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.
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.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
A question to you, grinders.
How do you farm Points from @eigenlayer, @KelpDAO, @RenzoProtocol, and @ether_fi all at once with just one asset?
The answer is @vectorreserve's $vETH – the highest-yielding $ETH derivative atm.
Deep dive ↓
How do you farm Points from @eigenlayer, @KelpDAO, @RenzoProtocol, and @ether_fi all at once with just one asset?
The answer is @vectorreserve's $vETH – the highest-yielding $ETH derivative atm.
Deep dive ↓
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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 **
■■■■■■■■■▢ 90%
Something is brewing, so make sure to join the Chain Abstraction Waitlist by claiming an NFT from Shard dog.
** literally takes a minute **
X (formerly Twitter)
NEAR Protocol (@NEARProtocol) on X
ǝɹǝɥ pɐɯ llɐ ǝɹ,ǝʍ
ǝɹǝɥ pɐɯ llɐ ǝɹ,ǝʍ
ǝɹǝɥ pɐɯ llɐ ǝɹ,ǝʍ
ǝɹǝɥ pɐɯ llɐ ǝɹ,ǝʍ
uoᴉʇɔɐɹʇsqɐ uᴉɐɥɔ ɟo ɥɔunɐl ǝɥʇ ʇɐ [pƎ ┴Ɔ∀pƎɹ] ʞɔolun ʇou ʎɐɯ ɹo ʎɐɯ ʇɐɥʇ ┴ℲN ǝʌᴉsnlɔxǝ ǝɥʇ ssᴉɯ ʇ,uop ¿ɹǝʌuǝp oʇ ʇᴉ ǝʞɐɯ ʇ,uɐɔ
https://t.co/qHdLem3G82
🍄 🍄 🍄
ǝɹǝɥ pɐɯ llɐ ǝɹ,ǝʍ
ǝɹǝɥ pɐɯ llɐ ǝɹ,ǝʍ
ǝɹǝɥ pɐɯ llɐ ǝɹ,ǝʍ
uoᴉʇɔɐɹʇsqɐ uᴉɐɥɔ ɟo ɥɔunɐl ǝɥʇ ʇɐ [pƎ ┴Ɔ∀pƎɹ] ʞɔolun ʇou ʎɐɯ ɹo ʎɐɯ ʇɐɥʇ ┴ℲN ǝʌᴉsnlɔxǝ ǝɥʇ ssᴉɯ ʇ,uop ¿ɹǝʌuǝp oʇ ʇᴉ ǝʞɐɯ ʇ,uɐɔ
https://t.co/qHdLem3G82
🍄 🍄 🍄
❤8
Gm, Fam!
Babylon (Bitcoin Staking) launches their testnet today and the participants can mint a Bitcoin Staking Pioneer Pass NFT.
More info here
Babylon (Bitcoin Staking) launches their testnet today and the participants can mint a Bitcoin Staking Pioneer Pass NFT.
More info here
X (formerly Twitter)
Babylon (@babylonlabs_io) on X
It's time to join the Bitcoin Staking Revolution! 🔶
The Babylon Testnet goes live next week giving everyone a chance to experience Trustless Native Bitcoin Staking for the first time ever 🥳
Here's everything you need to know to secure your Bitcoin Staking…
The Babylon Testnet goes live next week giving everyone a chance to experience Trustless Native Bitcoin Staking for the first time ever 🥳
Here's everything you need to know to secure your Bitcoin Staking…
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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 😉
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 😉
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
My secret list of 15 must-follow Telegram alpha hubs ↓
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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**
• $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**
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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.
Dropped a detailed thread on Avail and their endgame vision (much more than Avail DA).
Have a look if interested, really a big thing.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
We're entering a hot phase of DeFi.
@AvailProject has announced raising $27M in a seed funding round led by @foundersfund and @dragonfly_xyz and revealed their plans to unify Web3 with Avail trinity:
• Avail DA,
• Avail Nexus,
• Avail Fusion Security.
…
@AvailProject has announced raising $27M in a seed funding round led by @foundersfund and @dragonfly_xyz and revealed their plans to unify Web3 with Avail trinity:
• Avail DA,
• Avail Nexus,
• Avail Fusion Security.
…
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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.
KelpDAO launched $KEP yesterday with 1 $KEP = 1 Eigenlayer Point.
Here’s my overview on how you can speculate on this.
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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
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
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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 ❤️
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 ❤️
❤9🔥4
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
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
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
If you just stake $ETH for ~4%, you're heavily missing out on the yield boat.
As I write this, @GearboxProtocol is seeing a surge in leveraged borrowing, boosting $ETH lenders' APY to 25%.
Let me explain this passive yield strategy ↓
As I write this, @GearboxProtocol is seeing a surge in leveraged borrowing, boosting $ETH lenders' APY to 25%.
Let me explain this passive yield strategy ↓
🔥4
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.
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.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Guess who:
• $13M in 24h derivatives trading volume
• $8M in annualized fees (70% → stakers)
• 231% native token staking APR (real-yield)
• $3.43M mcap
• $60K trading competition underway
Fundamentals + product overview ↓
• $13M in 24h derivatives trading volume
• $8M in annualized fees (70% → stakers)
• 231% native token staking APR (real-yield)
• $3.43M mcap
• $60K trading competition underway
Fundamentals + product overview ↓
❤9
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!
Dropped my list of 35 altcoins which in my opinion can outperform many other coins in the upcoming altcoin spring.
Enjoy the weekend vibes!
👍7❤5
Btw, NEAR is not the only team working on solving the Chain Abstraction puzzle.
Here’s my product report covering Particle Network and their latest BTC connect feature.
Here’s my product report covering Particle Network and their latest BTC connect feature.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
We are on the brink of a revolution in Web3 user experience like never before.
Numerous exceptional teams are currently unraveling the chain abstraction puzzle, and @ParticleNtwrk stands out as a hidden gem in this competitive landscape.
Product report ↓
Numerous exceptional teams are currently unraveling the chain abstraction puzzle, and @ParticleNtwrk stands out as a hidden gem in this competitive landscape.
Product report ↓
❤11
Living in Europe = Sleeping on all new ATHs.
Gm, fam.
Don’t forget to take profits (at least partially).
Gm, fam.
Don’t forget to take profits (at least partially).
😁8❤1
In case some of you guys are building Web3 products
Just dropped a long-form post explaining how emerging companies can optimize their expenses to ship faster and better. Heavily inspired by 7 years of my grind as a Web3 marketer.
Just dropped a long-form post explaining how emerging companies can optimize their expenses to ship faster and better. Heavily inspired by 7 years of my grind as a Web3 marketer.
❤9
Unpopular opinion: I don't love the Blast thesis.
I mean, okay, it might have some runners like Friend Tech or $BALD on Base, but I don't see any long-term thesis there.
Airdrop hunt? Yeah, but the expectations are too high.
Let's meet reality: Blast raised $20 million. Blur raised $40 million (same day).
Let's say it's valued at $1.5 billion, which is quite optimistic.
As they're pushing the airdrop as the main chain narrative, they might airdrop 30% (obviously they will be vested; otherwise it will be a disaster), which makes $500 million vs. $2.5 billion already locked on Blast.
20% ROI for a non-liquid deal? Dudes, we're in a bull market; just holding ETH since November would have yielded x2.
We already have three huge L2s (Arbitrum + Optimism + zkSync) and a few trying to catch up like Linea, Base, Mantle, Scroll, and Starknet.
I just don't really get it. Feel free to prove me wrong.
I mean, okay, it might have some runners like Friend Tech or $BALD on Base, but I don't see any long-term thesis there.
Airdrop hunt? Yeah, but the expectations are too high.
Let's meet reality: Blast raised $20 million. Blur raised $40 million (same day).
Let's say it's valued at $1.5 billion, which is quite optimistic.
As they're pushing the airdrop as the main chain narrative, they might airdrop 30% (obviously they will be vested; otherwise it will be a disaster), which makes $500 million vs. $2.5 billion already locked on Blast.
20% ROI for a non-liquid deal? Dudes, we're in a bull market; just holding ETH since November would have yielded x2.
We already have three huge L2s (Arbitrum + Optimism + zkSync) and a few trying to catch up like Linea, Base, Mantle, Scroll, and Starknet.
I just don't really get it. Feel free to prove me wrong.
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