This week I am seeing a lot of new ZkSync projects, and they are getting hyped. Crypto markets see some green candles, so I am happy.
Macro right now seems uncertain and at least in the short term we know that it’s going to stabilise. Longer term wise we are unsure.
Index investing have gotten some traction, ZKsync ecosystem is developing
A ton of projects pre-launched along with some interesting launch mechanisms
NFT analysis framework, web3 jobs
Metamask snapshot rumour, Justin sun proposes to but 41k BTC
If you have not read the previous week’s highlight, here it is:
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
@_FabianHD’s list of the main bull and bear cases
@_FabianHD points out that its NASDAQ rallying
@arndxt_xo The all anticipated fed funds rate got hiked by 25 bps in March.
@biancoresearch shares that narrative is building that the banking crisis is now over because the S&P 500 has just about retraced all its losses
@Moomsxxx macro possible outcomes
@GameofTrades_ BTC forming a bearish divergence on its 3-day chart
@cullenroche PCE inflation, at 4.6%, sees some disinflation but still high to FED
@NorthmanTrader share that real personal income growth has gone positive. 3.3% YoY.
@WClementeIII on BTC bullish crossover
@Schuldensuehner on MOVE index, which measures Treasury volatility.
So a MOVE >150 is a symptom of Fed losing control. Relaxation of MOVE shows that stress has eased again.
2. Trending Narratives
@rektdiomedes Thread: End Of Q1 Thoughts + Brief Port Overview
@rektdiomedes Thread: How I Played The Arbitrum Airdrop (+ Portfolio Update)!
@FungiAlpha The Fungi Alpha Weekly DeFi Update
@TheDeFinvestor weekly alpha
@apes_prologue Weekly Alpha
@insomniac_ac Cross-Chain Monday's #32
@thedefiedge believes that its the catalyst for mainstream crypto adoption
@0xYugiAI believe in that Index Investing is Key to Mass Adoption
@AstrologyCrypto Pre-Launch Gems List
@CryptoMaestro new edition of #NFTFiWeekly
@Dynamo_Patrick filtered out 11 best projects from a list of 47
@smoovie420 on all your counter trade signals
3. Defi Happenings
@0xkhan_ shares DEX on Polygon
@InternDAO research on @UniDexFinance
@francescoglt on @ArkenFinance multi-chain trading portal
@corleonescrypto list of high quality low cap projects to keep an eye on.
@ChadCaff on Aave is coming to @MetisDAO
@unshethintern Notes from AMA w/ @unsheth_xyz
@Cryptoalpharian on launchpad called @Arbisphere
@blocmatesdotcom guide on IPOR
@CJCJCJCJ_ on Mantle giving up to $200M worth of capital ready to be deployed?
@FungiAlpha on LSD possibilities @0xAcidDAO
@ToastyAlpha on $GRAIN LGE
@monosarin on LEXER markets
@563defi on @voltz_xyz bringing UniV3 concentrated liquidity to the Interest Rate Swap game ⚡️
@Spiral_DAO Spiral DAO - Initial Treasury Offering (ITO)
@gloopfinance is a borrowing protocol on Arbitrum, powered by an over collateralized, algorithmic stablecoin using a novel three token system
@0xbilll learning about Silent Protocol; bring privacy to any on-chain application.
@NuonFinance The first flatcoin pegged to inflation.
@daman_n_diu bullish case on GND
@gabavineb’s free money strategy @pendle_fi and @Flashstake
@Web3_buidl comparing between Uniswap V3($UNI) v/s Trader Joe V2 ($JOE)
@AviateProtocol Trading/investment powered DeFi protocol.
@PepesGame launch
@resdegen onUniswap V3 license expiry on April, 1st
@joshuagunnn concerned about GMS
@0xvanillacream on @Kwenta_io surging fees
@poopmandefi on next-generation Perps disruptor, @Synthetix_io V3
@Only1temmy on Asymetrix Protocol
@crypto_linn on Jungle fi the most open derivatives protocol on #Arbitrum and #zkSync
@HussarFinance Reimagining crypto indexes for the next generation of perpetual DEXs
@_Astrofinance is a yield aggregator
@SlimeProtocol up to something
@AuraFinance ready to supercharge DeFi on @Arbitrum!
4. Educational resources and tools
@n4motto shows you how to survive on crypto
@Deebs_DeFi on whale wallet
@0xSalazar on Immutable zkEVM infrastructure
@Flowslikeosmo on Token Terminal
@paulcryptoadv NFT analysis
@toffee248 on alpha share
@Louround_ on bubblemaps
@hasantoxr on 20 AI extension
@CryptoDinduz on web3 jobs
@alphascan_xyz alpha hunting tool
5. Spicy Crypto Drama
@paulcryptoadv on Metamask's rumored snapshot in March 31,
Justin Sun propose to buy 41,500 BTC
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