Crypto Andrew ✍️🧠
@Crypt0_Andrew
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Full-time crypto degen 💯 Follow me for alpha 👀 New and promising DeFi protocols 💎 Crypto education 📚 TG -
World of Alpha
Joined August 2021
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Today we are gonna look at the new upcoming project on
#Arbitrum
and
#ZKSync
that is striving to solve Camelot launchpad curse (jk) and create a successful and thriving launchpad 🙌🏻
Please welcome
@arbipadcom
$ARBI
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LSD season is upon us and everyone tries to play it accordingly to its preferences 🤔
Risk-averse prefer $LDO or $RPL, more degen - $SWISE, $SD, $FIS, full degen - $SGT, $HORD
My pick is $BNC and now I will argue my reasoning behind it 🤓
Mini-thread 🧵⬇️
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When I hear ppl talking about Arbi > ZKSync rotation, I want to show them these charts ⬇️
Mark my words, once these 2 things happen, we will see a resurrection of Arbi eco imo 👇
✅ $ARB token pumping
✅ $ARB incentives start
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If you want to make money in the current market you should pay attention to new Arbi and LSDfi launches (low caps only + strong catalysts)👀
Here is what I am personally playing atm ⬇️
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No doubts that
@arbitrum
is a place for innovations! New exciting projects pops up almost everyday 👀
But there is a protocol that stands out even in this variety of novelty💪
It is
@GammaSwapLabs
$GAMMA (?) which will change LPing forever 🤩
One-pager 🧵👇
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While you are waiting for FOMC meeting today, let's look at Arbitrum eco where everyone is trying to find new and promising projects to ape early 😅
It is the most obvious play as everyone is anticipating Odyssey restart and $ARBI token airdrop, so let's try to explore it 🧵🔽
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While we all are waiting for the FOMC meeting today, I'd like to keep my promise and reveal holdings and further plans🤓
To make it more sophisticated and informative, I will mention respective narrative and how I play it or will play🤫
Maybe some alpha (not sure lol) ⬇️
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Looks like ZKSync szn is ded, soon SUI szn will be ded too (it is normal as it takes time to build a good eco) and what's next (apart memes)?🤔
Imo we will return to Arbitrum😏
$CHR
@ChronosFi_
just got 230M+ TVL and Arbi eco reached TVL ATH + great $GND launch and its metrics
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I think that rn main focus should be on ⬇️
1. ZKSync new launches, esp those with unique features + projects that expand there
2. CLM projects like $GAMMA $ICE $PILOT
3. Metis eco, my picks $HERMES $MAIA $AERA (more degen)
4. Projects with strong metrics like $LVL $PENDLE
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After the FTX fiasco we've seen a spark in categories like 🔽
✅DEXs
✅Perps/futures trading
✅Wallets
However, 3 more narratives have recently picked significant traction👇
☑️Yield aggregators
☑️Liquidity managers (complementaries)
☑️Options
Let's review them 🧵⏬
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Sometimes you just need to be attentive, use your logic and you'll find narratives 👀
After FTX debacle clear winners were:
1. DEXs
2. Perp trading
3...Wallets
Right now wallet tokens $TWT, $BLANK, $XDEFI are flying (the latter has just started)
Will it be sustainable? 🧐
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I know, degens, that you are shocked by recent event 😱
And I'm not an exception! But while we all are waiting for the dust to settle, it is high time to continue developing your crypto skills, that's why I've made a MEGA THREAD about FREE crypto tools I use for my research🧵🔽
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Narratives to watch ⬇️
Strong
BRC/SRC20 - new wave of BTC eco plays, fees and volume are at ATH. Look for betas on Ethereum like $MUBI
POW/alt L1 - strong PA of leaders, everyone is trying to find the next $KAS - $QU $GNC $TARA etc
GameFi - GTA6 release early Dec can f
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The next big narrative in DeFi is real yield protocols like
@GMX_IO
,
@ConvexFinance
and
@fraxfinance
, but none of them are small caps anymore. Let's look at other protocols which offer good tokenomics and real yield and have small MC. One of them is
@GainsNetwork_io
$GNS 🧵👇
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How I play narratives (TDLR with examples) ⬇️
1. Buy the first dip of the leader (if you missed it).
How to spot it? Strong PA and volume, copy cats erodes here and there, similar tokens start to pump (for new primitives like it was with $UNIBOT)
OR there is some event
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Okay, okay dear degens, here is a new and interesting protocol built on
@arbitrum
, a mixture of
@StargateFinance
and
@UmamiFinance
👀
Sounds interesting? It is! Today we will dive into
@MugenFinance
$MGN 🧵 🔽
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Just look at these numbers $KAVA 👀🔥
Chain TVL and stables inflows are up only 📈
$KAVA incentives are launching soon, so the Q is: are we heading into the Kava eco szn? 🤭 $MARE $VARA (so far degens plays, beware)
Anyway will be closely looking at this eco next days/weeks
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We are continuing our deep dive in
#Arbitrum
ecosystem 🔍
Today we are looking at an options protocol which has been showing great PA, increasing trading volume and has several catalysts for the future growth. Ladies and gentlemen please welcome
@PremiaFinance
$PREMIA 👏
🧵👇
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Ppl selling $RSTK and $VEC 5 days prior a major catalyst are truly “interesting”
This is a very important next step for these projects to get more adoption, TVL, fees, etc which is ultra bullish
Yes, you can argue that it will be sell the news event, but given that the market
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My current observations of the market state ⬇️
1. I mentioned many times that new launches are the way to make money in this market but each new launch provides less and less + many have 1d lifespan, which is not a good sign as there is not enough money + ppl are super wary😱
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Many don't seriously consider meme coins or chains as an investment 😒
But what if there's a chain, that only looks like a meme, tho in reality has an innovative design, strong tokens flywheel and tons of interesting projects building on it?🐻⛓️
You got it right
@berachain
🧵👇
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$GNS
@GainsNetwork_io
🍏has made a significant leap forward this week with their new v6.2 update:
1. $GNS staking
2. Fees structure revamp
3. Referral system announcement
Let's dive in 👇 mini 🧵
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What if I tell you that there is an upcoming launch which corresponds with all current narratives and trends 👇
✅Perp trading project (and much more)
✅Smart tokenomics (
#realyield
)
✅Building on
#Arbitrum
+ smart money are in it 💰👀
Yes, it is
@vertex_protocol
$VRTX 🧵🔽
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It was and still is the most logical rotation: Arbi > OP > $Metis 🤭
Among $Metis eco my bets are $HERMES (the best project imo) and $AERA (low cap spec bet) 😏
I think that we are still early to it, so I plan to add to my begs once I see a further pump.
GM,
$METIS catching a bid:
- 40% increase in TVL since early January.
- 64% increase in activity past 7 days
- 50% increase in price past 7 days
If this trend continues, I expect several X's on small-caps within the Metis ecosystem.
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If you feel bad when you see ppl flexing their wins, know that majority of them often sell for 10% and just claim clout
Many are early, few are actually good traders but they want you to believe they are
Don't blindly believe what you see/read
Especially in crypto
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PF updates 👇
Note: I currently play only narratives as this is the most secure way to make money (or lose it kek)😂
LSD: $BNC and $CTR
ZK: $FRA
NFTfi: $NFTb and $PINE (tho I am still underexposed to this narrative, so plan to add other plays)🧐
⬇️
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I strongly believe that instead of bidding on particular projects within a certain narrative, it’s better to find an infrastructure play that is crucial for its success and bet on it as an exposure
For example
RWA - $TRADE
DePin - $KREST / $PEAQ (not live yet)
GambleFi -
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Building/expanding to
@arbitrum
is a bullish catalyst for any project as it's the most innovative chain with strong community🔥
Today I wanna cover a very interesting project that decided to bolster its positions and expand to Arbitrum💪🏻
Please welcome
@WombexFinance
$WMX ⬇️
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Yes, I am also in $NEWS
@Newslybot
🤝
Yes, this call is not very early, but I aped late last night during the tasty dip and planned to share it early this morning, but overslept 😅
Anyway, i want to share my thesis behind it and tackle some FUD about presale
My thesis:
☑️
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Alright, alright I see you really appreciate threads about early/degen projects😅
Let's go on and probe the new and intriguing project on the Mainnet, which is compared with
@fraxfinance
and
@terra_money
as their upgraded version🤔
Please welcome
@hoardusdh
$HRD $USDH
🧵🔽
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Some random market considerations ⬇️
1. All eyes are on $BANANA
@BananaGunBot
launch today. The play is simple: buy the first dip. I wouldn’t try sniping it as you will have to complete with ppl who can afford to throw tens of $ETH as a miners’ tip to secure the better place in
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Is it alpha from
@DefiLlama
? 👀
✅28M of staked $ETH 😏
✅ $BNC MC is only 2.9M
✅Legit and solid project/team
@BifrostFinance
✅Totally overlooked on CT
✅Bottomed chart
✅Good PA on increased volume
✅Available on many CEXs (degens can also buy on Astar DEX)
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Lets talk about narratives 🧵⬇️
1️⃣ GambleFi
New projects perform well, leaders are shipping, more and more interesting developments, rev share becomes more common
Notable projects $COCO (the most promising), $DMT (poker), $WINR (be aware of emissions), $RLB (
#1
), $GAMBLX (degen)
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Seems like we are smoothly transitioning from the LSD narrative into the CVX eco sub-narrative.
Look at $CTR $CNC $CLEV , they all have pumped (tbh $CTR is my fav as it has the biggest potential) which confirms it.
Now we need to return to how crypto works ⬇️
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Nvidia did not disappoint
Send all AI + GPU tokens higher, much higher 🚀
I am expecting the second leg up
Bags are ready
$GLQ $EMC $ENQAI $wBAI $NMT
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Considering switching to Rabby wallet 🤔
If anyone has experience of using it, please share in comments below, just wanna know what the main advantages are and how smoothly the experience is ⬇️
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As one of the most vocal supported of
@EefiFinance
$EEFI I see a lot of misunderstanding of few things, so decided to clarify them in this post
Will be useful for all holders and potential buyers ⬇️
1. Lack of interest to bonding.
It is true for now and the team understands
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Perfectly you want to have exposure to 👇
Short-term
RWA
GameFi
AI
POW L1
Privacy
GambleFI
BTC beta
Long-term
All of the above +
Restaking/ETH beta
DePin
Derivatives/options
Memes/cult communities
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Added to my $INS bag yesterday and if it dips plan to add more
Thesis is rather simple:
- decentralized OpenSea/Blur (almost 800M MC) for inscriptions on every chain
- Binance launches own inscription market (but only BRC20)
- first-mover
- still sub 17M MC (get rid of your
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$BTC halving narrative has arrived
A bit later than I expected, but still
My picks:
$BVM $ORDS $ARCX
Other good picks:
$MUBI $BSSB $INS
Glad to see a fresh narrative apart from memes :)
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I will soon make a thread about Q1 narratives and how I position myself for them + will show what I am holding and what my further plans are 🔥
Stay tuned for more alpha ahead (or no)😅
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I bought a bag of $FXN
@protocol_fx
and here's why⬇️
☑️ Fits ETH ETF/LSDfi narrative
☑️ Super undervalued
TLDR:
✅ 3M real MC (57% is locked for an average 3.3 year)
with 1.3M liquidity and only 245 holders
✅ Up only TVL which is 7.5M now (8M cap)
✅ Literally ETH leverage
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Everybody knows that the best way to succeed in crypto is to be early! That's why many try to guess or identify what next narratives will be 🧐
Let's try to hypothesize what new narratives are brewing and what are possible bets if they start to pop up 😎
Mini-thread 🧵🔽
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I see almost 0 mentions of $ARCH
@ArchimedesFi
on CT and it is in vain, cz it is a really innovative product - leverage stablecoins marketplace 🤓
Only 0.1% tokens are in circulation, so MC is around 3.6M👀
I think it could outperform $IPOR and become the flavour of the month🔥
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I am back 💪
Big thanks to
@0xsurferboy
! Without him I would not be able to restore my account 🤝
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My 10 thoughts/notes about the current market ⬇️
1. DeFi and CEX trading are both dead
2. Gamblefi is still relatively strong as well as some new bots with new features
3. SocialFi narrative is just a bunch of tokens like/around
@friendtech
, all others are still dead (and I
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Totally agree with
@resdegen
and
@CryptoDamus411
and I also hold $TRADE as one of the main RWA bags
At 30M MC you get:
- a hard-working and connected team (just look a their partnerhips)
- top tier partners like JP Morgan, Martercard, Clearpool ( $CPOOL is my another RWA
I also invested in $TRADE at $25M MC - one of the most legit & undervalued RWA plays imo:
- Working w/ JP Morgan on the tokenization of RWAs
- Working w/ Mastercard to handle tokenized assets on MNT Network (Mastercard's Blockchain)
- Pioneered the standard ERC-6960 to represent
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So, LSD season goes on and we add ZK ones 👀
What are you buying/looking at my fellow followers?👇
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Do you like
@GMX_IO
? Do you like their tokenomics? I think the answer is yes.
Would you like the project with even more twisted tokenomics + NFTs integration? Still thinking? Then add
#RealYield
, clear catalysts and only 8M MC 😳
This is
@yieldification
$YDF 🔥
Let's dive 🧵👇
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I smell LSD szn is coming back and you know what it means $BNC 🚀
Still heavily undervalued at <8M MC with more products + new tokenomics impending🔥
And don't forget about the sub-narrative around Convex eco (liq for LSDs): $CTR 👀
Still 2M MC (70%+ is locked) with 70M+ TVL😏
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My current outlook and plans ⬇️
First of all, my positioning rn
1. I have not sold any token as I am confident in what I am currently holding and they have upcoming catalysts + r/r of selling here makes no sense tbh (for my holdings) 😎
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I see a lot of uncertainty about unlocks/cliffs/vesting of $EEFI
@EefiFinance
raises, hence decided to clarify it to avoid any kind of FUD or just bad takes
Go to and there we see these numbers 👇
1. There are NO UNLOCKS, only a start of linear vesting
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Besides my LSD and Metis eco narratives bets, I have been also stacking $rDPX as a long-term bet as I am bullish on on-chain options!
Imo we will see 3-digits $rDPX price in Q1 😤
Maybe the easiest bet if you want to allocate 6+ figures 💰
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Okay, okay my friends, you showed some love to my
@berachain
thread, so here is a full list of native projects that are building on it (at the current moment) sorted by categoris (where possible)📜🔽
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300+ likes, 130k+ impressions (views), insane numbers!
Moreover, this thread allowed me to pass 5000 followers mark! 🎆
This shows that people really appreciate your work when you deliver good content and find hidden and overlooked gems with strong fundamentals like $BNC 🙌🏻
LSD season is upon us and everyone tries to play it accordingly to its preferences 🤔
Risk-averse prefer $LDO or $RPL, more degen - $SWISE, $SD, $FIS, full degen - $SGT, $HORD
My pick is $BNC and now I will argue my reasoning behind it 🤓
Mini-thread 🧵⬇️
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Added to my $EDE and $THE bags here, juicy dips🤤
$EDE - real circ MC is much lower as 70%+ tokens are locked, so it's +/- at 1.2M + Arbi expansion
$THE - all metrics are up only, volume/TVL ratio is better than $VELO, still 2x lower MC
Perps/DEXs - easy bet given latest news
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If you thought that $METIS szn is already upon us, this is just a starter, wait for this😏
Have you positioned yourself?👀
I've already got my bags: $HERMES (biggest beg, high conviction, CHAD protocol), $AERA and $GAMEFI (speculative bets, but both have good catalysts)😌
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This is fucking HUGEEEE
@graphlinq_proto
$GLQ 🔥
It's one more step to become one of the dominant
#AI
projects in the space!
Believe me or not, but it's still sub 60M MC🤯
But I believe it will be much higher and very soon ➡️ new products and new partnerships are coming👀
GraphLinq is excited to announce a major milestone in its journey!
We have secured a strategic investment from
@DWFLabs
, a well-known digital asset market maker and multi-stage Web3 investment firm.
Read more about it in our Medium article:
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Some current Arbi eco thoughts ⬇️
1️⃣ I’ve noticed an increased number of rugs on Arbitrum recently, which was expected as it is the hottest chain right now 🔥
I haven’t lost money in any, but still think that it’s better to avoid any meme/poor quality low cap these days imo 🔒
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Arbitrum szn is looming hence it is time to look at some new low cap projects with good metrics there 👀
Today I will cover tokenomics of one of such projects and it is
@Vaultkaofficial
$VKA ✌🏻
Long post ⬇️
First of all, some basic numbers 👇
850k MC, 11.2M FDV, 570k liq
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Current narratives update
Strong
AI - $LIA $ABT
BTC/BRC20 (any BTC beta) - $MAP $MUBI $BSSB and any new launches (esp with "ORD" in their name lol)
Memes (jfc) - not an expert here 😅
Medium
RWA - $CPOOL $TRADE $IXS
Lost its traction as a broad narrative (for now)
GameFi
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Uncollateralized loans are the first of many use cases that will facilitate mass crypto adoption. Many know
@maplefinance
,
@goldfinch_fi
or
@TrueFiDAO
, but the new player is evolving and getting more and more traction on CT recently, please welcome
@ClearpoolFin
$CPOOL 🧵👇
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It does not matter that you are early if you don't have balls to hold the bag for longer than few hours
Good research > conviction > plan > execution
Don't fumble what can be a gen play
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Public sale of $GRAIL
@CamelotDEX
has started today, hence it is high time to look at this protocol and check why so many people are so excited about it 🔥
One-pager & public sale details below 📄🔽
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I don't know about you, but tons of airdrop guides on CT make me sick 😖
This is too much 😒
Hence will post a thread about interesting project launching in Q4 on Arbitrim tmr👀
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It was inevitable $CTR 💪
Same will be with $BNC 📈
We’re in an accumulation zone of all LSD plays before the next run and $BNC is still sitting at 6M being the most undervalued direct LSD play 👀
Don’t tell me then that I did not warn you 😏
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I don’t like to flex but imho it was way too easy with $RSTK
And tbh I think that we are pretty far away from the top on this one
The best r/r beta play to ETH/LIDO in Q1 and probably Q2
I also suggest you to take a closer look to Arb eco given $ARB strong PA and catalysts
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The best investing advice that I've ever heard - bet on good teams and
@OrdiswapLabs
totally confirms this advice:
- fast shipping
- always new features and updates
- good communication
When you see all of this, it's just a matter of time when PA follows that we see now $ORDS
We promised unparalleled speed & efficiency....we are delivering 🧪
🔄 User actions (swaps, trades, etc) will be completed in just 2 blocks (not 4) in V2
An epochal development & takes
#BTCFi
a step further to the promised land 🟠
A sample BTC<>BRC-20 swap below 👇
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Nowadays UI/UX means a lot for trading and each project tries to improve it further and further👌🏻
However, there's a new project that takes it to the next level 🆙
Imagine trading directly from your charting app like Tradingview? 👀
With
@wiskerstrade
$WSKR it is possible🧵⬇️
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What if I tell you that there is a project that has ⬇️
✅ 1.8M liquidity with only 2M MC and 14.7M FDV
✅ Just burnt 1.3M tokens which is 10% of circulating supply
✅ Up only TVL which sits at 32M mark
✅ Has bribe wars from the biggest perp DEXs
✅ Received $GMX grant
✅
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You were warned and had plenty of time to accumulate $BNC at 6M MC (in reality lower due to staking) 😏
It is the most obvious and yet profitable LSD bet, maybe easiest 4-5x from this level 📈
But it has pumped and you would fade, classics 😅
$BNC breaking the local resistance after some accumulation. With a red market. Context is important.
$0.8 next area of interest. Not selling though, at $1.46 it will have $FIS Mcap, with more staked ETH.
$BNC has the best staked_ETH / Mcap ratio in crypto and you are fading it
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Aped into $EEFI (average is around 250$), my thesis is simple:
New smart ponzi with good reputable team in a pre-bull market is an easy bet + good tokenomics as there is no one to dump on you
Moreover I expect part of locked money on Blast to return to the Mainnet as there are
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RWA sector is hot af 🔥
Positioned myself in ⬇️
$TRADE
@Polytrade_fin
- first mover decentralized RWA marketplace, great backing, team, partnerships, just increased vesting of team's/investors' tokens + only 13M MC (I bought using
@RocketXexchange
, very good experience)
Pay attention to RWA tokens, some of them have been ripping lately
$IXS $SMT $FACTR $TRADE $CREDI $STBU $RIO
I am long-term bullish on RWA sector but we might have a new wave of interest which makes it interesting for traders too 👀
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BRC20 is basically the only viable narrative rn apart from memecoins on all possible L1s
Each new project in a "new" category for BRC20 will do well, just look at $MUBI and $BSSB or $TURT
Also $BDID and $BRGE look interesting (though the latter is more like a beta to $MUBI)
$BSSB TVL reached $30M at no-time.
$MUBI bridge volume reached $630M.
VCs investing heavily in inscriptions.
This narrative is here to stay and not some hype that dies slowly.
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Love to see such sharp growth of $RDO on the large volume 😌
Btw, if you a farmooor, look at the juicy yields on
@Rodeo_Finance
👨🏻🌾
Especially if you are a
@pendle_fi
fan 👀
@Penpiexyz_io
vaults coming soon too 👏🏻
Can we consider it as a part of Pendle eco? 🤔
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We are going on our research of
#RealYield
DeFi and today we will examine a project which is getting more and more traction, uses
@GMX_IO
,
@TracerDAO
, Uniswap V3, resides on
@arbitrum
(no surprise lol), pays ~20% on $USDC and $ETH to $UMAMI stakers. Yes, it is
@UmamiFinance
🧵👇
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What I like about $BNC is that it isn’t just $ETH LSD (I believe that we will see a revival of this narrative closer to Shanghai fork), but also a fully dedicated LSDs L1 with vFIL coming soon - $FIL LSD👌
Given that $FIL is 🔥, $BNC will be a beta play no one is talking about👀
15/ 🔹
@BifrostFinance
$BNC:
• N/A entity by market share, but it could rank
#26
if tracked
• 17,682 $ETH staked
• N/A validators
• TVL +6% since Jan 16, +1.4% in 7D
• 8.09% APY
• $vETH holders: 906
• $BNC: +215.8% in 30D, -20.3% in 7D, -8.8% in 24H
• $BNC holders: 3,447
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Btw, if you’re looking for low cap AI exposure, pay attention to ⬇️
#2DAI
- think about a mixture of ImgnAI and Botto at 2.3M MC 👀
$GLQ - Graph + L1 + AI at 2.5M MC 🔥
Yes, both have pumped but still low caps with good potential for further growth 📈
Ape responsibly 🫡
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In this mini-thread we are going to check newest updates regarding a protocol which I am pretty bullish on and which PA has been quite stable despite market turbulence 📈📉
Yes, I am talking about
@MugenFinance
$MGN which I covered in one of my previous threads 🧵⏬
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I am by no means a TA expert, but this is a clear breakout of the resistance and the continuation of the upward trend = super hot $GLQ chart
and it is still only 25M MC
#AI
L1 coin...
Low cap + strong momentum + hot narrative = higher, much higher 🚀
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I was early in ZK and my biggest bet is $FRA.
I think that $FRA is the cheapest play with really solid fundamentals 🔥
Read the thread and you’ll know why I’m so bullish 🐂
And give this guy a follow, he makes good thread and is early to many good stuff
@CryptoNikyous
👏
Kukoin 💎ZK narrative
$FRA
@Findora
thread 🧵
Findora is a decentralized, privacy-preserving smart contract platform.
With Findora, developers can create digital assets and applications
Findora also offers a scalable
privacy solution for all smart
contracts 🔥🔥🔥
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@dopex_io
$DPX $rDPX clearly will be among winners when we see a real Arbi szn 🙌
✅Clear and strong catalysts
✅Based team
✅Cult-like community
What else do you need from the project that is likely to succeed? 😅
Moreover 👇
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What if I tell you that there is an overlooked
#RealYield
protocol on
@arbitrum
which is small cap and has great fundamentals? Yes, you heard it right and it is
@CapDotFinance
$CAP.
Everything you need to know is in this 🧵🔽
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That’s what I’ve being talking about: $BNC is not just another low cap LSD play, it is literally LSD chain with huge catalysts and development ahead👀
$BNC is the easiest 3-4x short-term and 10x+ long-term
This is why I haven’t sold a single token and gonna keep it further✊
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Pay attention to RWA tokens, some of them have been ripping lately
$IXS $SMT $FACTR $TRADE $CREDI $STBU $RIO
I am long-term bullish on RWA sector but we might have a new wave of interest which makes it interesting for traders too 👀
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We have these narratives now⬇️
Strong
$ARB szn (only beginning)
GameFi
Medium
#AI
(looking for the second leg)
Solana
Layer0 (need an actual airdrop to ignite it for 100%)
Always here
GambleFi
Privacy
OTC
Just don't fumble opps and sell for 10% 😂
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List of interesting NFTfi projects with short descriptions and sorted by categories 🧵👇
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With the recent $ETH ETF news we are seeing LSDfi szn 2 (first was in Q1)
I bet you've already seen main plays: $LBR $LDO $RPL $FXS etc
or even some degen like $USH
but what if there is a project with a great team, even greater backing, TVL is up only and 3x+ its MC (limited
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It's one-pager time🙌⏲️
Today we will look at the new yield aggregator with quite interesting tokenomics that has recently launched on Arbitrum 👀
Yet, it is very early and has a lot to prove and deliver to become competitive💪
Please welcome
@KostrenFinance
$KTN 📄🔽
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I have been telling you again and again that $BNC is the most undervalued LSD project right now and after an exit of paper hands, we have witnessed new greed dildos 📈
Given that LSD narrative picks up again + more Shanghai news, this is just the beginning 🔥
$BNC is offering a higher APY for skated $ETH than Lido and Rocketpool
- $BNC's vETH = 5.08% APY
- Lido's stETH = 4.8% APR = 4.92% APY
- Rocketpool's rETH = 4.86% APR = 4.98% APY
Now add that vETH is trading at a 9% discount.
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@LouisCooper_
Definitely $FRA - L1 using ZK, 100M development fund, already has Dapps running on it, has its panel at ETH Denver, only 22M MC
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Many still miss that $BNC is not just an undervalued LSD project (which is already means that gains will happen here), but it is an OG project of DOT ecosystem.
Basically it is a chain with working LSD products for multiple tokens and still <10M MC…JFC, what else do you need?🤷🏻♂️
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Recently
@GammaStrategies
$GAMMA has got some attention which it deserves 🙌
Few I want to briefly discuss its product and drop few updates about it 📝
Mini thread 🧵🔽
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AI narrative is getting increased attention again, especially on-chain tokens
Pay attention to⬇️
$AEGIS - AI + security
$DMIND - AI assistant using $TAO tech
$PALM - AI assistant in Whatsapp/TG
In anticipation of comments: "Ahh, all have pumped" etc etc
Now the play is: you
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This post by
@resdegen
inspired me to share my view about the market and trading ⬇️
The Market
First of all, I don't think that we are in the bull market or even early stage as the global macro has not changed, halving is still months away and even if ETF is approved it is not
Trading in the bull vs trading in the bear
I feel that many people that performed quite well in the bear might have a hard time in the bull, at least in the initial phase. The reason? You can't trade both environments in the same way and only those who adapt will outperform
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Great dashboard to track
@Rodeo_Finance
$RDO 👀
Growing TVL, high efficiency, juicy APRs and still 1.75M MC 😱
Umami has less TVL, more drama and 6x bigger MC, just for reference 🤭
I haven't found any accurate resources about $RDO lending/borrow supply (without leverage) and circulating supply so I decided to make my own:
Few facts from there:
1) Current circulating supply is around 7 mil. tokens so the market cap is around $1.75
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