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$METIS

4 pieces · May 2022 to Aug 2023 · 1 flagship

Sectors

L1/L24 Ethereum3 ZK1

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Coverage per year

32022

12023

Price and coverage

Metis $METIS

Calls: 1 bullish
Since first call, bullish: −84%
vs BTC: −94%
Now: $3.94

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 4 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 $METIS

Map19 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.Data06 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.Thesis18 Aug 2023Is Metis still an L2 play for the next cycle?Argues Metis has strong tech innovation and low valuation, but off-chain data via Memolabs, an unfinished fraud-proof system, no escape hatch and a stagnating DeFi ecosystem leave it behind other L2s. Concludes it is not currently a top L2 pick.

Timeline · every piece, newest first

2023 1

18 Aug 2023Is Metis still an L2 play for the next cycle?Argues Metis has strong tech innovation and low valuation, but off-chain data via Memolabs, an unfinished fraud-proof system, no escape hatch and a stagnating DeFi ecosystem leave it behind other L2s. Concludes it is not currently a top L2 pick.ThesisL1/L2

2022 3

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/L2

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/L2ZK

12 May 2022Metis bull case: sequencer rotation, native DA and low feesArgues for Metis as an optimistic rollup with rotating sequencers, EVM equivalence, a native storage and data availability layer, and the lowest tx cost among Ethereum L2s. Cites its rank as 5th largest L2 by TVL.ThesisL1/L2Ethereum

Often covered with

Metis14 Arbitrum65 Optimism61 L2BEAT14 Celestia145 Avail39 GMX6 Token Terminal9

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