This Week's Project Research - LSD & LSDfi, LPDfi, SocialFi, Restaking Narratives: With Limitless, Stader, Equilibria, Logarithm, FriendTech, And More
This Week's Project Research - LSD & LSDfi, LPDfi, SocialFi, Restaking Narratives: With Limitless, Stader, Equilibria, Logarithm, FriendTech, And More
The Best Research curated to save you time
GM frens.
Find this edition as a thread:
Gathering & Curating the best Research of the week, in the Latest Narratives.
Anyway, let’s get straight to the alpha! 👇
I’m posting daily Live Alpha in my Instagram Story, and in my Alpha Telegram Channel ☟
My Linktree to have access to all my Content & Alpha on Twitter (X), Instagram, Telegram, and More: https://linktr.ee/cryptoshiro
Today you will find Research & Alpha on:
LPDfi
LSD & LSDfi
RWA
Restaking
Capital Efficiency
Cross Chain
SocialFi
And much more!
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Your Alpha, gathered in the following categories:
1/ Layer1
2/ Scaling Solutions
3/ DEX
4/ LSD & LSDfi
5/ LPDfi
6/ Yield
7/ Money Market
8/ RWA
9/ SocialFi
10/ Others
Find your alpha! 👇
Everything here are just ideas and is NOT Financial Advice.
1/ Layer1
Avalanche building for the Bull market (0xTindorr)
🔹 Stable Metrics for a Bear Market
🔹 $50M RWA Fund
🔹 GameFi is big on Avalanche
🔹 GMX V2 on Avalanche
MassaLabs, introducing Autonomous Smart Contracts (Axel_bitblaze69)
🔹 Autonomous Smart Contracts have the ability to "wake up" and perform tasks independently
🔹 ASCs emit messages to schedule execution, instead of immediate execution
🔹 Transaction Sharding + DAG
Vegaprotocol, an L1 app chain for high-performance derivatives trading and supports cash-settled futures (Hercules_Defi)
🔹 PoS Blockchain + Tendermint Consensus
🔹 On-chain Order Book
🔹 Permissionless market creation
🔹 MEV Protection
🔹 No Gas Fees
2/ Scaling Solutions
LayerN, Ethereum's financial superlayer
🔹 zk-OP hybrid roll-ups with native inter-rollup messaging and shared liquidity
🔹 Modular, ultra-low fees, high throughput
🔹 L2 designed to scale De
🔹 On-chain Orderbooks
3/ DEX
WombatExchange, a low-slippage stable swap DEX AMM built using the veTokenomics model (the_smart_ape)
🔹 Single-sided LP, Low Slippage, Gas-efficient Mechanism
🔹 Just Launched on Ethereum
🔹 Partnership with Stader, Frax, Lido and more
🔹 Cross-chain Swap
Limitless, a Perp DEX built on Uniswap V3 that allows for very high leverage trading without liquidation risk (arndxt_xo)
🔹 Up to 1000x Leverage
🔹 Borrowers can borrow assets with no liquidation risk
🔹 Greater Capital Efficiency
🔹 Aggregated liquidity pools
More on Limitless (TheDefiDog)
4/ LSD & LSDfi
Stader, non-custodial & secure liquid staking (StableScarab)
🔹 First LSD to allow permissionless node operators to join with just 4ETH
🔹 Distributed Validator Technology
🔹 135 Unique Permissionless Node Operators since Launch
🔹 Incentives for Holders
More on Stader, The Liquid Restaked Token Primitive (0xTindorr)
🔹 Restaking & Liquid Restaked Token Primitives
🔹 Earn Additional Rewards on your LSTs → Capital Efficiency
🔹 Bootstrap Economic Security
Adscendo, Next-generation Stablecoin and Leverage (Mars_DeFi)
🔹 Over-collateralized stablecoin with leveraged ETH staking yield
🔹 Long-term on-chain leveraged stETH derivative
🔹 stETH’s yield is separated from its price volatility
🔹 Integration of more LSTs
Equilibria, Yield Booster ontop of Pendle (CryptoShiro_)
🔹 Equilibria's Mcap is just a fraction of Pendle's Mcap (~130x smaller)
🔹 Mcap/TVL Ratio is ~0.035
🔹 TVL 42M+
🔹 Partnership with Pendle, Frax, GMX & more
🔹 LSDfi, RWA & Pendle Narratives
5/ LPDfi
Logarithm, the LPDfi Narrative (TheDeFISaint)
🔹 Liquidity Providing Derivatives Finance
🔹 New opportunities for users' LP positions
🔹 Leveraging Delta Neutral Strategies while minimizing volatility and maximizing yield for these LPs
🔹 Beta Soon
More on Logarithm with Defi0xJeff's thread and my thread
6/ Yield
Concentric, concentrated liquidity management strategies (SmallCapScience)
🔹 Ontop of Camelot v3
🔹 Success for similar protocols
🔹 Low Mcap
7/ Money Market
Synonym, Cross-chain Money Market (Slappjakke)
🔹 Leverages wormhole, arbitrum & circle technology
🔹 Cross-chain & Unified Liquidity
🔹 NewOrder DAO Merger
8/ RWA
Creditcoin, RWA public infrastructure blockchain (thelearningpill)
🔹 Empower the unbanked by enabling them to establish and document credit history
🔹 Creditcoin Network → Linked to global fintech lenders
🔹 Deflationary token
🔹 Interoperability & Scalability
More on Creditcoin (Axel_bitblaze69)
9/ SocialFi
FriendTech, one of the fastest growing crypto app (MacnBTC)
🔹 $20M TVL
🔹 Tokenize your Profile
🔹 Growth Potential
🔹 FriendTech Tools
🔹 Airdrop
10/ Others
dappOS, Intent Centric Narrative (Haylesdefi)
🔹 Account Abstraction & Intent Centric
🔹 Simplifies User Interactions for Mass Adoption
🔹 Unified Account → View & manage on-chain assets in one interface
🔹 Seamless Interface & Flow
🔹 Beta just Launched
More on dappOS & Potential Airdrop (splinter0n)
StructFinance, Decentralizing Structured Finance (0xFlips)
🔹 Integrating TraderJoe & GMX
🔹 Increased Liquidity Depth
🔹 Reduced Price Impact for Traders
🔹 Enabling all users to be Liquidity Providers
🔹 RWA, Forex & LSD Expansion
That’s it for today frens!
Thank you for sticking around, your future self will thank you.
Don’t forget to follow the people who provide us this content. They are big brains sharing their knowledge. You can also follow me on Twitter @CryptoShiro_.
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Everything here is NOT Finance Advice and purely informative.