Daily Alpha and Summary. 28, June, 2023.
Gm Slytherins. This is Alpha 👇🏻
Defi
Dydx launches testnet of Cosmos based chain on July 5
First time a Pendle asset is being used collateral on another protocol. You can now provide PT-GLP on Dolomite
Velo V2 emissions; also a Gud way to farm some veVELO for airdop (500% APR on Velo)
A small step for Curve, a big step for Defi. CBDC’s showing interest in Curve’s infrastructure. Looking into settlement via Curve 👀👀
Get the latest on ETH L2 tech. Most Rollups are focused on L3; all top three are.
GameSwift IDO on Spartapad— a launch pad of Spartadex on July 17-19
zk coming to Opstack 👀👀
Everyday a new pool on Timeswap. This time LSDfi- USDC/unshETH
AI Daily Summary
NFT
I’ll call it Azuki embarrassment. From a hyped Azuki elemental mint to furious Azuki community. Most Azuki whales couldn’t even mint and the Fp of Azuki and especially Beanz dropped by 40%. The elemental art looked very similar to Azuki’s with a wide difference margin in prices.
Not only that, Azuki team transfers the 20k ETH proceeds from the Elemental sale to Coinbase prime. Will it be sold?
Airdrop
Slappjake gets airdropped $8k worth of MAV. He hints on how he does it here 👇🏻 says Lping. However, he has a detailed thread and will be here tomorrow
State of the market
Whales have been seeing. Any time Saylor buys those huge BTCs, he usually buys the local top. What do you think with these words?
CT influencer Bitfinexed says he’s not even buying it, rather he’s borrowing on collateral
Huge Whale activity. Anytime a whale sends tokens to an exchange it’s either selling or staking. However, the former is usually the case; are they Selling on Saylor 👀
Crypto Andrew drops his clever thoughts on the state of the market
Robinhood sells $SOL and has more to sell
Daily Macro Summary
Ze ends🐍🐍