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$MANTA

24 pieces · Jan 2022 to Oct 2024 · 5 flagship

Sectors

L1/L216 ZK16 Privacy13 DeFi7 Ethereum1 Other1

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Coverage per year

32022

172023

42024

Price and coverage

Manta Network $MANTA

Calls: 3 bullish
Since first call, bullish: −97%
Since latest call, bullish: −98%
Now: $0.065

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 $MANTA

Explainer06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.Breakdown15 Jan 2024Manta Pacific launch guide: architecture, metrics, ecosystem and tokenomicsMega-thread before the MANTA token launch: OP stack plus Celestia architecture with a DA cost cut above 99%, $946M total value bridged, $407M DeFi TVL, leading apps, a Polygon CDK zkEVM roadmap and 1B supply tokenomics.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.

Timeline · every piece, newest first

2024 4

10 Oct 2024Scroll SCR launch: $1.54B pre-market FDV below $1.8B funding roundExplains why the SCR launch is received poorly: a pre-market FDV of $1.54B below the $1.8B funding round, an airdrop seen as unfair and weak recent L2 launches. Previews a joint A1 Research and Redacted report.Market takeL1/L2ZK

08 Apr 202415 tokens likely to launch at $1B+ FDV within three monthsFDV calls for 15 expected launches, such as EigenLayer at $30-50B, zkSync at $10-20B, LayerZero at $10-20B and Kelp at $1-3B, with a one-paragraph thesis each. Explicitly framed as quick thoughts rather than deep research.Market takeL1/L2DeFi

27 Jan 2024Liquid staking MANTA via Bifrost to farm ecosystem airdropsArgues staking MANTA through Bifrost's vMANTA keeps liquidity while earning about 50% APY and airdrop eligibility, with Manta Pacific above $1.5B in value secured and several projects pledging airdrops to MANTA stakers.ThesisDeFiL1/L2

15 Jan 2024Manta Pacific launch guide: architecture, metrics, ecosystem and tokenomicsMega-thread before the MANTA token launch: OP stack plus Celestia architecture with a DA cost cut above 99%, $946M total value bridged, $407M DeFi TVL, leading apps, a Polygon CDK zkEVM roadmap and 1B supply tokenomics.BreakdownL1/L2ZKDeFi

2023 17

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/L2Ethereum

15 Dec 2023Manta New Paradigm: native yield L2 campaign with STONE and wUSDMDescribes Manta's New Paradigm campaign for yield-bearing ETH and stablecoins composable on Manta Pacific via StakeStone and Mountain USDM, with phases, a 69-day withdrawal lock and the Blast comparison.BreakdownL1/L2DeFi

07 Dec 2023Manta airdrop eligibility: MantaFest Treasure Cruise and Manta TakeoverArgues the Manta airdrop is overlooked relative to crowded zkSync, Scroll and Starknet airdrops, citing a USD 25M Series A at USD 500M, USD 34M TVL and 16th largest rollup, and explains the quest campaigns.Market takeL1/L2DeFi

06 Dec 2023Manta Pacific integrates Celestia DA ahead of mainnet betaExplains Manta Pacific's move from posting data to Ethereum to Celestia with Blobstream attestations, which separates execution, settlement and DA, cuts fees and precedes the Polygon CDK zkEVM transition.BreakdownL1/L2ZK

12 Nov 2023Manta Pacific October update: TVL growth, Manta Fest and November integrationsUpdate on Manta Pacific: TVL grew from USD 2.6M to USD 12.7M in October (338% MoM) and passed USD 24.5M, with Manta Fest, the zkEVM roadmap and new integrations such as TIA via Hyperlane Nexus.DataL1/L2DeFi

17 Oct 2023Manta Pacific's move to a Polygon CDK zkEVM: roadmap and rationaleExplains Manta Pacific's four-chapter roadmap from an OP Stack rollup to a Polygon CDK zkEVM with Celestia DA, why validity proofs beat optimistic ones on finality and interop, and how CDK proof aggregation shares verification cost.BreakdownZKL1/L2Privacy

11 Oct 2023Aperture Finance on Manta Pacific: concentrated liquidity DEX and LM programProfiles Aperture, the leading DEX on Manta Pacific with USD 5.5m TVL, its Uniswap V3 automation features and LM program of 5,000,000 APTR. Estimates APR at 130% at USD 5m TVL and a USD 50m FDV.BreakdownDeFiL1/L2

14 Aug 2023Manta Universal Circuits: zk-circuits explained for Solidity devsExplains zk-circuits and zk-SNARKs, then argues Manta's Universal Circuits (a ZK-as-a-Service library on an OP-Stack L2) let Solidity devs add ZK features without Rust or Circom. Uses zkShuffle as the example.ExplainerZKPrivacyL1/L2

11 Jul 2023Manta Pacific launch: OP Stack rollup with Celestia DA and universal ZK circuitsBreaks down Manta Pacific, a modular OP Stack rollup using Celestia DA to cut rollup cost and universal circuits 2.0 so Solidity developers can build ZK apps, plus the existing Manta user base.BreakdownPrivacyL1/L2ZK

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/L2

27 Jun 2023Manta Network news guide: zkSBTs, partnerships and grants, May-June 2023Catch-up guide on two months of Manta news: the Privatize to Maximize incentive campaign, zkSBTs on Arbitrum, CyberConnect zkProfile, Linea and BNB Chain zkBAB adoption, the grants program and partnerships.BreakdownPrivacyZK

24 Apr 2023Top 5 privacy projects: Manta, Aztec, Secret, Aleo and ZcashPersonal top-five privacy list with a one-line positioning for each: Manta as a programmable privacy L1 on Substrate, Aztec as a private zk-rollup, Secret as a TEE-based Cosmos L1, Aleo as a Zcash and Ethereum hybrid, and Zcash as the zkSNARK pioneer.OtherPrivacyZK

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/L2

05 Apr 2023Manta zkNFTs and zkSBTs: private minting with zkAddressExplains soul-bound tokens and how Manta extends MantaPay to private NFTs and SBTs via its NFT Private Offering launchpad, reusable zkAddresses and proof keys for walletless identity checks. Chain-agnostic zkSBTs keep credentials private on Manta.ExplainerPrivacyZKOther

13 Jan 2023Privacy project map: ZK-based chains vs TEE-based networksGroups privacy projects by technique: ZK-powered ones (Aleo, Manta, Mina, Aztec, Dusk, Zcash, Railgun) versus TEE-based ones (Secret Network, Oasis Cipher ParaTime), linking prior deep dives for each.MapPrivacyZK

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

06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.ExplainerZKPrivacyL1/L2

2022 3

27 Dec 2022Privacy and zk thread archive: Secret, Manta, Dusk and zkEVMsIndex of earlier privacy research: the privacy bull case, TEE infrastructure on Secret, Manta zk-tech with SNARKs, zk-enabled RegFi on Dusk, and the rise of the zkEVM.MapPrivacyZK

26 Jan 2022Zero-knowledge proofs explained: SNARKs, STARKs and Manta's private DeFiCovers ZK proof properties, SNARK versus STARK trade-offs (trusted setup, post-quantum risk, scalability), then Manta's DAP and DAX private payments and AMM, and closes with a map of ZK rollups on Ethereum.ExplainerZKPrivacy

21 Jan 2022The bull case for privacy: ZK proofs, TEEs and the projects behind themMega thread arguing privacy will become central to crypto. Explains zkSNARKs and trusted execution environments, then maps projects to each approach: Zcash, Manta, Dusk and Mina on ZK, Phala and Secret on TEEs, and Haven for private assets.ThesisPrivacyZK

Often covered with

Manta Network45 Celestia145 Zcash33 Dusk8 Secret Network10 zkSync41 Polygon29 Aleo14

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