Bryan Pellegrino@PrimordialAA · 2026/08/26赛道影响The response to ATLAS has been absolutely insane, the number of people who have reached out is incredible. Can’t wait to be able to show off performance here in a more hands-on manner outside of just partners + show everything happening with institutional markets
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Bryan Pellegrino@PrimordialAA · 2026/08/25观点输出RT @LorenzoARK: Thoughts on the ATLAS launch by @LayerZero_Core
The team has been working relentlessly since the Zero announcement back in…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bryan Pellegrino@PrimordialAA · 2026/08/25观点输出We are building ATLAS to do for global markets what interoperability and the OFT have done for global money.
Some of the world's largest institutions have been actively building on & testing ATLAS and we repeatedly hear they are blown away.
Excited to expand testnet access
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bryan Pellegrino@PrimordialAA · 2026/08/25观点输出@c4lvin Still not on your level yet, just 3!
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bryan Pellegrino@PrimordialAA · 2026/08/25观点输出@omnisea @kunalgoel I remember you all very well of course. Yup, Zero/ATLAS should support any ERC20 compatible asset trivially
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bryan Pellegrino@PrimordialAA · 2026/08/25观点输出RT @LayerZero_Core: The world’s markets are undergoing a once in a generation transition.
We’ve spent the last year building ATLAS (Aggreg…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bryan Pellegrino@PrimordialAA · 2026/08/25政策影响LayerZero’s Three Pillars
We built LayerZero on a unique insight we had incredible conviction in just over 6 full years ago – that the world of settlement ledgers would be multi-polar, and that the core asset base would rapidly expand.
That has proven true on every possible level and we are still just scratching the surface. Stablecoins have grown 63x from $5B -> $320B since 2020, and are projected to be $3T by 2030. RWAs were not even a real asset class in 2020 ($16M worth of gold). They’ve grown 2,000x in the past 6 years to more than $33B and still have a holder-base on the order of just 1M people, which is just now starting to rapidly accelerate.
And all of this used to happen on a single chain. Today the asset base, trading volume, and payments flows continues to diversify further year after year.
The past six years of our business has been built around this pillar, and a bet that asset expansion and tokenization will continue to be one of the most powerful forces in finance. We’ve put our blood, sweat, and tears into making this acceleration more possible, more seamless and we will continue to bet our time and resources on being the most critical piece of infrastructure supporting this expansion.
Now we’re finally ready to talk about our other two core pillars, why we built Zero, and what we plan to do with it.
We now have an incredibly rapidly expanding asset base, one that’s expanding faster, not slower than ever before. This is an asset base that’s globally accessible, continuously available, and includes an increasingly large number of assets with sufficient depth and liquidity to build meaningful markets around.
The second core pillar of LayerZero comes from our deep conviction that the demand for global markets will continue to expand. We believe that in order for that to happen we need technology that is as performant as existing platforms and can meet the regulatory requirements of the world's largest markets.
Our embodiment of this belief is ATLAS. We have spent the past year working closely with the largest financial institutions in the world to create a platform that does exactly this. Millions of messages per second (NYSE-scale), microsecond latency, and built to serve both institutional and open markets globally.
We are building ATLAS to do for global markets what interoperability and the OFT standard have done for global money.
Our third core pillar is a fundamental belief that AI is going to reshape our entire world faster and at a larger magnitude than anybody could have possibly imagined. It’s clear to anybody now that agents are going to outnumber humans by a thousand-fold. It should also be clear to anyone that what this does to the world of commerce, finance, information, and the rails of the internet and payments we know today will be completely transformative.
In order for blockchains to be able to scale to 10s or 100s of millions of TPS, there are a bunch of critical bottlenecks that need to be solved in storage, DA, replication of compute, network throughput, and many more.
We’ve spent the last 3.5 years systematically dismantling each of these bottlenecks, and published the basis for each in February. We are building the only architecture in the world that is built for true global agentic scale. 100M+ TPS, agents as first-class citizens, native payment rails, and the world’s fastest blockchain.
These are the three pillars that underpin all we’re doing at LayerZero, and they reflect our view of how we plan to help reshape the world.
Bryan Pellegrino@PrimordialAA · 2026/08/24观点输出@0xWuffle So good!
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bryan Pellegrino@PrimordialAA · 2026/08/24观点输出@Hacker_Poker Comes at you fast man
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Bryan Pellegrino@PrimordialAA · 2026/08/24赛道影响Just wrapping up my 3rd annual 1:1 trip with my kid, what an incredible year. Tokyo and Shanghai.
He planned the whole trip end to end himself, including the wrench he threw in ~4 hours out that we were going to go with completely empty suitcases, so we flew into Tokyo with just the clothes on our backs.
Tokyo was amazing as always and we had no real agenda, we wandered around, bought clothes for the trip, ate Tsukemen every day, walked like 10km+/day, spent an evening at a Japanese version of a pc bang, and generally just enjoyed the city.
Shanghai was totally different, his entire trip was centred around wanting to go see The International (TI15). We had camped out at midnight and tried to scoop tickets and they sold out in like 0.1s, and there was 0 reselling allowed. We tried literally everything we could to get them, emailed teams, coaches, announcers, everything and just like no luck for 2 months leading up to the trip.
Two people responded @SirActionSlacks and @Blitz_DotA, and man were they amazing. Both went way out of their way to make the event incredible and to make a 12 year old loves dota have the time of his life. We met up with his friend who was also in Shanghai and just spent 4 days watching dota 15 hours a day in the arena lol. The event was insane, production quality A+, and it was one of the most insane TI finals of all time.
Luckily we got to sneak in some time around Shanghai and wandered into some awesome dumpling shops, but ultimately the trip was amazing and he says the best he’s ever had of the 3.
By far the best thing I do every year, and would highly recommend to any parent who has the opportunity.
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