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$W

4 pieces · Apr 2024 to Sep 2024

Sectors

L1/L24 ZK1 Tooling1 DeFi1

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Coverage per year

42024

Price and coverage

Wormhole $W

Calls: None yet
Since first piece: −99%
vs BTC: −99.2%
Now: $0.0136

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 $W

Data05 Apr 2024Wormhole W airdrop: bridge flow data and ecosystem airdrop mapData thread after the W launch at $10B FDV: Ethereum is the top source and destination by value, Solana leads by transaction count, and Sui looks whale-driven. Over 1B messages and $41B bridged; maps ecosystem apps that could airdrop to W stakers.Thesis04 Apr 2024Why Wormhole is more than a bridge: reply to UX criticismRebuts the view that Wormhole has bad UX: Portal is a separate app, and Wormhole is a messaging and developer platform on 30+ chains. Defends the 13/19 guardian design while conceding trust-minimized ZK verification is the endgame.Thesis19 Sep 2024Union: ZK-powered IBC interop and the Wandering Whale Sharks NFT airdrop caseArgues Union, a ZK-powered interop layer scaling IBC beyond Cosmos, will be a major player and that the official NFT collection likely gets a UNO airdrop. Benchmarks against interop FDVs and notes Berachain and Movement partnerships.

Timeline · every piece, newest first

2024 4

19 Sep 2024Union: ZK-powered IBC interop and the Wandering Whale Sharks NFT airdrop caseArgues Union, a ZK-powered interop layer scaling IBC beyond Cosmos, will be a major player and that the official NFT collection likely gets a UNO airdrop. Benchmarks against interop FDVs and notes Berachain and Movement partnerships.ThesisZKL1/L2

18 Sep 2024Google Cloud joins Wormhole Guardians: what it means for WArgues Google Cloud running a Wormhole Guardian node strengthens decentralization of the validation layer and signals ZK interop work. Highlights Wormhole's product suite and its position as the main interop solution on high-performance chains.Market takeL1/L2Tooling

05 Apr 2024Wormhole W airdrop: bridge flow data and ecosystem airdrop mapData thread after the W launch at $10B FDV: Ethereum is the top source and destination by value, Solana leads by transaction count, and Sui looks whale-driven. Over 1B messages and $41B bridged; maps ecosystem apps that could airdrop to W stakers.DataL1/L2DeFi

04 Apr 2024Why Wormhole is more than a bridge: reply to UX criticismRebuts the view that Wormhole has bad UX: Portal is a separate app, and Wormhole is a messaging and developer platform on 30+ chains. Defends the 13/19 guardian design while conceding trust-minimized ZK verification is the endgame.ThesisL1/L2

Often covered with

Wormhole24 Union36 Axelar32 Solana60 Sui24 LayerZero35 Omni5 Celestia145

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