Welcome Trader Joe to join Arbitrum. Their v2’s liquidity book is cool!

DEX war on Arbitrum seems to be heaten up. Caling out some names

Orbital - (to be launched) - from Dopex & Pluton gang

Camelot - impressive TVL for a newly-launched DEX, interesting mechanism which involves project to join, $GRAIL keeps being burnt everyday

3xcalibur - Founder from Dopex & JonesDAO. Love the vibe hes created on twitter

Trader Joe with its liquidity book that can become a beast

https://twitter.com/hanjaycrypto/status/1608014172390055939

Tztokchad has just called out the new term “OpFi”

According to him, it’s not a single option protocol but a whole DeFi infrastructure powered by Options

An example is Dopex, the product hes been building with the support from the OG Tetra. Starting as a protocol where you can buy put or call positions, dopex now has and will have a suite of products powered by its option- based mechanism:

Atlantic Straddles
Atlantic Insured Perps
Put based Lending
Synthetic Option Perps
Stablecoin Option Vaults (TBL)

I’ll elaborate the sophistication of dopex system in the next posts

Have a dive:

https://medium.com/@tztokchad/options-options-options-8adfe1eecb8c

In case you need a good source briefly aggregating what’s happening on L2s. Check out Paradigm Daily

L2 report vol. 12📚

A biweekly update on Layer 2 protocols, 12th December — 26th December

TL;DR
—The sum of all funds locked on Ethereum converted to USD is $4.22 B at the time of writing.
—Arbitrum: Solutions to delay attacks on rollups.
—The Graph — Arbitrum billing goes live.
—The Optimism Bedrock upgrade is coming in the first quarter of 2023. OP Labs announced the migration of the Optimism Goerli testnet to Bedrock on January 12th.
—MetaMask announced in-wallet swaps are now available for users on Optimism.
—Synthetix Perps v2 live on Optimism.
—Metis Community Highlights of 2022 are out. Aave v3 on Metis “Temp Check” vote has passed. Chainlink price feeds are now live on Metis.
—Boba Network now being available on a non-custodial cryptocurrency swap platform ChangeNOW & NOWTracker. Boba Voyage is here.
—Aztec raises $100 million to build encrypted Ethereum.
—Loopring introduced a new Contribute + Earn program into the Loopring L2 ecosystem.
—PolygonZK launches final testnet. Upgrades include 4 min proof-generation & EIP-155 support.
—Scroll: bottlenecks in proof generation with options to accelerate.
—Visa is proposing an automatic payments system on Ethereum using StarkNet. StarkWare and Outlier Ventures collaborate to launch Base Camp program for STARK-based validity proof builders. The second batch of tickets for StarkWare Sessions 23 is now open.
—zkSync v2 alpha delayed until Q2 2023. The team created an LLVM-based set of compilers for Solidity and Vyper that pass the L1 conformance tests.
—Curve Finance to deploy on zkSync’s mainnet next year.
—ZKSpace Recap of 2022 will happen on December 29th.
—Immutable partnered with Gauntlet to improve efficient token spend, onboard mainstream users, and maximize trading volume. IMX rewards introduces new and improved Trading Rewards design.
—Rhino. fi just hit $1M in TVL within the Yearn finance USDT yVault strategy.
—Get ready for the new year with dYdX’s official merchandise store. Launching January 3rd, 2023, featuring exclusive products for Hedgies NFT holders.
—MoonPay and OpenSea partner to enable the direct buying of NFTs on Arbitrum, Optimism, Avalanche and BNB Chain via credit card.
—Intmax (zk-rollup) testnet, command line only.
—Batch posting strategy on mainnet by Akaki Mamageishvili, Edward W. Felten.
—Justin Drake: SGX as pragmatic hedge against zk-rollup SNARK vulnerabilities.
—Taiko: rollup decentralization, definitions & high-level ideas.
—Consensys Vortex zk prover: 30 million gas block in 5 minutes on AWS hpc6a.48xlarge.
—L2 stats. Check out how much it costs to use Layer 2.
—And more!

Read the full report on our blog, on Paradigm Platform.


#Layer2 #L2 https://medium.com/paradigm-research/l2-report-vol-12-e473d863b98f

Gear up to learn DuneSQL

Some accumulation activity is happening at $GRAIL. An OG Arbitrum wallt has been accumulating ~300 token in the last 2 days, spending ~$60K, which is significant given the daily trading volume of $GRAIL is only around ~$50K. He turned his token into $xGRAIL right after buying

I wrote about Arbitrum DEX war in the post above

https://twitter.com/hanjaycrypto/status/1608463183475359744

1959-2022 là cả một đời người. Trong đó có 2 năm đặc biệt mà chúng ta đã may mắn được trải qua

2020: Cung tiền M2 tăng 25% cao kỷ lục

2022: Lần đầu cung tiền M2 giảm sau 63 năm

Sau này có chuyện kể cho con cháu rằng ông/bà đã ăn to rồi sml như thế nào chỉ 2 năm sau đó :))

NFT Highligts năm 2022 vừa qua

Trong tương lai, NFT term sẽ phổ phát có thể ngang ngửa term crypto với người dùng chưa tham gia vào thế giới này và chuẩn bị tham gia

‘NFT’ = onboarding term bên cạnh ‘crypto’ & ‘Bitcoin’ & ‘Ethereum’ (maybe)

Đó cũng là tầm nhìn của XomNFT

Just how the last month candle of 2022 closed

Quick juxtaposition of the 2022 bear and 2018-2019 bear (the most recent bear)

2022 bear

1️⃣$BTC has been down from the top: -77%

2️⃣$BTC Dominance has increased by: +7.5%, now stays at 42%

3️⃣Time from hitting the top to hitting the local/temporary bottom: 54 weeks

2018-2019 bear

1️⃣$BTC down from the top: -84%

2️⃣$BTC Dominance increased by: 108% (35% to 73%)

3️⃣Time from hitting the top to hitting the final bottom: 52 weeks

Using history data to point out where we are in the current bear sounds not very meaningful as we’ve been gone through only a few bears and we have many different external macro factors as of now, but here’s some quick observations

- It looks like we’ve hit the bottom or at least we’re very close to the bottom (I personally think $15K4 is our bottom in this bear cycle) . It doesn’t mean that bull will start right away. There’s an accumulation period of time before everything takes off. In 2018-2019 bear, there’s ~15 sideway weeks since $BTC hit the bottom & 65 weeks in total of accumulating ’till the moment we can be confident to say that ‘oh okay bull, here it is’. I’m seeing no signs of accumulation in the present chart of $BTC. Just stubborn fluctuations without any confirmed trends

- Dominance can’t scare us anymore. Let’s imagine the scene is scripted: C’mon Dominance, it’s been a year of bear. Bust a move, you haven’t been spiked at all. How do you like them apples? ETH Dominance, stay the course!!!

It’s persuaded that the big trend is $BTC is in the way of losing its dominance. 2022 bear started with 39% of $BTC Dominance (same level as which of the starting of 2018-2019 Bear) and highest number weve seen now is 48% (reached in June 22). Now we see it’s increasing to 42%. I don’t think Dominance can reach 70% range in this bear. I even don’t think Dominance can be > 50% given that alts are not shits as they were in 18-19. If the index hits around 48% - 50%, I’ll buy fucking anything I can, that’ll be the beginning of the bull.

https://twitter.com/hanjaycrypto/status/1609396835273117696

Những tiêu đề báo ‘hot’ nhất trong từng tháng của crypto 2022

Đó cũng là con đường tổng vốn hoá chạy từ $3T về $755B

Quá nhiều kiện tụng, bắt bớ, sụp đổ, từ chức, điều tra….

Nguồn: https://www.bloomberg.com/graphics/2022-crypto-contagion-from-bitcoin-to-FTX/

One of the most expected launch on Arbitrum

#SFTX

https://twitter.com/STFX_IO/status/1597600897798111232

Ví smart money 0xa688bc5e676325cc5fc891ac48fe442f6298a432 do Crypto Condom tìm ra khi mua $MAGIC trước một loạt tin tốt tung ra đầu tháng trước mới có động thái mới

Rút từ Binance về $400K worth of $MAGIC, trước đó số dư $MAGIC =0 sau khi hoàn tất cú trade với insider news đầu tháng

Nếu có trade cũng lưu ý từ 26/1 $MAGIC có bigggg supply shock

P/S; Crypto Condom cho rằng ví này đơn giản là đã deposit $800K lên Binance, có thể đã bán một nửa, rồi rút lại về self-custoday một nửa. Dù sao cũng là tin tốt vì có thể ví này trở lại với holding mode

https://twitter.com/hanjaycrypto/status/1609892650228015104

Tiếp tục với chart này tiên liệu từ 21/12

Chart alt cap (total - cap BTC - cap ETH - cap stablecoin - cap DOGE) giữ khá tốt ở vùng $150B - $160B, đang form đáy khá đẹp

Lên được $180B chạm dây EMA89

Good time for buying alts

Mình đã tham gia whitelist của STFX, 1 dự án khá tốt trên arbitrum sắp launch. (https://twitter.com/STFX_IO/status/1597600897798111232 - tốt ntn sẽ phân tích sau)

Yêu cầu khá đơn giản. Ai quan tâm thì tham gia sớm nhé. Họ có thể đóng whitelist anytime. Có gì cần ae cứ comment hỏi nhé.

Cứ đăng ký whitelist cái dã rồi mua hay không tính sau. Ít ra về FA nó không tệ

Chúng ta đang bắt đầu giai đoạn pre-Tết pump 😂

Nhìn Dominance khá giống như chuẩn bị quay về 39-40%

Khá tự tin we’re gonna have a pre-tết pump

Nhưng kết thúc mùa bear mình vẫn nghĩ dom phải tăng đến 48-50%. Sai thì quá tốt vì dù gì vẫn có hàng

Nhìn số giao dịch hàng ngày trên Magic Eden giữ tăng trưởng hàng ngày, hàng tuần, hàng tháng như thế này, có thể thể sức khoẻ NFT area trên Solana không hề chết mà còn đang sống rất khoẻ.

Ethereum NFT là mảnh đất của OG còn Solana NFT thì rất hợp để onboard người dùng mới. Phí giao dịch rẻ dưới 1c, thời gian thực hiện giao dịch <1s, newbie cần UX tốt, mà Solana chắc chắn một trong số các chain có UX tốt nhất hiện nay.

Sam không còn kiểm soát & liên quan đến Solana là điều tốt. Solana có thể sống như 1 chain độc lập & thân thiện, chào mời người dùng mới vào thông qua NFT