Got some alpha for my Telegram fam.

Can’t disclose what it is exactly, but it might be a good idea to get yourself a @Wallet and deposit some $TON or $USDT to it ;)

There’re two big events brewing this week: Halving and Merlin Chain’s TGE.

Here’s one thread to explain you everything regarding the Merlin, the largest Bitcoin L2 and potentially the only to have long-term traction.

Have a look!

Avail has dropped their airdrop claiming page; the rewards will be distributed on Avail’s mainnet launch coming very soon.

To check eligibility: https://claim.availproject.org/

Criteria:

– Rollup users, Polygon PoS stakers, governance contributors

– Starknet users

– Supporters on Twitter

– Contributors on GitHub

For the first criteria, I guess most of you should be eligible.

More info here.

It’s here: TON just announced launching $USDt for seamless Telegram crypto payments along with a $30M incentive program.

TL;DR: TON incentivizes @Wallet stakers with 50% APY starting Monday.

Here’s more info.

Sometimes, a single infographic conveys more than a long thread.

Check out this visual report on MUX, one of my go-to platforms for liquidity provision.

PS: These reports are now a regular feature in my posting schedule. Feel free to share your thoughts on this format.

Another interesting Node Sale takes place next week: AI + Infra narrative.

Here’s my in-depth report.

Have a happy weekend!

The impact of Runes on the Bitcoin network is way beyond immediate profits and degening.

It might make this post-halving cycle much different from what the history suggests.

Make sure to go through my new report covering Runes, Bitcoin block rewards, and mining profitability.

Henlo, my frens!

Who wants some $BORPA White lists?

This is exclusive for my Telegram fam only.
The rule is simple. I have 8 WL slots and all I need from you is your Solana address.

About $BORPA:

– Low starting valuation of $1.4M
– Launched by Entangle, positioned as a a 'Next Generation Memetoken':
– Fair distribution of supply with 51% allocated to high APR farms,
– Deflationary token strategy that increases viral growth with more interactions
– The Borpass artifact concept that adds a lottery-like thrill to holding the token

Each WL is a $200 allocation for a fair launch 😉

FCFS, comment to drop your address!

I don’t have that many WL slots guys 😄

Will report the first 8 and submit more of your addresses as well in case BORPA will have capacity!

KTX Finance recently became the largest perp DEX on Mantle and already flipped GMX and Gains by 24h trading volumes.

All under $10M mcap, so here’s my investment opportunity report for your consideration!

New compilation of research for this week

General
➖ Coinbase: Monthly Outlook: Searching for the (Next) Crypto Catalysts
➖ Coinbase: Weekly: Chaotic Crossroads
➖ SSRN: Crypto and Its Industry of Theft
➖ SSRN: What Do Initial Coin Offering Whitepapers Disclose?
➖ Glassnode: The Fourth Halving
➖ Galaxy: Ethereum All Core Developers Consensus Call #132 Writeup
➖ Galaxy: Hawkish Fed and Hot Data
➖ Galaxy: Top Stories of the Week - 4/19

Market
➖ SSRN: Are Bitcoin Option Traders Speculative or Informed?
➖ SSRN: The Negative Investor Attention Impact on Bitcoin
➖ Glassnode: Spot Bitcoin ETFs and Their Impacts

DeFi
➖ Galaxy: From the Source: Exploring the Evolution and Growth of DeSoc Apps

Blockchains & networks
➖ CoinMarketCap: What Is the Runes Protocol? Record High BTC Fees Following Launch
➖ Simetri: Alphaverse: Runes What?

GameFi & NFTs
➖ CoinGecko: NFT Lending Volume Surpass $2.1B in Q1, Led by Blend
➖ SSRN: The Future of Cryptocurrencies, NFT, Metaverse and Taxation

Sometimes, we all really suck at risk management.

Dropped a checklist that helps you understand that your risk management skills need some improvement + 10 quick tips to help you invest better.

Have a look

Have you ever heard about Movement?

Quite an interesting thing, an AltVM trailblaizer, huge funding round just announced.

Here’s your executive summary.

Open Dollar launched mainnet recently.

Quite interesting innovations there in terms of the LST >< CDP flywheel.

Here’s a detailed report.

Just stumbled upon this beautiful sheet by Ash.

It's been two years since he released it, but thanks to regular updates, it remains incredibly relevant.

Can't think of a better map of DeFi for normies.

The current meta of token launches is not too healthy – the reason I pass most ICO and even KOL round opportunities.

Here’s my evaluation framework explaining the modern state of tokenomics and its main challenges you should pay attention to.

The TON ecosystem doesn’t need to evolve like any other blockchain.

Here’s everything you need to know to understand why TON will be the chain of mass adoption (and how you can capitalize on it).

This is why classic LPing on MUX, Gearbox, or KTX is far superior to farming airdrops.

It's predictable, at the very least.
I literally spent x2 on gas to be among the first restakers.