📰 Weekly Dose of Alpha: X-Mas Eve Deep Dive

Your one-stop weekly summary of market insights and updates for traders, investors, and those on the hunt for airdrops.

👉 Read it on Substack 👈

Here’s what you’ll learn:

Market Sentiment: The stablecoin market has surged by $30 billion since the election, with daily increases of $750 million, providing significant liquidity. Last week, Bitcoin’s drop to $92,500 triggered panic selling, often a bullish sign. Institutional demand continues to tighten Bitcoin's supply. Meanwhile, Pudgy Penguins NFTs saw a 240% increase, and Ethereum NFT sales reached $304M, signaling growth in the NFT market.

Yield Opportunities: Bitwise launched a Solana staking ETP in Europe, and sBTC went live on Stacks Mainnet, offering a 5% APY on Bitcoin assets.

New Airdrops: Binance added CAT and PENGU to its HODLer Airdrops, and Fuel Network began its 1B FUEL token distribution to 200,000 participants

Upcoming TGEs and Token Sales: Sony's Soneium (Ethereum L2, airdrop on Dec 26), Azuki's Animecoin (mainnet live), Uniswap's Unichain (launching soon), and ConsenSys' Linea (active post-launch).

Key Developments: Ethena rolls out stablecoin backed by BlackRock's BUIDL token; Kraken announces the launch of Ink blockchain on the mainnet.

Special note: Recent funding rounds backed by top tier angels.


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Merry Christmas, fam 🫐

We've had a great ride this year, and now it's time to slow down a bit.
Happy holidays!

Researching Kaito’s Yap-to-Earn, here’s what I discovered from a series of experiments:

• Impressions matter, but not significantly.

• Engagement from "smart accounts" (likes, replies) appears to be the top priority.

• Mentioning Kaito and Yaps provides a boost, but not substantially; excessive mentions won't help.

• The quality parameter measurement is unclear. Posts mentioning a token/protocol with a ticker or brand's account on X earn more Yaps compared to generalized research-driven content.

• Mentioning profiles with a stronger CT mindshare tends to yield more Yaps.

• Articles tend to underperform compared to long-form posts or threads.

PS: Kaito uses AI, so it naturally has preset parameters, such as mentioning keywords, tagging protocols, or tickers, which affect the number of yaps earned by a profile. While this isn't ideal for measuring quality, it seems to be the best option currently available.

PPS: I'm not farming yaps intentionally; it just happens. I suppose the idea is to reward originality, insights, and value. You can try to game the algorithm, of course, but first and foremost, stay true to yourself and stick to your own tone of voice.

If you're not yet yapping, here's my referral link if you want to get started ↓
Link

Happy holidays, everyone! 🧦