Gm readers of Threading on the Edge, apologies for missing a series the previous week. Trying to catch up with things as I was out of town.
Back to grinding now and markets have turned out shocking.
Macro: BTC and ETH retraced, weaker economic growth
Trending: AI+crypto, Concentrated Liquidity, Memecoins but have since gone quiet.
Defi: 20 more zkSync projects, AGI fishy contract, Much talks about Metis protocols
Tools: VC investments, podcast alpha, airdrop/tokenomics analysis, secret list of upcoming projects
Spicy drama: Vitalik broke up causing ETH price to fall, hundred finance attack, Zach out to expose Mochi
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
@AlphaCircle_’s[Macro events for the week
@ogdave621 on crypto market TA
@Mayhem4Markets on lower office space utilisation
Possible weaker economic growth
@Mayhem4Markets on The Great Rotation: into bonds and out of stocks
2. Trending Narratives
@yashcrypto21 on Arb taking #1 DEX volume spot from Eth
@insomniac_ac on Cross chain Monday
@TheDeFinvestor weekly alpha
@dennis_qian MDMA: Monday DeFi Market Alpha
@apes_prologue Weekly Alpha
@lookonchain on chain analysis of ETH withdrawals
@Old_Samster on AI + crypto
@FungiAlpha The Fungi Alpha Weekly DeFi Update
@toffee248 list of early alpha
@casperdefi shares his team alpha
@GiancarloChaux on AI making ENS more valuable
@PANewsCN mentions 4 early LSD projects to watch out for
@2lambro on 8 narratives both dead and new
@0xYugiAI on Crypto Index futures
3. Defi Happenings
@AdetolaOG on Concentrated liquidity
@Defi_Maestro 100 challenge Day 72
@0xhotl bullish on Gamma
@TProtocol_ building a launchpad on Velo?
Gearbox v3 tokenomics
@crypto_linn on @SurveyorDAO by @CoinSurveyor
@Flowslikeosmo finds ARB to be still undervalued
@Slappjakke on ARB DAO airdrop
@DeFiMinty 15 free tools
@0xFlips on 6 early projects
@cyrilXBT on altcoins that you shouldn’t miss
@trmachine888 warns of AGI fishy contract
@blocmatesdotcom on Silo finance
@FarmerTuHao a long time follower of Sei Network
@CryptoShiro_ on Mantis swap
@kindahangry on Orange finance
@orderflowOG on Cashmere Labs
@CryptoBlooom on Metis ecosystem
@0xCrypto_doctor on Hats finance
@definapkin on Hermes protocol
@matrixthesun shares trading experience
@SNSstork Sui NFTs
@2lambro on 20 more #Zksync projects
@matthefi on Gloop finance
@wacy_time1 summary of eventful stuff
@0xsurferboy on ARCHI finance
@Moomsxxx shares VC investments
4. Educational resources and tools
@ViktorDefi shares podcasts with alpha
@defi_gaz shares on airdrop analysis
@2lambro shares tokenomics analysis
Hangry secret list of upcoming projects
5. Spicy Crypto Drama
@NFTethics shows that there are deep connections between NFTs/crypto,
@WSB__Chairman on $ETH holder just got rugged for $1.04mn
@jerallaire on US Digital Dollar / Payment Stablecoin Bill
@warroomEth on Hundred finance attack
@zachxbt out to kill Mochi
@justinsuntron on ETH price related to Vitalik breaking up with gf
