Daily Alpha and Summary. 11, September, 2023.

Defi

Friendtech point rumor

https://x.com/kaffchad/status/1700785021110669804?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Banana Bad Launch, Team couldn’t audit, now a bug made the launch bad. Context: Banana is on the Unibot narrative

https://x.com/azflin/status/1701319497896825029?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

https://x.com/bananagunbot/status/1701322684313817459?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

https://x.com/hsakatrades/status/1701326554461000007?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

So Team has to remove liquidity from the earlier contract

https://x.com/bananagunbot/status/1701327233548267781?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Seems banana team can’t fix the bug

https://x.com/mister_ch0c/status/1701333300374073823?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Built by chads @the_eqg a L1 blockchain for zk provers

https://x.com/gevulot_network/status/1701219090491453562?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Espresso partnering with Offchainlabs to bring shared sequencing to Arbitrum chain. Espresso is chads at shared sequencing so if collab is successful and they work it out for Arb, then is bullish

https://x.com/espressosys/status/1701318209624834466?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Safe integrates with Polygon zkEVM

https://x.com/safe/status/1701219145424261153?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Aptos X Sushiswap collaboration

https://x.com/aptos_network/status/1701106360937754783?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

They launched but there’s an irony

https://x.com/mountainusdm/status/1701208170931081576?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Tis is the irony cos they said permissionless

https://x.com/mountainusdm/status/1701208191525061012?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

zkSYNC is heavily Sybilled

https://x.com/wublockchain/status/1701143142794506736?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

NFT

Noun DAO conflict. Holders not happy with hike Noun DAO is handling they treasury

https://twitter.com/huntersolaire_/status/1701191292221292978?s=20

Milady dev takes ~$1m in generated fees

https://x.com/charlottefang77/status/1701245168039452947?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Rumors of Milady founder being a fed

https://x.com/evan_ss6/status/1701403742224916888?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Could it be a government plant?

https://x.com/wazzcrypto/status/1701347968513716577?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

State of the Market

ZachXBT exposes these influencers for dumping on they followers

https://x.com/zachxbt/status/1700920283798839443?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Altcoin Psycho drops his Solana thesis

https://x.com/altcoinpsycho/status/1700910703006167502?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

His honorable says he has an offer to acquire FTX holdings

https://x.com/justinsuntron/status/1701265627741335573?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Paypal introduced on- off ramp web3 payment

https://x.com/firstsquawk/status/1701336159715016853?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

One of Alameda accounts had a no liquidation privilege

https://x.com/tier10k/status/1701392311500910736?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Xbox to launch a credit card in 2024

https://x.com/watcherguru/status/1701262956049105058?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

ZachXBT lawcase refund

https://x.com/zachxbt/status/1701232146159931730?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Vitalik says the cause of the sim swap on Warpcast

https://x.com/icebergy_/status/1701367534581174769?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

https://x.com/freddieraynolds/status/1701369672896278849?s=46&t=fleFRHXAEnFdMMnJHWRGdQ

Ze end 🐍