Daily Alpha and Summary. 29-30, September, 2023.

Crypto Integrated

Oct 01, 2023

Defi

Holesky chain is up and running. Holesky is ETH’s testnet chain and to eventually replace goerli next year

With Su Zhu out it smells woe for #OX. For context: Su Zhu is founder is OX

Gud to check out this thread and position yourself

With yield-bearing dollars (YBDs) (RWA subset)— #MKR pumping this is Canto RWA bull thesis

MetaExpand. Even being sponsored it’s Alpha to try getting wl on LBank IEO’s they do 10x on LBank listing. #PINS did a month ago, now MetaExpand raised $52 Million with a total of 35k participants, #UMM now listed on LBank. To raise such amount in bear and show potential and kinetics shows how solid LBank IEO’s are

Google cloud officially a polygon validator

Rome introduced recently. It’s a shared sequencer leveraging Solana’s validators. Most L2s have different sequencers today and it’s bad for arbitraging and other issues etc; Rome will introduce a Atomic Composability Layer that’ll reconfigure Solana validators to validate and aggregate all L2 transactions and execute them before being posted (finalized) on ETH or any DA layer

Looks like something’s brewing with Project Flywheel; built by Aura Finance

An omnichain dex Coming soon on Base

Entanglefi integrates with Curve

Chainlink teases new #LINK utility as universal gas token

This one’s interesting— decentralized p2p fiat on-off ramp utilizing ZKP

Layer1 foundation to focus on adoption of meta protocols on Bitcoin

Polygon bull thesis

So I’ll advice everyone watch this YouTube video. Anyways- it says polygon zkEVM is best zkEVM adding they spent $400M to acquire Polygon Zero and he admires founder of zero at same level as Vitalik. An bullish on #COIN too cos of Base and Coinbase’s recent deriv marketplace announcement outside US. And is bearish on Altcoins. And moreee

Vitalik’s most recent blog centers on ETH enshrinement. Enshrining here means adding more things into ETH’s core. So the argument is on either keeping things simple or keep adding more and more. So Vitalik considers changes to Liquid Staking to reduce centralization. Debating on adding certain protocols to ETH’s core or keeping it minimalistic or "at the top" of the chain, these are: account abstraction, ZK-EVM, private mempools, code precompilations, and liquid staking.

Arbitrum grants overview and newer projects with upside to keep tabs on

Chainlink CCIP live on BNB

NFT

@iyk_app raises $16.8M led by a16z to power digi-physical for brands like adidas, Atlantic Records, etc to bridge gap between creators and their customers

State of the Market

Seems Zuck wasn’t joking about his Meta tech. This is really innovative. 👇🏻 Product isn’t live yet for mass con. Might time some time for it to be public, however, Gud to keep close eye on meta/AI koins; cos wen Zuck new meta product goes live, these koins shid pump

Three arrows founder Su Zhu arrested for 4 months in Singapore

Tradfi giant VanEck is bullish on eth. They’ll donate 10% of their Ether Futures ETF profits for atleast 10yrs to Ethereum core protocol developers @ProtocolGuild. The merge, Shanghai, currently EIP- 4844 were/are all contributed by these guys— ProtocolGuild. Also, VanEck is launching Ether futures ETF next week