Here's all the alpha from @notthreadguy episode with @PrimordialAA :
(Spoiler its bullish)
1) LayerZero isn’t just middleware anymore.
- They’re positioning Stargate as the consumer-facing hub of the ecosystem.
- Consolidation means faster shipping, one token, one brand, one bet.
2) After approval , Stargate revenue = ZRO buybacks.
- Today Stargate generates a few million/year.
- Consolidation target: tens of millions/year.
- Every dollar will eventually funnel into LayerZero → bullish pressure for ZRO
- However for the first 6 months veSTG holders will continue receiving Stargate protocol revenue distributions
- After that 6-month window, 100% of Stargate revenue flows into LayerZero’s $ZRO buyback program.
3) One ecosystem, one token, one brand.
- LayerZero’s vision is no more fragmentation between products.
- Stargate becomes the consumer-facing hub of the LayerZero stack.
- This consolidates branding and strengthens LayerZero’s dominance in cross-chain infra.
4) LayerZero is already the market leader.
-80%+ market share in cross-chain messaging + transfer volume.
-With Stargate fully aligned, their moat just got wider
5) Wormhole wanted to destroy Stargate.
- Bryan Pellegrino believes if Wormhole had acquired Stargate, it would have “killed the protocol.”
- Instead, Stargate thrives under its original builders.
6) Clear execution roadmap.
- Instead of spreading resources across fragmented projects, LayerZero can now ship faster.
- Expect new integrations and product rollouts every couple of weeks.
- Goal: turn Stargate into the primary touchpoint for all cross-chain liquidity + money movement.
7) A new precedent for DAOs.
- This was the first large-scale DAO acquisition of its kind.
- Sets the template for how DAOs can transition from independence → integration while rewarding token holders.
Closing thoughts :
Bullish on the future of layerzero