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.

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.

Living in Europe = Sleeping on all new ATHs.

Gm, fam.
Don’t forget to take profits (at least partially).

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.

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.

The market is bleeding (a bit).

Avoid making emotional decisions. Dencun is scheduled for March 13, halving is also close.

If super worried, consider hedging with a put option on Aevo for example.

We also have some discounts btw, $FXS at $7.5 for the first time since early January.

Lol, not buying more FXS right now, it’s not fine

99% of coins rn: Aaaah it hurts but now we go up again

$OP: Wat? (+11% 24h)