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$AXL

5 pieces · Jun 2023 to Sep 2024

Sectors

L1/L25 DeFi3 ZK1 Market structure1

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Coverage per year

32023

22024

Price and coverage

Axelar $AXL

Calls: 3 bullish
Since first call, bullish: −88%
Since latest call, bullish: −96%
Now: $0.0479

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 $AXL

Data13 Dec 2023Axelar leads Binance Research's interop data: tx count, chains and valuation gapUses Binance Research data to argue Axelar leads interop on fundamentals: 30D tx count 2x Wormhole and 8x Chainlink CCIP, 54 of 60 chains and many partners. Notes its FDV is far below Wormhole and LayerZero valuations.Explainer29 Jun 2023Axelar explained: general message passing and cross-chain composabilityExplains Axelar as a Cosmos SDK PoS chain that enables interoperability through general message passing, gateway contracts, threshold signatures and untrusted relayers. Bullish on AXL as it supports 40+ chains.Thesis19 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.

Timeline · every piece, newest first

2024 2

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

28 Apr 2024Axelar interchain dApps that could airdrop, and AXL staking up 26MLists tokenless dApps built on Axelar (Squid, Hinkal, Ithaca, Interswap and others) as potential airdrop candidates while the interop narrative heats up. Notes AXL staking rose by 26M AXL in 10 days, with 66% of supply staked.Market takeDeFiL1/L2

2023 3

13 Dec 2023Axelar leads Binance Research's interop data: tx count, chains and valuation gapUses Binance Research data to argue Axelar leads interop on fundamentals: 30D tx count 2x Wormhole and 8x Chainlink CCIP, 54 of 60 chains and many partners. Notes its FDV is far below Wormhole and LayerZero valuations.DataL1/L2Market structure

06 Oct 2023Axelar tokenomics proposal: stabilized staking rewards and fee burnSummarizes Axelar's proposed AXL token economics to scale to many L2s: more EVM connections, stabilized validator and staker rewards, and burning tx fees instead of distributing them.Market takeL1/L2DeFi

29 Jun 2023Axelar explained: general message passing and cross-chain composabilityExplains Axelar as a Cosmos SDK PoS chain that enables interoperability through general message passing, gateway contracts, threshold signatures and untrusted relayers. Bullish on AXL as it supports 40+ chains.ExplainerL1/L2DeFi

Often covered with

Axelar32 LayerZero35 Wormhole24 Squid6 Union36 Omni5 Celestia145 Binance Research5

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