This Week's Project Research - LPDfi, Capital Efficiency, RWA, SocialFi, Cross Chain, Bot, Perp DEX Narratives With: HMX, Limitless, Rollbit, Polytrade, And More

The Best Research curated to save you time

Shiro

Sep 26, 2023

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

Alpha Now

Today you will find Research & Alpha on:

LPDfi
Capital Efficiency
RWA
SocialFi
Cross Chain
Yield
Bot
Perp DEX
Base

And much more!

Your Alpha, gathered in the following categories:

1/ Layer1 & App Chain
2/ Scaling Solution
3/ DEX & Perp DEX
4/ LPDfi
5/ Vault & Yield
6/ Money Market
7/ GambleFi
8/ RWA
9/ GameFi
10/ SocialFi
11/ Bot
12/ Others

Find your alpha! 👇

The categories are just informative, projects can fit multiple categories.

Everything is NFA, I don't vet the projects here.

I've read & selected the threads but I did not do deep research on every project.

DYOR.

1/ Layer1 & App Chain

Kaspa Overview (wacy_time1)

🔹 PoW DAG Chain

🔹 GHOSTDAG → Scalability, Security, 400 tx per block

🔹 RWA Potential

🔹 BTC-like Principles: Decentralization, Anti-inflationary, PoW

🔹 P2P E-money System

🔹 Fair Launch

Vega, Infrastructure allowing anyone to create products & markets (ViktorDefi)

🔹 App-chain DPoS optimized for Trading → Low Latency, High throughput Rates

🔹 Gas-less Trading

🔹 On-chain Incentives

🔹 Permissionless Market Creation

🔹 Backed by Leading Investors

Axelar, PoS Network built using the Cosmos SDK (exliquidity)

🔹 Infrastructure, Blockchain, Bridge

🔹 Cross-chain Narrative

🔹 Token → Validation, Governance, Incentives

🔹 Constant Buyback

Sommelier, App Chain & Intelligent Vaults (Flowslikeosmo)

🔹 Dynamic & Decentralized Vaults

🔹 Intelligent Vaults → Predict, React, Optimize, Evolve

🔹 TVL up 2500% YTD & Not slowing down

🔹 High Yield for Blue Chips

🔹 Token → Limited Supply, Rewards for Stakers

2/ Scaling Solution

Mantle, Mass Adoption of Decentralized & Token-Governed Tech (TheDeFiPlug)

🔹 Layer2, OP Stack, Modular Narrative

🔹 > 40M TVL & Backed by the largest DAO in DeFi → $2B Treasury

🔹 Scalable, Secure, Cost Saving, Fast

🔹 Token: Gas, Governance

3/ DEX & Perp DEX

Citadel, Base hyperfunctional DEX & Launchpad (stacy_muur)

🔹 Base Narrative

🔹 Launchpad

🔹 Concentrated Liquidity → Capital Efficiency

🔹 Incentivized LPs

🔹 Revenue for Buying back & Burning

🔸 Big competition on Base, every week there is a new DEX

More on Citadel (arndxt_xo)

HMX, Next-gen Perp DEX on Arbitrum (CryptoGideon_)

🔹 Crypto, Forex & Commodity

🔹 $HMX Fees > $GNS Fees with 1/10 Mcap

🔹 Volume/TVL Higher than competition

🔹 Potential ARB Grant

🔹 6-month cliff for previous sales

🔹 Available on Mobile

🔹 Account Abstraction

Gains, On-chain Leveraged Trading (LadyofCrypto1)

🔹 Upcoming Catalysts

🔹 Trade Crypto, Forex, Commodities

🔹 1-click Orders

🔹 Fiat On-Ramp

🔹 Better Staking Rewards & Earnings

Limitless, Democratizing Leverage for any Digital Asset (Defi0xJeff)

🔹 2000x Leverage

🔹 No Forced Liquidation

🔹 Capital Efficiency

🔹 Early, still in closed Testnet

5/ Vault & Yield

NOYA, Omnichain DeFi Strategies (Flowslikeosmo)

🔹 Smart Liquidity → Machine Learning models to control Liquidity On-chain

🔹 Omnichain Yield Optimizer

🔹 ZKP & AI Narrative

🔹 Early, still in Testnet

6/ Money Market

Synonym, Cross-chain Money Market (ViktorDefi)

🔹 Wormhole Architecture, Proof-of-Authority

🔹 Liquid & Flexible Liquidity across Chains

🔹 Take a loan on a chain, Pay on another

🔹 Synonym merged with NewOrderDAO → Big Treasury

🔹 50% Fees to Users

7/ GambleFi

Rollbit, Crypto Innovative Casino (DistilledCrypto)

🔹 $1M+ Daily Revenue

🔹 Cash Flow → P/E Ratio better than most protocols

🔹 Deflationary

🔹 YTD: 10%+ Monthly Growth in Revenue

🔹 Holders: Lower Trading Fees, Rakebacks, Lottery

🔹 Fairly Launched

8/ RWA

Polytrade, Bringing Sustainable RWA Yields to DeFi (TheDefiDog)

🔹 Joining Mastercard's Blockchain & Digital Assets Program

🔹 Assets backed by real Underlying Economics,

🔹 Factional & Self-Ownership

🔹 Transparency

🔹 NFT Market for RWA

Arcton, Marketplace for Startup IPOs (0xSalazar)

🔹 Startups investing: Illiquidity Issue and Long Lockup period issue

🔹 → Tokenizing Startup Shares/Equities → Marketplace

🔹 Legal Clarity for Securities on Blockchain

🔹 Camelot Partnership: Secondary Marketplace

More on Arcton (Defi0xJeff)

Goldfinch, Decentralized Credit Protocol (hmalviya9)

🔹 Real-World Businesses to borrow from Crypto Investors without Crypto Collateral

🔹 $700k Fees every Month & $100M worth of Active Loans

🔹 Secondary Market soon

🔹 Supply Unlocks in 2026

🔸 High Inflation for now

Centrifuge, Institutional Platform for On-chain Credit (iambullsworth)

🔹 RWA More Accessible & Liquid for Investors & Borrowers

🔹 Expansion to Arbitrum & Base

🔹🔸 Bottomed Chart, Price below ICO Price

🔹 Many Partnerships

9/ GameFi

NakamotoGames, Web3 Gaming Hub (BenjiGanar)

🔹 Devs can publish Games & Monetize

🔹 Play2Earn, NFTs, Metaverse, Lands

🔹 3 Years Runway

🔹 $40M Mcap, Uptrend

🔸 No more Vesting, 105M $NAKA Free to be sold

🔸 Low DAU & Activity

🔸 Many Features Missing

10/ SocialFi

FriendTech Overview & Strategies (drakeondigital)

🔹 Decentralized Social Network

🔹 Airdrop Farming

🔹 Day Trading

🔹 Swing Trading

PostTech, Web3 Social Network on Arbitrum (CryptoGideon_)

🔹 Good UI, X-like UI

🔹 5% Trading Volume earned on held Shares

🔹 Airdrop Farming

🔹 High Volume & Users in a short amount of time

🔸 Agressive Marketing Strategy & Airdrop Strategy

11/ Bot

Maestro, DeFi Focused Tools & Bots (matrixthesun)

🔹 Sniping Telegram Bot

🔹 No Token yet

🔹 1.2k Daily Active Users → 36% of the Telegram Bots Sector

🔹 Very Profitable, High Revenue, $630k Weekly Fees

12/ Others

Brave, Web3 Private Browser (hmalviya9)

🔹 23M Daily Users

🔹 Deflationary Token

🔹 Buybacks

🔹 Super-App for Privacy, Web3, VPN, Firewall, News Feed, and more

🔹 Founded by Mozilla Co-founder

🔹 ZKP Technology

Chainlink, Decentralized Oracle Network (hmalviya9)

🔹 Accessing External Data Feeds to provide these data to Apps on Blockchains

🔹 Total Value Secured: $11.48B

🔹 2500 Clients & Partners

🔹 Partnership with Google, SWIFT, Binance & more

🔹 Token: Primary Fees Token, Staking

That’s it for today frens!

Thank you for sticking around, your future self will thank you.

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You can also follow me on Twitter @CryptoShiro_.

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