Layer-2Pulse Reports

Manta Labs: Scaling Retail Adoption Through Consumer Applications

Key Insights

  • Manta Pacific is a modular Ethereum Layer-2 network that utilizes the OP Stack for EVM execution and Celestia for low-cost data availability. It also uses a dual-chain finality solution secured by MANTA staking via Symbiotic and Bitcoin staking via Babylon.
  • In August 2025, Manta shifted to an application-led growth strategy, with Manta Labs incubating consumer products as the primary driver of user acquisition and retention.
  • SUPERFORTUNE has scaled into a daily-use InfoFi application with monetization tied to paid progression, led by the Qi Purifier, which generated $21,600 in revenue from Nov. 20, 2025, to Dec. 14, 2025, implying an annualized run rate of $315,400.
  • Junk.Fun converts Solana wallet cleanup and rent recovery into a rewards loop built around credits, chests, a points lottery, and referral-driven distribution. Since launching on Oct. 28, 2025, Junk.Fun generated $60,900 in cumulative revenue through Dec. 14, 2025, implying an annualized run rate of $463,000.
  • Application revenues will flow back to Manta holders, tying tokenholder outcomes directly to ecosystem growth through new applications.

Primer

Manta is an ecosystem anchored by Manta Pacific, a modular Ethereum Layer-2 that launched in September 2023. Manta Pacific operates an EVM environment on the OP Stack, utilizes Celestia for low-cost data availability, and provides Universal Circuits 2.0, a library of pre-built cryptographic components that lets Solidity developers add zero-knowledge features without building custom circuits.

Manta Pacific also targets high-throughput execution through parallelization, supporting consumer-scale workloads at low fees. To reduce the user experience friction of optimistic rollup finality, Manta adds a dual-chain fast finality layer secured by MANTA staking via Symbiotic and Bitcoin staking via Babylon.

As of Dec. 14, 2025, L2BEAT tracked $38.0 billion in total value secured (TVS) across Ethereum scaling solutions, highlighting the maturity of the rollup-centric roadmap. As competition arises among Layer-2s, the practical differences between each of them at the infrastructure layer are converging. There is a limited distinction between Layer-2 networks in terms of transaction speed and fees, as the Layer-2 landscape as a whole has been commoditized.

In August 2025, the Manta team took action by making a strategic shift to focus on developing new applications as the primary growth engine for the network. Manta Labs has been targeting retail adoption with applications like SUPERFORTUNE, an AI-driven infoFi application that blends Chinese metaphysics with crypto market analysis, and Junk.Fun, a wallet cleanup tool that turns your worthless memecoins and NFTs into a lottery opportunity to earn additional rewards in SOL, with more applications to come in the future.

Manta’s Strategic Pivot

The Ethereum Layer-2 landscape has expanded into a crowded field of rollups that, from a user’s perspective, often look interchangeable. As the total value secured (TVS) increased across the category and rollup frameworks became standardized, competing solely on infrastructure offered diminishing returns. Low fees and fast execution became baseline expectations, and user activity increasingly followed distribution, meaning that it focused on areas where liquidity, applications, and consumer attention already existed. In that environment, attracting and retaining users required product-led demand that does not rely on temporary incentive programs.

In August 2025, Manta shifted its strategy to treat applications as the primary driver of adoption and retention by incubating an ecosystem of consumer applications. SUPERFORTUNE targets daily retail usage through an AI-powered InfoFi experience that combines Chinese metaphysics with crypto market signals. Junk.Fun captures demand from Solana by turning memecoins into a gamified experience. Manta has indicated that revenue generated from these applications will be directed back to MANTA holders, tying tokenholder outcomes more directly to product adoption and monetization.

SUPERFORTUNE

SUPERFORTUNE is Manta Labs’ leading consumer application, an AI-powered InfoFi product that applies Chinese metaphysics with crypto market signals. SUPERFORTUNE centers on repeatable interactions that can be completed daily. Users can generate a daily personal fortune reading, run Token Match readings by entering a ticker or contract address, and run Person Match readings to assess compatibility between two X handles.

SUPERFORTUNE uses two in-application resources: Fortune Points, which are earned through daily fortunes and the Whack the Villain minigame, and QIAN, a centralized non-tradable in-game currency. In Whack the Villain, users upload a custom villain avatar and earn Fortune Points per strike up to a base limit of 5,000 daily strikes. Fortune Points can be used to upgrade to Fortune Charms, which increase QIAN generation speed. Fortune Charms are purchased for $10 and generate QIAN over time, with charms progressing from Level 1 to Level 8. Charm ownership also unlocks Whack the Villain and activates referral rewards, while weapon upgrades cost 500 QIAN per level, and higher daily strike limits can be purchased with additional QIAN.

SUPERFORTUNE generates revenue through paid unlocks and paid acceleration tied to progression. The first conversion is the $10 Fortune Charm, which increases QIAN generation as the charm is upgraded. Users can also purchase QIAN top-ups using USDT to accelerate upgrades and in-game progression. The Karmic Vault introduces additional spend surfaces, including incense offerings that temporarily enhance Fortune Charm productivity, QIAN-priced NFT amulets, and omamori that provide in-game effects. The Karmic Vault also includes the Qi Purifier, which lets users burn worthless tokens in exchange for QIAN and has been a primary revenue driver for the application. Since launching on Nov. 20, 2025, the Qi Purifier generated $21,600 in revenue through Dec. 14, 2025, implying an annualized run rate of $315,400. SUPERFORTUNE’s official token, GUA, went live on Binance Alpha on Nov. 27, 2025, and has a fixed supply of 1 billion tokens. It is reserved for advanced utilities such as NFT purchases, feature unlocks, and buyback-and-burn mechanics.

Since launching in late July, daily active users increased from near zero to a low thousands baseline and then accelerated sharply in mid-October. A dip in daily users was driven by a product update that disrupted the UI. From Dec. 9, 2025, to Dec. 14, 2025, SUPERFORTUNE averaged 21,610 DAU and ranked 4th on DappBay’s BNB Smart Chain AI application category by 30-day users, at 52,200. Daily transactions followed a similar trajectory, increasing in line with DAU.

Junk.Fun

Junk.Fun is the second flagship incubation from Manta Labs, transforming Solana wallet cleanup into a new opportunity to compete for higher-value rewards. On Solana, inactive token accounts and low-value NFTs create wallet clutter, locking SOL as account rent. Junk.Fun lets users burn their worthless memecoins in the ‘legendary dumpster’ to receive credits that can be withdrawn or used to open chests for a chance at higher-tier rewards.

After connecting a Solana wallet, users navigate to the junk page, where the interface automatically displays assets eligible for junking, including low-value SPL tokens and NFTs. Users select items to “trash” and submit the transaction, which executes the Dumpster ritual onchain by closing the relevant token accounts and burning the selected assets. Each closed token account typically returns approximately 0.002 SOL in rent, while NFTs often recover between 0.002 and 0.01 SOL, depending on the account structure. Junk.Fun charges a fee to perform the process, listed as 2.3% for tokens and 5% for NFTs, and deposits the remaining recovered SOL into the user’s Junk.Fun balance as credits. Credits can be withdrawn back to the user’s wallet as SOL at a one-to-one ratio or kept in the platform for additional gameplay. Since launching on Oct. 28, 2025, Junk.Fun generated $60,900 in cumulative revenue through Dec. 14, 2025, implying an annualized run rate of $463,000.

Ongoing engagement centers on treasure chests and a points-based lottery. Treasure chests cost 0.001 SOL to open. Each chest is a randomized pull that can return 1,000 to 10,000 points, 0.001 to 1 SOL, or both, with rewards deposited to the user’s Junk.Fun balance immediately. A portion of chest-opening fees is allocated to rewards pools, with specific allocations to the Points Lottery Pool (50%) and the Chest Rewards Pool (10%), supporting ongoing prize distribution. Points earned through junking and chests can be invested into a weekly lottery that pays SOL prizes and scales with community participation, with prize tiers ranging from 0.5 SOL up to 200 SOL.

To sign up for Junk.Fun, you must have a referral code. Each user receives a referral link and a five-character code. Both the referrer and the new user earn bonus points tied to core actions such as junking tokens or NFTs and opening chests, reinforcing a growth loop that compounds activity into rewards.

Implications for MANTA Holders

Manta’s shift to an application-first growth model reframes how MANTA accrues value. Rather than relying primarily on sequencer fees and broad network activity, value capture becomes tied to Manta Labs’ ability to build and sustain revenue-generating consumer and enterprise applications. Manta has indicated that application revenues will be directed back to MANTA holders, linking tokenholder outcomes more directly to product adoption and monetization.

Closing Summary

Manta Pacific launched in 2023 with a modular Layer-2 architecture designed to compete on throughput, fees, and finality. By August 2025, performance convergence across rollups reduced the ability to differentiate on infrastructure alone, pushing Layer-2 teams to compete on distribution and applications. Manta shifted to an application-first strategy at that time, and the category’s scale has continued to expand since then, with L2BEAT tracking $38.0 billion in TVS across Ethereum scaling solutions as of Dec. 14, 2025.

SUPERFORTUNE and Junk.Fun are the first proof points for that model. SUPERFORTUNE has demonstrated that Manta Labs can ship a daily-use InfoFi product with scalable engagement, while Junk.Fun proved that wallet cleanup can be turned into a gamified experience with measurable revenue. As Manta Labs incubates additional applications, each new launch expands the ecosystem’s distribution surface area and adds incremental revenue streams, with MANTA as the primary beneficiary.

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This report was commissioned by Manta Network. All content was produced independently by the author(s) and does not necessarily reflect the opinions of Messari, Inc. or the organization that requested the report. The commissioning organization may have input on the content of the report, but Messari maintains editorial control over the final report to retain data accuracy and objectivity. Author(s) may hold cryptocurrencies named in this report. This report is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research and consult an independent financial, tax, or legal advisor before making any investment decisions. Past performance of any asset is not indicative of future results. Please see our Terms of Service for more information.

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Eric is a research analyst at Messari and an ambassador for Maple Finance. He previously was a Product Manager for FINTRX and is passionate about DeFi and AI.

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Outline
  • Key Insights
  • Primer
  • Manta’s Strategic Pivot
  • SUPERFORTUNE
  • Junk.Fun
  • Implications for MANTA Holders
  • Closing Summary
Author
Eric is a research analyst at Messari and an ambassador for Maple Finance. He previously was a Product Manager for FINTRX and is passionate about DeFi and AI.
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