šŸ¦ Alpha Ape #4 – Trump 'n' Pump NFTs, Twitter Votes NO to Mario, SBF's new Fox Hill BFF & MORE

Dec 20, 2022 | Newsletter

GMGM,

Trump is making crypto GREAT again with his Trump ‘n’ Pump 45,000 memorial NFT collection of…himself in poses that remind us of Borat’s mankini moment.

But before Grayscale and Genesis capitulate, we’ve put together a collection of alpha tweets, 3 project updates, and 3 governance TLDRs to kick-start your week off.

Remember: Nothing in this newsletter is financial advice and is purely for entertainment purposes only. The projects mentioned are just interesting finds.


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The TLDR

🐥 Top Tweets – TheDefiInvestor breaks down the latest in DeFi, Ryan Selkis turns bullish on DeSoc, copytrading is a skill, OGTestnet alpha hunting tools, Polygon NFT szn continues, Donald Trump launches NFTs, BlackRock extreme bear market coming, SBF makes new friends in prison & MORE…

👀 Might be Something – Cashmere Labs on LayerZero, B2Options on BeraChain and Panoptic XYZ on Ethereum

👨‍💻 Governance Proposals – Tornado Cash 🌪, Metis 🤝 Stargate, Metis 🤝 Aave

📝 Thread of the Day – Your 2023 WAGMI blueprint with Hoeem

🎧 Podcast of the Day – When Jedi met Sam from Sturdy Finance


🔥 Top Tweets

TLDR of the latest news in DeFi

Ryan is bullish on DeSoc for ‘23

a16Z are getting excited in towards the year-end

Copytrading is a skill and shouldn’t be faded

Alpha hunting made simple

wen Christmas airdrop?!

<div class=”tweet” data-attrs=”{“url”:”https://twitter.com/Delphi_Digital/status/1603434711954571264?s=20&t=E-5YZR8l4fJkUeIAyOMtIg”,”full_text”:”Most of the 1.7M cumulative wallets on @arbitrum are classified as “average users” having 1-100 transactions. nn354k wallets have made only a single transaction, likely attempting to Sybil attack a potential Arbitrum airdrop. nn76k wallets are active with 100-100k transactions. “,”username”:”Delphi_Digital”,”name”:”Delphi Research”,”date”:”Thu Dec 15 17:00:00 +0000 2022″,”photos”:[{“img_url”:”https://pbs.substack.com/media/FkCDZJrXEAAp48T.png”,”link_url”:”https://t.co/riTF3hC2IY”,”alt_text”:null}],”quoted_tweet”:{},”retweet_count”:51,”like_count”:171,”expanded_url”:{},”video_url”:null,”belowTheFold”:true}”>

Twitter avatar for @Delphi_Digital

Delphi Research @Delphi_Digital
Most of the 1.7M cumulative wallets on @arbitrum are classified as “average users” having 1-100 transactions.

354k wallets have made only a single transaction, likely attempting to Sybil attack a potential Arbitrum airdrop.

76k wallets are active with 100-100k transactions.

Image

Trump turned bullish on NFT’s

Polygon NFT season continues

<div class=”tweet” data-attrs=”{“url”:”https://twitter.com/nansen_ai/status/1604692969344274436?s=20&t=E-5YZR8l4fJkUeIAyOMtIg”,”full_text”:”332,000+ users minted or traded NFTs on #Polygon last week 🔥 “,”username”:”nansen_ai”,”name”:”Nansen 🧭”,”date”:”Mon Dec 19 04:19:52 +0000 2022″,”photos”:[{“img_url”:”https://pbs.substack.com/media/FkUDwDCUUAAYy5B.jpg”,”link_url”:”https://t.co/ISpIInCZfj”,”alt_text”:null}],”quoted_tweet”:{},”retweet_count”:14,”like_count”:110,”expanded_url”:{},”video_url”:null,”belowTheFold”:true}”>

Twitter avatar for @nansen_ai

Nansen 🧭 @nansen_ai
332,000+ users minted or traded NFTs on #Polygon last week 🔥
Image

BlackRock is very bearish

SBF is making friends

Where there’s smoke, there’s fire

<div class=”tweet” data-attrs=”{“url”:”https://twitter.com/crypto_condom/status/1604484470710702080?s=20&t=TPOAQzLsAG2MUDbbT_Gp8A”,”full_text”:”Strictly my own opinion, re: @GenesisTrading n1) Genesis is rumored to have a $1b callable note w/DCG if they file Ch 11n2) DCG needs to raise cash if that note is called….and may be doing son3) Genesis is suspected to have MORE than $2b in debtn🧵👇 “,”username”:”crypto_condom”,”name”:”CryptoCondom”,”date”:”Sun Dec 18 14:31:22 +0000 2022″,”photos”:[{“img_url”:”https://pbs.substack.com/media/FkRGHo-XgAAfkbi.jpg”,”link_url”:”https://t.co/WVhXYIkyOm”,”alt_text”:null}],”quoted_tweet”:{},”retweet_count”:6,”like_count”:55,”expanded_url”:{},”video_url”:null,”belowTheFold”:true}”>

Twitter avatar for @crypto_condom

CryptoCondom @crypto_condom
Strictly my own opinion, re: @GenesisTrading
1) Genesis is rumored to have a $1b callable note w/DCG if they file Ch 11
2) DCG needs to raise cash if that note is called….and may be doing so
3) Genesis is suspected to have MORE than $2b in debt
🧵👇
Image

The people have spoken, over 273,784 people voted NO

The Beacon egg mint selling out in less than 60 seconds

<div class=”tweet” data-attrs=”{“url”:”https://twitter.com/The_Beacon_GG/status/1603856802281578503?s=20&t=E-5YZR8l4fJkUeIAyOMtIg”,”full_text”:”The 1.5k eggs that remained when the Waiting List was opened were minted in less than a minute 🤯nnThanks to the amazing technology of @arbitrum, despite the load users paid less than 0.5$ in gas and transactions were blazing fast.nnThe “Gas wars” are not a thing on Arbitrum”,”username”:”The_Beacon_GG”,”name”:”The Beacon”,”date”:”Fri Dec 16 20:57:14 +0000 2022″,”photos”:[],”quoted_tweet”:{},”retweet_count”:4,”like_count”:77,”expanded_url”:{},”video_url”:null,”belowTheFold”:true}”>

Twitter avatar for @The_Beacon_GG

The Beacon @The_Beacon_GG
The 1.5k eggs that remained when the Waiting List was opened were minted in less than a minute 🤯

Thanks to the amazing technology of @arbitrum, despite the load users paid less than 0.5$ in gas and transactions were blazing fast.

The “Gas wars” are not a thing on Arbitrum

The battle of Crypto Intel dashboards


👀 Might be Something

…but then again could be nothing. This is just a collection of projects that might be worth keeping an eye on.

1) Cashmere Labs

Resources: WebsiteMediumDiscordTwitter

Cashmere is building an omnichain interoperability MEV Resistant DEX Aggregator on LayerZero so you can swap any asset between any chain without having to worry about bridging.

You might have seen Cashmere floating around Twitter over the last few months but it looks like the goats are out in full force as the team came in second position in the BNB Chain European Innovation Program which gives the Cashmere team access to top mentors, funding and a gas-free month.

TLDR: An omnichain interoperability MEV Resistant DEX Aggregator building on LayerZero that will protect against cross-chain MEV attacks whilst protecting users from high slippage through “Marginal Slippage.”

2) B2Options

Resources: GuildMediumDiscordTwitter

Honey hunters at the ready! B2O is the first $SWEET decentralized options platform built on BeraChain (might be real but might be fake) that allows users to well…flip options.

Currently going through a private closed period of beta testing, the lucky beras will be up against each other in a trading competition to see who fills the jar with the most honey whilst being given tasks in a bug bounty hunt.

All beras will get a $SWEET NFT which may or may not be connected to future airdrops throughout the chain and can

TLDR: Decentralised options platform built on Berachain currently going through private beta round testing.

3) Panoptic XYZ

Resources: WebsiteDocsDiscordTwitter

On the face of it, Panoptic XYZ is a perpetual, oracle-free options protocol. Panoptic options differ from convention options seen in tradfi, instead of using a clearinghouse (intermediary of buyers and sellers) the protocol uses Liquidity Provider (LP) positions in Uniswap v3 as the building block for trading long and short options.

This allows for the maintenance of composability and permissionlessness and enables users to gain access to new and improved features when trading options such as:

• Panoptic Options never expire and are perpetual;
• Anyone can lend their capital to options traders as a liquidity provider; and
• Pricing is path-dependent and does not involve counterparties (such as market makers)

TLDR: A perpetual, oracle-free options protocol that has secured $4.5m in funding from the likes of Uniswap Labs Ventures, Coinbase Ventures and Jane Street.

<div class=”tweet” data-attrs=”{“url”:”https://twitter.com/yoitsyoung/status/1599917846699855872?s=20&t=retyuta_h_l6qVX494Yk7A”,”full_text”:”Total value locked in DeFi options barely makes half a billion today — an EVM-native option solution needs to emerge. nnExcited to back @Panoptic_xyz in their 4.5M seed round alongside Uniswap, Jane Street, and CoinbasennRead the note: nbit.ly/3VWEJYennA 🧵”,”username”:”yoitsyoung”,”name”:”Young”,”date”:”Tue Dec 06 00:05:14 +0000 2022″,”photos”:[],”quoted_tweet”:{},”retweet_count”:14,”like_count”:87,”expanded_url”:{“url”:”http://bit.ly/3VWEJYe”,”image”:”https://substackcdn.com/image/fetch/w_1200,h_600,c_limit,f_jpg,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fac5a1289-295c-4451-8d04-3bbe628372c8_1200x758.jpeg”,”title”:”Panoptic: Solving DeFi’s perennial option problem”,”description”:”How to avoid fragmented liquidity, toxic flow, oracle problems, and more.”,”domain”:”bit.ly”},”video_url”:null,”belowTheFold”:true}”>

Twitter avatar for @yoitsyoung

Young @yoitsyoung


👨‍💻 Governance Proposals

1) Tornado Cash 🌪

IMPORTANT governance proposal has been passed for Tornado Cash to make the protocols ENS, tornadocash.eth, point to a new community-built interface for Tornado Cash.

This allows the project to be community-led and fully operatable without a head figure such as Alexey Pertsev who remains in jail.

TLDR: “The vote means that Tornado really is a community project and not just a faux community project like many,” Zoltu said. “It signifies that there are still people out there who really do care about making the world a better place and aren’t just in it for the money.”

<div class=”tweet” data-attrs=”{“url”:”https://twitter.com/DefiantNews/status/1604189444386410496?s=20&t=retyuta_h_l6qVX494Yk7A”,”full_text”:”Tornado Cash has passed its first governance proposal since being sanctioned by the U.S. Treasury Department in August 🌪️ ⚖️nnThe proposal makes tornadocash.eth, the protocol’s ENS domain, point to a new community-built interface for @TornadoCash “,”username”:”DefiantNews”,”name”:”The Defiant”,”date”:”Sat Dec 17 18:59:02 +0000 2022″,”photos”:[{“img_url”:”https://pbs.substack.com/media/FkM5zBUVUAASBU7.jpg”,”link_url”:”https://t.co/xZf99nXjE0″,”alt_text”:null}],”quoted_tweet”:{},”retweet_count”:11,”like_count”:79,”expanded_url”:{},”video_url”:null,”belowTheFold”:true}”>

Twitter avatar for @DefiantNews

The Defiant @DefiantNews
Tornado Cash has passed its first governance proposal since being sanctioned by the U.S. Treasury Department in August 🌪️ ⚖️

The proposal makes tornadocash.eth, the protocol’s ENS domain, point to a new community-built interface for @TornadoCash

Image

2) Metis 🤝 Stargate

Snapshot Stargate DAO Proposal

Proposal Passed 97.05%

TLDR: The MetisDAO Foundation proposes that Stargate launches on Metis as the LazyerZero endpoint is on the Metis Mainnet.

<div class=”tweet” data-attrs=”{“url”:”https://twitter.com/MetisDAO/status/1602762784399233024?s=20&t=v5a_s0nBTv66XW0VcPQt1w”,”full_text”:”Major News!🌿nnThe Snapshot Proposal for @StargateFinance‘s deployment on Metis is now LIVE💠nnsnapshot.org/#/stgdao.eth/p…“,”username”:”MetisDAO”,”name”:”Metis 🌿”,”date”:”Tue Dec 13 20:30:00 +0000 2022″,”photos”:[],”quoted_tweet”:{},”retweet_count”:30,”like_count”:136,”expanded_url”:{“url”:”https://snapshot.org/#/stgdao.eth/proposal/0x85648cb05df3d2eb724e2806e00f3bb5b9a5d06440cde4cf241cc5eec4787c41″,”title”:”Snapshot”,”description”:null,”domain”:”snapshot.org”},”video_url”:null,”belowTheFold”:true}”>

Twitter avatar for @MetisDAO

Metis 🌿 @MetisDAO

3) Metis 🤝 Aave

Snapshot Temperature Check

Stage 2 Passed 62.16%

TLDR: Stage 2 of 4, is a sentiment check to deploy AAVE v3 on Metis Andromeda. Once successful BGDlabs (trusted AAVE contributor) will conduct a technical analysis report on Metis and present it to the community before submitting a proposal for deployment

<div class=”tweet” data-attrs=”{“url”:”https://twitter.com/MetisDAO/status/1602328169507323905?s=20&t=retyuta_h_l6qVX494Yk7A”,”full_text”:”We have submitted to Sentiment Vote a proposal to deploy Aave v3 on Metis Andromeda, and voting will go live in 24 hours.nnsnapshot.org/#/aave.eth/pro…nnHere’s everything you need to know about it👇”,”username”:”MetisDAO”,”name”:”Metis 🌿”,”date”:”Mon Dec 12 15:43:00 +0000 2022″,”photos”:[],”quoted_tweet”:{},”retweet_count”:79,”like_count”:279,”expanded_url”:{“url”:”https://snapshot.org/#/aave.eth/proposal/0xaba8da3287788ee77013aa6b0584694807dc15304ab5c283fe1fc728bf1d5864″,”title”:”Snapshot”,”description”:null,”domain”:”snapshot.org”},”video_url”:null,”belowTheFold”:true}”>

Twitter avatar for @MetisDAO

Metis 🌿 @MetisDAO


🤝 A Quick Word

and a quick word from our super awesome sponsors who help us make this all possible

Discover how your skills could power the next generation of web3 and blockchain technology. Your next career move could be one you never imagined. Start your search today at Web3nomads.jobs.


🦧 Updates from the bloc

Thread of the Day

New Year’s resolutions are right around the corner so it’s time to level up your game plan and create YOUR WAGMI blueprint for 2023.

Podcast of the Day

When Jedi met Sam the CEO of Sturdy Finance. Sturdy stakes the collateral provided by borrowers into DeFi protocols like Yearn, Convex, and Lido.

With the upcoming launch of Sturdy 1.0, we were curious why it was 1.0 considering that the project has been around for over 6 months.

Listen on YouTube or Spotify.


✍️ Feedback

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