10 weeks of weekly Alpha Summary. It’s crazy. We’ve come along way on Alphas.
Gm Slytherins. Alpha 👇🏻
Defi
A lot of buzz recently on EIP-4844
Gas fees on Rollups will be reduced by a mile. Reduced fees, increased network activity
OP stack situation and why I’m bullish on $OP
OP stack chain, Base mainnet in August.
A lot of chains choose Op 👇🏻
Scope of Base and it’s ecosystem
OP native Velodrome bullish thesis.
And hint: Velo lockets get Base native - @aerodromefi airdrop
Although will velo dip at airdrop?
Might get aero at open market
Just recently, Celo formerly L1 proposal to be ETH L2
Soon most all L1s will transition to L2s
Two bad news for L1s DOT and Algorand
Algorand’s num1 defi protocol shuts down and DOT stops its Parachain.
You see, you know what it signifies!!!
RWA bidding will come from ze tradfi
It’s what they like, Real World! Then tokenized
They cherish this
With BlackRock bidding $BTC. Smart investors saw the need to bid RWA.
RWA rose in TVL and more
6 days ago some activity happened on $Metis, idk what that is
Who can tell me what’s happening there?
Everything you need to know on ETH L3s
Oke ending all talks on L2 with this detailed dive on state of L2s
oke time for some yielding
swETH as collateral on @gravitaprotocol
Also Guide to Maximize your swETH yield.
Institutions maxbidding #CRV
With the launch of $ETH ominpools.
Having one of the best yields for single staked assets in whole eco
#CNC is bidding.
However, instead of staking on Conic, if staked via Beefy vault your rewards (CRV, CNC, CVX) are auto compounded to earn passive ETH
But alternatively, Dopex gets a higher yield on single staked stETH
Risk averse strategy to earn 34% APR on Timeswap using $Quick/$USDC pool
Also, timeswap testnet is live on Mantle
Remember by lending and borrowing on Timeswap you position for an airdrop
Unami enjoyoors $glpUSDC-$USDC pool on Timeswap. Timeswap has so many yield strategies
Parallax 25% APY rETH-wETH vault
Rumors have it that @staderlabs_eth will start a LRT (Liquid Restaking Token) with @eigenlayer
6 days ago Stader Labs went live on mainnet
Expect $RBN to bid.
Ribbonfinance going through a revamp proposal (improved UX, Gud yields etc) which they’ll vote yes obviously and integration with fellow options Aevoxyz
4 days ago EigenLayer LST cap was raised and quickly filled out
And new liquid Restaking protocol powered by EigenLayer @restakefi
Also, Altlayer chooses Eigen for security
Formerly crocswap, now ambient. Been building Ambient since I thinks ‘20.
Now launched and backed by major VCs, as it aims to redefine defi
Reasons why Camelot Arbitrum grant proposal is bad
GHO stablecoin live on Aave
Gud Aave eco catalyst
Synapse bullish thesis
A new Mega LSDFi Protocol
Recently Polygon announced $POL as its token for Polygon 2.0, exing $Matic
Some mega Alphas
6 days ago Rodeo was exploited
However, it might have a comeback
Bull run pumpamental thesis
GameSwift $GSWIFT utility. Will launch on Spartadex_io launchpad and Bybit
Binance LSDfi report
AI
Use AI to make some money on Youtube
Chatgpt for defi
State of the Market
Ceo and some of his family members were arrested by Chinese authorities.
Loss of contact with Multichain team; team lost access to serves.
Users assets transferred to unkown addresses.
Elon Musk handed out rewards to Twitter creators.
Here’s everything you need to know on it
XRP is not a security- US Judge
Everything you need to know on the Ripple $XRP case
Good accumulation zone to load up bags
Ze end 🐍