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$ETH

97 pieces · May 2022 to Oct 2026 · 17 flagship

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Start here · the strongest pieces on $ETH

Breakdown12 Jun 2022Celestia deep dive: modular DA layer with data availability samplingMega thread explaining Celestia as a minimal chain that only orders transactions and guarantees data availability. Covers light nodes, fraud proofs, erasure coding with data availability sampling, execution separation and namespaced Merkle trees.Map12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessMap of crypto assets by PQ readiness: opt-in PQ on mainnet (NEAR, ALGO, CKB), PQ-native chains (QRL, QTC, ABEL) and announced or draft (BTC, ETH, TRX, ZEC, SUI), with mcap, moves and ATH distance. Flags thin volume and the lattice vs hash-based debate.Breakdown26 Jun 2023Stader ETHx explained: multi-pool liquid staking with a 4 ETH node bondExplains the liquid staking market and its concentration problems, then how Stader's ETHx addresses them with permissionless, permissioned and DVT pools and a 4 ETH bond for home stakers.

Timeline · every piece, newest first

2026 7

17 Oct 2026Ethereum's ZK L2s in the age of quantum, privacy and AIStarknet, zkSync and Aztec outperformed ETH since 1 Sep (STRK +173%, ZK +81%, AZTEC +50% vs ETH -1.4%) on quantum and privacy exposure. Compares proof, privacy and PQ plans; the best proof story has the weakest privacy story against harvest-now-decrypt-later.BreakdownZKPrivacyQuantum73 likes

12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessMap of crypto assets by PQ readiness: opt-in PQ on mainnet (NEAR, ALGO, CKB), PQ-native chains (QRL, QTC, ABEL) and announced or draft (BTC, ETH, TRX, ZEC, SUI), with mcap, moves and ATH distance. Flags thin volume and the lattice vs hash-based debate.MapQuantumBitcoinEthereum113 likes

10 Oct 2026Bunker mode explained: AI, ECDSA risk and 6.26M exposed BTCJustin Drake warned ECDSA could break within months through AI-driven math; 6.26M BTC (31.2% of supply) sits in addresses with exposed keys. Cryptographers pushed back; Vitalik noted lattice schemes share the structured-math risk, favoring hash-based signatures.ExplainerQuantumBitcoinEthereum41 likes

14 Jun 2026Commit-reveal prediction protocol: sealed calls, provenance and accuracyDescribes a commit-reveal protocol where calls are encrypted client-side and only a hash is stored, proving provenance. Grading is self-reported and disputable, and for-sale alpha is custodial for now, with escrow and re-encryption planned.Build logToolingOther16 likes

01 Mar 2026OVERWATCH: real-time Iran conflict command centerSingle-screen dashboard with 1,000+ news articles, 91 API connections, an OSINT theater map, BTC, ETH and gold tickers and Grok SITREP briefings, built largely autonomously with Perplexity Computer as a side experiment.Build logToolingMacro50 likes

29 Jan 2026SSV staking upgrade: ETH fees and cSSV revenue pass-throughSSV flips fees from SSV to ETH and adds cSSV, a liquid staking token routing protocol revenue to stakers. Frames this as a direct fee pass-through answer to token value capture, rather than buybacks or inflation.BreakdownEthereumDeFi18 likes

05 Jan 20262025 chain revenue ranking: Solana, Hyperliquid, Tron and EthereumHyperliquid's $816M revenue topped Ethereum and Tron and every L2, with no VC funding. Ethereum's fee compression shows blobs working, while L2 revenue lags L1s by a wide margin.DataHyperliquidL1/L2Solana27 likes

2025 10

28 Dec 2025Why 'cryptocurrencies' is the wrong label: digital assets as an asset classArgues the term implies digital fiat competitors when the sector spans commodity-like assets, reserve assets, equity-like tokens with cash flows, memecoins, stablecoins and RWAs. Institutional capital needs a clear taxonomy.ThesisMarket structureStablecoinsBitcoin24 likes

27 Dec 2025New vs returning wallets across Ethereum, Solana, NEAR, Polygon and SuiCompares 3-month new vs returning wallet trends. Real growth is new-wallet gains followed by rising returning wallets; Solana's new wallets rose while returning fell, and Sui's both declined, reading as churn.DataL1/L2EthereumSolana22 likes

29 Jul 2025August as the start of AI season: GPT-5, Kaito campaigns and rate cutsArgues GPT-5 will pull attention back to crypto x AI while six projects with live Kaito campaigns and upcoming TGEs drive CT attention. Rate cuts would be the last accelerator for an altseason led by DeAI and agents.Market takeAIMacro22 likes

23 Jul 2025The speculation-only era in crypto is ending: value accrual and revenue winArgues the revenue meta signals maturation: long-term winners will be tokens with real value accrual to revenue-generating businesses, plus execution-layer tokens with organic demand. Corporates and ETFs buy majors, retail buys old alts and memes, and VC-captured 9-10 figure launches won't last.ThesisMarket structureDeFi35 likes

17 Jul 2025ETH rally market structure: funding-dependent liquidity and rented depthSummarizes an A1 x Caladan report: institutional delta-neutral desks short ETH perps against spot to harvest funding, so apparent depth depends on positive funding. Funding caps near 10.5% APR create a saturation point, and a funding flip could trigger a liquidity vacuum and cascading liquidations.BreakdownPerpsEthereumMarket structure36 likes

14 Jul 2025Arbitrum Orbit growth versus ARB value accrualOrbit grew to 41 mostly app-specific chains with >$14B bridged and 9k+ devs, yet ARB is only a governance token with no staking or fee capture. Orbit chains pay gas and bond in ETH or native tokens, so ecosystem growth adds little ARB demand.BreakdownL1/L2Market structure53 likes

14 Jul 2025Why MegaETH: real-time EVM with <5ms latency and 100k TPSMegaETH offers a real-time EVM (<5ms latency, up to 100k TPS) enabling high-frequency CLOBs and gaming, with EigenDA and a native bridge to Ethereum's liquidity. As general-purpose chains saturate, the author backs app-specific systems and chains with clear differentiators.ThesisL1/L2Ethereum46 likes

12 Jul 2025ETFs and ETH structural demand: supply math behind the 2.15x absorptionSummarizes an A1 analysis: ETH issues 2,640 per day with 0.55% inflation and net issuance of 66,561 ETH over 30 days, while ETF inflows of 143,000 ETH absorbed 2.15x. Price impact needs seller exhaustion and depends on holder behavior and L2 burn dilution.DataEthereumMarket structure34 likes

11 Jul 2025Why RWA tokenization hasn't scaled yet and what is unblocking itRWAs are held back by missing high-performance DeFi infra, weak oracle infra and regulatory ambiguity. All three are improving through verifiable CLOBs, modular oracles like eOracle, the Genius Act and treasury adoption, with stablecoins already the largest onchain RWA class.ThesisRWADeFiMarket structure44 likes

08 Jun 2025Three-month net flows: Ethereum +$1.2B vs Berachain -$1.2BChart post contrasting three-month net flows: Ethereum gained $1.2B while Berachain lost $1.2B. Offered for discussion without a stated conclusion.DataEthereumL1/L214 likes

2024 23

13 Dec 2024NFT market update: ai16z partner NFTs, Vana, Celestine Sloths floorsFloor price update across AI-agent and airdrop-linked NFT collections, with context on each: ai16z partner NFTs, Vana after the Binance Launchpool news, a Celestine Sloths governance fight and the Eclipse genesis collection.DataSolanaOther18 likes

17 Oct 2024Why EigenDA matters for altVM rollups: 20k TPS vs 600Argues a hyperscale DA layer unlocks altVM rollups like Fuel at over 20k TPS versus about 600 today, while MegaETH can push the EVM past 10k TPS on EigenDA. Adds that Conduit RaaS and its sequencer make launching these chains easy.ThesisL1/L238 likes

17 Oct 2024eOracle secures ether.fi: how the rebase oracle report worksExplains how eOracle operators compile validator state, rewards and withdrawals into a report for ether.fi, reaching consensus by matching hashes before it updates eETH supply. Argues accurate rebasing prevents insolvency and peg breaks.ExplainerDeFiEthereum19 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

08 Oct 2024Why io.net ahead of Coinbase listing: 300k GPUs, $15k daily GMVBull case for IO ahead of its Coinbase listing: a GPU cloud market projected above $120B by 2032, over 300k verified GPUs and early traction. IO sits below $1.5B FDV and has beaten BTC, ETH and SOL over 7 and 30 days.ThesisDePINAI129 likes

01 Oct 2024EIGEN valuation napkin math: restaking demand and AVS feesBack-of-envelope case that EIGEN at a $7.5B valuation is undervalued: a PE of 100 implies $75M earnings, or $150M annual protocol rewards if EIGEN earns half. That is reachable if AVSs pay 3-5% of inflation and have a $5B-$10B cumulative market cap.ThesisEthereumDeFi48 likes

25 Sep 2024NEAR investment thesis: user-owned AI, chain abstraction and low inflationLong thread laying out the author's NEAR thesis: AI infrastructure, Chain Signatures, high network activity, Nightshade 2.0 and a fixed 5% inflation with near fully diluted supply. Cites onchain activity share and FDV versus Solana and Tron.ThesisAIL1/L233 likes

23 Sep 2024EIGEN transferability on 30 Sept: pre-market FDV and restaked ETHFrames the 30 Sept EIGEN unlock as the start of the next token launch wave and a sentiment indicator. Cites a $3.45 perp price, a $5.8B pre-market FDV and over $12B in restaked ETH TVL.DataEthereumMarket structure21 likes

17 Sep 2024EigenLayer as a decentralized cloud for crypto-economic securityDescribes EigenLayer as a developer platform for verifiable services that extends Ethereum's trust, letting teams bootstrap networks without rebuilding infra. EIGEN serves as the gateway to AVS airdrops and secures the system.ExplainerEthereumDeFi12 likes

16 Sep 2024EIGEN airdrop season 2: allocation, tokenomics and key numbersTL;DR of EIGEN airdrop season 2 covering allocation splits, snapshot date, claim routes, total supply and vesting. Includes pre-market FDV and EigenLayer TVL.DataEthereumDeFi12 likes

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/L217 likes

12 Sep 2024Stage 0 vs Stage 1 rollups and Vitalik's stage 1 requirementExplains the differences between stage 0 and stage 1 rollups after Vitalik said he would only mention stage 1+ L2s from next year. Stage 1 requires a proof system, stricter multisig, security council override and upgrade delays.ExplainerL1/L2Ethereum25 likes

10 Sep 2024FTM outperforms majors ahead of the Sonic migrationFTM is up over 14% in 24h and 38% in 30 days versus BTC -7%, ETH -11% and SOL -15%. Cites the Sonic testnet (720ms finality), account abstraction, gas monetization, the airdrop and the FTM to S migration.Market takeL1/L266 likes

09 Sep 2024FTM up 28% in 30 days vs SUI and majors: the Sonic catalyst caseFTM is up over 28% in 30 days versus SUI at +1.8%, ETH -12% and SOL -17%. Attributes it to the Sonic testnet (720ms finality, 90% of gas to devs) and the Sonic Boom program, with Gems making up 37.5% of the S airdrop.Market takeL1/L2212 likes

03 Sep 2024EigenLayer: 4.7M ETH ($12B) restaked and EIGEN pre-market at $6B FDVEigenLayer holds 4.7M ETH ($12B) and will soon secure over 35 AVSes on mainnet. EIGEN, transferable from Sept 30, trades at a $6B FDV on Aevo pre-market, and he asks about competitors Symbiotic, Karak and Solayer.DataEthereum18 likes

30 Aug 2024What is EigenLayer: the verifiable cloud for programmable trustArgues EigenLayer brings SaaS-style abstraction to Web3 by extending Ethereum security beyond the EVM, so teams can spin up a rollup and plug in DA, proving, oracle and interop services as AVSes. Over 50 AVSes are building on $12B restaked ETH.ExplainerEthereumDeFi27 likes

09 Aug 2024EIGEN pre-market at $4.2 on Aevo implies $7B FDVEIGEN trades at $4.2 pre-market on Aevo, implying a $7B FDV on 1.67B tokens, against EigenLayer TVL above $13B (almost 5M ETH) and 50+ AVSes. Launch is about 1.5 months away.DataEthereum21 likes

27 Jul 2024EigenLayer AVS crypto-economic security ranking by restaked ETHRanks AVSs by restaked ETH securing them: EigenDA 3.3M ETH ($11B), eoracle 2.2M, Lagrange state committees 2.1M. Notes 153 operators secure 19 mainnet AVSes and 35% of restaked ETH is still undelegated.DataEthereumDeFi23 likes

23 Jul 2024NEAR Chain Signatures explained: MPC network, Eigen AVS, chain abstractionExplains how Chain Signatures let one NEAR account control addresses on other chains via an MPC network secured by staked NEAR and restaked ETH on EigenLayer. Works for non-smart-contract chains like Bitcoin; starts with ten operators under proof of authority.ExplainerL1/L2Ethereum25 likes

15 Jul 2024Macro catalysts thread: Trump/Vance, ETH ETFs, rate cutsArgues infra innovation won't pump bags short term but macro will: rising odds of a Trump win, JD Vance as VP, ETH ETF launch, September rate cuts and BlackRock's Fink promoting crypto. Mostly links others' posts as evidence.Market takeMacroRegulation28 likes

03 May 2024EigenLayer AVS restaked ETH vs top 15 chains by staking market capCompares restaked ETH securing live EigenLayer AVS protocols (EigenDA 2.77M ETH, about $8.23B) with staking market caps of the top 15 chains. Several AVS already carry more crypto-economic stake than whole L1s, such as EigenDA above Celestia and Aptos.DataEthereumDeFi34 likes

21 Apr 2024Witness Chain: DePIN coordination and rollup watchtowers on EigenLayerExplains Witness Chain as an EigenLayer AVS for DePIN coordination using Proof of Location, plus its Rollup Watchtower Network offering decentralized verifiers for optimistic rollups. It bootstrapped over $2.5B in restaked ETH security within 10 days.BreakdownDePINEthereum33 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 31

19 Dec 2023Manta Pacific after Celestia DA: 99.98% lower DA fees, $96.7M bridgedData thread: Celestia DA cut Manta's DA fees by 99.98% versus Ethereum L1, and the New Paradigm bridge took $96.7M from about 8,400 depositors in four days versus Blast's over $800M. Estimates $25-50M of MANTA farming rewards. Includes referral invite codes.DataL1/L2Ethereum47 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 Nov 2023Seeding privacy with Namada: private gas seeding and cross-chain asset useShows Namada use cases: seeding fresh addresses with ETH for gas, moving assets into Aleo or ATOM privately, and acting as a bridge between transparent chains and Penumbra, while breaking linkability.ExplainerPrivacy11 likes

29 Sep 2023Bifrost omnichain liquid staking: SLP pallet and headquarters plus branch modelExplains why native-chain LSDs like Lido's fragment liquidity and how Bifrost mints all vTokens on one chain via the SLP pallet, serving nine chains through lightweight remote modules and Polkadot XCM.ExplainerDeFiEthereum37 likes

18 Sep 2023Response to Justin Bons: Ethereum scales L1 via blobs and dankshardingRebuts the claim that L2-only scaling is no scaling. Ethereum sells secure block space and shifts from B2C to B2B, rollups keep customizable execution, composability is the real concern, and L2 activity accrues fees to L1.Market takeEthereumL1/L213 likes

18 Sep 2023EigenSettle explained: restaked fast settlement for rollupsExplains EigenSettle, a proposed fast settlement layer secured by restaking nodes that gives rollups pre-confirmations stronger than sequencer promises and faster than L1 finality, while allowing less frequent costly L1 settlement. Notes it has no timeline or resources yet.ExplainerL1/L2Ethereum95 likes

16 Sep 2023Danksharding explained: data sharding for rollups with samplingDescribes Ethereum's rollup-centric data sharding: splitting the validator set into shards that each download part of the data, with DAS checking other shards, e.g. four shards of 250 validators quadruple data space.ExplainerEthereumL1/L242 likes

15 Sep 2023Why EIP-4844 blobs cut rollup costs, and why danksharding is still the end gameExplains EIP-4844 blob transactions, which give rollups dedicated, non-permanent data space with a separate fee market, versus calldata that competes with L1 activity. Without DAS it is only a one-off capacity increase.ExplainerEthereumL1/L218 likes

08 Sep 2023RISC Zero Zeth: a type 0 zkEVM and what proving an Ethereum block costsExplains Zeth, built on RISC Zero's zkVM by reusing reth and revm to prove entire Ethereum blocks, and why RISC Zero calls it type 0. Benchmark: block 17735424 (182 txs, 3.4B cycles) proven on 64 GPUs in 50 minutes for about $21.72.BreakdownZKEthereum51 likes

30 Aug 2023Modular stack part 1: execution layers and virtual machinesExplains monolithic versus modular design (execution, settlement, DA, consensus) and walks through the EVM and the three routes to a zkEVM: prove the EVM trace directly, map EVM opcodes to a custom VM, or transpile Solidity to a custom VM.ExplainerL1/L2ZK65 likes

29 Aug 2023Grayscale beats the SEC: what the ruling means for spot Bitcoin ETFsExplains the DC appeals court ruling that the SEC was wrong to reject Grayscale's conversion given approved futures ETPs. The ruling only forces a re-review, with a 45-day appeal window and seven spot BTC ETF deadlines due within 5 days.ExplainerRegulationBitcoin9 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

22 Jul 2023Based rollups explained: L1 sequencing and Base's tokenless decentralizationExplains based rollups, where Ethereum searchers, builders and proposers do the sequencing, with benefits in resilience, MEV alignment and no sequencer token. Notes limits: MEV flows to L1, finality UX, and pre-confirmation ideas.ExplainerEthereumL1/L232 likes

18 Jul 2023Distributed Validator Technology for ETH staking: SSV, Obol and StaderExplains DVT, which splits a validator key and duties across several nodes to improve liveness and safety, and how Stader uses SSV for client, geographic and hardware fault tolerance.ExplainerEthereumDeFi36 likes

09 Jul 2023Proposer-Builder Separation: how PBS changes MEV on EthereumArgues PBS confines MEV centralization to an honest minority builder role and, by letting solo validators participate, should turn MEV extraction into a race to the bottom, though MEV will not disappear.ExplainerEthereumMarket structure20 likes

26 Jun 2023Stader ETHx explained: multi-pool liquid staking with a 4 ETH node bondExplains the liquid staking market and its concentration problems, then how Stader's ETHx addresses them with permissionless, permissioned and DVT pools and a 4 ETH bond for home stakers.BreakdownEthereumDeFi112 likes

29 May 2023EigenDA vs Celestia and Avail: how restaked DA differs from DA L1sCompares EigenDA, which has no consensus or P2P network and uses restaked ETH, KZG commitments and Proof of Custody, with Celestia and Avail, which are DA L1s using Tendermint consensus and data availability sampling.ExplainerL1/L2Ethereum96 likes

25 May 2023The future of rollup costs: calldata, EIP-4488 and EIP-4844Explains why calldata dominates rollup fees and how EIP-4488 and EIP-4844 blobs reduce it. Argues that post-4844 optimistic rollups may be temporarily cheaper than zk rollups, but long term most ORs become ZKRs.ExplainerL1/L2Ethereum27 likes

19 Apr 20232023 narratives: zkEVMs, privacy L1s, restaking, modular DA and perpsAuthor's narrative watchlist for 2023: zkEVMs, zk privacy L1s, restaking, WASM and RISC-V L2 VMs, interoperability, DA layers, shared sequencers, rollup SDKs, recursive L3s, EIP-4844, account abstraction, parallel VMs, identity and perps.ThesisZKL1/L2Ethereum44 likes

15 Apr 2023Shapella effect: staked ETH deposits outpace withdrawalsEarly Shapella data from Nansen showing that, contrary to fears, deposits into staking exceeded withdrawals in the first 24 hours after withdrawals were enabled.DataEthereumDeFi10 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

06 Apr 2023Ethereum staking data ahead of Shanghai: validators and market shareData thread before the Shanghai upgrade using a 21Shares Dune dashboard: validator and depositor counts, about 15% of supply staked, and market share across pools, liquid staking, CEXes and home stakers. Lido stETH dominates liquid staking.DataEthereumDeFi14 likes

30 Mar 2023zkIBC explained: bringing IBC to Ethereum with zkSNARK light clientsExplains how IBC works and why connecting Ethereum is hard, then how Electron Labs' zkIBC runs a Tendermint light client on Ethereum and verifies zk proofs of ed25519 signatures instead of the signatures themselves.ExplainerZKL1/L2Ethereum149 likes

21 Mar 2023March 2023 watchlist: L2 VMs, zkEVMs, DA, sequencers, AA and perpsList of themes to watch: WASM and RISC-V VMs on L2, zkEVMs, specialized DA layers, shared sequencers, rollup SDKs, recursive L3s, EIP-4844, account abstraction, MPC custody, parallel VMs, identity and decentralized perps.MapEthereumL1/L2ZK16 likes

12 Jan 2023Modular designs on Celestia: Rollmint, Saga, Dymension rollApps and CevmosShows how Celestia's DA layer enables new architectures: Rollmint sovereign rollups, Saga rollup-as-a-service, Dymension rollApps with Hub settlement, the Cevmos settlement stack and Fuel as an execution layer.BreakdownL1/L2Ethereum105 likes

11 Jan 2023Rollup vs validium vs volition: data availability modes for zk execution layersShort classification of zk-powered layers by where data lives: zk rollups post proof and data on ETH, validiums keep data off-chain, volitions can switch between both.ExplainerZKL1/L29 likes

11 Jan 2023Aztec deep dive: private ERC-20 transfers and Aztec Connect for private DeFiExplains Aztec as an app-specific ZK rollup using a UTXO note model and join-split proofs for shielded transfers, and Aztec Connect, which batches calls to L1 DeFi protocols via bridge contracts to deliver cheap privacy with L1 liquidity.BreakdownPrivacyZKEthereum33 likes

10 Jan 2023Aleo deep dive: a private and programmable zk L1, ZEC and ETH hybridMega-thread on Aleo as a natively private and programmable L1. Covers ZEXE offline execution with on-chain proofs, the zkCloud, a private DEX example, the Leo language, Aleo Studio, package manager and snarkOS.BreakdownPrivacyZKL1/L245 likes

08 Jan 2023App-specific L3 rollups on Starknet and custom VMsArgues app-specific L3 rollups with customized dev environments and custom VM support, built on a generalized STARK-powered Starknet layer, will make Ethereum a global player. Links the StarkWare L3 vision thread.Market takeL1/L2ZKEthereum21 likes

07 Jan 2023Private ECDSA verification with zk proofs for anonymous credentialsFlags zk verification of ECDSA signatures as a big unlock, enabling anonymous credentials that work with existing Ethereum addresses. ECDSA is the signature scheme underlying ETH and BTC.Market takeZKPrivacyEthereum4 likes

02 Jan 20232023 investment thesis: ETH, modular rollups, app chains, zk privacy, DeFiLays out five pillars of the 2023 thesis: ETH as core infrastructure, modular architecture with generalized zk rollups, app-specific chains and rollapps, privacy tech especially zk proofs, and a DeFi comeback. Quotes ETH as L1 + L2 + L3.ThesisEthereumZKPrivacy30 likes

2022 26

31 Dec 2022Messari 2023 thesis on private L1s: Zcash, ETH hybrid and AleoQuotes the Messari 2023 thesis that Ethereum may not solve base layer end-to-end privacy for years, leaving room for a pure-play private L1 like Zcash or a ZEC-ETH hybrid, and points to Aleo as a candidate.Market takePrivacyL1/L212 likes

30 Dec 2022EIP-4844 and full danksharding: Ethereum as modular DA layerArgues EIP-4844 already cuts L2 fees to fractions of a cent and full danksharding turns Ethereum into the DA and settlement layer for modular rollups processing millions of TPS combined.Market takeEthereumL1/L211 likes

11 Dec 2022Fuel primer: UTXO-based parallel execution and the FuelVMPrimer on Fuel as a modular execution layer with a UTXO model and strict access lists enabling parallel execution, plus the Sway language, testnet status, team background and funding. Compares to Solana, Sui and Aptos parallelism.BreakdownL1/L2Ethereum65 likes

11 Dec 2022EigenLayer and EigenDA: restaking to secure middleware and scale DAExplains EigenLayer restaking of staked ETH to secure off-chain middleware, applies it to DA via EigenDA and compares it with Celestia and Avail, arguing it deserves more attention and may even rival danksharding.ExplainerEthereumL1/L2206 likes

10 Dec 2022The modular blockchain design space: execution, settlement and DA layersMega thread defining execution, settlement and consensus/DA, then mapping modular layers: rollups and Fuel for execution, Celestia, Avail and EigenDA for DA, and Oasis for custom ParaTimes, with the thesis that modular is the future.MapL1/L2Ethereum31 likes

23 Sep 2022Index: AMM, impermanent loss, DeFi profitability and liquid staking threadsThread of threads linking five DeFi analyses: constant product AMM explainer, impermanent loss, DeFi profitability, DEX capital efficiency and ETH liquid staking protocols.MapDeFi4 likes

22 Sep 2022Index: rollups, zkEVM, data availability and airdrop threads (Sept 2022)Thread of threads organizing the author's modular scaling research: rollup intro and landscape, zkEVM, protocol deep dives, DA problem, EIP-4844, Celestia, Cevmos, Avail and airdrop guides.MapEthereumL1/L25 likes

16 Sep 2022Complete guide to Starknet: Cairo, STARKs and ecosystem appsExplains Starknet's STARK-based design, Cairo language and Warp transpiler, the single StarkWare sequencer, the future token, and a list of testnet and alpha dApps for airdrop positioning.ExplainerZKEthereum14 likes

15 Sep 2022Rollup fees after the Merge: about 0.05 USD per tx on OptimismPuts Optimism tx costs at roughly 0.05 USD and argues that, post-Merge, rollup ecosystems can scale, with EIP-4844 reducing rollup fees by another 100x.Market takeEthereumL1/L23 likes

15 Sep 2022Complete guide to zkSync: v1, v2 testnet and ecosystem appsExplains zkSync's SNARK-based rollup design, its confirmed future token and how to engage with v1 mainnet and the v2 testnet, listing testnet dApps by type to farm potential airdrop eligibility.ExplainerZKEthereum15 likes

14 Sep 2022Lido vs Rocket Pool: Ethereum liquid staking compared before the MergeData comparison of the two largest ETH liquid staking protocols ahead of the Merge: validator share, TVL, revenue, staker economics and tokenomics, with the view that decentralized Rocket Pool may gain share from Lido.DataEthereumDeFi15 likes

13 Sep 2022zkEVM explained: zkSync, Starknet, Scroll and Polygon approachesExplains the EVM and what a zkEVM is, then classifies the projects by compatibility level. zkSync and Starknet transpile at the language level, Scroll and Polygon target bytecode level, with caveats on EVM equivalence claims.ExplainerZKEthereumL1/L223 likes

11 Sep 2022How constant product AMMs work: pricing, price impact and slippage mathDerives the xy=k pricing model step by step, separating quoted from transaction price, showing price impact as dx/(dx+x), and comparing a 1k ETH to wBTC trade on Uniswap versus Bitfinex.ExplainerDeFiEthereum11 likes

06 Sep 2022State of Arbitrum, Sept 2022: users, TVL, fees and ecosystem dataData-driven look at Arbitrum with Token Terminal, Dune and L2BEAT numbers on active users, bridge flows, contract deployments, fees, TVL and ecosystem, concluding fundamentals are bullish with growth that is organic and token-free.DataEthereumL1/L260 likes

06 Sep 2022Arbitrum One momentum: 36% MoM growth in daily active usersHighlights a 36% month-over-month rise in Arbitrum One daily active users after the Nitro upgrade, with Nova a month old. Notes it is the only top-10 protocol by TVL without a token and the largest optimistic rollup by TVL without incentives.DataL1/L2Ethereum3 likes

06 Sep 2022Scaling Ethereum on rollups: Aurum Crypto blog postAnnounces his first blog post for Aurum Crypto on rollups, arguing modular scaling and shared security will shape Ethereum and crypto. The linked article covers scaling Ethereum on rollups.ExplainerEthereumL1/L20 likes

21 Jun 2022EIP-4844 and danksharding: Ethereum as DA and settlement layerStates that EIP-4844 will cut rollup fees to fractions of a cent and full danksharding will make Ethereum the DA and settlement layer for rollup execution layers processing millions of TPS in aggregate.Market takeEthereumL1/L23 likes

15 Jun 2022Index: rollup scaling, data availability and L2 airdrop threads (June 2022)Thread of threads indexing the author's rollup work: scaling intro, rollup landscape, EIP-4844, Optimism, Arbitrum, Metis, L3, dAMM, airdrop guides and the DA and Celestia series.MapEthereumL1/L25 likes

12 Jun 2022Celestia deep dive: modular DA layer with data availability samplingMega thread explaining Celestia as a minimal chain that only orders transactions and guarantees data availability. Covers light nodes, fraud proofs, erasure coding with data availability sampling, execution separation and namespaced Merkle trees.BreakdownL1/L2Ethereum150 likes

11 Jun 2022The data availability problem and the DA landscape for rollupsExplains why DA limits rollup throughput and maps the options by security and cost: validiums with a single provider, DAC-based validiums, Celestiums, and full rollups posting to Ethereum.MapEthereumL1/L235 likes

10 Jun 2022Arbitrum AnyTrust: off-chain data committees with minimal trustExplains how AnyTrust chains post only data hashes to Ethereum while a data availability committee holds the data, with a fallback to rollup mode if the quorum fails, trading some security for lower fees.ExplainerEthereumL1/L25 likes

02 Jun 2022Optimism Bedrock upgrade: EVM equivalence, Cannon and cheaper calldataReviews Optimism's EVM equivalence approach and what Bedrock adds: optimal calldata compression, separation of consensus and execution clients, EIP-4844 readiness, SnapSync and the Cannon fault proof system.BreakdownEthereumL1/L26 likes

01 Jun 2022EIP-4844 explained: proto-danksharding and cheaper data for rollupsExplains why rollups need cheaper data and how EIP-4844 adds blob-carrying transactions with their own EIP-1559-style fee market as a step toward full danksharding, without yet sharding the chain.ExplainerEthereumL1/L219 likes

20 May 2022Ethereum L2 airdrop season guide: OP, HOP, ACX and what could come nextGuide to L2 airdrop farming after the Optimism and Hop token launches, summarizing allocation sizes and pointing to zkSync v2 testnet activity as the likeliest next candidate.ExplainerEthereumL1/L213 likes

19 May 2022Ethereum rollup landscape: optimistic and ZK rollups comparedLandscape thread covering optimistic rollups (Optimism, Arbitrum, Boba, Metis) with fraud proofs and challenge periods, and ZK rollups (Starknet, StarkEx, zkSync, Immutable X) including the L3 recursion idea.MapEthereumL1/L2ZK4 likes

19 May 2022Scaling Ethereum on rollups: sequencers, fraud proofs, validity proofs and DALong explainer comparing monolithic scaling, sharding and parachains with rollups. Covers sequencers, optimistic fraud proofs, zk validity proofs and why data availability, via danksharding blobs, limits rollup throughput.ExplainerEthereumL1/L2ZK14 likes

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Ethereum36 EigenLayer110 Celestia145 Optimism61 EigenDA60 Arbitrum65 zkSync41 Starknet39

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