ToE's Weekly Highlights #23

Digging up the grinds for the week.

arndxt

May 14, 2023

Admist the week of key economic data releases, the crypto meme is taking a good ride and it isn’t stopping.

Macro: The Fed is facing a difficult balancing act. It needs to bring inflation under control, but it also doesn't want to slow economic growth too much. Inflation has been declining for 10 consecutive months. This suggests that the Fed may be able to pause or cut interest rates without causing inflation to rise again.
Narratives: My timeline is filled with memecoins as PEPE’s meteoric rise stole all the away all the attention from fundamentally sound topics. The meme season continued on after we saw Elon tweet about Miladys. $LADYS Even threadoors have raised concerns regarding their threads engagement. We are seeing good traction about BRC 20 stuff. Other narratives mentioned were regarding AI and gaming.
Defi: LOTUS and FOUR took the attention from me for the week. Seeing the LOTUS “rug” and whales getting into FOUR was interesting. Seeing developments on BRC20 as we speak, a project called STAMPS. crvUSD was another hot topic for the week. While not forgetting that we still have delta neutral opporunities around by The Calculator Guy.
Resources: A list of Pulse links. DAO tooling matrix. How you can play a new token launch. How as a threadoor you can use ChatGPT
Spicy drama: Discussion around LOTUS rug. Justin Sun declared his interest in memecoins.

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 on the fine balance that Fed is trying to attain: Financial stability vs Inflation

@LiquidityWiz on US fed emergence lending

@KobeissiLetter shares the key events for the week

@jonwu_ on FRC collapse

@tedtalksmacro on more disappointing data out of China.

@BobEUnlimited on debt ceiling

@KobeissiLetter on Fed expectations are shifting again after CPI showed inflation at 4.9%.

@i_am_jackis points that the peak bottom is over and that we will be in a stagflation era

@HiddenValueGems looks for cheap businesses to buy

2. Trending Narratives

@apes_prologue Weekly Alpha

@dennis_qian MDMA

@AlphaCircle_ on this week's crypto twitter recap

@Flip_Research review state of crypto space with a pinch of macro

@chilla_ct on Stablecoin flows: the second-order effects.

@DefiIgnas on BRC20 pumping hard

@0xYugiAI into AI narrative

@0xKepler shares best web 3 insights

@insomniac_ac cross chain updates

@0xMughal shares his monthly farms

3. Defi Happenings

@ThorHartvigsen on the stablecoin trilemma

@CryptoGirlNova on wallet with trading perfect track record

@shaundadevens advice is to follow the incentives

@Tokenicer on blockchain industry and innovation in a mindmap

@puffer_finance is a LST procotol

Puffer is defining a new industry standard for secure validator operations with the primary objective of preserving decentralization. Puffer’s Anti-Slashing technologies are designed to minimize the chance of slashing events.

@2lambro on all the projects on Sui

@LandfSmile on some gems on ARB

@the_smart_ape about STAMPS on BRC20

@0xShinChannn on time bandit attacks

@chef_mochi on CAKE being oversold

@lookonchain Sisyphus bought LOTUS and FOUR

@tenet_org is designed to onboard crypto newcomers:

✦ No key management: use bio auth for wallet

✦ No crypto knowledge: voice/text commands turn to actions

@Govanisher on Lybra finance

@redphonecrypto on his thoughts around BRC20

@Rancune_eth bullish thesis on Tapioca DAO

@RugDocIO is having their own token

@cryptofishx thoughts on LOTUS

@prime_protocol cross chain liquidity protocol

@Moomsxxx looks at where the smart money is investing

@FungiAlpha on Cap finance; decentralized trading protocol native to the Arbitrum chain

@lou_markets favourite small cap coins

@DegenSpartan on Maker DAO: MKR making new ATL in ETH

@BatonFinance on NFT Yield Farming

@lou_markets bullish on Swell

@0xYugiAI on TON blockchain

@CurveCap on crvUSD soft liquidation

@cyrilXBT finds a whalte before Elon tweeted

@ProjectLendX provides a unique lending pool managed by the protocol itself, creating a closed-loop ecosystem that allows users to lend and borrow funds without external sources.

@Slappjakke talks about JAY and LOTUS

@NerdSwapZk A @zksync native DEX. Custom-built liquidity infrastructure to support builders & generate real yield.

@hotnewcrypto 10 crypto projects

@PSYTWEAK The main criticisms of ARB revenue sharing

@VermontDex Liquidity protocol for traders and builders. DEX on @zksync

by @goodgamesguild

@hotnewcrypto on new projects

@ftm_ecologist plays

@SmallCapScience on Chronos and Thena

@phtevenstrong shares on delta neutral strategies

4. Educational resources and tools

Some Interesting PLS Links:

pulse sac checker: https://pulsechain-sacrifice-checker.vercel.app/

Is Pulse Live?
https://ispls.live/status/pulsechain

Free Pulse Faucet
https://freepulse.io/
https://faucet.v4.testnet.pulsechain.com/

PLS & PLSX Sacrifice Checker
https://pulsechain-sacrifice-checker.vercel.app/

Arbitrage info.. currently redirects to testnet
https://pulsearb.money/

List of pls apps:
https://www.hexpulse.info/projects/

AMM bot address & token (links to v3 testnet.. sheet needs to be udpated, but address will still be valid)
https://docs.google.com/spreadsheets/d/1Dhyp0Jehrzjp7uarvTj7qc8xy2ooWE4evZSjL8pHuYs/edit#gid=0

cool apps
LiquidLoans Sacrifce Checker:
https://www.hexpulse.info/sacrifice/liquid-loans/

Liquid HEX mining rig 😁
SuperStake.win

Pulsechain v4 data
https://mm-pulsechain.vercel.app/