Unpopular Narratives - You may not like it

Dec 04, 2023

You may not like it 🤷‍♀️

I discovered some interesting and unpopular defi narratives taking the centre stage.

Here is a glimpse 👇

Liquid Restaking and the Rise of LSD

While narratives like LSD are gaining attention, a quieter yet promising one is Liquid Restaking (LRT).

I am seeing various projects already gearing up to embrace this innovative approach.

Driven by @DWFLabs investment in $MUBI and a lending protocol $DOVA, the BRC trend has captured the community's interest.

Initial skpetical, the discussions around BRC plays are growing, accompanied by a noticeable increase in volumes in $MUBI.

Shiny memeplays on $SOL is making waves along with $SOLAR being the first mover TG bot on @solana

Its been a long while since I see so much activity on the chain. It seemed to be making a comeback.

Still holding on to some reservations here 🤔

AA movement is gaining traction and becoming attractive story for degen projects to sell.

Been a fan of gasless swaps while waiting for @uniswap v4 but beyond that AA will be power mass adoption which we are will seeing.

I see this as as an anti-CBDC Play.

As discussions on CBDC gain momentum with stuff like Project Guardian, projects emphasizing anonymity could suggest a new narrative on the horizon.