Alpha and Summary. 21, February, 2024
Defi
Ethena alpha participate in their shard airdrop campaign via my referral link, please support me by using it
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
Bullish on $Metis, staking 20-100k $Metis to stake and join its Decentralized Sequencer and sharing sequencer revenue with them. These Sequencer nodes will power LSDs on METIS. All being incentivized
My most bullish AI— $MOZ. $moz AI defi alpha 👇🏻
Lido has integrated with 1inch to offer faster withdrawals of stETH and wstETH.
An L3 Appchain stack on Mode— Mode Flare L3 powered by Optimism and Celestia
Social Party Game, Forgot Playland launches on Beam
Fuel Labs announces the transformation of its optimistic rollup, Fuel V1, into Rollup OS, targeting a Q3 2024 mainnet release. This aims to address existing limitations in ETH rollup architectures by introducing a purpose-built VM that enables parallel txn execution and employs state minimization techniques to enhance performance and scalability
Devs, researchers. EF zk grants
Coti on the move to become a privacy centric ETH L2 with introduction of Garbled Circuits
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
Conduit aiding ez deployment of L3s on Op stack: Base, Mode, Zora with Celestia as DA
Liquidity protocol for Modularss
NGL based
Alpha play, beta play
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.”
70% ETH , 30% CVX— afETH first 300ETH cap filled
Animoca Brand invests in Matr1x Fire
Ronin introduces RON restaking
TWAP with Hyperliquid
eETH soon on Manta
Introducing Private txns Fluidkey.
Arthur Hayes strategy
Airdrop
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
KFI airdrop
Using holdstation, syncswap is using paymaster AA, which enables users pay gas in USDC, USDT and other erc20s instead of ETH
NFT
Greg Solano, co-founder of Yuga Labs, is set to become the CEO, replacing Daniel Alegre
Walmart has increased the availability of Pudgy Toys, the toy line from Pudgy Penguins, to an additional 1,100 U.S. stores, making them available in a total of 3,100 stores nationwide. The expansion introduces 30 new toys, including collectibles and action figures, with each toy providing access to Pudgy World, a digital social platform for users to interact and play games
Ape Come Home event on Feb 29
State of the Market
$22.1B Q4 revenue for NVDA. Bullish on AI
China says don’t short
Do Kwon is set to be extradited to the U.S. from Montenegro, following court decision.
