Daily Alpha and Summary. 22-23, Feb, 2024

Defi

Ondo Finance partnership with Aptos

XAI staking V1 goes live next week

$esXAI staking tiers. Preview of what’s to come

They hint at an airdrop to stakers

Uniswap proposal to share protocol revenue with UNI holders

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”

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

Lower bridge fees from Across V3

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

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

Big

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

Pancake will recognize Dexes that wanna fork them through its Affiliate Initiatives and there’s a fork rate

EOS to turn off inflation for new tokenomics design

Curvance awarded grant by Wormhole

Blast BigBang winners

State of the Market

Reddit adds BTC, ETH to balance sheet. As well as Matic for specific reasons