Alpha V41

Feb 26, 2024

Defi

Ethena alpha participate in their shard airdrop campaign by using my referral link, please support me by using it - app.ethena.fi/join/pca9o

$Coti on the move to become a privacy centric ETH L2 with introduction of Garbled Circuits

Pixel airdrop gave many free stimmy. Don’t cope, move to the next one. This seems like the next one 👇🏻. Use my ref code: OCDLFP

Op chains maintenance cost reduction. Cost to run an Op chain reduced by 90% with introduction of Span batches on mainnet

Big

Starkware listened to their community and will proceed with a gradual investor unlock starting 64M tokens unlocking on April 15, instead of the initial 1.34B tokens

40M STRK to be distributed to protocols for Starknet Defi Spring

Uniswap proposal to share protocol revenue with UNI holders. Creating a fee switch narrative

Uniswap proposal is a big thing. Already seeing a Fee switch narrative (sharing protocol fees with holders). It’s a big thing cos might mean Coinbase is winning its law suit, if true should expect Base, linea, MetaMask coins

Fee switch narrative

$SOMM alpha on fee switch narrative

CEO of blast, Pacman teases Blur on fee switch

Polygon and StarkWare have collaborated to develop Circle STARKs, a new type of zk cryptographic proof aimed at making transactions on ETH L2 networks faster and cheaper

Fuel Labs announces to transforms Fuel V1 into Rollup OS for a Q3 2024 mainnet release. It aims to improve ETH rollup architectures with a purpose-built VM for parallel txn execution and state minimization for better performance and scalability.

Devs, researchers. EF zk grants

Fluentbase, Fluent’s modular stack for zkWASM chains will add support to use EigenDA as DA, Espresso DSS. This is overall integration between Fluent and Eigenlayer, to use Eigen AVS’s

Conduit aiding ez deployment of L3s on Op stack: Base, Mode, Zora with Celestia as DA

An L3 Appchain stack on Mode— Mode Flare L3 powered by Optimism and Celestia

Programmable IP layer, Story Protocol. “With Story Protocol, any creator worldwide can register their IP onchain and seamlessly declare pricing and permissions for their creation.”

Lido has integrated with 1inch to offer faster withdrawals of stETH and wstETH.

Y’all sleeping on Dyad. Best Stablecoin design imo, most sophisticated too, no blow ups with this design. If bearish on Ethena, then go DYAD

Defi options Dopex rebrands to Stryke. 1 $DPX = 100 $SYK; 1 $rDPX = 13.333 #SYK

EOS to turn off inflation for new tokenomics design

Curvance awarded grant by Wormhole

Blast BigBang winners

eETH soon on Manta

NVDA Q4 earnings fueled attention into AI coins

AI coins arc 👇🏻

Upcoming AI coins launches

Re-pricing might start with V3

Circle to end support for USDC on Tron chain

Eigen and Etherfi points on Gearbox

XAI staking V1 goes live next week. $esXAI will have staking tiers. They hint at an airdrop to stakers

Get a free ENS subdomain from Uniswap via their mobile app “they're powered by ENS, but are free -- no gas cost required to claim”

Dymension embedded AMM for shared liquidity is live

Some Metis Alpha

$VEC is coming to Metis

Kelp introduces $Kep— tokenized Eigenlayer points

Op foundation distribute 10M OP to 22k addresses in 4th airdrop

a16z invests $100M in Eigenlayer

Fluid goes live, mega lending protocol $3M mining rewards and more

Why you should be bullish on Fluid

Lending protocol Euler to relaunch with V2: new collateral options, lower net borrowing costs, etc

$Strk went live debuting at $40B FDV

Ronin introduces $RON Restaking

Can now verify your SOL addresses on Farcaster

Airdrop

TIA stakers $ALT claim

Tokenless Chains joining Polygon Agglayer will most likely airdrop to $POL stakers cos Pol stakers secure the Agglayer and it’s good BD to these chains

Using holdstation, syncswap is using paymaster AA, which enables users pay gas in USDC, USDT and other erc20s instead of ETH

Might be zksync airdrop requirement

Friendtech teases airdrop

FXS holders snapshot for FXTL points

NFT

Greg Solano, co-founder of Yuga Labs, is set to become the CEO, replacing Daniel Alegre

Walmart expands Pudgy Toys availability to 1,100 more U.S. stores, totaling 3,100 nationwide. 30 new toys added, unlocking access to Pudgy World digital platform for interaction and games.