์์ผ๋ก๋ ๋ ์ข์ ํ์ฌ์ ๋ง์๋ถ๋ค ์ด๋ํด๋๋ฆด์์๋๋ก ๋
ธ๋ ฅํ๊ฒ ์ต๋๋ค
1๐17โค7๐ฅฐ6
์ ๋ฌผ ๊ฑฐ๋๋ก ๊ณ์ ๋ณผ๋ฅจ ๋ง๋ค์ด๋๊ณ , ์์ฆ 2 ์๋ ์ผ๋ฌผ๋ฑ์ง๊ฒ ๋จน๊ธธ
๊ธฐ์ ํ๋ ๊น์ ๋ณผ๋ฅจ์์ ๋์ด์ ์์ต๋ ์ข ๋ด๋ณด์?
์ฐ๋ฆฌ ๊ตฌ๋ ์๋ค์ ์ฃผ๋จธ๋ '๋นต๋นต'์ ์ํด ๋๋
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Forwarded from Ahboyash Reads
The amount of projects fighting / trying to TGE between now and EOY is insane
1. Layer 1/2
- Monad
- MegaETH
- Abstract
- RISE
- Anoma
- Fogo
- Canton
- Irys
- Fogo
- Katana
- Altius
- Inco
- Fhenix
- Soneium
- Pharos
- Tabi
2. Wallets
- Metamask
- Rabby
- Rainbow
- Privy
3. AI
- Sentient
- Sahara AI
- Mira Network
- Ritual
- Talus
- GAIB
- Hyperbolic
- Crossmint
- Kite AI
- Everlyn
- Almanak
4. Perp Dex
- Lighter
- Pacifica
- edgeX
- GRVT
- Ostium
- GTE
- Ranger Finance
- Variational
5. Prediction Markets
- Polymarket
- Kalshi
- Limitless
6. Infra
- Symbiotic
- Karak
- Paxos Labs
- Enso
- Zama
- Conduit
- Double Zero
- Brevis
- Cysic
- Optimum
- Aligned Layer
- Espresso
7. Stablecoins
- Stable
- Falcon Finance
- USD AI
- Codex
- Cap Money
- Perena
- Yala
8. Bitcoin Network
- Arch network
- Citrea
- Build on Bitcoin (BOB)
- Mezo
- Botanix
9. Consumer Apps
- PuffPaw
- Noise
- Ethos
10, NFT
- Opensea
- Moonbirds
11. DeFi
- Infrared Finance
- Hyperlend
- Kuru
- aPriori
- Doppler Finance
- Neutrl Labs
- Kintsu
12. Robotics
- Openmind
- PrismaX
- Reborn
- XMAQUINA
Questions
a) Who is going to bid them?
b) How can the market support these valuations when there is no new inflow of capital + outflow of capital into DATs?
1. Layer 1/2
- Monad
- MegaETH
- Abstract
- RISE
- Anoma
- Fogo
- Canton
- Irys
- Fogo
- Katana
- Altius
- Inco
- Fhenix
- Soneium
- Pharos
- Tabi
2. Wallets
- Metamask
- Rabby
- Rainbow
- Privy
3. AI
- Sentient
- Sahara AI
- Mira Network
- Ritual
- Talus
- GAIB
- Hyperbolic
- Crossmint
- Kite AI
- Everlyn
- Almanak
4. Perp Dex
- Lighter
- Pacifica
- edgeX
- GRVT
- Ostium
- GTE
- Ranger Finance
- Variational
5. Prediction Markets
- Polymarket
- Kalshi
- Limitless
6. Infra
- Symbiotic
- Karak
- Paxos Labs
- Enso
- Zama
- Conduit
- Double Zero
- Brevis
- Cysic
- Optimum
- Aligned Layer
- Espresso
7. Stablecoins
- Stable
- Falcon Finance
- USD AI
- Codex
- Cap Money
- Perena
- Yala
8. Bitcoin Network
- Arch network
- Citrea
- Build on Bitcoin (BOB)
- Mezo
- Botanix
9. Consumer Apps
- PuffPaw
- Noise
- Ethos
10, NFT
- Opensea
- Moonbirds
11. DeFi
- Infrared Finance
- Hyperlend
- Kuru
- aPriori
- Doppler Finance
- Neutrl Labs
- Kintsu
12. Robotics
- Openmind
- PrismaX
- Reborn
- XMAQUINA
Questions
a) Who is going to bid them?
b) How can the market support these valuations when there is no new inflow of capital + outflow of capital into DATs?
โค7๐3๐ฅฐ3
Ahboyash Reads
The amount of projects fighting / trying to TGE between now and EOY is insane 1. Layer 1/2 - Monad - MegaETH - Abstract - RISE - Anoma - Fogo - Canton - Irys - Fogo - Katana - Altius - Inco - Fhenix - Soneium - Pharos - Tabi 2. Wallets - Metamask - Rabbyโฆ
TGE ์งํ์ ์ธ ํ๋ก์ ํธ
๋ญํด์ผํ ์ง ๋ชจ๋ฅด๊ฒ ์ผ๋ฉด ์ฐธ๊ณ !!
๋ญํด์ผํ ์ง ๋ชจ๋ฅด๊ฒ ์ผ๋ฉด ์ฐธ๊ณ !!
โค7๐4๐ฅ3
Ahboyash Reads
The amount of projects fighting / trying to TGE between now and EOY is insane 1. Layer 1/2 - Monad - MegaETH - Abstract - RISE - Anoma - Fogo - Canton - Irys - Fogo - Katana - Altius - Inco - Fhenix - Soneium - Pharos - Tabi 2. Wallets - Metamask - Rabbyโฆ
X (formerly Twitter)
Wonnie๐บ (@wonnie) on X
TGE Watchlist: Projects to Track Before Year-End
1.Monad (L1/L2)
2.MegaETH (L2)
3.Irys (L1/L2)
4.Abstract (L2/Infra)
5.GRVT (Perp DEX)
6.MetaMask (Wallets)
7.OpenSea (NFT)
8.Polymarket (Prediction Markets)
9.Sentient (AI)
10.Limitless (Prediction Markets)โฆ
1.Monad (L1/L2)
2.MegaETH (L2)
3.Irys (L1/L2)
4.Abstract (L2/Infra)
5.GRVT (Perp DEX)
6.MetaMask (Wallets)
7.OpenSea (NFT)
8.Polymarket (Prediction Markets)
9.Sentient (AI)
10.Limitless (Prediction Markets)โฆ
๐6โค3๐ฅ3
๋ฆฌ๋ฌด์ ์ผ๊ธฐ์ฅ
ํธ์ํฐ 2๋ฌ์ฐจ์ ์นด์ดํ ์ผํ ๋ณด์ ๋ฐ์๋ค๐
๋ฆฌ๋ฌด ํธ์ํฐ 1๋ฌ๋ง์ ์ผํ ๋ณด์ ๋ฐ์๋ค ใทใท
โค8๐4๐ฅ4
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Forwarded from ์ทจ๋ฏธ์ํ๋ฐฉ๐ฎ
https://app.falcon.finance/claims
#FF
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๊ฐ์ธ์ ์ผ๋ก ์ด์ ๋ถํฐ ๊ธฐ๋ํ๋ ๊ทํผ์ด ๋๋์ด ์ถ์ํจ
์ ์ธ๊ณ ์ด๋์๋ ๋ค์ด๋ก๋ ๊ฐ๋ฅํ๊ณ AOS, IOS ๋๊ตฌ๋ ๋น ๋ฅด๊ฒ ์ฆ๊ธธ ์ ์์ผ๋๊น ์ฐ๋จน ใฑใฑ VPN ํ์
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โค9๐4๐ฅฐ4๐ฅฑ1๐คฃ1๐ด1
9์๋ ๋ง๋ฌด๋ฆฌ ์ํ์๊ณ ๋ชจ๋ ์ข์์ผ๋ง ๊ฐ๋ํ์ธ์ฉ
โค28๐12๐ฅฐ6
MBM Crypto Insider๐ฆ
โ
ํธ์ํฐ๋ฅผ ํ๋ค๋ฉด ๊ผญ ํด์ผํ๋ ํ๋ก์ ํธ 1.์นด์ดํ : ํด๋ฆญ 2.๋ฒ์ธ์ผ : ํด๋ฆญ 3.์์ฒด์ธ : ํด๋ฆญ 4.์ฟ ํคํ : ํด๋ฆญ 5.๋ฐ์ด์ค : ํด๋ฆญ 6.bantr : ํด๋ฆญ 7.Mirra : ํด๋ฆญ ํธ์ํฐ ์ ๋ถ ์ฐ๋ ํ์!!!!!!
์ผํผ๋ผ๋ฉด ๋ฌด์กฐ๊ฑด ๋ค ํ์
โค10๐2๐ฅฐ2๐1
Delphi Labs๊ฐ ์ธํ๋ฒ ์ดํ ํ ์จ์ฒด์ธ ์ฑ๊ณผ ๊ธฐ๋ฐ ํ๋๋ ์ด์ง ํ๋ซํผ์ธ Legion์ด Kraken๊ณผ ํํธ๋์ญ์ ๋งบ๊ณ ์ฒซ ๋ฒ์งธ MiCA ์ค์ ํ ํฐ ์ธ์ผ์ ์งํํจ.
์ฒซ ์ธ์ผ ๋์์ YieldBasis ์
Curve ์ฐฝ๋ฆฝ์ Michael Egorov๊ฐ ๋ง๋ ํ๋ก์ ํธ๋ก, ๋ํ์ด์ ์ต๋ ๋์ ์ธ ์๊ตฌ ์์ค์ ํด๊ฒฐํ๋ฉฐ, BTC ๋ณด์ ์๋ค์๊ฒ ์ค์ง์ ์ด๊ณ ์ง์ ๊ฐ๋ฅํ ์์ต์ ์ ๊ณตํจ
๐ข YieldBasis๋ ์์ฅ ๋ณ๋์ฑ์ ํ์ฉํด ์์ต์ ๋ด๋ ์ ๋ต ํ์ฉ๐ข Volatility Farming ๊ธฐ๋ฐ ๋ฐฑํ ์คํธ
โ 2019~2025 ํ๊ท APR ์ฝ 20%
โ ์ต๊ทผ ์์ต์จ 9% ์์ค๐ข 2x ๋ ๋ฒ๋ฆฌ์ง Curve LP ์ ๋ต: ์์ค ์ ๊ฑฐ + ์์ ์ ์์ต ๊ตฌ์กฐ
๊ทธ๋ฅ ์ง๊ฐ์ ์ ๋ค์ด์๋ ์์กฐ ๋ฌ๋ฌ ๊ท๋ชจ์ ๋นํธ๊ฐ ์์ต์ ์ฐฝ์ถํ ์ ์๋ ์์ฐ์ ์ญํ ์ ํ ์ ์๋๋ก ๋๊ณ ์ํ๋ฉฐ, ์ด ๋ฐฉ์์ ๋นํธ ๋ฟ๋ง ์๋๋ผ ๋ค๋ฅธ ์์ฐ์ผ๋ก ํ์ฅ๊น์ง ๋๋ชจํ๋ ค๊ณ ํ๋ค๊ณ ๋ณด๋ฉด ๋จ
๐ข Raise ๊ท๋ชจ: $5M (์ด ์ค $1M๋ ํ๋ฆฌ์ธ์ผ ์์ฝ๋จ)๐ข FDV: $200M๐ข ์ธ๋ฝ: TGE ์์ 100%๐ข ํ๋ฆฌ์ธ์ผ (Legion): 09.29 23:00 (KST)๐ข FCFS ์ธ์ผ(Legion & Kraken): 10.01 23:00 (KST)
์ธ์ผ ์ผ๋ง ์๋จ์์ผ๋๊น ๊ด์ฌ์์ผ๋ฉด ์๋ฆผ ๋ฑ๋ก ใฑใฑ
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