Spinning up a rollup is a weekend.
Running one is the job.
Layer Labs is an appchain and L2 venture studio and incubator. We help
builders navigate a fragmented service industry — architecture and
stack selection through tokenomics, liquidity, governance, and
go-to-market.
SequencerBlock time 2.00sBlocks 0000Sequencer revenue → you
The problem
The stack is modular. The vendor list isn’t.
Deploying is the easy part — rollup-as-a-service made sure of that.
What is hard is everything the deployment doesn’t include: a data
availability layer you won’t regret, a bridge people actually use, a
token that survives its own emissions, an ecosystem that shows up on
day one. Every piece is a different counterparty, a different contract,
a different quarter of your life — and most of them are one-way doors,
decided early, on incomplete information, and lived inside for years.
Layer LabsOne team, and a route through all of it.
The studio
Six disciplines, one team.
Layer Labs runs the whole surface of an appchain launch in-house and
brings partners in where partners are genuinely better. The disciplines
below are specified together, because each one constrains the others.
Architecture
Chain design
Stack selection across the major rollup frameworks and the
rollup-as-a-service providers building on them — we hold no
allegiance to any of them, because the framework matters far less
than what you do with it. Data availability, settlement and
sequencing are the choices that compound, and sequencer design is
where most of the user experience actually lives: a fast,
accountable set protects users better than a slow one wearing the
right badge.
Economics
Token & governance
Supply, emissions, fee routing, and sequencer revenue, designed as
one system. Plus a governance surface that can survive contact with
a real community rather than a forum thread.
Markets
Liquidity & bridging
Cross-chain routes, canonical and third-party bridges, and the
market structure that makes your chain somewhere worth arriving at
on the day it opens.
Narrative
Brand & go-to-market
Naming, identity, positioning, and launch. What your chain is
for, said in a way people repeat without being asked to.
Capital
Fundraising & grants
Ecosystem grant programmes, foundation support, and introductions
to investors who underwrite infrastructure rather than react to it.
Assurance
Audits & partners
Security review, integration partners, and the infrastructure,
custody, and exchange relationships a chain needs lined up before
it needs them.
Engagement
How a chain gets built here.
01
Thesis
Why a chain, and not a contract. We pressure-test the case for
owning a layer before anyone writes a line of Solidity — and we
will tell you when the answer is no.
02
Architecture
Stack, data availability, settlement, sequencing, and economics,
specified in one pass. Decided separately, they contradict each
other; decided together, they compound.
03
Build
Our rollup-as-a-service partners deploy. We run the integrations,
the audits, the testnet, and the long tail of things that only
break in public.
04
Launch, and after
Liquidity, listings, grants, community, and the first real users.
Then the part most studios leave you to: operating an ecosystem
once the launch post has scrolled away.
Announcement
Partnership announcement
Layer Labs×ozean
The blockchain for real-world asset yield on Optimism
Case study
Ozean: real-world assets that don’t just sit there.
Tokenising an asset is the easy part now. Treasuries, private credit,
equities — the wrappers exist and the custodians are licensed. The
hard part is what happens next: most tokenised assets land on-chain
as certificates, sitting inert in a wallet, earning nothing and
collateralising nothing. Clearpool came to us with the question of
whether fixing that needed a chain of its own. It did.
$33.5BTotal RWA value on-chain, mid-2026
4×Growth in on-chain RWA value since early 2025
~$8BTokenised private credit under management
1stCompliant RWA yield chain built on Optimism
Market figures as publicly reported through mid-2026, excluding
stablecoins.
Issuance
Tokenise it without a dev team
A launcher that mints a compliant RWA with no contract code —
financial assets like treasuries, bonds, ETFs and equities, and
physical ones down to real estate, metals and watches. Each is
issued against a licensed custodian rather than a wrapper
contract, which is the difference between a token an institution
can hold and one it cannot.
Tokenised credit
Private credit, in a vault
Tokenised private credit is now the second-largest RWA category
on-chain, and it works best in the vault shape: deposit a
stablecoin, hold one token that represents a claim on a curated
strategy — senior secured lending, structured receivables,
short-duration paper. Ozean is built to host those vaults natively
rather than bridge them in from somewhere else.
Tokenised equities
Stocks that trade at 3am
Tokenised equities are the fastest-growing RWA category, because a
stock token settles in seconds, trades on weekends, and is
reachable from anywhere with a wallet. The demand is proven — the
open question is which chain the compliant, institutionally
custodied version lives on.
Collateral & margin
The part that makes it matter
A tokenised asset you can only hold is a certificate. One you can
post as margin is infrastructure. On Solana this is already real:
tokenised stocks are accepted as collateral to borrow against, and
lending against them has become a market of its own. Ozean is
designed so credit and equity positions are collateral from day
one, not in a later release.
Native yield
The stablecoin pays you
Stablecoins bridged to Ozean convert to ozUSD, backed on-chain by
short-term treasury notes and rebasing daily at 1:1. The yield
stops at the user rather than the issuer — the opposite of how the
major stablecoins distribute the return on their reserves.
Compliance
Onboard once, not per app
Permissioned DeFi had become silos — every protocol its own KYC,
none of them interoperable. Ozean is permissionless at the core with
an opt-in compliance layer: a DID token carries a user’s
verification, each protocol sets its own bar, anon and permissioned
users coexist on one chain. Without this, no custodian lists a
regulated asset.
Fig. 02 — Ozean duration curveSchematic
Curve shape and the USDX6M duration yield as specified in the 2024
design brief. Illustrative, not live market data.
Around it we built the network the chain needed to matter: a liquidity
route through Base, and Aerodrome as the main DEX.
Landscape
The same thesis, on four different chains.
Ozean is not a bet against the market — it is a bet on where the market
is already going. Through 2026 the largest names in retail and
institutional finance each concluded that tokenised assets need
purpose-built infrastructure. They picked different stacks and
different asset classes, and they are all describing the same shape.
Robinhood Chain
A broker builds its own L2
Mainnet in July 2026 on Arbitrum Orbit, settling to Ethereum, with
95 tokenised stocks trading around the clock across 120 countries
and DeFi protocols live on day one. The clearest signal yet that
distribution at scale now wants its own chain rather than a
contract on someone else’s.
95 stock tokens at mainnet120 countries
Ondo & xStocks
Equities find product-market fit
On Solana, xStocks passed ten billion dollars of traded volume
within four months of launch, and Ondo Global Markets listed 200+
US stocks and ETFs routed through Jupiter. Tokenised equities went
from a pitch-deck category to a live market inside a year.
Cumulative volume$10B in 4 months
Kamino
Then they became collateral
Kamino took tokenised stocks as collateral and ended up with the
large majority of that lending market on Solana. This is the step
that turns a tokenised asset from a holding into a balance sheet —
and the one most RWA chains have not built for.
~4 in 5 of the Solana marketOther venues
Nest · Plume
Credit, packaged as a vault
Nest puts institutional credit strategies behind a single deposit
token, sourcing from managers including BlackRock, Hamilton Lane
and WisdomTree. It is the clearest template for how tokenised
private credit reaches an ordinary wallet — and it is a competitor
worth watching closely.
StrategiesOne deposit token
Third-party figures as publicly reported through mid-2026. These
projects are market context, not Ozean partners.
Work
Built with founders. Built on our own book.
Ozean is the fullest example of the first half. A studio that only
advises drifts, though, so we also develop projects in-house — for the
same reason a workshop keeps its own bench: what you learn operating a
chain, through the incidents and the emissions and the quiet months
after launch, is not available from the outside.
Studio/Chains built with founders and partners
SynthChain
An appchain supporting Synthetix, with Layer Labs backing the
deployment and ecosystem work around it.
SynthetixAppchainPerps
In-house/Projects we develop and operate ourselves
MTX Finance
A DeFi ecosystem built around Bitcoin, developed on our own book
to contribute working infrastructure to the appchain ecosystem
rather than commentary about it.
Bitcoin DeFiIn-houseIncubation
Studio intake/Direct to the founders
Bring us the thesis. We’ll bring the rest.
Tell us what the chain is for and who it is for. If the case holds, we
will show you the architecture, the economics, and the launch plan before
you commit to anything.