Got vested $FJO yesterday - good time to sum up the case

Bought $CNV @ 24$
Received 6.3 $ cashback per $CNV as Fjord pre-token revenue share
Received ~25 $FJO vested for 18 months per $CNV, current $FJO price ~2.5$
Current $CNV price - 15.2$
Still got exposure to more drops

So 24$ per $CNV -> 6.3 + 25*2.5 + 15.2 = 84$ + esposure to several more drops including $BERA

Might get more $CNV if we go higher

Also got $MERL drop, 50% was available to claim. Holding it higher, but won't increase position.

In the ecosystem, bullish on Solv -https://app.solv.finance/points/P76QDH

Backed by Binance and Blockchain Capital, 540+M TVL waiting for some liquidity unlocks and deploying more here

Don't forget to unstake $FXS while gas is low. Bridged my $FXS to Fraxtal chain.

Not touching any $FXS before $FXTL points will be sellable/convertable. Check your $FXTL here https://www.frax.com/flox-leaderboard

Fraxtal TVL is ~40M and slowly growing. Only 5k accs got $FXTL points.

If you didn't make into 6 March snapshot, wouldn't recommend buying.

Delegated my ETH in Eigenlayer to
https://app.eigenlayer.xyz/operator/0x5accc90436492f24e6af278569691e2c942a676d

Merlin enabled withdrawals from Seal. I deposited unlocked liquidity to Elixir - www.elixir.xyz/refer/hermiston7922

Raised 17.6M, $ETH will be locked till August, drop based on points

Sell May and go away?

Let's do some narratives recap and think about strategy

1. Restaking.
I consider $EIGEN drop as success. It doesn't matter when tokens are tradable, the meta for LRT will be changed. I would expect good rewards from Swell, but I think that Kelp, Zircuit, Karak and other wouldn't have too much upside and will be exiting LRT assets. $EIGEN staking and Restaked $ETH delegation to specific Operators I predict as a new meta

2. Solana
Solana seazon seems over, there is no that much projects to farm. All of them have a lot of traction/farmers. I received $TNSR, $PRCL, $KMNO, $DRIFT and few other and it's all not worth it. But the $SOL can be a good asset to hold - liquidity from $W, $KMNO, $JUP, $JTO, $PYTH and other high FDV projects may flow into $SOL. As posted here (https://t.me/tokenomicswheel/111) - ~200 is a target.

3. BTC L2
BTC L2s are still under radar, I'm having exposure to all of them. BounceBit should be first to list and can set a new trend. Currently deposited to:
- BounceBit - https://megadrop.bouncebit.io/
- Bob - https://fusion.gobob.xyz/?refCode=3ofibe
- Mezo - https://mezo.org/ Please use codes if u dep at least 0.01 BTC (YNYNP, NI37V, HDJNJ, 8ISWD, 0M7ZG)
- Tuna (Very small amoun, Very high risk) - https://ocean.tunachain.io/ (code HOQLX)
- Also researching few more

4. L2s
A lot of L2s have TGE soon. They may bring a lot of new liquidity on the market. Successful TGE may open opportunity window on the L2. Any of chains can be next and can grow fast - Blast, ZKSync, Mode, Linea and many more

My strategy is to exit most alts to $BTC / $ETH before summer and prepare for autumn alt season (if there will be any). Getting more stables before June-July seems also smart.

DYOR, anons

Yuga preparing Ape Chain L3 this month. Yuga Otherside NFTs will give multipliers to farm https://twitter.com/Somnia_Network

Old NFTs recovering from deeps, gonna make 1 more mid-risk bet

Bought additional Otherdeed @ 0.18, will target quick flip

DYOR, anons

The fastest way to get all blast new multipliers
1. Go to Spacebar - https://blast.spacebar.xyz?referral_code=oYDpwU and mint ship for 0.04$
2. Claim daily points on Spacebar
3. Add Spacebar NFT Ship and any token position to Jackpot

Takes 1-2 min to complete all 3

Sorted

If you stake $MATIC in Stader like me, you can now claim $AVAIL (was not included to first batch) https://x.com/AvailProject/status/1787901411801362435

I'm considering having 2-4 accs with 1000+ staked $MATIC per acc because pretty sure $AVAIL drop is just a beginning

Feels like $EKUBO @ 1 USD is a good buy. Not good enough to brdge anything to Starknet tho.

Dead chain in action

Bonus fact. ~75% of Starknet TVL is $STRK token https://l2beat.com/scaling/projects/starknet/tvl-breakdown

$STRK @ 2+ USD was a good bye =) one of the worst assets to invest

Sold all shares except for 1 D1 share (costs now ~1,25k)

Current result is 120 gold and 2.5x on share. Got more gold from 500USD than from all other activities altogether

2.5 hrs to buy $PEW presale. Memecoin on Blast, worth risking few hunderd in $ETH, but you may lose all

https://pew.xyz/DUWY

There is also a chance to have a partner free allocation 690 $PEW which may cost 100+USD if it goes well (got it on 3 accs)

DYOR, anons

Actually, bought some $EKUBO @ 1, taking profits at 4+ $USD

They need at least 6 $USD to reach investment round price

Yet another one restaking - Nektar Network

Fully underradar, farmed it before rebranding (ex. DiVa). Sharing if you want bigger exposure to restaking. I would expect better drop than from Karak or Zircuit.

https://app.fuul.xyz/landing/nektar?referrer=wheel

I'm almost top 1k so you can also give it a try. High risk, deposited small depo.

DYOR, anons

Investment amount - 7x + 50 GOLD + 60 $USD from several free accs

EZ

Free acc gold FYI

While market gives opportunity to rest, I'm doing so

For today we have Lumoz sale. No more big expectations from it, all previous ecosystem projects failed. Still invested in few nodes (https://node.lumoz.org/sale/5YPP4) Code's not mine.

Very high risk and underradar, DYOR anons.

Helping friends with the test of Blast Gold distribution on DistrictOne, who released their PumpFun

Buy tokens, lose money and get Gold

Buying some $MOM https://districtone.io/meme/5047

Code https://districtone.io/invite/UWL0FR

Blast OFF

It's been a long journey with Blast for me and I want to share my ideas with you
1. Innovation creates market assymetery. Blast created a p2p Sandbox as a place to fight for the points. Each app was competing with other apps for gold. Users inside ecosystem competed for points and gold. Projects, insiders, KOLs are here to extract value from users. Thus, some early research helped me to flim some NFTs, farm some really cheap gold and also lose some $ETH. I'm out of Blast with 1k+ gold and +10-15% on $ETH what is already good
2. Time to launch matters too much. $ZK and $ZRO launched much lower than expectations; also drained all the liquidity from non-meme market. Altcoinmarket is dead. Premarket price for blast is low and I don't have any expactions for a good drop.
3. Who will earn from Blast? Only KOLs and insiders. It's a one more indicator that meta should be changed. As I see for now, real users might get drop ~5-10% of their $ETH investment. Considering a risks, it already seems like a bad launch, but hope I'm be wrong.
4. L2 meta seems dead like restaking meta. We're running out of narratives.

P.S. DistrictOne team was only rewarding insiders and cutting rewards for real users all the way.

There will be nothing happening for some more time. So we should have some rest and I’ll be sharing reflection, not the alpha

My last reflection post was on May 2nd and let's see how it aged

Market was down for a 2 months. All alts heavily dumped to $BTC and $ETH. Bad news - most of my alts from beginning of 2024 are red; good news - i'm 80-90% in $ETH/$BTC. $ZK drop added 5% to depo, got some smaller drops ($ZRO, $AZUR, $MODE etc.) and I'm generally in zero for the worst 2 month of the year.

Solana seazon is indeed over. BTC L2 who launched were a fail, but I still beleive it can be a new meta. ETH L2 launches are also fail (Blast I already consider as a fail) and they are ending airdrop meta for now.

I have 2 predictions for this year
1. We'll be transitioning from drops back to sales
2. $BTC and $ETH (mb $SOL) would be a big movers first, no alt season before $ETH hits 5k