Henlo, henlo!

Just dropped a thread explaining the last puzzle in farming EigenLayer Points with a leverage through Gearbox.

Some math is there as usual, enjoy!

Steady lads, let’s research

General
➖ Binance: The Hitchhiker's Guide to Restaking
➖ Galaxy: Ethereum All Core Developers Execution Call #181
➖ Galaxy: Top Stories of the Week - 2/16

Market
➖ CoinGecko: US Captures 83% of Spot Bitcoin ETF Market, Overtaking Canada
➖ Coinbase: Weekly: ETFs’ Record Debut
➖ SSRN: Leveraged Trading Via Lending Platforms
➖ Glassnode: Moving Out On The Risk Curve

DeFi
➖ 4pillars: How Ondo Finance creates an institutional-level DeFi protocol

Tokens & currencies
➖ CoinMarketCap: What Are “ERC-404s”? Opening Pandora’s Box
➖ Binance: Pixels (PIXEL)
➖ Galaxy: The Relentless Bid on Bitcoin

GameFi & NFTs
➖ CoinMarketCap: What is Pixels? The Social Web3 Game Built on Ronin

Heyo!

Dropped a thread on CESS, a new player in the DePIN landscape.

Bonus part: A guide on farming $CESS before it’s live.

Have a look!

Henlo, grinders. Cooking a thread + database on Telegram groups with alpha, need ur help.

Drop me your favorite Telegram communities (chats / channels) so I can compile the list of the best ones! Local communities are also goood.

Let's do it (drop in chat / comments pls) <3

So here I’ve dropped some thoughts on Stackset’s current phase (NFT grind) and their first memecoin launch.

Decided to drop some points considering I covered it before and now we have some data to analyze.

PS: I still think it’s better than 99% of memecoin projects, sorry lol

Happy Sunday, fam!

Yesterday I was researching the most efficient restaking points farming flywheel and came across Vector.

Actually a very good alternative to restaking protocols like Kelp or EtherFi (kinda index of all these). Also love the risk curve here (risk split across LSTs and LRTs).

In short, recommended.
Moved my rsETH here.

Chain abstraction on NEAR:
■■■■■■■■■▢ 90%

Something is brewing, so make sure to join the Chain Abstraction Waitlist by claiming an NFT from Shard dog.

** literally takes a minute **

Gm, Fam!

Babylon (Bitcoin Staking) launches their testnet today and the participants can mint a Bitcoin Staking Pioneer Pass NFT.

More info here

Promised => Delivered

List of 15 Telegram alpha communities you must be following if you’re in degen plays (or just researching hot narratives).

Special thanks to @KillerScope, this list wouldn’t be full without your contribution.

More lists tbd, everyone’s contribution is very valuable 😉

My secret list of low-risk single-asset pools by APR (better than restaking) ↓

• $USDT on TraderJoe (Avalanche) → 60%
• $vETH on Vector (Ethereum) → 63%
• $ETH on Gearbox (Ethereum) → 28%
• $USDC, $USDT, $ARB, $ETH, $BTC → $MUXLP on MUX Protocol (Arbitrum) → 64%
• $wBTC, $ETH, or $USDT → KLP on KTX (Mantle) → 30%
• $USDT on Solend Bonk Pool (Solana) → 188%
• $USDT on Aave v3 (Avalanche) → 33%
• $USDC on Aave v3 (Arbitrum) → 31%
• $USDC on Aave v3 (Polygon) → 30%
• $USDT on Iron Bank (Ethereum) → 62%
• $DAI on Iron Bank (Ethereum) → 47%
• $USDT on Iron Bank (Avalanche) → 125%

**brrr**

For everyone tracking infra progress:

Dropped a detailed thread on Avail and their endgame vision (much more than Avail DA).

Have a look if interested, really a big thing.

FOMO is loading btw

Restakeeeers good news for you

KelpDAO launched $KEP yesterday with 1 $KEP = 1 Eigenlayer Point.

Here’s my overview on how you can speculate on this.

And traditionally, some of the latest research for my wanlav fam

General
➖ Crypto.com: Restaking and EigenLayer: Recent Developments
➖ Coinbase: Weekly: Futures Gazing
➖ Galaxy: Ethereum All Core Developers Consensus Call #128 Writeup
➖ Galaxy: Top Stories of the Week - 2/23

Market
➖ SSRN: Are Bitcoin Futures Options a Cheaper Way to Play the Bitcoin Lottery?
➖ SSRN: Cryptocurrency Prices and News Sentiment: Which Exerts Influence on the Other?
➖ Glassnode: Speculation In Both Directions
➖ Galaxy: Bitcoin Built to Last

DeFi
➖ Galaxy: 10 Charts that Show RWA, DeFi, and Ethereum Ecosystems are Vibrant

Blockchains & networks
➖ 4pillars: Why Do We Need Story Protocol?
➖ 4pillars: What Bitcoin L2s are real?
➖ CoinGecko: The Rise of Privacy Blockchains, As Privacy Coins Decline

Tokens & currencies
➖ CoinGecko: 46% of Biggest Airdrops Hit All-Time Highs in 2 Weeks
➖ Coinbase: The Resurgence in USDC
➖ Binance: Portal (PORTAL)

GameFi & NFTs
➖ CoinMarketCap: What Is Portal? The Omni-Chain Gaming Layer

For chads who love two things in their crypto grind: airdrops and math

I’ve dropped a detailed thread covering the potential value of the largest upcoming airdrops in 2024 + a framework that will allow you to calculate the value of any promised airdrop.

If you love it, bump a like ❤️

If you never loved ETH gas prices in bear, don’t even try to enter new positions in bull

I’m very productive today, so here’s another thread you might love.

This time, I covered the lending side of Gearbox and explained why it’s a better option for farming low-risk $ETH yields.

Gearbox protocol = Good protocol, falling in love with them

Gm, gm, fam!

This week I’m rebalancing my portfolio to get ready for the altcoin season and came across KTX which has done huge progress since I first researched them.

Have a look, fundamentals look very good.

Happy Sunday, chads!

Dropped my list of 35 altcoins which in my opinion can outperform many other coins in the upcoming altcoin spring.

Enjoy the weekend vibes!

Not implying anything, not suggesting anything...

But Eigenlayer Points floor on Whales Market is already at $0.164 while on Gearbox you can leveraged farm 1 Point for ~$0.05... and sell it later.