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$KSM

7 pieces · Oct 2021 to Dec 2023

Sectors

DeFi5 L1/L25 Ethereum1 Privacy1 ZK1 Other1

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Coverage per year

12021

12022

52023

No calls on $KSM yet · show price and coverage

Price and coverage

Kusama $KSM

Calls: None yet
Since first piece: −99%
vs BTC: −99.2%
Now: $4.06

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 7 piecesCalls onlyWeekly 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 $KSM

Thesis20 Dec 2023Mangata Master-Rollup on EigenLayer: omni-chain AMM and MGX airdrop playExplains Mangata's Master-Rollup, a ZK rollup settled via EigenLayer that serves multiple L1s with RollDown dispute logic, and pitches holding MGX for the confirmed MGA airdrop.Breakdown08 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.Breakdown10 Jan 2023Manta Network trusted setup done: Plonkup, MantaPay and the roadmapCommentary on Manta concluding its universal trusted setup for a Plonkup SNARK system, then outlines the product roadmap: MantaPay on Calamari, MantaSwap for private AMM trading, and private smart contracts, with BYOT asset support.

Timeline · every piece, newest first

2023 5

20 Dec 2023Mangata Master-Rollup on EigenLayer: omni-chain AMM and MGX airdrop playExplains Mangata's Master-Rollup, a ZK rollup settled via EigenLayer that serves multiple L1s with RollDown dispute logic, and pitches holding MGX for the confirmed MGA airdrop.ThesisDeFiEthereum

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/L2

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/L2

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/L2

10 Jan 2023Manta Network trusted setup done: Plonkup, MantaPay and the roadmapCommentary on Manta concluding its universal trusted setup for a Plonkup SNARK system, then outlines the product roadmap: MantaPay on Calamari, MantaSwap for private AMM trading, and private smart contracts, with BYOT asset support.BreakdownPrivacyZK

2022 1

26 Jan 2022RMRK on Kusama: composable NFT standards and RMRK token utilityExplains RMRK's Substrate NFT standards built from remarks on Kusama: nested and equippable NFTs, multi-resource and conditional rendering, fractionalization, plus tokenomics and roadmap. Author discloses holding RMRK and a Kanaria NFT.BreakdownOtherL1/L2

2021 1

09 Oct 2021Moonriver USD 300m liquidity program as a catalystAnticipates the USD 300m liquidity program announced for Moonriver, pointing to the incentive-driven runs seen on Avalanche and Fantom as precedent.Market takeL1/L2DeFi

Often covered with

Polkadot36 Bifrost Finance9 Mangata8 EigenLayer110 THORChain8 Lido16 Composable Finance8 Picasso14

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