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$APT

15 pieces · Apr 2023 to Nov 2024 · 3 flagship

Sectors

L1/L215 RWA2 AI2 Market structure1 Stablecoins1 Privacy1

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42023

112024

Start here · the strongest pieces on $APT

Thesis11 Oct 2024Aptos thesis: Move, parallel execution, RWAs, enterprise and AISix-pillar thesis: the Move language, high-performance parallel execution, RWA tokenization, enterprise adoption, AI/ML use cases and ecosystem growth. Backed by throughput and user numbers.Breakdown28 May 2024Aptos deep dive: Block-STM parallel execution, Move security and ecosystem dataData-driven thread on Aptos covering AptosBFT consensus, Block-STM parallel execution, key rotation and transaction pre-execution, then ecosystem TVL, DEX volume and developer stats. Argues Move chains are the next execution layer wave and Aptos leads Sui on dev adoption.Breakdown14 Apr 2023Aptos deep dive: Move, AptosBFT, Narwhal and Block-STM parallel executionGiga research thread on Aptos covering the Move language, AptosBFT, Narwhal and Tusk mempool consensus, Block-STM parallel execution, security, tokenomics, governance, team and ecosystem.

Timeline · every piece, newest first

2024 11

18 Nov 2024BlackRock BUIDL on Aptos and the tokenized treasury marketBUIDL (>$540M market cap, >$514M on Ethereum) is landing on Aptos. Tokenized treasuries total $2.37B onchain with >$1.6B on Ethereum; argues Aptos is positioned to take share thanks to MoveVM parallel execution and Move's safety features.Market takeRWAL1/L281 likes

13 Nov 2024Bitwise Aptos staking ETP: what it is and how it differs from an ETFExplains ETPs versus ETFs through Bitwise's physically backed Aptos staking ETP (APTB), listing on SIX on 19 Nov with about 4.7% net staking yield. Sees it as a step toward institutional APT demand, though ETFs carry stricter regulation.ExplainerMarket structureL1/L213 likes

01 Nov 2024Native USDT on Aptos and the stablecoin payments caseArgues native USDT on Aptos primes the chain as a base layer for stablecoin payments, citing a payments market above $121B and 100x growth in onchain stablecoin supply since 2019. Aptos stablecoin supply is $237M and TVL $1.3B.Market takeStablecoinsL1/L228 likes

25 Oct 2024Most transactions in 24h by chain: Aptos 326M vs Sui 67M, Solana 56MRanks chains by transactions processed in 24 hours, with Aptos far ahead of Sui and Solana. Cites it as evidence that MoveVM is leading on throughput two years after Aptos mainnet.DataL1/L2260 likes

14 Oct 2024Aptos outperformance: APT +63% MoM vs ETH +6% and SOL +12%Points to APT's month-over-month outperformance over ETH and SOL as evidence that the Move narrative is just starting.DataL1/L220 likes

11 Oct 2024Aptos thesis: Move, parallel execution, RWAs, enterprise and AISix-pillar thesis: the Move language, high-performance parallel execution, RWA tokenization, enterprise adoption, AI/ML use cases and ecosystem growth. Backed by throughput and user numbers.ThesisL1/L2RWAAI93 likes

04 Oct 2024Aptos acquires Hashpalette to enter JapanSummarizes Aptos Labs' agreed acquisition of Hashpalette, moving the Palette ecosystem to Aptos and giving access to Japanese enterprises like KDDI and the Expo 2025 Osaka wallet. Positions it as a gateway to Japan and Asia.Market takeL1/L235 likes

11 Sep 2024The case for AI on Aptos: Move, io.net and NillionArgues Aptos is a leading base layer for AI agents thanks to Move's security, parallel execution and low fees, plus partnerships with io.net for GPUs and Nillion for blind compute.ThesisAIL1/L2Privacy18 likes

06 Sep 2024Move ecosystem map: Aptos, Sui and the next wave of Move L2sMaps Move-based execution layers: Aptos and Sui as dominant chains, upcoming L2s and rollup stacks supporting Move. Expects Move to become a major narrative in a full bull cycle; a correction puts TVL at $744M for Sui and $656M for Aptos.MapL1/L225 likes

04 Jun 2024Aptos parallel execution: 325M transactions in the Tapos cat clicker surgeExplains how Aptos handled a clicker game surge using Aggregators, a Move feature that lets conflicting writes run in parallel. Adds activity and DeFi metrics to argue Aptos is more than a Solana comparison.DataL1/L245 likes

28 May 2024Aptos deep dive: Block-STM parallel execution, Move security and ecosystem dataData-driven thread on Aptos covering AptosBFT consensus, Block-STM parallel execution, key rotation and transaction pre-execution, then ecosystem TVL, DEX volume and developer stats. Argues Move chains are the next execution layer wave and Aptos leads Sui on dev adoption.BreakdownL1/L251 likes

2023 4

28 Jun 2023Anticipated L1s for the next cycle: Manta, Aleo, Sei and Aptos reading listShort thesis that most tokens from the last cycle's ATHs will not repeat, followed by an index of his deep dives on four highly anticipated L1s.MapL1/L25 likes

20 Apr 2023Move ecosystem bucks the falling developer activity trendNotes that developer activity trended down across the board in recent months, with the Move ecosystem (Aptos and Sui, both parallel-execution L1s) going against the trend, per Artemis data.DataL1/L2Tooling8 likes

15 Apr 2023Move-based chains as a 2023 narrative: Aptos and parallel executionFrames Move-based networks like Aptos as a possible 2023 narrative on funding, team and a MoveVM with partially asynchronous consensus enabling parallel execution, which addresses a core EVM scaling bottleneck.ThesisL1/L22 likes

14 Apr 2023Aptos deep dive: Move, AptosBFT, Narwhal and Block-STM parallel executionGiga research thread on Aptos covering the Move language, AptosBFT, Narwhal and Tusk mempool consensus, Block-STM parallel execution, security, tokenomics, governance, team and ecosystem.BreakdownL1/L230 likes

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Aptos39 Sui24 Move7 Franklin Templeton6 Solana60 Sei34 Polygon29 io.net71

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