Latest Mantle (MNT) News Update

Deep Dive

1. ZK Rollup Upgrade (17 September 2025)

Overview: Mantle completed its transition to a hybrid OP Stack/ZK Validity Rollup, becoming the largest ZK rollup by TVL ($2B+). The upgrade cut withdrawal times from 7 days to 1 hour using Succinct’s zkVM, while maintaining full EVM compatibility and reducing proving costs to $0.002/tx.

What this means: Bullish for MNT’s utility as the upgrade addresses a key barrier (slow exits) for institutional liquidity. The $4.3B treasury backing provides runway for further ecosystem incentives. (@billylwy22)

2. ATH Rally (12 September 2025)

Overview: MNT surged to $1.68 (ATH) with a $5.2B circulating cap, driven by its role in Web3 gaming/dApps and a $388M ETH-denominated treasury. On-chain activity hit records: 148M+ cumulative transactions, 670K users, and $12.3B derivatives volume.

What this means: Neutral-bullish – while growth metrics signal adoption, the 14% 24h pullback (-2.73% as of 18 Sept) suggests profit-taking. Monitor whether $1.69 support holds amid broader ETH strength. (Bit2Me)

3. Coinbase Futures Launch (21 August 2025)

Overview: MNT perpetuals debuted on Coinbase International, following Bybit’s integration of MNT across Earn/OTC products. Pre-listing hype drove a 26% weekly rally to $1.37, but open interest dipped post-launch (-3.96% in 7 days as of 18 Sept).

What this means: Mixed – exchange adoption expands liquidity, but RSI 75.3 still flags overbought risks. Watch the $1.40 resistance (near April 2024’s $1.50 ATH) for breakout potential. (Cryptomus)

Conclusion

Mantle’s technical upgrades and CEX partnerships position it as a liquidity hub, but sustainability hinges on post-upgrade adoption and avoiding overextension. With altcoin season heating up (CMC Altcoin Season Index at 73), does MNT’s ETH-aligned treasury give it an edge in capturing institutional flows?

Deep Dive

1. @0xBwayne: Bybit’s full-stack MNT integration bullish

“$30B+ daily volume hardwired into Mantle’s ecosystem… BNB vibes!”
– @0xBwayne (23.8K followers · 412K impressions · 22 August 2025 06:06 PM UTC)
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What this means: This is bullish for MNT because deep exchange integration creates recurring demand through trading pairs, collateral use, and VIP perks – mirroring BNB’s growth playbook.

2. @0xyukiyuki: Rate cuts turbocharge Mantle’s DeFi machine

“Active addresses at 7-month highs, $713M stablecoin inflows this summer”
– @0xyukiyuki (15.2K followers · 289K impressions · 22 August 2025 06:36 PM UTC)
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What this means: This is bullish for MNT as rising Fed rate cut probabilities (90% per the post) are driving capital into yield-bearing DeFi protocols like Pendle Finance on Mantle.

3. @coin68: Vietnamese traders eye supply crunch

“On-chain data shows whales accumulating + exchanges bleeding MNT” (Translated from Vietnamese)
– @coin68 (89.4K followers · 2.1M impressions · 11 September 2025 08:17 AM UTC)
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What this means: This is neutral-bullish for MNT because exchange net outflows (18 new MNT pairs added on Bybit) suggest holders are positioning for longer-term upside despite 60% monthly gains.

Conclusion

The consensus on Mantle is bullish with caution – institutional partnerships and DeFi activity counterbalance overbought technicals. Watch the $1.54-$1.70 zone: A sustained break above could validate “BNB 2.0” narratives, while failure might trigger profit-taking toward $1.40 support. Track ETH reserves (101,867 ETH as of 11 September) for ecosystem health signals.

Deep Dive

1. ZK Validity Rollup Mainnet (Q4 2025)

Overview:
Mantle recently completed testnet integration of Succinct’s SP1 zkVM (Mantle Q2 2025 letter), transitioning from optimistic to ZK rollups. The mainnet upgrade aims to enable 1-hour finality (vs. 7 days previously) and full EVM compatibility while maintaining sub-$0.002 per transaction costs.

What this means:
- Bullish: Reduces capital lockup times by 168x, improving liquidity for traders and institutional participation.
- Risk: Mainnet stability testing remains ongoing; delays could affect dApp migration timelines.

2. Mantle Index Four Launch (Q3 2025)

Overview:
The $400M MI4 fund (announced August 2025) tokenizes exposure to BTC (50%), ETH (26.5%), SOL (8.5%), and stables (15%), with yield strategies via mETH and sUSDe. It will trade on Mantle Network and partner CEXs.

What this means:
- Bullish: Could attract TradFi inflows via simplified crypto beta access – similar to Bitcoin ETF dynamics.
- Neutral: Success hinges on sustained demand for tokenized funds, competing with BlackRock’s BUIDL and others.

3. Mantle Banking Global Expansion (Q4 2025–Q1 2026)

Overview:
The “crypto neobank” enters phase 2 with physical card issuance and MI4 auto-invest features (Q2 2025 roadmap). Early beta users (Q3 2025) can tokenize fiat salaries into stablecoins and borrow against mETH/FBTC.

What this means:
- Bullish: Direct fiat ramp could onboard millions of non-crypto users, boosting $MNT utility as gas/ecosystem token.
- Risk: Regulatory scrutiny in key markets like the EU may slow card rollout.

4. Bybit Partnership Milestones (Q4 2025)

Overview:
Bybit plans to expand $MNT spot pairs from 4 to 20+, launch options trading, and integrate $MNT into Smart Leverage/Double Win products (joint roadmap).

What this means:
- Bullish: Direct exposure to Bybit’s $30B+ daily volume could tighten spreads and improve $MNT liquidity.
- Neutral: Exchange-driven demand may amplify volatility during market downturns.

Conclusion

Mantle is positioning itself as a bridge between TradFi yield products and DeFi efficiency, with MI4 and Banking targeting institutional and retail users respectively. The ZK upgrade and Bybit integration provide near-term technical and liquidity catalysts. Can Mantle’s “real-world utility” narrative outpace competing L2s focusing purely on DeFi? Monitor TVL growth post-ZK mainnet and MI4’s AUM milestones.

Deep Dive

1. DA & Performance Upgrades (25 August 2025)

Overview: Enhanced data availability (DA) verification and split L1/L2 processing to reduce synchronization delays.
The v0.4.3 update introduced real-time L1 overhead adjustment based on rollup capacity, aiming to lower transaction fees. DTL (Data Transport Layer) now handles L1/L2 processes separately, cutting sync times by ~30% in internal tests. GasOracle metrics were refined for more accurate fee calculations.

What this means: This is bullish for MNT because faster, cheaper transactions improve Mantle’s competitiveness vs other L2s. Developers gain better tools for fee prediction.
(Source)

2. ZKP Proof Acceleration (15 August 2025)

Overview: Added optimism_safeHeadAtL1Block API to support faster zero-knowledge proof generation.
The v1.3.1 Mainnet Skadi upgrade introduced this endpoint to help verifiers quickly access historical block data needed for succinct proofs. This aligns with Mantle’s roadmap to integrate ZK-Rollups alongside its existing optimistic rollup.

What this means: Neutral for now, but positions Mantle for hybrid rollup capabilities. Faster proofs could eventually reduce withdrawal times and boost DeFi use cases.
(Source)

3. Security Overhaul (12 July 2025)

Overview: Resolved 25+ vulnerabilities from ConsenSys audits, including TSS node slashing flaws and contract logic errors.
Post-audit fixes in v0.4.2-beta.0 included patching critical issues like improper nonce handling (risk of replay attacks) and JWT key mismanagement. The TSS module now requires permissioned API access, reducing attack surfaces.

What this means: Bullish long-term – robust security audits increase institutional confidence in Mantle’s $7B+ TVL ecosystem.
(Source)

Conclusion

Mantle’s codebase reveals a dual focus on Ethereum alignment (via ZKP prep/EigenDA integration) and enterprise-grade security. The DA optimizations and hybrid rollup trajectory suggest Mantle is positioning itself as a modular chain for high-value RWA transactions. With EigenDA now handling 80%+ of data submissions per , how will Mantle balance decentralization with its institutional partnerships in future upgrades?