Joining Homeowners Association

Today I discovered that Parcl has it's own NFT collection. Parcl - Real Estate platform on Solana, raised 10+M from nice investors including Dragonfly, Shima and Solana Foundation. The project already has standard points + referral system.

As I'm pretty bullish on Solana ecosystem, I was already supplying some liquidity to Parcl. But NFT leverages the bet in few ways:
1. NFTs are typically leveraged bet on L1 asset (SOL)
2. I think it guarantees drop
3. To buy NFT, you use Tensor, which may have it's own drop

I had some spare SOL, so bought the NFT. If you're still not into Parcl, you can use "wheel" code on referral page.

DYOR, anons

Affine - DeFi Yield on MATIC

Affine - liquidity management solution on Polygon. They raised 5+M $ from Tier 1 VCs like Jump, Coinbase Ventures, Circle, Shima, Hack VC etc.

Affine is on market for 1Y+ but it’s still very early. Product is simple and straightforward, generating me some yield on USDC. With ~250 USD investment, I’m in top 500 accounts on leaderboard. BUT, I have Affine pass NFT that give +50% boost on points, yes they also have points. Affine NFT already had 2-3x in recent few weeks.

TVL is 2,5M USD, marketing is not on. My strategy is to have few hundred USD farming with pass.

DYOR, anons

Manta Old Paradigm

Manta will close deposits and new pieces/boxes drops in 2 days.

What does it mean for farmers like me and you, anon? Let’s dig a bit into numbers:
- Total amount of users - 91,5k
- Number of The First Modular L2 NFTs ~32k with ~6k owners
- Number of L33t Codes NFTs ~6k
- 45M $MANTA tokens allocated for NFT holders

It makes me think that projected max amount for The First Modular L2 NFTs is 50k but will be less in reality and the number of holders <10k. Admin in Manta Discord also mentioned that The First Modular L2 NFT will be rewarded more than T1-T6 combined.

Let’s to some math.

I would expect ~25M $MANTA allocated to The First Modular L2 NFT holders (more than mentioned in article). With 50k supply, it makes 500 $MANTA per NFT. With expected price 2-3 USD per $MANTA, NFT drop will be ~1250 USD. Moreover, I would expect some additional utility like ecosystem projects drops or whitelists. NFT price ~1050 USD seems like OK-ish deal considering future rewards for NFT holders. Moreover, limited supply may push NFTs price higher after drops are ended.

I bought additionally few NFTs to get bigger exposure to ecosystem.

DYOR, anons

Manta Mystical NFT did +10% in 24hrs

Less supply, burn to get $MANTA and growing volume and price. Bought 1 from a market, my bet is that it could be flipped in 1-2 weeks. Realistically +20-30%, optimistically 2x, let's gamble.

DYOR, anons

All $MANTA NFTs are up 20+% on Binance Launchpool announcement. I'll be thinking of taking profits in few hrs if we go higher

Set for the Setter

The best thing at night is to buy some high risk NFT - Setter Token Rewards. 4 Rarities, each of them has 20k, 40k, 100k and 150k tokens. Bought legendary for ~400 USD (~0,25c per token).

Thesis - a16z invested in project. Drop should be in February and my bet is to flip fast. R/R seems Ok-ish

Yes, they have points for downloading app and claiming username here.

DYOR, anons

I've been AFK for a week, let's see the results of older posts
- ZKF bought at 0.0033 USDC, currently - 0.014 (~4x), ATH was 0.025. Locked half for 4 years, other half - hodling
- Koda NFT - 10% lower than I bought, however, farmed some LOTM items, long term play
- SNX -10%; POLS -15%; SWISE -20% long term play - hodling
- Parcl NFT ~2x growth in SOL
- Manta NFTs bought -50%, totalling a small profit (in ETH) on the New Paradigm. Profit not realized, hodling Manta higher
- Setter Crates +5% in MATIC

Not terrifying, not satisfying. Eth was outperformed by little. Some more ideas and cases are coming

Solana szn v2 ?

I’m Solana bull for a long time. I’ve aped a little bit in $SOL on $BONK/$ANALOS/$JTO pumps but we’re into correction atm.

However, it feels that $SOL is ready for a new take off:

1. $JUP TGE - 31 JAN
2. $MXM TGE - 1 FEB
3. Drift points drop - 2 FEB
4. Kamino, Parcl, Marginfi, Tensor and many more are ready for TGE but waiting for a good moment

These launches may boost liquidity inflow and $SOL long with a small leverage is my bet (<1,8x). I would expect 150 USD in FEB / beginning of MAR.

DYOR, anons

Today is also $WEN claiming - meme token on Jup launchpad, high risk

2hrs from now

https://lfg.jup.ag/

$XAI at ~0.76 also feels like a good entry point. There will be no new tokens in market for ~5 months. Airdroppers and launchpoolers who wanted to sold - aldready did it or waiting for 1+$. There is no reason for project/AMM to push price lower. There are not that much shorts to push price down. Also btc/eth dump don't really affect $XAI.

I took a 1,5x leveraged long on all my airdrop position - don't see price going lower than 0,35 but upside is good. We can easily see new ATH this or next month

Random Saturnday night ape in. LFG
https://bags.fm/$rdchketh

Starting a week with a new NFT Node sale - Kroma

XAI-ish progression for NFT sales, sale started 1,5 hrs ago and going pretty fast

To buy NFT you'll need to bridge to Kroma via official bridge ot owlto.

kgh-3710 - ref code for 5% discount

DYOR, but time's ticking

Some other free tokens on a Solana project with Delphi Digital investment

Sol Social Farms - lfg

https://gg.zip/9T1R6
https://gg.zip/0RAL6
https://gg.zip/L37A7
https://gg.zip/P1RN1
https://gg.zip/L3RZN
https://gg.zip/ER3SM
https://gg.zip/963HL
https://gg.zip/K4YHI
https://gg.zip/UP0PL
https://gg.zip/4K14T

DYOR

New day - new restaking project

eigenlayer.magpiexyz.io is a new subDAO for Magpie. Everything's classical - earning eigenlayer + Magpie points

Good backers, not that much hype, can be good for 1 small acc

DYOR, anons

Tenderize - Liquid staking for LPT, MATIC and GRT

Tenderize built by industry OG who I know personally. Raized 3m in 2022 with Eden Block lead.

Yesterday they released v2 version of protocol where you can stake and receive Hats (points) that will be converted to $WAGYU.

You can also check the QuestN campaign limited to 1000 spots (590 taken)

Very early, low TVL and legit team - I'm staking some MATIC because I beleive in MATIC long term and the protocol creates leverage with $WAGYU.

https://app.tenderize.me

DYOR, anons

Bought some Libertas Omnibus on ZkSync

I think floor won't go lower but we got some upside

New Manta/Blast?

https://ref.mode.network/Fdzfk8

Bridge now, research later

And you can leveradge rewards by using ecosystem protocol

I have big expectationg for Lumoz. And I have FOMO about mine very low exposure to the project. The Final Wave gives at least some exposure - so I'm doing it

DYOR, anons

You can earn some free $MAVIA tokens by passing tutorial and connecting wallet

Full guide in official Twitter: https://twitter.com/MaviaGame/status/1752094560681910352

Not expecting anything, just want to see the current state of mobile web3 gaming