ToE's Weekly Highlights #13

Digging up the grinds for the week.

arndxt

Mar 05, 2023

Got caught up and was not able to do up and share the weekly highlights in time. Here goes:

Marco: Goes roller coster. $BTC nuked, general market FUD. Conditions don’t look rosy.
Narratives: LSDs continue to steal the limelight, Stablecoin war
Defi: Over 50 promising projects found
Resources and Tools: 500+ AI tools, Modeling, Hooks you can use to grow
News: Silvergate FUD, Mt Gox start paying $BTC, Justin stakes $240mil on Lido

If you have not read the previous week’s highlight, here it is:

Threading on the Edge

ToE's Weekly Highlights # 12

It's been a super packed week for me. But nonetheless, the weekly highlights is still set to go: Macro: PCE numbers came in higher than expected. Markets took a hit. Is the bottom in? Narratives: Chinese coins were pumping as China printed money. Crypto sentiments in HK is getting positive with regulatory easing. On-chain indexes is on the rise…

2 years ago · 6 likes · arndxt

Hope you enjoy the content, and feel free to connect with me on Twitter here.

Segmenting the megathread of content into 5 parts:

Macro news
Trending narratives
Defi happenings
Educational resources and tools
Spicy crypto drama

1. Macro News

My very own Macro Pulse update as of 01.03.2023

arndxt @arndxt_xo

🍿Macro Pulse Update 01.03.2023🍿 Some key macro highlights. We see China leading the prints and pump, while the US and EU are laggards. Japan is taking an uncertain stance. 🧵👇 1/29

@rektdiomedes’ Thread: The Top 10 Crypto/Macro Videos

rektdiomedes @rektdiomedes

Thread: The Top 10 Crypto/Macro Videos I Watched This Month 🧵 The limitless amount of incredible, free info on YouTube never ceases to amaze me. Here's 10 utterly strunk crypto and macro videos I watched recently: 1/x

@hansolar21 on $BTC Support : 22k
Local Resistance : 24-24.5k
Zoom zones : 25-28k
Upper Resistance : 30k

HanSolar.eth @hansolar21

1/n ✨New Gamma charts, new Push & Pull levels✨ #BTC Support : 22k Local Resistance : 24-24.5k Zoom zones : 25-28k Upper Resistance : 30k What if you can long towards 30k *IF* 24k is breached? Learn how below👇

@matrixthesun shared that $BTC suffered a massive red candle

MTS @matrixthesun

$BTC suffered a massive red candle last night! Should we be panicking? Is the echo bubble over? Here's a quick breakdown of why I remain bullish: (+ my favourite alts to buy in this downturn)

2. Trending Narratives

@TheDeFinvestor on the latest developments

The DeFi Investor 🔎 @TheDeFinvestor

The latest developments in DeFi👇

@apes_prologue Weekly Alpha 3/03

An Ape's Prologue @apes_prologue

Weekly Alpha 3/03 Next week's alpha includes: - Magic Eden free NFT mints - Optimism Goerli hardfork - Illuvium game and Celestia testnet launch And more!

@dennis_qian MDMA: Monday DeFi Market Alpha 02/27/23

0xdq.eth @dennis_qian

MDMA: Monday DeFi Market Alpha 02/27/23 GDoc: bit.ly/0xdq-mdma 28 💊 in 🧵:

bit.lyMDMA02/27/23 Sudo vs Blur - @apes_prologue Eigenlayer whitepaper - @100y_eth Blur season 2 - @blur_io LayerZero testnet bridge - @LayerZero_Labs What is Altitude? - @Slappjakke What is Hot Tub? - @perpprotocol Optimism megathread - @Route2FI FRAX fully collateralized - @francescoglt Weekly alpha - @T...

@insomniac_ac on his CrossChain Monday's #28

Insomniac @insomniac_ac

1/ #CrossChain Monday's #28 20 - 26 February 2023 Summary of #interchain, #bridges and #interoperability news and announcements of the past week.

@coraldefi onWeekly Market Recap

Coral DeFi @coraldefi

Weekly Market Recap with @coraldefi 1) @Timeless_Fi stands to benefit from the LSD narrative 2) @Bracket_Labs_ offers volatility trading for DeFi users

@0xkyle__ on long term thesis for digital assets

Kyle @0xkyle__

First midterm just ended so I decided to write an article to... celebrate...? I don't know man Ok I'm gonna go play some league now before studying for my other one Enjoy!

0xkyle.substack.comThe Decade Long Thesis For Digital Assets, v2.0New money, digital transition and degeneracy.

@CryptoShiro_ shares a new edition of great Alpha

Shiro @CryptoShiro_

A new edition of great Alpha I found for you 👇 You will find alpha on: ▪️ China Narrative ▪️ Catalysts ▪️ GambleFi ▪️ Lowcap & Undervalued Projects ▪️ Unreleased Projects ▪️ Arbitrum Ecosystem ▪️ zk ▪️ On-chain & Wallet Tracking & Much More! A THREAD🧵 cryptoshiro.substack.com/p/this-weeks-a…

cryptoshiro.substack.comThis Week’s Alpha - China Narrative, Arbitrum To The Moon, Address To Track, Unreleased Projects, Undervalued Projects, And MoreYour Alpha curated to save you time

@BanklessHQ on the stablecoin war heating up

Bankless @BanklessHQ

🔥 The Stablecoin War Is Heating Up! 🔥 A thread 👇 🧵 newsletter.banklesshq.com/p/the-new-stab… 1/11

newsletter.banklesshq.comThe New StablecoinA new breed of app-specific stablecoins could be just what DeFi needs.

3. Defi Happenings

@FungiAlpha shares 32 promising new projects we found

Fungi Alpha (🍄 ,🍄) @FungiAlpha

So you want to be early in new DeFi plays, web3 games, NFTs, or be the first one to use new tools... ...but don't know where to find them? Don't worry, we got you covered 🤝 Check these 32 promising new projects we found, which have just launched, or will launch soon:

@rektdiomedes’ Thread: Update On Arbitrum Portfolio + Shopping List

rektdiomedes @rektdiomedes

Thread: Update On Arbitrum Portfolio + Shopping List 🧵 Greetings my fellow brypto enjoyoors... Here's a brief update on my 'Arbitrum Port' AND 4 tokens I am currently buying/looking for entries on! 1/x

@abdullahbumar on Uniswap v3 to launch on @avalancheavax

Abdullah Umar ~ ubermar @abdullahbumar

It’s time for Uniswap v3 to launch on @avalancheavax After consulting with @avalabsofficial, we @UMichBlockchain have released a proposal on the Uni forums describing why this deployment is important Let’s break down the proposal step by step👇

@matrixthesun on LSDs/LSTs are the strongest narrative now

MTS @matrixthesun

LSDs/LSTs are the strongest narrative now But everyone’s overlooking one OG DeFi protocol in this race Here’s a breakdown of what it is and how you can profit: (Including specific trading strategies)

@WinterSoldierxz shares his research on @EigenLayer

Winter Soldier ❄️🙋🏻‍♂️ @WinterSoldierxz

Through @eigenlayer, oracles, bridges, even non-EVM modules, gain access to ETH’s trust network, enhancing security & innovation at an unprecedented scale. To help you understand this new narrative, I’ve distilled hours of research into a FREE institutional grade report 👇👇👇

@0xQuadrat is live now for everyone!

Quadrat | 0xPlasma 🦇🔊 @0xQuadrat

🚀 Alpha tests are finished successfully! @0xQuadrat is live now for everyone! 👀 Chains: @ethereum @optimismFND @0xPolygon @arbitrum (@bnbcain soon) 🦄 Deposit assets in over 50 strategies on @Uniswap v3+Quadrat Vaults with an average #APY of 150%. 🔥 apy.plasma.finance/#/quadrat/plas…

@DefiIgnas on Optimism vs Arbitrum

Ignas | DeFi Research @DefiIgnas

1/ Optimism vs Arbitrum: the battle for Ethereum layer 2 supremacy. How do they compare? Here's their current state & key catalysts for growth: 🚀

@GarrettZ on Five Projects With Upcoming Catalysts

GarrettZ @GarrettZ

Five Projects With Upcoming Catalysts (a 🧵) Here are 5 projects that have big upcoming catalysts. This thread includes a brief thesis for each, with links to additional reading material. I think these will outperform the market in the short/medium term.

@toffee248 finds you early stage projects

toffee24.eth @toffee248

1. If you want to discover early stage projects, it's crucial to dive deep into Twitter and analyse each one carefully. 2. Doing research on Twitter requires hours of your time. 3. For a shortcut to uncovering promising projects and saving time, follow me! ⬇️

Arthur invests in @ether_fi

ether.fi @ether_fi

We're excited to announce our $5.3M raise with our totally amazing partners today: A lot more exciting updates to come! @NorthIslandVC @chapterone @Node_Cap @arringtonXRPcap @VersionOneVC @PurposeInvest @CryptoHayes

ether.fi @ether_fi

Introducing https://t.co/gbHcksxzp2, a new kind of liquid staking protocol: https://t.co/HdnIXov1X0 https://t.co/gbHcksxzp2 is a decentralized, non-custodial delegated staking protocol with a Liquid Staking Derivative token. Our core feature is that stakers control their keys. https://t.co/fqKgo2nOcr

@psychguy_eth bullish on $GHST

Psych Guy | DeFi 🧠 @psychguy_eth

Crypto's longest ever token sale is finally coming to a bullish end. What started more than 2 years ago has now made $GHST one of the most fairly distributed tokens of all time, with no disloyal holders and hostile VCs. Here's why @aavegotchi should be on your watchlist 👇🧵

@wasabi_protocol is a novel decentralized NFT Options Protocol on a mission to evolve ERC-721s

Wasabi 🟢 @ ETHDenver @wasabi_protocol

Welcome to 2023, the Year of Wasabi! 🔥🟢🔥 Wasabi is a novel decentralized NFT Options Protocol on a mission to evolve ERC-721s 🧵⬇️ mirror.xyz/wasabixyz.eth/…

mirror.xyzgm from WasabiSince the creation of the first rice options exchange in Dojima, Japan, in 1730, there has been a need to hedge against assets that are vital to the well-being of an ecosystem when an economy reaches a certain level of maturity.

@anthiasxyz is a wallet analytics tool

Anthias 🐟 @anthiasxyz

Have you wondered what those blue health scores are on Anthias for @eulerfinance? 🤔 Those are to distinguish self-collateralized positions!

@pear_protocol Pear is a decentralized narrative trading platform made possible by our pairs trading architecture.

Pear Protocol @pear_protocol

gm from Pear Protocol 🍐 🧵

@psychguy_eth finds @d8x_exchange

Psych Guy | DeFi 🧠 @psychguy_eth

1/ @d8x_exchange claims to offer institutional grade perpetual futures on @0xPolygon with pricing that gives CEXs a run for their money How? Pricing mechanism. Let me explain 🧵👇

@ModestusOkoye shares 10 innovative protocols

Okoye Modestus ( 🔮) @ModestusOkoye

Recently, VCs are moving a lot of funds into innovative protocols. I curated a list of 10 innovative protocols on my watchlist.

@DefiIgnas on Uniswap announcing a mobile wallet.

Ignas | DeFi Research @DefiIgnas

1/7 Uniswap isn't launching their v4 this year, it seems. Instead, they announced a mobile wallet. I think the app falls short of innovation: 🧵

@pendle_fi Pendle will be the first ever to introduce cross-chain veTokenomics across all of #DeFi!

Pendle @pendle_fi

Pendle has just received a major power up 🍄 Thanks to @LayerZero_Labs, Pendle will be the first ever to introduce cross-chain veTokenomics across all of #DeFi! That means rewards accrual for holders from ALL of the Pendle pools, seamless cross-chain voting, reward boosting.

@0xAcidDAO raised 2.5k ETH in 13mins

0xAcid Protocol (💙,🧡) @0xAcidDAO

0xacid.com/app/launch The wait is over💧0xAcid Protocol's presale is now open to the public! 我們的預售現在開放給所有身份參加！

@sector_fi is a structured product protocol built to sustainably scale the DeFi ecosystem through diversified yields and unparalleled risk transparency.

Sector Finance @sector_fi

Announcing our Incentivized Vaults. There is little time to prepare. Vaults will open soon. ⚖️The early shall be rewarded...

medium.comSector Finance Incentivized VaultsOn the March 6 Launch Day, participants can deposit into either our Aggregator Yield Vaults or Single-Strategy Vaults

@archi_fi is a new leveraged yield farming protocol build around @GMX_IO

Archi Finance @archi_fi

🥳 A new leveraged yield farming protocol build around @GMX_IO Get up to 10x leverage on GLP using delta neutral stategy. @ @xdev_10 🔥🔥🔥Up to 105% APY this week #GLP #GMX

@Only1temmy introduces Kromatika Finance: DEX

𝕋𝕖𝕞𝕞𝕪🦇🔊 @Only1temmy

If you are ready to say goodbye to the old ways of doing things in DeFi trading and would love to step into the future with Kromatika Finance open this. A🧵🧵 RT for all

@SkipProtocol consists of Protocol-Owned Builders, fully in-protocol, generalized MEV recapture.

Skip Protocol @SkipProtocol

New Product Announcement! 🚨 We're excited to reveal the direction we're working on with @osmosiszone and others to shape the future of Sovereign MEV for Cosmos. Introducing: Protocol-Owned Builders, fully in-protocol, generalized MEV recapture. Read ➡️ osmosis.zone/blog/protocol-…

@0xvanillacream on @LiquityProtocol's product mechanism

vanillacream.eth ⛩ 🫘 @0xvanillacream

In my opinion, $LUSD stands out as one of the most decentralized stablecoins. Here's a thread on @LiquityProtocol's product mechanism, followed by metrics analysis in the next one. Let's dive in🧵

@Spartadex_io gamifies DEXes

SpartaDex 🛡️⚔️ @Spartadex_io

Answer the call warrior! The fate of Sparta is in your hands. The Greek land is awaiting a true commander who’ll lead it to victory⚔️ Manage and develop your Polis, fight for dominance, and increase LP yield! Introducing SpartaDEX! 🛡️👇 medium.com/@spartadex/spa… And a short🧵

@attertweet shares that deflation/inflation didn't meaningfully impact performance instead, increasing supply-side participation had the largest positive impact