Alpha and Summary. February 2, 2024
Defi
I’m most bullish on AI sector and #Moz is the one for me going into the bull. Their AI yield farming product - Theseus Vault, will soon be live for public to use, current being private tested. Also, Perseus Vault for Pendle LRT/LSTs currently in discussion and more updates 👇
Protocols to keep eyes on
Kelpdao LRT live on Polygon zkEVM
Kraken to list Wif
Vitalik previously called #Bitcoin the meme a scam. Now backtracks
Renzo bringing cross chain Restaking to Arb
Binance inscriptions
Polygon lays off 19% of team to niche better
Eigenpie integrate Chainlink CCIP to power cross chain liquid Restaking
EOS CEO on BTC L2
Co founder of JUP says team sold 250 million #JUP and reduced the sales ratio from 20% to 2.5%; that they could’ve sold more via OTC/IDO
Wormhole integrates with Dymension. Through wormhole, users can send liquidity to Dymension Rollapps.
Wormhole introduces zk tech to its bridge
Avax announce wrap messaging coming to EVM— Durango upgrade launching for Fuji Testnet on Feb 13
OGN LRT soon
Dopex to sunset SSOV (Single staking Option Vault) and will focus on CLAM
New faults on Prisma
ZetaChain mainnet. Zeta tokens were airdropped to eligibles
Airdrop
TIA stakers ALT airdrop eligibility
State of the Market
Argentina remove crypto tax
Opnx to shutdown
