This Week's Project Research - AI, Privacy, Infrastructure, Pick & Shovel Plays, L1, L2, New Projects With: Celestia, Scroll, Kujira, TON, Chainlink, Entangle, Empyreal, 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 Alpha on:
AI
Privacy
Oracle
Pick & Shovel Plays
SocialFi
Beta Plays
Celestia
L2
Perp DEX
Scroll
New & Degen
And much more!
Your Alpha, gathered in the following categories:
1/ Layer1
2/ Layer2
3/ DEX & Perp DEX
4/ LSD & LRT
5/ Money Market
6/ Privacy
7/ AI
8/ SocialFi
9/ Infrastructure
10/ More Research
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
Celestia, the First Modular Blockchain Network (2lambro)
🔹 Modular Narrative
🔹 Cosmos SDK, Data Availbility Layer
🔹 One of the only Airdrop lately
🔹 Token Utility: Gas, Staking, Governance
🔹 EI 4844
🔹 Rollup as a service
More on the technical side of Celestia (zerokn0wledge_ & ayyyeandy)
Kujira Deep Dive, a decentralized L1 Ecosystem focusd on building sustainable FinTech solutions and tools (jake_pahor)
🔹 FinTech Oriented
🔹 Ecosystem of dApps & Infrastructures
🔹 Cosmos SDK, Fast Block Times, App-specific Chain
🔹 Strong TVL Growth (+50% in a month)
TON, Web3 Ecosystem in Telegram (0xYugiAI)
🔹 Started in 2017 with a $1.7B ICO Raise
🔹 3.5M Users
🔹 Faster than ETH & Solana
🔹 Telegram integrated TON Wallet
🔹 Telegram: 800M Users
🔹 TON Ecosystem possesses all the crucial components for DeFi infrastructure
2/ Layer2
Taiko, a decentralized EVM-equivalent ZK-rollup (francescoweb3)
🔹 Type 1 zk-evm → Perfect Compatibility with Ethereum
🔹 Data Availability, zk-SNARK Proof Verification
🔹 Based Rollup: maximize decentralization by using ETH L1 validators to propose blocks
Scroll, pioneers in EVM-compatible L2 Rollups secured by zk (definapkin)
🔹 zk-Rollups
🔹 Higher Security, Privacy, Capital Efficiency than Optimistic Rollups
🔹 Mainnet just Launched → Airdrop
🔹 Already big Ecosystem
Mode Network, an Ethereum Layer 2 solution designed to enhance on-chain cooperation (splinter0n & wacy_time1)
🔹 OP Stack
🔹 Incentivization of revenue sharing through contracts
🔹 Referral program to benefit from fees generated
🔹 Potential Airdrop
🔹 Still in Testnet
3/ DEX & Perp DEX
Skydrome, ve(3,3) DEX on Scroll (matrixthesun)
🔹 Inspired by Velodrome Model
🔹 Powerful liquidity incentivization system
🔹 User Friendly Interface
🔹 Vote-locking Governance Model
🔹 Biggest Native DEX on Scroll
🔹Increasing TVL
GammaSwap, Trade volatility on any asset, oracle free (2lambro)
🔹 Allows users to borrow & lend uniswap v2 style LP
🔹 Traders can long or short on IL
🔹 GammaSwap’s straddle is a good way to hedge an LP position
🔹 Audited
ApolloX, Trade On-Chain & Orderbook Futures with leverage (stacy_muur)
🔹 Significant surfe in trading volume
🔹 One of the cheapest derivatives DEXes
🔹 Capital Efficient
🔹 5th Largest TVL in Derivatives Sector
🔹Profitable for Liquidity Providers
More on ApolloX, V2, Features & Tokenomics (matrixthesun & hmalviya9)
4/ LSD & LRT
Eigenlayer & Astrid, ReStaking (0xsurferboy)
5/ Money Market
Seneca, CDP, LSDfi & Omnichain Protocol for Yield-Bearing Assets (CryptoShiro_)
🔹 Native Omnichain Stablecoin
🔹 Stablecoin backed by Exotic Collaterals
🔹 Self-repaying Loans
🔹 Fair Launch November 4th
🔹 TGE November 8th
🔹 Independant Debts
Fluid, flexible, efficient, safe Lending Protocol (wacy_time1)
🔹 By Instadapp, top 10 industry-leading protocols by TVL
🔹 Foundational liquidity layer for protocols
🔹 Users get returns without moving assets
🔹 ERC4626 compliant, optimized for gas
zkLend, Native L2 Money Market Protocol built on Starknet (wacy_time1)
🔹 zk-rollup scalability, superior transaction speed, & cost savings
🔹 Top 5 DeFi Protocol by TVL on Starknet
🔹 $5M Raised
🔹 one-click bridging and deposit, credit swaps, & self-liquidating loans
LodestarFinance, Arbitrum's Native Money Market for its yield bearing assets (BarryBluee)
🔹 Biggest Arb Grant received compared to the Mcap
🔹 Arbitrum's native liquidity layer
🔹 Gauge System → Lets projects incentivize liquidity
🔹 TVL Doubled in October
6/ Privacy
RAILGUN, ZK privacy for Ethereum & EVMs (Flowslikeosmo)
🔹 Smart contract system that enables zero-knowledge privacy for any on-chain dApp
🔹 Aims to eliminate liquidity fragmentation
🔹 Railway Wallet
🔹 Privacy Narrative
🔹 Strong TVL Growth
7/ AI
Oraichain, Layer1 of AI Oracle & Trustworthy Proofs (DistilledCrypto)
🔹 AI-valided Data
🔹 Pick & Shovel Play
🔹 AI Services across any industry/chain
🔹 Leading AI oracle, effortlessly connecting AI data to smart contracts/dapps
🔹 CEO founded a top software corp
Bittensor, the Bitcoin of AI (BenjiGanar)
🔹 Alternative to centralized AI
🔹 Fair Launch
🔹 Image AI, Reply AI
🔹 Founders from GOOG & IBM w/ AI experience
AQTIS, Smart liquidity protocol powered by Quant-Tech and AI (crypticdegen22)
🔹 Uses AI to generate more yield than regular LSDs
🔹 AI & Machine Learning
🔹 A fully autonomous trading system that uses a quantitative approach
8/ SocialFi
StarsArena, SocialFi on Avalanche (Flowslikeosmo)
🔹 Social Media Revenue is expected to reach $180B by 2027
🔹 Most utilized App on Avalanche
🔹 Tipping Feature, Public Feed with private chat, referral program
🔹 Smooth UI
🔹 SocialFi still small
9/ Infrastructure
Rubic, Cross-Chain Tech Aggregator (DistilledCrypto)
🔹 SDK can supercharge any dApp with low-code & non-KYC
🔹 Allows devs to customize & monetize cross-chain UI & UX on their platform
🔹 The key to accessing Layer0 liquidity across the spectrum
Empyreal, Build your own Web3 with EmpyrealSDK (matrixthesun)
🔹 Innovative Development Toolkit
🔹 Can be used to build Bots
🔹 Privacy features available, powered by $ROSE
🔹 Wallet Abstraction
🔹 Stakers earn revenue from the 0.35% fee applied to $EMP module transactions
Chainlink Deep Dive (jake_pahor)
🔹 Decentralized Oracle Network
🔹 Price Feeds, Data Feeds, Proof of Reserves, VRF, Smart-contract automation
🔹 Widely utilized across various industries
🔹 CCIP has been a game-changer for Chainlink
🔹 Total Value Secured stands at $11.3B
Entangle, interoperable custom oracle solution (matrixthesun)
🔹 Oracle infrastructure is validated on an Oracle-Centric Blockchain
🔹 Cost Optimization, Custom Parameters, Usability on Any Chain
🔹 Oracle Fees & Data Sources Transparency
More on Entanglefi (0xAndrewMoh)
HyperOracle, zkOracle Solution (0xSalazar)
🔹 zk Computation & Data Access
🔹 Math as the consensus
🔹 Use cases include creating decentralized front ends for DeFi
🔹 Unstoppable Autonomous Network
🔹 Leveraging the security of the base layer
🔹 Efficient computing power
10/ More Research
MakerDAO & Frax Comparison (0xMughal)
Beta Plays (DistilledCrypto)
GambleFi Projects (CryptoNikyous)
Projects with VC Investments (AlphaFrog13)
Top VC-funded projects in October 2023 (blackjoker218)
More VC Investments (TweetByGerald)
10 New Launches (CryptoNikyous)
SocialFi Projects on Mantle (0xFinish)
Early-Stage Projects (Chain_Eye)
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 Financial Advice and purely informative.
Thanks again Shiro!
How much time per day would you say you spend researching and aggregating all this information. I had to skim through a lot of it today due to a lack of time, but I realized HOW much I kept scrolling.
Also do you have any thoughts on the recent Arbitrum proposal to implement staking using a part of the treasury? I'm not sure if I'm missing the full scope of benefits, and part of it feels like PlutusDAO trying to recover a sinking vessel 😅
Take it easy :D
Great read ser!
Imo, ARB STIP and ARB staking will be a huge boost for the ecosystem
You can analyse these movements in real-time using Loch! Check it out - https://app.loch.one/home/0xF3FC178157fb3c87548bAA86F9d24BA38E649B58?redirect=home
This is the Arbitrum Treasury wallet