Ticker hub

$DOT

23 pieces · Oct 2021 to Jul 2025 · 1 flagship

Sectors

L1/L219 DeFi9 DePIN3 Other3 Privacy2 Ethereum2

Search every mention All projects and tickers

Coverage per year

12021

82022

72023

22024

52025

Start here · the strongest pieces on $DOT

Breakdown21 Apr 2023Manta Network deep dive: ZK privacy L1, Plonkup, MantaPay and tokenomicsResearch thread on Manta: why Zcash and Monero's mono-asset design is limiting, Manta's Polkadot parachain architecture, Plonkup proof system, MantaPay, zkNFTs, smart contracts, wallet, tokenomics, governance and team.Breakdown07 Jul 2023Polkadot 2.0 from Gavin Wood's keynote: core time, accords and SassafrasWalks through Polkadot 2.0 proposals from the Polkadot Decoded keynote, led by replacing parachain leases with bulk and instantaneous core time, plus accords, Hermit relay, light clients, zk primitives and Sassafras consensus.Thesis24 Jan 2022Efinity bull case: Enjin team building an NFT parachain on PolkadotArgues Efinity is undervalued: same team as Enjin, a purpose-built NFT and gaming base layer on Polkadot, valued at 75mn against Enjin at 1.1bn and Immutable near 500mn. Walks through crowdloan reward math.

Timeline · every piece, newest first

2025 5

23 Jul 2025Polkadot catalyst checklist: PolkaVM, JAM, agile coretime and DOT ETFLists the pending Polkadot catalysts: smart contracts on the relay chain via PolkaVM, Uniswap on PolkaVM, elastic scaling, agile coretime, XCM v5, JAM and possible DOT ETF approvals. Growth verticals named are DePIN/data, gaming and DeFi.Market takeL1/L2DePIN48 likes

14 Jul 2025Niche verticals and network effects: Polkadot and Sei ecosystem playbooksAgrees that public ledgers gain value by picking verticals and building network effects. Polkadot is gaining traction in gaming and data/DePIN, while Sei's gaming push spilled into DeFi with higher TVL and usage after GIGA Sei, a SEI ETF filing and native USDC.Market takeL1/L2DePIN39 likes

11 Jul 2025Polkadot ecosystem status: Hydration, Mythos, peaq, PolkaVM, JAM and DOT ETFsSnapshot of Polkadot catalysts: Hydration >$290M TVL, Mythos wallet growth, peaq with 2M users and 3M machine accounts, PolkaVM mainnet expected October, elastic scaling, JAM, and DOT ETF decisions in Nov 2025.Market takeL1/L2DeFiDePIN65 likes

09 Jul 2025Hydration: Polkadot's DeFi hub passes $291M TVLHydration combines swaps, lending, a stablecoin and an omnipool on a Polkadot appchain and has passed $291M TVL. It posted $344M 30d volume and over 42k active accounts, with DOT incentives live.DataDeFiL1/L281 likes

08 Jul 2025Mythos: the Polkadot-secured gaming chain behind FIFA RivalsMythos is a Polkadot parachain for gaming where FIFA Rivals passed 700k downloads and NFL Rivals 1M+ on Android. Abstracted wallets and a web marketplace hide blockchain complexity from Web2 users, with active wallets and record July volume.BreakdownL1/L2Other76 likes

2024 2

19 Apr 2024Polkadot JAM explained: PVM, cores and 42x data availabilityBreaks down JAM from the Gray Paper, which replaces the Relay Chain with a RISC-V based PVM, 1023 validators and 341 cores. Claims 852Mb/s of DA (42x) and 85x the computation of Polkadot 1.0, enabling CoreChains and ZK rollup settlement.ExplainerL1/L253 likes

12 Mar 2024Chainflip full launch: JIT AMM for native cross-chain swapsDescribes Chainflip's app-specific L1 with 150 validators and a just-in-time AMM for native BTC, ETH and DOT swaps without wrapped assets, with integrated frontends and a roadmap including SOL swaps and Arbitrum.BreakdownDeFiL1/L226 likes

2023 7

08 Dec 2023Bifrost vToken Voting: governing Polkadot with liquid staked vDOTExplains how vDOT holders can vote in Polkadot OpenGov while earning staking yield, via derived addresses from Bifrost's sovereign account, XCM calls, conviction multipliers and governance locks.ExplainerDeFiL1/L222 likes

06 Dec 2023Bifrost liquid staking data: TVS by asset and SALP locked valueData analysis of Bifrost: USD 44.8M total value staked led by vDOT, 3,156 ETH staked, 383k KSM, plus SALP parachain auction liquidity still locked, over 2M DOT.DataDeFiL1/L237 likes

08 Aug 2023Bifrost: cross-chain liquid staking derivatives on PolkadotExplains Bifrost as a derivative issuer: vTokens give cross-chain liquid staking across PoS chains via XCM, with auto-accruing rewards, plus slot auction derivatives vsToken and vsBond. Contrasts its design with Lido's per-chain contracts.BreakdownDeFiL1/L270 likes

21 Jul 2023Composable Centauri: IBC connects Polkadot and CosmosExplains Centauri, the first trust-minimized IBC link between Cosmos and DotSama via Picasso, with the first live connection to Osmosis. Covers new cross-ecosystem pools, liquidity flows and use cases.BreakdownDeFiL1/L239 likes

07 Jul 2023Polkadot 2.0 from Gavin Wood's keynote: core time, accords and SassafrasWalks through Polkadot 2.0 proposals from the Polkadot Decoded keynote, led by replacing parachain leases with bulk and instantaneous core time, plus accords, Hermit relay, light clients, zk primitives and Sassafras consensus.BreakdownL1/L2218 likes

21 Apr 2023Manta Network deep dive: ZK privacy L1, Plonkup, MantaPay and tokenomicsResearch thread on Manta: why Zcash and Monero's mono-asset design is limiting, Manta's Polkadot parachain architecture, Plonkup proof system, MantaPay, zkNFTs, smart contracts, wallet, tokenomics, governance and team.BreakdownPrivacyZKL1/L2125 likes

08 Apr 2023Developer activity by ecosystem: contract deployments and commitsUses Artemis data on contracts deployed, unique deployers, commits and active devs. BNB Chain, Polygon and Ethereum lead EVM deployments, Base's testnet tops L2 activity, and Ethereum has the largest dev community.DataL1/L2EthereumTooling4 likes

2022 8

29 Dec 2022Trusted Execution Environments explained: SGX, Phala and Secret NetworkExplains TEEs as isolated computation environments, often built on Intel SGX, and their role in privacy. Notes hardware cost and secure boot challenges, with Phala and Secret Network as live examples of confidential smart contracts.ExplainerPrivacy29 likes

07 Sep 2022Moonbeam profitability vs Solana and Avalanche: security cost vs revenueCompares what L1s pay for security through emissions to the fee revenue they earn. Solana and Avalanche pay roughly 56x and 35x revenue, Moonbeam about 128x, with the case that Moonbeam is earlier in its adoption curve.DataL1/L256 likes

24 Jan 2022Efinity bull case: Enjin team building an NFT parachain on PolkadotArgues Efinity is undervalued: same team as Enjin, a purpose-built NFT and gaming base layer on Polkadot, valued at 75mn against Enjin at 1.1bn and Immutable near 500mn. Walks through crowdloan reward math.ThesisL1/L2Other110 likes

23 Jan 2022Web 3.0 explained: token incentives, ownership and investable categoriesDefines Web 3.0 versus Web 2.0, arguing tokens finally fund open-source infrastructure and give users ownership and governance rights. Ends with example exposure by category: base layers, storage, domains, identity, video, data markets, VPNs and browsers.ExplainerOther2 likes

22 Jan 2022Polkadot XCM and XCMP: cross-consensus messaging explainedExplains the XCM message format, SPREE shared-logic modules, UMP and DMP vertical passing and XCMP between parachains, including the relay chain fallback and why only message hashes are stored on the relay chain.ExplainerL1/L24 likes

21 Jan 2022Centrifuge: financing real-world assets on-chain via TinlakeOverview of Centrifuge, a Substrate chain that tokenizes invoices, mortgages and royalties as NFTs to use as DeFi collateral through Tinlake, with CFG for staking and governance. Includes the author's crowdloan contribution through Parallel using a referral link.BreakdownRWADeFi23 likes

20 Jan 2022Acala AquaDAO: a community treasury DAO with a backed aDAO tokenBreaks down AquaDAO, an Acala community DAO whose aDAO token represents a share of a basket of stable and crypto assets, funded by staking and bond-style subscriptions and deployed into DOT strategies such as parachain crowdloans.BreakdownDeFi50 likes

11 Jan 2022Moonbeam launch: the first EVM-compatible parachain on PolkadotLaunch-day thread arguing Moonbeam is more than an EVM clone: it mirrors Ethereum's Web3 RPC, accounts and keys, supports Solidity and Vyper, and adds on-chain governance, staking and cross-chain interoperability as the first parachain on Polkadot.BreakdownL1/L2Ethereum10 likes

2021 1

14 Oct 2021Bear case against Cardano versus PolkadotLists criticisms of Cardano: overpromising, thin ecosystem and adoption, eUTXO limits on smart contracts and composability, Plutus/Haskell, and no Ethereum tooling compatibility. Argues Polkadot could flip it.Market takeL1/L20 likes

Often covered with

Polkadot36 Bifrost Finance9 Moonbeam5 Uniswap27 peaq12 Sei34 AltLayer23 Squid6

Working together

Research, campaigns and builds for deep-tech teams.

View CV A1 Research