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์•ž์œผ๋กœ๋„ ๋” ์ข‹์€ ํ–‰์‚ฌ์— ๋งŽ์€๋ถ„๋“ค ์ดˆ๋Œ€ํ•ด๋“œ๋ฆด์ˆ˜์žˆ๋„๋ก ๋…ธ๋ ฅํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค
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Hyperdrive ํ„ธ๋ ธ๋‹ค๋Š” ๋“ฏ

์›๋ฌธ
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๐Ÿ”ฅ Aster ์‹œ์ฆŒ 2 ๋ฐ˜๋“œ์‹œ ํ•ด์•ผ๊ฒ ์ง€?

์„ ๋ฌผ ๊ฑฐ๋ž˜๋กœ ๊ณ„์† ๋ณผ๋ฅจ ๋งŒ๋“ค์–ด๋†“๊ณ , ์‹œ์ฆŒ 2 ์—๋“œ ์•ผ๋ฌผ๋”ฑ์ง€๊ฒŒ ๋จน๊ธธ

๊ธฐ์™• ํ•˜๋Š” ๊น€์— ๋ณผ๋ฅจ์ž‘์„ ๋„˜์–ด์„œ ์ˆ˜์ต๋„ ์ข€ ๋‚ด๋ณด์ž?

์šฐ๋ฆฌ ๊ตฌ๋…์ž๋“ค์˜ ์ฃผ๋จธ๋‹ˆ '๋นต๋นต'์„ ์›ํ•ด ๋‚˜๋Š”

๐Ÿ”œ ์—๋“œ์ž‘ ์— ํผ๋Ÿด ํ•˜๋Ÿฌ๊ฐ€๊ธฐ
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MBM Crypto Insider๐Ÿฆ…
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์„ค๊ฑฐ์ง€
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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?
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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 - Rabbyโ€ฆ
TGE ์ง„ํ–‰์ „์ธ ํ”„๋กœ์ ํŠธ

๋ญํ•ด์•ผํ• ์ง€ ๋ชจ๋ฅด๊ฒ ์œผ๋ฉด ์ฐธ๊ณ !!
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๋ฆฌ๋ฌด์˜ ์ผ๊ธฐ์žฅ
ํŠธ์œ„ํ„ฐ 2๋‹ฌ์ฐจ์— ์นด์ดํ†  ์•ผํ•‘ ๋ณด์ƒ ๋ฐ›์•˜๋‹ค๐Ÿ€
๋ฆฌ๋ฌด ํŠธ์œ„ํ„ฐ 1๋‹ฌ๋งŒ์— ์•ผํ•‘ ๋ณด์ƒ ๋ฐ›์•˜๋„ค ใ„ทใ„ท
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์–ด์ œ ๋ถˆ๊ฝƒ๋†€์ด ์ง„์งœ ์ง€๋ฆฌ๊ธด ํ–ˆ๋‹ค
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ํŽญ๊ตฌํŒ€์—์„œ ๋งŒ๋“ค์–ด์ค€ ํŽญ๊ตฌ PFP

๋‚˜๋ž‘ ๋‹ฎ์•˜๋‚˜ ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹
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๐Ÿ‘ Falcon ์—์–ด๋“œ๋ž ๋“ฑ๋ก ๋ฆฌ๋งˆ์ธ๋“œ

โœ… Falcon ์— ์ฐธ์—ฌํ•˜์…จ๋˜๋ถ„๋“ค์€ ๋‚ด์ผ ์˜ค์ „ 9์‹œ๊นŒ์ง€ ๊ผญ ์ง€๊ฐ‘๋“ฑ๋กํ•˜์‹œ๊ธธ ๋ฐ”๋ž๋‹ˆ๋‹ค

https://app.falcon.finance/claims

#FF
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๐Ÿ‘ป ๋“œ๋””์–ด NUMINE ๊ท€ํ˜ผ, GhostM Global ๊ณต์‹ ์ถœ์‹œ

๊ฐœ์ธ์ ์œผ๋กœ ์ด์ „๋ถ€ํ„ฐ ๊ธฐ๋Œ€ํ–ˆ๋˜ ๊ท€ํ˜ผ์ด ๋“œ๋””์–ด ์ถœ์‹œํ•จ

์ „ ์„ธ๊ณ„ ์–ด๋””์„œ๋‚˜ ๋‹ค์šด๋กœ๋“œ ๊ฐ€๋Šฅํ•˜๊ณ  AOS, IOS ๋ˆ„๊ตฌ๋‚˜ ๋น ๋ฅด๊ฒŒ ์ฆ๊ธธ ์ˆ˜ ์žˆ์œผ๋‹ˆ๊นŒ ์ฐ๋จน ใ„ฑใ„ฑ VPN ํ•„์ˆ˜

๐Ÿ”œ๊ตฌ๊ธ€ ํ”Œ๋ ˆ์ด์Šคํ† ์–ด
๐Ÿ”œ ์•ฑ์Šคํ† ์–ด

๐Ÿ”— Numine ๊ณต์‹ใ…ฃ๊ท€ํ˜ผM ๊ณต์‹
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์„ธ์ผ๋Ÿฌ ๋น„ํŠธ์ฝ”์ธ ๋งค์ˆ˜ ์‹œ๊ทธ๋„
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9์›”๋„ ๋งˆ๋ฌด๋ฆฌ ์ž˜ํ•˜์‹œ๊ณ  ๋ชจ๋‘ ์ข‹์€์ผ๋งŒ ๊ฐ€๋“ํ•˜์„ธ์šฉ
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๐Ÿ’ตLegion ร— Kraken, MiCA ๊ทœ์ œ ์ค€์ˆ˜ ์ฒซ ํ† ํฐ ์„ธ์ผ: YieldBasi

Delphi Labs๊ฐ€ ์ธํ๋ฒ ์ดํŒ…ํ•œ ์˜จ์ฒด์ธ ์„ฑ๊ณผ ๊ธฐ๋ฐ˜ ํŽ€๋“œ๋ ˆ์ด์ง• ํ”Œ๋žซํผ์ธ Legion์ด Kraken๊ณผ ํŒŒํŠธ๋„ˆ์‹ญ์„ ๋งบ๊ณ  ์ฒซ ๋ฒˆ์งธ MiCA ์ค€์ˆ˜ ํ† ํฐ ์„ธ์ผ์„ ์ง„ํ–‰ํ•จ.

์ฒซ ์„ธ์ผ ๋Œ€์ƒ์€ YieldBasis ์ž„

โ“ YieldBasis๋ž€?
Curve ์ฐฝ๋ฆฝ์ž Michael Egorov๊ฐ€ ๋งŒ๋“  ํ”„๋กœ์ ํŠธ๋กœ, ๋””ํŒŒ์ด์˜ ์ตœ๋Œ€ ๋‚œ์ œ์ธ ์˜๊ตฌ ์†์‹ค์„ ํ•ด๊ฒฐํ•˜๋ฉฐ, BTC ๋ณด์œ ์ž๋“ค์—๊ฒŒ ์‹ค์งˆ์ ์ด๊ณ  ์ง€์† ๊ฐ€๋Šฅํ•œ ์ˆ˜์ต์„ ์ œ๊ณตํ•จ

โœ”๏ธ ํ•ต์‹ฌ ํฌ์ธํŠธ
๐ŸŸขYieldBasis๋Š” ์‹œ์žฅ ๋ณ€๋™์„ฑ์„ ํ™œ์šฉํ•ด ์ˆ˜์ต์„ ๋‚ด๋Š” ์ „๋žต ํ™œ์šฉ
๐ŸŸขVolatility Farming ๊ธฐ๋ฐ˜ ๋ฐฑํ…Œ์ŠคํŠธ
โ”” 2019~2025 ํ‰๊ท  APR ์•ฝ 20%
โ”” ์ตœ๊ทผ ์ˆ˜์ต์œจ 9% ์ˆ˜์ค€
๐ŸŸข2x ๋ ˆ๋ฒ„๋ฆฌ์ง€ Curve LP ์ „๋žต: ์†์‹ค ์ œ๊ฑฐ + ์•ˆ์ •์  ์ˆ˜์ต ๊ตฌ์กฐ


๊ทธ๋ƒฅ ์ง€๊ฐ‘์— ์ž ๋“ค์–ด์žˆ๋Š” ์ˆ˜์กฐ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ๋น„ํŠธ๊ฐ€ ์ˆ˜์ต์„ ์ฐฝ์ถœํ•  ์ˆ˜ ์žˆ๋Š” ์ž์‚ฐ์˜ ์—ญํ• ์„ ํ•  ์ˆ˜ ์žˆ๋„๋ก ๋•๊ณ ์žํ•˜๋ฉฐ, ์ด ๋ฐฉ์‹์„ ๋น„ํŠธ ๋ฟ๋งŒ ์•„๋‹ˆ๋ผ ๋‹ค๋ฅธ ์ž์‚ฐ์œผ๋กœ ํ™•์žฅ๊นŒ์ง€ ๋„๋ชจํ•˜๋ ค๊ณ  ํ•œ๋‹ค๊ณ  ๋ณด๋ฉด ๋จ

โœ”๏ธ ์„ธ์ผ ์ •๋ณด
๐ŸŸขRaise ๊ทœ๋ชจ: $5M (์ด ์ค‘ $1M๋Š” ํ”„๋ฆฌ์„ธ์ผ ์˜ˆ์•ฝ๋จ)
๐ŸŸขFDV: $200M
๐ŸŸข์–ธ๋ฝ: TGE ์‹œ์  100%
๐ŸŸขํ”„๋ฆฌ์„ธ์ผ (Legion): 09.29 23:00 (KST)
๐ŸŸขFCFS ์„ธ์ผ(Legion & Kraken): 10.01 23:00 (KST)


์„ธ์ผ ์–ผ๋งˆ ์•ˆ๋‚จ์•˜์œผ๋‹ˆ๊นŒ ๊ด€์‹ฌ์žˆ์œผ๋ฉด ์•Œ๋ฆผ ๋“ฑ๋ก ใ„ฑใ„ฑ

๐Ÿ”œ ์•Œ๋ฆผ ๋“ฑ๋ก
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