Alpha V39
Defi
Year is 2024 and we fix ETH fragmentation and design.
Solving security of rollups: Based rollup (Shared sequencers with L1 (ETH)validators) , encrypted mempool, multiprovers to solve real time settlements with hardware acceletors (ASCI) like the one below 👇
Encrypted mempool coming
Polygon Type1 prover. Current EVM chains or optimistic rollups can now connect to Polygon Type 1 prover and then to its Agglayer, providing it with all ETH liquidity
Succinct labs introduces its decentralized prover network where provers compete to generate to generate zkp
Incubated by @chainway_xyz and powered by @RiscZero. BTC zk rollup comes out from stealth
Mozaic Hercules Vault Launch this week. Hercules Vault will be for Stargate assets. Theseus Vault for GMX is coming soon
Plume RWA launching on Arb Orbit
Entangle Public sale on 20th Feb
Astar first L2 to join Polygon AggLayer via Gelato RAAS tech stack. Gelato upgrades Astar's zkEVM testnet to 2.0 to ensure full compatibility with AggLayer v1
BTC L2 B² to launch on Polygon CDK. B² Network will become the first BTC Layer2 to integrate with the AggLayer.
Ezkl launch Lilith, a high-performance backend system for zkp generation at scale
Marginfi Roadmap
Aevo, Velo Coinbase listing
Eigen opened LST deposits on Monday
Vitalik bearish on Friendtech
All about Euclid’s elETH a new omnichain LRT by same incubators as @Equilibriafi
New LRT— $primeETH. Built by OriginProtocol. Accepts OETH, stETH, mETH, sfrxETH, and ETHx LST deposits
Cool dapp! If you have tokens but no gas money. It’ll work by: “ a user signs a permit and then a bot submits it to pull money, execute swap and send eth to user”
Some Q1 things to do
Web2 naming service partners with ENS
Akash $3.5M provider incentive to possibly pass; if so will offer new GPUs at lower market rates
Farms of the Month
Binance delisted a couple of coins but most remarkable was $XMR, Privacy coin
Reasons 👇🏻. I guess Binance not bullish on privacy cos they some feds rn
Taiko commits 1% of token to Protocol Guild
Purchasing Eigen points cheaper on Pendle than at Whales Market
$DYM goes live
Solana chain halts for 5 hours
Here’s what transpired
First Launchpad from Particle Network— the People’s Launchpad is Merlin BTC L2
All you should know on Pandora pioneering a new token standard ERC404, combining NFT and token standard, ERC721 and ERC20 respectively
Binance backed Heroes of Mavia airdrops token to gamers and NFT hodlers After reaching 1M global downloads on iOS and Android
Credit marketplace Clearpool launches on Mantle
Prep dex on Blast
Ondo USDY on SUI
Unreleased Wormhole token— $W, on Hyperliquid. 3x leverage
Frax announce launch of Fraxtal, a Modular L2. Airdrop of $FXTL points for veFXS stakers
An AuraFinance franchise. Boosted yield and metagov protocol built for Blast’s Thrusterfi
VC backed erc404 Token, MetaStreet
Thread on it
Floki unleash Valhalla; play to earn metaverse game
Lyra V2 - a powerful options & perp orderbook exchange on Lyra Chain (OP Stack). Issuing $150,000 in rewards per epoch (every 10 days) to boost volumes.
Rabby wallet now on mobile. On Playstore atm and being reviewed by AppStore
VC raises this week
Airdrop
Airdrop farming
Degods and yoot NFT hodlers will likely get Wormhole airdrop
Testnet airdrops to participate in
Binance hints at Polyhedra airdrop
Airdrop Wormhole airdrop announced. Ticker is W. 17% of supply to be airdropped
Argent hints at Starknet Airdrop
Milky Way points- mPoints
Phase 2 PYTH airdrop to dapps. 100M $PYTH $47M to be distributed to 160 dapps
With partnerships with Celestia and Pyth, i assume TIA/Pyth stakers to get Lightlink airdrop
NFT
Magic Eden X Azuki partnership
State of the Market
Thailand Digital asset tax exemption
Sec ETH ETF delay
ETH ETF
Chinese USA fomo
Ark/21 shared wants to max yield their ETH
Sam Altman Looks to raise $7T for AI project. Makes me so bullish on crypto AI
BlackRock overly bullish on BTC
Lmaoo
Ze end 🐍