This Week's Project Research - AI, Privacy, Omnichain, DEX Narratives & Degen Projects With: Vaultka, 0x0, Radiant, Render, 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! 👇
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Today you will find Research & Alpha on:
AI
Privacy
Layer1
Money Market & Yield
Omnichain
Scroll Mainnet
New & Degen Projects
And much more!
Your Alpha, gathered in the following categories:
1/ Layer1
2/ DEX
3/ Money Market, Liquidity & Yield
4/ AI & Privacy
5/ Other
6/ New & Degen Projects
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
Monad, an EVM Layer1 Fast, Cheap, Censorship Resistant (eli5_defi)
🔹 Parallel Execution & Superscalar Pipelining
🔹 10 000 TPS, 1-second Block Times, 1-second Finality
🔹 Deferred Execution (execution separated from consensus), Shared Mempool
Sui, a High-Performance Smart Contract Platform with a Monolithic Structure (0xAndrewMoh)
🔹 125k TPS, 2-3 Seconds Block Times
🔹 Move
🔹 zkLogin → Web2 Credentials in Web3
🔹 $1M Grant
🔹 Consistent Developer Activity
🔸 Number of Transactions & Users Decreasing
2/ DEX
ApertureFinance, a risk management solution protocol currently on Ethereum, Arbitrum and Manta Pacific L2 (thelearningpill)
🔹 First Mover on Manta
🔹 UniV3-like CL DEX
🔹 No Fees
🔹 Doxxed Team with ex-FAANG Engineers
🔹 $5.3M Raised
🔹 Early → TGE Q1 2024
3/ Money Market, Liquidity & Yield
Vaultka, Catalyzing Perp DEX Adoption (arndxt_xo)
🔹 Building for over a year, Attended Token2049
🔹 $6M TVL, Low Initial Circulation
🔹 Initial Mcap $800k
🔹 Growth Catalysts from Arbitrum Incentives
🔹 IDO Oct 16th to 19th
More on Vaultka (matrixthesun)
Archimedes, Efficient Yield & Leverage Opportunities for Liquidity Positions (dontbuytops)
🔹 Liquidity Auctions, Liquidity As A Service
🔹 Yield for Lenders & 10x Leverage for LP Providers
🔹 Protected Single Pools
🔹 Low Gas Costs, Reward Boosts, Fund Protection
Radiant, the first omnichain money market atop LayerZero (lawdefi_eth)
🔹 Top 6 Lending Protocols by TVL
🔹 RadiantWar: with RadPie & Radiate
🔹 Radiant Eligible to receive $2.8M from Arbitrum Grant
🔹 LayerZero & Omnichain Narratives
🔹 Launch on Ethereum
Fluid, a revolutionary liquidity layer for lending, borrowing, and trading (DefiIgnas)
🔹 By Instadapp, $1.8B in TVL, 10th Largest Protocol in DeFi
🔹 Liquidity Layer
🔹 Liquidity Optimization: borrow up to 95% of ETH value
🔹 Smart Debt & Smart Collateral
🔹 Launch January
MarginFi, the Lending Platform on Solana (fluorescent_eth)
🔹 Borrow and Lend Solana-native crypto assets seamlessly
🔹 Daily Users recently exploded, 5x TVL in 3 months
🔹 Solana Narrative
🔸 Solana TVL & Activity still low since FTX
🔹 No Token Yet
4/ AI & Privacy
0x0, AI-driven privacy tools that blend transaction confidentiality with passive income (DistilledCrypto)
🔹 Privacy DEX & Mixer
🔹 Privacy, Security, and Trust via AI and blockchain
🔹 AI Smart Contract Auditor & Anti-Rug AI
🔹 100% Supply circulating
Tensor, Decentralizing AI (DistilledCrypto)
🔹 Affordable, Scalable AI Evolution
🔹 Blockchain supercharged with AI
🔹 Store of value driven by real AI demand
🔹 Miners contribute to AI's Future
🔸 Technology still in its infancy
🔹 TAO Founders: ex-Google & ex-IBM
Render, distributed GPU computing in the 3D Rendering & AI Industry (hmalviya9)
🔹 15 year-old Cloud Graphics Company
🔹 Over 4.6 million frames in the first half of 2023
🔹 Allows users to contribute their unused GPU resources → compensated in RNDR
🔹 New Tokenomics
5/ Other
Reserve, a permissionless platform to launch and govern 1:1 asset-backed currencies (stacy_muur)
🔹 On Ethereum & Base
🔹 Permissionless, Overcollateralized, & Asset-backed Stablecoins
🔹 $30M TVL
🔹 Token: Governance, Yield, Provide Overcollateralization
Redacted, a suite of products empowering on-chain liquidity, governance, and more (HFAresearch)
🔹 Marketplace for Governance Incentives → Benefit from Bribes
🔹 Liquid Token Wrapper → Users to compound their yield
🔹 Stablecoin & LST Product Release Planned
Entangle, Modular Oracle (Defi0xJeff)
🔹 Fully Customizable & Cost-effective Oracle
🔹 Cross-chain Interoperability, requiring only 1 tx
🔹 Fees distributed to Keepers, Stakers & Treasury
🔹 Early → Still in Testnet
🔹 Airdrop
🔹 TGE in 2024
6/ New & Degen Projects
This category is for new, early, and high-risk projects.
It is likely that there are cash grabs and scams.
NFA & DYOR.
New & Degen Projects: Nikyous' Selection (CryptoNikyous)
New & Degen Projects: Richie's Selection (twindoges)
New & Degen Projects: toffe's Selection (toffee248)
New & Degen Projects: Beacon’s Selection (Beacon_Early)
That’s it for today frens!
Thank you for sticking around, your future self will thank you.
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Everything here is NOT Finance Advice and purely informative.