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$ZEX

7 pieces · Jun 2025 to Oct 2025 · 1 flagship

Sectors

Solana7 Perps6 ZK2 Hyperliquid2 Robotics1

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Coverage per year

72025

Price and coverage

Zeta $ZEX

Calls: 4 bullish
Since first call, bullish: −98%
Since latest call, bullish: −99%
Now: $0.00107

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 $ZEX

Breakdown02 Oct 2025Bullet: Solana's onchain Nasdaq with 1ms latency, TL;DR of A1 articleTL;DR of A1's Bullet article: a Solana network extension with 1ms soft confirmations, Rust CLOB, maker-priority sequencing, 100x perps, integrated lending, and ZK proofs on Solana. Positioned as Solana's answer to Hyperliquid.Breakdown25 Oct 2025Bullet: Solana ZK perp DEX appchain built on the Sovereign SDKBullet is a ZK-powered Solana network extension with a Rust matching engine (BulletCore), single FIFO sequencer, Celestia DA and SP1 proofs verified on Solana. Adds borrowing/lending, wallet and gas abstraction, and a planned BulletSVM.Thesis14 Oct 2025Dip buys: HYPE, SOL, ZEX, CODEC, ROBA and the reasoningExplains five dip buys after the Friday crash. HYPE showed zero downtime and a working ADL, SOL has multiple catalysts, ZEX migrates to BULLET at about $17M mcap, and CODEC and ROBA are robotics bets.

Timeline · every piece, newest first

2025 7

25 Oct 2025Bullet: Solana ZK perp DEX appchain built on the Sovereign SDKBullet is a ZK-powered Solana network extension with a Rust matching engine (BulletCore), single FIFO sequencer, Celestia DA and SP1 proofs verified on Solana. Adds borrowing/lending, wallet and gas abstraction, and a planned BulletSVM.BreakdownPerpsSolanaZK

14 Oct 2025Dip buys: HYPE, SOL, ZEX, CODEC, ROBA and the reasoningExplains five dip buys after the Friday crash. HYPE showed zero downtime and a working ADL, SOL has multiple catalysts, ZEX migrates to BULLET at about $17M mcap, and CODEC and ROBA are robotics bets.ThesisHyperliquidSolanaRobotics

04 Oct 2025ZEX is BULLET: Bullet's token migrationPoints out that Bullet, the Solana network extension offering an onchain Nasdaq with 1ms latency and thousands of TPS, already has a tradable token as ZEX, which migrates to BULLET.ThesisPerpsSolana

02 Oct 2025Bullet: Solana's onchain Nasdaq with 1ms latency, TL;DR of A1 articleTL;DR of A1's Bullet article: a Solana network extension with 1ms soft confirmations, Rust CLOB, maker-priority sequencing, 100x perps, integrated lending, and ZK proofs on Solana. Positioned as Solana's answer to Hyperliquid.BreakdownPerpsSolanaZK

28 Sep 2025Why ZEX (Bullet) looks mispriced: Solana's answer to HyperliquidArgues Bullet is Solana's missing HL-style perp DEX, with 1.2ms latency versus 400ms on Solana L1, integrated lending and a strong team. Notes ZEX trades at a $23m mcap and $124m FDV, which he sees as a favourable risk/reward.ThesisPerpsSolanaHyperliquid

11 Jun 2025Bullet as Solana's answer to Hyperliquid and room for multiple DEX winnersDescribes Bullet as a hybrid rollup with ZK fraud proofs and settlement on Solana, with a purpose-built runtime and a CLOB at 2-3ms latency. Argues Hyperliquid stays king but, as DEXes eat CEXes, there will be more than one winner.ThesisPerpsSolana

10 Jun 2025Bullet: Solana network extension built for onchain CLOB tradingIntroduces Bullet as an optimistic rollup on Solana using ZK fraud proofs, designed for trading with a CLOB at thousands of TPS and 2ms latency. ZEX migrates 1:1 to the new token at mainnet.BreakdownPerpsSolana

Often covered with

Bullet33 Solana60 Hyperliquid113 Sovereign Labs13 Celestia145 Succinct38 CodecFlow11 Pyth17

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