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- 🦍 Alpha Ape #4 - Trump 'n' Pump NFTs, Twitter Votes NO to Mario, SBF's new Fox Hill BFF & MORE
🦍 Alpha Ape #4 - Trump 'n' Pump NFTs, Twitter Votes NO to Mario, SBF's new Fox Hill BFF & MORE
plus a look into B2Options, Tornado Cash & Metis's grand proposals
GMGM,
Trump is making crypto GREAT again with his Trump ‘n’ Pump 45,000 memorial NFT collection of…himself in poses that remind us of Borat’s mankini moment.
But before Grayscale and Genesis capitulate, we’ve put together a collection of alpha tweets, 3 project updates, and 3 governance TLDRs to kick-start your week off.
Remember: Nothing in this newsletter is financial advice and is purely for entertainment purposes only. The projects mentioned are just interesting finds.
But before we jump in, and if you’re new around here, then hit that subscribe button. We’ll keep you ahead of the trend, drop you some alpha and so much more.
🐥 Top Tweets - TheDefiInvestor breaks down the latest in DeFi, Ryan Selkis turns bullish on DeSoc, copytrading is a skill, OGTestnet alpha hunting tools, Polygon NFT szn continues, Donald Trump launches NFTs, BlackRock extreme bear market coming, SBF makes new friends in prison & MORE…👀 Might be Something - Cashmere Labs on LayerZero, B2Options on BeraChain and Panoptic XYZ on Ethereum👨💻 Governance Proposals - Tornado Cash 🌪, Metis 🤝 Stargate, Metis 🤝 Aave📝 Thread of the Day - Your 2023 WAGMI blueprint with Hoeem🎧 Podcast of the Day - When Jedi met Sam from Sturdy Finance
TLDR of the latest news in DeFi
Latest DeFi news👇
— The DeFi Investor (@TheDeFinvestor)
3:58 PM • Dec 16, 2022
Ryan is bullish on DeSoc for ‘23
Decentralized Social (DeSoc) is now my top investment theme of 2023.
— Ryan Selkis 🥷 (@twobitidiot)
7:10 PM • Dec 18, 2022
a16Z are getting excited in towards the year-end
Just a few things we're excited for in crypto ↓
- Blockchain's mobile moment
- ZK, MPC, Post-quantum crypto
- Developer onboarding for ZK
- On-chain games
- Non-transferable tokens
- Decentralized energyMore directly from our partners here: a16zcrypto.com/big-ideas-2023/
— a16z crypto (@a16zcrypto)
4:53 PM • Dec 15, 2022
Copytrading is a skill and shouldn’t be faded
Some thoughts on copy trading:
Copy trading is not bad. It doesn't mean you don't have any skills.
I do it all the time. The important thing is how you do it.
— aaaRt (@art_xbt)
8:30 AM • Dec 16, 2022
Alpha hunting made simple
You want to become an Alpha hunter ?
Bear markets are made for learning and spotting gems. In this thread I will give you my top 10 tools to find early projects 🥂
Crypto chad Masterclass #1
— OG_testnet 🥂 (@OGtestnet)
5:24 PM • Dec 17, 2022
wen Christmas airdrop?!
Most of the 1.7M cumulative wallets on @arbitrum are classified as “average users” having 1-100 transactions.
354k wallets have made only a single transaction, likely attempting to Sybil attack a potential Arbitrum airdrop.
76k wallets are active with 100-100k transactions.
— Delphi Digital (@Delphi_Digital)
5:00 PM • Dec 15, 2022
Trump turned bullish on NFT’s
The former United States President issues NFTs. And he didn’t like crypto before. We are getting there.
— CZ 🔶 Binance (@cz_binance)
5:47 PM • Dec 15, 2022
Polygon NFT season continues
332,000+ users minted or traded NFTs on #Polygon last week 🔥
— Nansen 🧭 (@nansen_ai)
4:19 AM • Dec 19, 2022
BlackRock is very bearish
BlackRock, $BLK, has said to get ready for a recession unlike any other.
— unusual_whales (@unusual_whales)
8:13 PM • Dec 17, 2022
SBF is making friends
BREAKING: inmates at Fox Hill prison LOVE Sam Bankman-Fried’s long curly brown hair.
— Tiffany Fong (@TiffanyFong_)
7:00 PM • Dec 17, 2022
Where there’s smoke, there’s fire
Strictly my own opinion, re: @GenesisTrading
1) Genesis is rumored to have a $1b callable note w/DCG if they file Ch 11
2) DCG needs to raise cash if that note is called....and may be doing so
3) Genesis is suspected to have MORE than $2b in debt
🧵👇— CryptoCondom (@crypto_condom)
2:31 PM • Dec 18, 2022
The people have spoken, over 273,784 people voted NO
We did it, Reddit!
— Eric Wall (shadowbanned) (@ercwl)
4:42 AM • Dec 20, 2022
The Beacon egg mint selling out in less than 60 seconds
The 1.5k eggs that remained when the Waiting List was opened were minted in less than a minute 🤯
Thanks to the amazing technology of @arbitrum, despite the load users paid less than 0.5$ in gas and transactions were blazing fast.
The "Gas wars" are not a thing on Arbitrum
— The Beacon (@The_Beacon_GG)
8:57 PM • Dec 16, 2022
The battle of Crypto Intel dashboards
I ain't reading all that
i'm happy for you tho
or sorry that happened
— Arkham (@ArkhamIntel)
5:04 PM • Dec 16, 2022
…but then again could be nothing. This is just a collection of projects that might be worth keeping an eye on.
1) Cashmere Labs
Cashmere is building an omnichain interoperability MEV Resistant DEX Aggregator on LayerZero so you can swap any asset between any chain without having to worry about bridging.
You might have seen Cashmere floating around Twitter over the last few months but it looks like the goats are out in full force as the team came in second position in the BNB Chain European Innovation Program which gives the Cashmere team access to top mentors, funding and a gas-free month.
Goats moving to the top! 🐐
— Cashmere Labs (@CashmereLabs)
5:19 PM • Dec 15, 2022
2) B2Options
Honey hunters at the ready! B2O is the first $SWEET decentralized options platform built on BeraChain (might be real but might be fake) that allows users to well…flip options.
Currently going through a private closed period of beta testing, the lucky beras will be up against each other in a trading competition to see who fills the jar with the most honey whilst being given tasks in a bug bounty hunt.
All beras will get a $SWEET NFT which may or may not be connected to future airdrops throughout the chain and can
GM and Henlo Hive! Today is da day!
We are actively looking for testooors for our first $sweet closed beta test.
A thread on how it's going to work and what you should know!
— B2Options🐝 on 🐻⛓️ (@B2Option)
4:37 AM • Dec 15, 2022
3) Panoptic XYZ
On the face of it, Panoptic XYZ is a perpetual, oracle-free options protocol. Panoptic options differ from convention options seen in tradfi, instead of using a clearinghouse (intermediary of buyers and sellers) the protocol uses Liquidity Provider (LP) positions in Uniswap v3 as the building block for trading long and short options.
This allows for the maintenance of composability and permissionlessness and enables users to gain access to new and improved features when trading options such as:
• Panoptic Options never expire and are perpetual;• Anyone can lend their capital to options traders as a liquidity provider; and • Pricing is path-dependent and does not involve counterparties (such as market makers)
Total value locked in DeFi options barely makes half a billion today -- an EVM-native option solution needs to emerge.
Excited to back @Panoptic_xyz in their 4.5M seed round alongside Uniswap, Jane Street, and Coinbase
Read the note:
A 🧵
— Young (@yoitsyoung)
12:05 AM • Dec 6, 2022
1) Tornado Cash 🌪
IMPORTANT governance proposal has been passed for Tornado Cash to make the protocols ENS, tornadocash.eth, point to a new community-built interface for Tornado Cash.
This allows the project to be community-led and fully operatable without a head figure such as Alexey Pertsev who remains in jail.
Tornado Cash has passed its first governance proposal since being sanctioned by the U.S. Treasury Department in August 🌪️ ⚖️
The proposal makes tornadocash.eth, the protocol’s ENS domain, point to a new community-built interface for @TornadoCash
— The Defiant (@DefiantNews)
6:59 PM • Dec 17, 2022
2) Metis 🤝 Stargate
Proposal Passed 97.05%
TLDR: The MetisDAO Foundation proposes that Stargate launches on Metis as the LazyerZero endpoint is on the Metis Mainnet.
Major News!🌿
The Snapshot Proposal for @StargateFinance's deployment on Metis is now LIVE💠
snapshot.org/#/stgdao.eth/p…
— Metis 🌿 (@MetisDAO)
8:30 PM • Dec 13, 2022
3) Metis 🤝 Aave
Stage 2 Passed 62.16%
TLDR: Stage 2 of 4, is a sentiment check to deploy AAVE v3 on Metis Andromeda. Once successful BGDlabs (trusted AAVE contributor) will conduct a technical analysis report on Metis and present it to the community before submitting a proposal for deployment
We have submitted to Sentiment Vote a proposal to deploy Aave v3 on Metis Andromeda, and voting will go live in 24 hours.
snapshot.org/#/aave.eth/pro…
Here's everything you need to know about it👇
— Metis 🌿 (@MetisDAO)
3:43 PM • Dec 12, 2022
and a quick word from our super awesome sponsors who help us make this all possible
Discover how your skills could power the next generation of web3 and blockchain technology. Your next career move could be one you never imagined. Start your search today at Web3nomads.jobs.
Thread of the Day
New Year’s resolutions are right around the corner so it’s time to level up your game plan and create YOUR WAGMI blueprint for 2023.
2023 will be the year where YOU will have the opportunity to create generational wealth.
Here’s the blueprint (steal this guide to change your life): 🧵
— hoeem (@crypthoem)
7:02 PM • Dec 18, 2022
Podcast of the Day
When Jedi met Sam the CEO of Sturdy Finance. Sturdy stakes the collateral provided by borrowers into DeFi protocols like Yearn, Convex, and Lido.
With the upcoming launch of Sturdy 1.0, we were curious why it was 1.0 considering that the project has been around for over 6 months.
And that’s it anon, from the whole team we hope you enjoyed it!
Your opinion matters to us, if you’ve 3 minutes let us know how you found today’s edition.
We’re ready to ape in, at any time. Got a good idea that needs funding? Send us an email with all of the info to [email protected]
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