Telegram bots $UNIBOT and animals $HAMS have made people millions.
I've spent 300+hours researching over 200+ projects to narrow down those with early investment rounds that you can join.
Here are my 9 handpicked gems, top in their narratives🧵
These 9 gems are categorized into 4 narratives:
1️⃣ LSD
2️⃣ Bribing wars (Convex)
3️⃣ Privacy
4️⃣ ❓❓❓
1️⃣LSD
I will give a brief overview of a market research I made.
LSD sector still have alot of room to grow. Currently standing at only a 4.5% of total ETH LSTs.
LSD stablecoins have also been on a rage. Its TVL is constantly making new ATH.
With @LybraFinanceLSD taking the lead with its $eUSD. And we are seeing newer LSD stablecoins protocol emerge as well.
In parallel, LSD restaking is seeing a lot of traction.
@eigenlayer is leading the LSD restaking scene with ~400% gain in TVL.
Some LSD projects which I am watching:
@parallaxfin is building meta-strategies with a keen focus on LSD on @arbitrum
LSD stablecoin strategies
Exploring on new chains to build like @zksync
Launching on @Spartadex_io, which sold @GameSwift_io in 48
@SableFinance is a LSD stablecoin protocol on @BNBCHAIN @arbitrum
Launching soon
LSD-centric, USD-pegged stablecoin
0% interest
IFO on @PancakeSwap
@puffer_financeis an anti-slashing and permissionless liquid staking protocol that facilitates at-home staking via a low bond requirement of 2 ETH.
Lower entry barriers
Lower staking fees
Testnet incoming
@restakefi modular restaking protocol
I believe that restaking will have its own narrative as Defi progresses from LSDfi to Restakingfi.
Users get more yield as from LSDs (ETH native interest) plus more yield from restaking it at @eigenlayer
2️⃣ Bribing wars (Convex)
Wars to take control of the largest share of a protocol governance tokens like @pendle_fi is getting heated.
Bribing layer for $LIT
However, there are other protocols which have yet to see any protocols starting out a war on them like @Timeless_Fi
@Codex_fi incubated by @Root_Genesis
Users earn more as a $cdxLIT holder and LP with max boost.
Essentially Codex takes your veLIT maxlock it and give you a liquid version of it, earning you max boosts.
@Liquisfi is boosting emissions on Bunni
Joins the LIT wars
@tomcat_protocol will be the bribe layer for @mavprotocol
3️⃣ Privacy
This has always been a topic that is less talked about. But I feel this will be a important part if we want to see mass adoption in DeFi.
Also, we have seen how our privacy been invaded by even web 3 protocols.
@MixToEarn depositing tokens into the platform, users actively participate in the privacy mixer and earn rewards.
$MTE is already live
4️⃣ ❓❓❓
Kept this a mystery because this isn't a strong narrative but a project that is giving out WL for seed round and OG roles!
@PlanarFinance is an AMM on zkEVM.
These 2 features caught my eye:
Launchpad
Custom pools controls
Twitter: https://twitter.com/arndxt_xo/status/1683801350222786560
Thank you for the valuable work! 🙏
I’m very new and only have my toes in the water….searching for direction, haha.
Thanks again!