Pular para o conteúdo
EntrarConta
Menu
LayerZeroZRORaro
79/100STRICT
Raro
#90cap. de mercado22 de out. de 2026

LayerZero

ZRO
Infraestrutura, pesos de infraestrutura técnicaRanking de cap. de mercado 90, CoinGecko 8 de nov. de 2026
Fundamentos, não preço
PilarAvaliaçãoPosição na escala de 0 a 100PesoContribuição
Sustentabilidade85×0,1815,30
Transparência75×0,1410,50
Receita72×0,1410,08
Inovação92×0,2623,92
Comunidade80×0,1411,20
Tokenomics60×0,148,40
Soma ponderada, total de pesos 1,0079,40Arredonda para a pontuação publicada79
Analisado
22 de out. de 2026
Motor
v5.2.0
Calculado
2026-10-22 05:31 UTC
Hash de entradas
958d23c1daed

O Lite desbloqueia LayerZero por completo. Variação, cenário, sinal, fatores de risco, catalisadores.

Ver planos

Pesquisa, não constitui aconselhamento financeiro. Leia os termos.

Evidências dos pilares

Conjunto de dados 22 de out. de 2026. 6 fontes, 12 citações.
Cada arco é a avaliação de um pilar, desenhada em escala de 0 a 100.

Em inglês

Sustentabilidade85

Este projeto consegue continuar operando e se financiando por anos?

Backed by Citadel Securities, ARK Invest, DTCC, ICE, Google Cloud, and Anchorage Digital, securing $225B+ in cumulative cross-chain volume across 160+ networks.12

Transparência75

Pessoas de fora conseguem ver e verificar o que a equipe e o protocolo fazem?

Open-source Ultra Light Node and OFT contracts and public DVN registries balance historical whale accumulation debates and pending Evercrest litigation.34

Receita72

O protocolo gera taxas reais ou receita com o uso?

While four messaging fee-switch referendums ended Off, relayer/DVN fees remain active and the November 30, 2026 lzATLAS launch introduces net-fee ZRO buybacks and burns.51

Inovação92

A tecnologia está sendo desenvolvida e lançada, e ela realmente importa?

Pioneered Omnichain Fungible Tokens (OFTs) and modular DVNs, now shipping the Zero L1 blockchain and lzATLAS (~200,000 TPS initial capacity) on November 30, 2026.35

Comunidade80

Quem usa, desenvolve e detém a moeda, e quão durável é essa base?

Over 700 integrated applications, $127.1M in 24-hour trading volume, and broad developer adoption across Tier-1 DeFi and institutional partners.62

Tokenomics60

O fornecimento, a emissão e os desbloqueios protegem os detentores contra a diluição?

Approximately 400.7M of 1B max ZRO circulate (~40.1%) after the October 20, 2026 unlock of ~23.6M ZRO, with monthly unlocks continuing through 2027.24

Fontes

Sobre LayerZero

Análise de 22 de out. de 2026

Em inglês Tradução pendente: esta análise é apresentada em inglês.

LayerZero (ZRO) is the leading omnichain interoperability protocol, having processed over $225 billion in cumulative cross-chain volume and 159 million messages across 160+ blockchains and 700+ applications. Approximately 400.7 million ZRO circulate out of a 1 billion maximum supply following the October 20, 2026 unlock of roughly 23.6 million ZRO.

Visão geral completaMostrar menos

In October 2026, LayerZero officially confirmed that its Zero Layer-1 blockchain and lzATLAS (Open ATLAS) institutional trading and settlement infrastructure will launch on November 30, 2026, targeting 200,000 TPS at launch with net platform fees structured to fund ZRO buybacks and burns. Institutional integrations include Canton Network (Goldman Sachs, DTCC, BNP Paribas), Anchorage Digital bank-issued stablecoins, Tether USDt0, and Citadel Securities.

Tese de investimento

LayerZero combines category-leading cross-chain messaging dominance with an imminent transformation into an institutional settlement Layer 1. As of October 2026, ZRO commands a market capitalization of approximately $805.3 million (#88 on CoinGecko) with $127.1 million in 24-hour trading volume, absorbing its October 20, 2026 unlock of roughly 23.6 million ZRO (~$43M-$47M) with strong market demand.

Tese completaMostrar menos

The central catalyst arrived in October 2026 when LayerZero confirmed November 30, 2026 as the mainnet launch date for the Zero Layer-1 blockchain and lzATLAS (Open ATLAS). Backed by Citadel Securities, ARK Invest, DTCC, ICE, and Google Cloud, Open ATLAS will debut across more than a dozen trading venues at ~200,000 TPS initial capacity (scaling toward the 2M TPS architecture target).

Crucially, after four messaging fee-switch referendums ended Off through mid-2026, lzATLAS is explicitly structured to route a portion of net platform fees (after venue rebates) toward programmatic ZRO buybacks and burns. Alongside Canton Network Treasury repo routing, Anchorage Digital’s September 2026 stablecoin partnership, and pruning of four low-activity chains (Gravity, Camp, GOAT, Metis Andromeda) in October 2026, LayerZero offers compelling institutional upside weighed against monthly vesting unlocks through 2027.

Pontos fortes
  • Confirmed November 30, 2026 mainnet launch for the Zero Layer-1 blockchain and lzATLAS (Open ATLAS) settlement layer (~200,000 TPS initial capacity), backed by Citadel Securities, ARK Invest, DTCC, ICE, and Google Cloud.
  • Direct ZRO value accrual built into lzATLAS, where a share of remaining platform trading and settlement fees funds ZRO buybacks and burns.
  • Unmatched institutional interoperability footprint: Canton Network (Goldman Sachs, DTCC, BNP Paribas), Anchorage Digital bank stablecoins (September 2026), Fidelity/Ondo DVN verification, and Tether USDt0 ($70B+ transfers).
  • Dominant omnichain messaging scale with $225B+ cumulative volume, 159M+ messages, and 700+ applications across 160+ chains.
Riscos
  • Recurring monthly supply unlocks through 2027 (including ~23.6M ZRO on October 20, 2026 and 25.71M ZRO on September 20, 2026) leave ~60% of the 1B max supply still uncirculated ($2.01B FDV vs $805.3M market cap).
  • High technical execution bar for the November 30, 2026 Zero L1 and lzATLAS rollout; any launch delay or throughput shortfall would pressure the recent valuation expansion.
  • Core messaging protocol fee-switch referendums failed to pass four consecutive times through June 2026, making tokenholder cash-flow capture dependent on lzATLAS adoption.
  • Pending Evercrest Technologies civil litigation regarding an April 2026 bridge incident remains an unresolved legal contingency.
Posição competitiva

LayerZero leads the omnichain interoperability sector by a wide margin in both application count (700+ apps, 730+ OFTs) and institutional finance partnerships, ranking #88 on CoinGecko with an $805.3 million market capitalization and $127.1 million in 24-hour volume as of October 2026. While Chainlink CCIP competes fiercely for institutional capital markets and Wormhole and Axelar serve cross-chain DeFi, LayerZero’s selection by Goldman Sachs-backed Canton Network (March 2026) and Anchorage Digital (September 2026) established a premier institutional moat.

Posição completaMostrar menos

The confirmed November 30, 2026 launch of the Zero L1 blockchain and lzATLAS elevates LayerZero from a pure messaging middleware protocol into a full high-throughput institutional settlement venue with built-in ZRO buyback-and-burn tokenomics.

Conclusão

LayerZero strengthened its investment case in October 2026, expanding to an $805.3 million market capitalization (#88 on CoinGecko) on $127.1 million in daily volume while absorbing its October 20 token unlock. The confirmed November 30, 2026 launch of the Zero Layer-1 blockchain and lzATLAS (Open ATLAS), featuring ~200,000 TPS initial settlement capacity and net fee ZRO buybacks and burns, directly addresses prior fee-switch governance stalemates.

Conclusão completaMostrar menos

StrictScore maintains a BUY rating, with execution on the November 30 launch and ongoing monthly unlock absorption as the primary watchpoints.