ToE's Weekly Highlights #22

Digging up the grinds for the week.

May 06, 2023

The craziest week in crypto since the collapse of FTX but it’s for the better, I hope. Sui launched its token, and we see some CT chads accumulating them at ~$1.2. Its still an ecosystem far from maturity, as it will have to attract more Dapps to build on it. PEPE is yet another raging bull, bashing past the 1bil MC.

Macro: BANK ruptcy…China reigns stronger as US economy shows signs of uncertainty with depositors losing faith in the banking system. Potentially, it could be a move by the US government to nationalise the banking system.
Trends: Alts bleed wihle Memecoins pumped. Desci and RWA narratives were subtle narrative mentions for the week. An all rounded crypto views/play by Andrew.
Defi: A long list of Sui projects which you may want to keep an eye out for along with the SUI token drop. LSDfi is gaining traction and good to keep an eye on those protocols. Curve Tricrypto update is going to take Defi by storm. Eigenlayer is hot with its capabilities for restaking
Tools: List of L2s, tokenomics 101, library of onchain games, making 50k through OTC deals
Spicy news: On-chain sleuths heroes get threathened, CZ warns Justin about Sui farming, US gov holds loads of 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

@arndxt_xo shares weekly macro pulse covering these topics:

1️⃣ Mixed Signals: The State of the US Economy

2️⃣ China's Economic Resurgence

3️⃣ Shifting trade patterns and the impact on economic stability

@arndxt_xo shares on the banking crisis scene, and we can expect depositors to lose confidence in the banks

@gurgavin shares daily bank reports from nearly all banks. Please give him a big support for this work and this is a recent resource that I found to be extremely useful to keep up with daily macro updates. However, it got taken down

I am hopeful the link will be up available again. Perfect for people like myself who want to keep up with macro stuff.

@IamZeroIka shares his experience with trading patterns and how you can use them in your trades too

@_FabianHD on equities rallied on the back of much stronger than expected earnings last week.

@CryptoHayes on this on this $JPM / $FRC deal hinting that banking system is being nationalised

@Croesus_BTC shares 7 most important charts to understand the United States' fiscal position.

@fejau_inc bearish with debt ceiling in place

@My_SexyLife on BRICS vs USD

@WallStJesus shares Economic calendar

@KobeissiLetter shares that Fed rate expectations are beginning to price in a rate cut in JUNE, with a 10% chance.

2. Trending Narratives

@rektdiomedes shares this monthly thesis though its been crabbish, he shared whats hes looking onto next. Created a BSC portfolio too

@Rancune_eth’s outlook

@FungiAlpha shares 20 early stage projects

@Dynamo_Patrick getting into the weekly events udpates alongside The Defi Investor and Apes

@0xBispo mentions these coins that he is looking at for DeSci narrative $Gene $Mveda $Etica

@Deebs_DeFi hunted up projects with ARB airdrop

@ViktorDefi shares 7 crypto reports for you to catch early narratives

@dennis_qian MDMA

@francescoglt summarised Arbitrum in 2023

@Crypt0_Andrew shares his thoughts around all of the sectors in Defi

3. Defi Happenings

With Sui launched this week, these are the Sui projects you can keep a lookout for:

FlameProtocol (https://twitter.com/Flame_Protocol) | Swap, Launchpad
RyuFinance (https://twitter.com/RyuFinance) | Dex LaunchPad GameFi DAO
Turbosfinance (https://twitter.com/Turbos_finance) | Liquidity Swap with perpetual amm
GiroSwap (https://twitter.com/GiroSwap) | NFT, Token Swap and LaunchPad
WispSwap (https://twitter.com/WispSwap) | Swap, Prediction Market
Suidexio (https://twitter.com/Suidex_io) | Swap, NFT marketplace LaunchPad
Bucketprotocol (https://twitter.com/bucket_protocol) | Stablecoin, Lending
FlowXfinance (https://twitter.com/FlowX_finance) | Dex
Interestdinero (https://twitter.com/interest_dinero) | Dex
SeaPaddefi (https://twitter.com/SeaPad_defi) | Launchpad
SuiPadxyz (https://twitter.com/SuiPadxyz) | Launchpad
SuinamiPad (https://twitter.com/SuinamiPad) | Launchpad
BeLaunch (https://twitter.com/BeLaunch_) | Launchpad
SuiNSdapp (https://twitter.com/SuiNSdapp) | NS
Blockvisionhq (https://twitter.com/blockvisionhq) | Cloud and API services
Bayswap (https://twitter.com/bayswap) | Dex
JoinMovEX (https://twitter.com/joinMovEX) | Dex
Mobiusmarket (https://twitter.com/mobius_market) | NFT swap
AftermathFi (https://twitter.com/AftermathFi) | CEX
JujubeFinance (https://twitter.com/JujubeFinance) | Swap
Smoovefinance (https://twitter.com/smoovefinance) | LSD
CetusProtocol (https://twitter.com/CetusProtocol) | Dex
Suiswapapp (https://twitter.com/suiswap_app) | Dex
ScaleProtocol (https://twitter.com/ScaleProtocol) | Decentralized Hedging Tool
KriyaDEX (https://twitter.com/KriyaDEX) | Perp
Siphonlab (https://twitter.com/siphonlab) | Perp
Patronus_Fi (https://twitter.com/Patronus_Fi) | Lending
Trustlend (https://twitter.com/trustlend) | Lending
Scallopio (https://twitter.com/Scallop_io) | Lending, Swap
Sweefi (https://twitter.com/swee_fi) | AMT
FentureFinance (https://twitter.com/FentureFinance) | Asset Management
Moledefi (https://twitter.com/moledefi) | Lev Yield Farming
TypusFinance (https://twitter.com/TypusFinance) | DOV