Daily Alpha and Summary. January 23, 2024.

Defi

Polygon Agglayer to unify liquidity to all chains whilst still being sovereign

Eigen postpones cap raise to 5th February and will last till 9th Feb

Point for cities

Masa raises $5.4M seed round to build a decentralized network on Avax focused on users' personal data.

Mode $2M Op Grant

Drift protocol launches points

Aevo is switching to Celestia soon, will soon allow devs build on its stack and is planning to add yield strategies in Q1

MagicEden says it’ll airdrop diamond rewards to rewards OGs that traded from 2021, this will happen in Feb 2. Also cross-chain incentive program for uses is announced

Uma protocol has launched Oval, a solution that’ll allow protocols to capture their Oracle Extractable Value (OEV)

Endless Studio picks Immutable zkEVM to launch Treeverse and Capsule Heroes

Sandbox COO- Sebastien to be Iconx advisor

Sui X Alibaba partnership

Plume network, a RWA L2 to use Celestia as DA

ClayStack joins LST Race; users will be able to mint $csETH from eth deposits, these ETH deposits be deposited on Eigen. All eth to power their EigenPod validator.

zk Hardware, Ingonyama raise $21M in seed

RWA, Clearpool roadmap is live

Orderly Network to use Celestia as DA

Trade Eigen points

Airdrop

Tensor airdrop closer

State of the Market

Mt. Gox: 20% of the 850k BTC refund appears imminent, as some former customers receive account identification emails