composability, trust-minimization and permissionlessness togetherArgues cross-chain interop must combine composability, trust-minimization and permissionlessness, and that no generalizable, efficient layer delivering all three exists yet. Stays bullish on Union as the fix.ThesisL1/L2ZK

04 Jun 2025Union explained: ZK-based IBC interop, CometBLS and the Galois proverBreaks down Union's interop stack: IBC-compatible, CometBLS consensus verification via BLS and MiMC, Galois ZK prover (about 7 seconds on consumer CPUs), the Voyager relayer and conditional light clients for Ethereum L2s. Security rests on a 1/3 honest validator assumption rather than multisigs.BreakdownZKL1/L2

06 Mar 2025Major AI infra plays this cycle: compute, privacy, data and verifiabilityA landscape list of AI infra projects with one-line roles: decentralized GPUs, blind compute, agentic IP, data availability, verifiable data and inference, onchain risk scores and trustless interop.MapAIDePINTooling

2024 11

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

19 Sep 2024Union: ZK-powered IBC interop and the Wandering Whale Sharks NFT airdrop caseArgues Union, a ZK-powered interop layer scaling IBC beyond Cosmos, will be a major player and that the official NFT collection likely gets a UNO airdrop. Benchmarks against interop FDVs and notes Berachain and Movement partnerships.ThesisZKL1/L2

18 Jul 2024Union thesis: ZK consensus proofs for trust-minimized IBC interopArgues Union is the first fully trust-minimized interop solution, using ZK consensus proofs and the CometBLS variant to extend IBC to Ethereum and L2s via Groth16 verification. Cites 100k unique testnet users in two weeks.ThesisL1/L2ZK

28 Apr 2024Aligned Layer: scalable ZK proof verification on EigenLayerExplains Aligned Layer as a SNARK-agnostic verification layer using restaking and proof aggregation, since verifying proofs directly on Ethereum is slow and costly. Union uses it for Groth16 proofs; it went from a $2.6M seed to a $20M Series A in 10 days.BreakdownZKEthereum

22 Apr 2024Interoperability guide v2: messaging, transport, bridges and proof layersUpdated interop landscape separating cross-chain messaging, transport layer, bridge, aggregation and cross-chain DEX protocols, then adding proving, proof aggregation and verification layers and shared sequencers as modular building blocks.MapL1/L2Tooling

21 Apr 2024The Ultimate Interoperability Guide: landscape of cross-chain protocolsCategorized landscape of interoperability protocols across messaging, cross-chain DEXs and AMMs, lending, liquidity aggregation, bridges, proof aggregation, proving and verification, each with a short descriptor such as Wormhole's 13/19 guardian set.MapL1/L2Tooling

20 Apr 2024Union x Polygon AggLayer: connecting IBC chains to aggregated ZK securityExplains Union's integration with Polygon's AggLayer, which aggregates ZK proofs for near-instant atomic cross-chain transactions. Union brings IBC chains and Celestia rollups in using CometBLS consensus with BLS signatures and a decentralized proving market.BreakdownZKL1/L2

17 Apr 2024Interoperability landscape: interop protocols with and without a tokenSplits interop protocols into those with a token (Axelar, Wormhole, Polyhedra, Entangle, CCIP, Picasso, Omni) and tokenless ones (LayerZero, Union, Hyperlane, Polymer, Electron), with one-line security designs.MapL1/L2Tooling

08 Apr 2024Union: ZK light client interop vs multisig bridges with ZK labelsArgues many bridges labelled ZK that prove a multisig attestation keep the same trust assumptions. Details Union's design: BLS aggregated CometBLS consensus, Groth16 proofs by a permissionless prover, light client verification, and a planned aggregation layer.ExplainerZKL1/L2

04 Apr 2024Why Wormhole is more than a bridge: reply to UX criticismRebuts the view that Wormhole has bad UX: Portal is a separate app, and Wormhole is a messaging and developer platform on 30+ chains. Defends the 13/19 guardian design while conceding trust-minimized ZK verification is the endgame.ThesisL1/L2

29 Feb 2024Union: ZK light-client interoperability with BLS aggregated consensus proofsExplains why signature verification makes native IBC infeasible on EVM chains and how Union aggregates headers on a CometBLS chain, using BLS aggregation and Galois ZK consensus proofs so connected chains verify state trustlessly.ExplainerZKL1/L2

Often covered with

Boundless42 MegaETH46 Anoma33 Allora38 Succinct38 Wormhole24 Celestia145 Axelar32

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