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

Very under radar and Very high risk - Re.al

Farming points with some $RWA - https://re.al/rewards/airdrop/A5568

Thesis: 20M FDV Arbitrum stack L2 for RWA. Points and few good names onboard. Gambling little bit here. Some guys on leaderboard invited by dcfgod. Fjord sale price was 3 $USD per $RWA, not thinking we gonna go much lower, rwa narrative still strong

DYOR, anons

While there is nothing to do, got small degen with BlasterSwap

You can stake $BLAST for some rewards, when you stake 5k $BLAST, you get guaranteed 1000 pre-tokens.

Register here: https://blasterswap.com/46D7
Stake 5k $BLAST here: https://blasterswap.com/stake

There is still no reason to sell $BLAST at these levels, so let's farm a bit. ATM, there is only ~450 $XBLAST holders, thus, can be good underradar gamble with <5k wallets drop

DYOR, anons

Deposited $ezETH to FUEL - https://app.fuel.network/earn-points/deposit/

$ezETH gives 2x points boost

Feels like ez $ETH farm with 10+% upside in $ETH in short term

Points with no ref is a good trend TBH

DYOR, anons

Usual day is today

Usual.money raised 7+M this year from Kraken, IOSG, Morpho and some other backers. Doing stablecoin, working with T-bills and is inside potential RWA narrative.

$USDC farm for ~4 month on mainnet, <500 accs deposited for now with 80+ M TVL. Kinda underradar, multiaccs may work starting from 1k.

More $USDC -> more pills (points) -> bigger drop. Everything's standart

My strategy is to deposit $USDC to $USD0 here https://app.usual.money/#K3TFF and bond it to #USD0++ here https://app.usual.money/desk/bond

DYOR, anons

Zap.tech raised 15M at 100M valuation. Also raised 10+M from vaults sales. Might be one of the Blast flagmans. Yes I still believe in the ecosystem and that returns onecosystem projects will be higher than returns from $BLAST

Bought few vaults in the earlier days, still available. My code is: V563EQ

DYOR, anons

+ they have Degen Wars - Fantasy-like game incubated by Zap team

You can complete quests for potential both Zap and DW airdrops. DW leaderboard is pretty empty and you can easily get a nice share (if it would worth anything). SUPER under radar

DYOR [2]

Haven't been here for a while

Coming back with old projects for a short term farm - Morpho + Safe https://morpho.mirror.xyz/jt9uXS6hPJZiu1rcinLRqnoCNJQX37Kh_3hGgz8ScNw

Just create safe, put some $ETH/$USDC to Morpho vault till Sep 8th. Commission will take around 10 USD. Sized farm, would not recommend multiaccs and would not put less than 1 $ETH

Moreover, Morpho announced new 50M round today. https://x.com/MorphoLabs/status/1819010855964479751

My expectation is 5-7% in $ETH for 1 month.

DYOR, anons

Don't forget $EIGEN unstake takes 24 days

Unstake now to be able to sell tokens in the first days

I think to sell all $EIGEN in first days and remove all restaking positions

DYOR, anons

Hope you had some rest, lads. I'm coming back to call it - bulla is approaching. We may seem some random selloffs but the trend should be up (unless we see some macro collapse)

My takes:
- alts are getting stronger, defi looks good for the first time in a while. Just look on $AAVE and $UNI, looks like a safe bet
- a lot of projects on a low start, the October-November will have a lot of launches
- airdrops and memes are not absorbing liquidity as it happened in Spring
- people come back to work after holidays and Oct is historically bullish
- OGs capitulating ETH seems like a bottom signal

If I'm right, I want to have a few risky bets, so my choice for now is $APW, $FJO, $LIT (Bunni), $KEROSENE and doing more research now. Why these coins? Feels like a good entry point with some fundamentals for each one. All of them are moon or doom and going x10 or 2.0 (to zero) Most of them will doom, remember it, anon

For a safer choice - most of high cap defi looks good and your research should be on it, but it's not my strategy for now. I'll throw some random tickers here as well - $UNI, $AAVE, $ACX, $1INCH, $COW. These should not going to 0 in most scenarios, but upside is also lower

I'll be going to Token2049 to get some alpha and might share it here. I have much more thoughts on the market and I will post more. It's time to work.

DYOR, anons

Solana Breakpoint Aftertaste

Bitcoin and Ethereum are cults. Solana became a cult for me at Breakpoint. I went to Breakpoint 2022 in Lisbon, and it was a regular conference. BP 2024 was something more than that. It opened my eyes to a few important things:

1. Solana is focusing on and winning the US market. If you live in Europe or Asia, you can't feel it, but their entire focus on the US is a great strategy. It also explains why Sol ecosystem projects cost much more - the average Sol or Solana token holder is pretty big.
2. The Solana community feels like a family. It's very important because this feeling makes you hold and believe. The memecoin eco is toxic PvP, but other narratives like DeFi, RWA, or DePIN are super welcoming. For example, the Helium community and team are amazing. It makes $HNT and others cost a lot.
3. Solana has the best BD. Ethereum isn't doing BD itself but rather has a lot of projects trying to open doors. Solana does a lot themselves, and the progress on huge partnerships is impressive. Some day 1 news: Many Ethereum OG projects are also exploring or moving to Solana. Just like Sky (Former Maker DAO) did.
4. Solana is working a lot on chain tech. The node architecture and infra are far from the best, BUT the progress with Firedancer opens HUGE opportunities to make nodes more diverse and the tech more transparent. Solana Opening Hours can be a thing, but the long-term future seems bright.
5. The whole FTX/3AC thing is good for the long-term success of the chain. Solana did a rebirth, and the phoenix is here to fly.

The inflation is 5%, the distribution is good, the community is amazing, meme tokens are constantly burning supply, uptober starts in few days etc.

I'm gonna change my shoes to $SOL bull. 1k is programmed, will be looking for some more alpha on Solana, and will be increasing my $SOL position.

DYOR, anons

Solana alts selection

I’m confident that good alts on Solana is a great leverage on Solana ecosystem growth. I think it’s a good time to increase the exposure

I’ve been playing with Solana for a long time and I want to share my fav altcoins for Solana with some insides from Breakpoint.

OGs
- $MPLX - generating a good revenue from NFTs, launching new data solution. Treasury is pretty big
- $AURY - raised 70m in 2021, game still in dev, but token is underpriced considering many parameters. I’ve already lost money on $AURY previous szn, but I believe to recover now
- $STEP - raised in 2021, team is building, don’t care too much about token, but product is good, price should follow
- $NYAN - one more game with a huge raise and expectations and relatively low Mcap

Newcommers
- $JUP - will be releasing mobile app and v2 of launchpad with some pipeline of launches. Graph looks nice, I’m in leveraged long. The next drop should be Jan and I’ll close all leveraged positions
- $KMNO - working on Morpho style vaults, generating revenue, MCap seems reasonable with a room to grow
- $TNSR - no one left to sell, releasing new product soon, really good team
- $NEON - despite the product seems dead, they have money and may still have random pumps like it was before

DYOR, a lot of DYOR here, anons

Deposied my Ususal farmings to Level

Yet another one stablecoin raised from DragonFly Capital, Robot Ventures, Polychain Capital. You can deposit a wide range of stabels - USDT, USD0, FRAX etc.

My strategy is to leverage my Usual farm with Level. Currently has only 2810 depositors.

Link - https://www.level.money/referrals/claim?referralCode=ru3p9w

Usual tldr - https://t.me/tokenomicswheel/139

DYOR, anons

Moongate Voyager pass mint is today

Check allowlist here - https://www.okx.com/web3/marketplace/drops/event/moongate-mint

Chain: Base
Price: 0.005 ETH (on Base)
Total NFT Supply: 6,969

Voyager Pass Benefits
1. MGT airdrop allocation: Receive guaranteed MGT token airdrops at our TGE.
2. Priority access to partner airdrops on MoonPad: Exclusive token airdrops from our partner brands.
3. Campaign perks: Access exclusive campaigns, free event tickets, and discounts.
4. Early access: Be the first to try new Moongate features.
5. Additional perks will be revealed as Moongate continues to grow!

Sounds like no-brainer ape, got only one tier3 allowlist though

DYOR, anons

If you deposited to FUEL, you can migrate or withdraw from phase 1 while gas is cheap

https://app.fuel.network/earn-points/deposit/

Got top 3k acc, migrating everything to FUEL mainnet, seems underfarmed and migration could be a criteria for a drop

Position closed, FYI

I won't be posting leveraged trades here, however, will be constantly looking for leveraged longs on $BTC breakout