Daily Alpha and Summary. 21-22, December, 2023.
Defi
Starknet Alpha
Ethereum decun Upgrade testnet on Jan 7 and mainnet sometime in Feb. it’ll introduce eip4844 for cheaper fees for rollups.
Scope of EIP 4844
Regulatory clearance for stablecoin issuance on Sol
#CRV sell
Init capital chosen as part of Mantle eco fund portfolio and will have access to catalyzed capital pool of $200M. Protocols can easily access its foundational liquidity layer and create various yield strategies
Uniswap v3 soon on scroll
Be positioned to these modular ecosystems
#omni live on eth, base and scroll. Sol’s taking the lead in MC
First move L2 on Eth. Op stacked Lumio is both move vm and evm compatible
Espresso to bring decentralized version of timeboost txn ordering and espresso sequencer to Arb eco. Timeboost designed by offchain labs mitigates Front-running and MEV
Grearbox pure is live for Alpha testing. Pure builds deep liquidity for leverage traders by routing trades through dexes uniswap, curve
Reya is a Ce-defi ie it has CEX features with decentralized execution and settlement and built on polygon CDK. Will launch early 2024
Tron’s first meme by HRH Justin Sun
Astria introduces their RAAS. Create rollups in minutes without coding
State of the Market
Argentina has acknowledged and confirmed Bitcoin's acceptance as a currency for official contracts.
Hongkong BTC ETF