This Week's Project Research - Layer1, AI, Privacy, Infrastructure, SocialFi, GameFi, New Projects - With: RAILGUN, OLAS, LandX, FWB, Plena, 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 Alpha on:
New Projects & Gems
Pick & Shovel Plays
RWA
SocialFi
Privacy
Yield
GameFi
Perp DEX
AI
And much more!
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Your Alpha, gathered in the following categories:
1/ Layer1
2/ Scaling Solution
3/ Perp DEX & Options
4/ CDP & Stablecoin
5/ Vault & Yield
6/ Money Market
7/ Privacy
8/ AI
9/ RWA
10/ GameFi
11/ SocialFi
12/ Infrastructure & Tool
13/ 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
Avalanche’s Growth (Defi0xJeff)
🔹 Avalanche Vista, $50M fund to power tokenization (RWA)
🔹 Democraticizing the Top Private Equity fund to onchain investors
🔹 African Onchain Forex
🔹 ThirdWeb Partnership → Build custom appchains
🔹 Avalanche Gaming Ecosystem
Avalanche & Gaming Projects (Flowslikeosmo)
2/ Scaling Solution
Kroma, one of the most advanced OP-Stack (Bedrock) based rollup (zerokn0wledge_)
🔹 Highly Modular Framework → high degree of customization
🔹 Permissionless State Validation Mechanism
🔹 First OP Stack Rollup w/ active fault proof sys
3/ Perp DEX & Options
Lyra, an open protocol for trading options (0xMughal)
🔹 Crypto Options on the rise
🔹 Option protocol on Optimism & Arbitrum, AMM Model, Good UI/UX, One of the leaders
🔹 Lyra v2 & Lyra OP Stack Chain
🔹 Account Abstraction
🔹 Cross Asset Collat
KTX, the leading Perp DEX on Mantle (Louround_)
🔹 Mantle Eco Total Value Bridged on the rise
🔹 KTX $5M TVL, $260M Volume, 6k+ Users
🔹 GMX Of Mantle, receives grants from Mantle
🔹 Free Trading Fees
🔹 Campaigns & Rewards
Merkle, omnichain gamified Perp DEX (0xFinish)
🔹 Backed by Hashed, Powered by LayerZero
🔹 Level up, complete missions, collect loot boxes
🔹 Gas Fees Covered
🔹 LayerZero Integration: 1-click EVM Access
🔹 XPs & Rewards
🔹 Up to 1000x Leverage
🔹 Forex & Commodities
4/ CDP & Stablecoin
Helio, the Largest LSTfi on BNB (0xTindorr)
🔹 Going Multichain
🔹 Backed by Binance Labs ($10M)
🔹 Stablecoin integrated to Wombat, Pancakeswap & Thena for more yield
🔹 Liquid Stake BNB
🔹 $300M+ TVL
🔹 No Helio Token yet
5/ Vault & Yield
Pendle, Liberating Yield (Rightsideonly)
◼ Yield Sources explained
◼ Where to find good yield for your ETH
◼ Underlying Yield & PT Yield
◼ Swap Fees
◼ ARB Incentives via ARB STIP
6/ Money Market
Lodestar, Arbitrum's Native Money Market (dontbuytops)
🔹 ARB STIP distributed
🔹 Get paid to borrow
🔹 Leverage your exposure by 3 times
🔹 Hidden Hand Bribe Market
🔹 $47M TVL, Total Platform Fees $146k
7/ Privacy
RAILGUN, ZK Privacy for Ethereum & EVMs (eli5_defi)
🔹 Urgent need for Privacy
🔹 Shield for transactions
🔹 ZK Cryptography
🔹 Observers can detect the message's dispatch but remain oblivious to its content and origin
🔹 SDK developed for easy integration
More Privacy Projects (TweetByGerald)
8/ AI
Autonolas, helping DAOs become co-owned AI (SahilRoyKhan)
◼ Brief Summary
◼ Competitors
◼ Social & Community
◼ Roadmap & Catalysts
◼ Team & Investors
◼ Tokenomics
◼ Holders Distribution
◼ Token Model & Utility
◼ Revenu & Business Model
◼ On-chain
◼ Security
Bittensor, blockchain-based machine learning network (jake_pahor)
🔹 Address the problem of centralization in AI
🔹 Open access to a repository of machine intelligence
🔹 Subnets → Anyone to create their own, w/ custom incentives & use cases
🔹 88% Supply staked
9/ RWA
Landx, aims to tokenize farmlands & agricultural products (the_smart_ape)
🔹 RWA TVL $6B w/ only 33 protocols, RWA on the rise
🔹 Agriculture struggle to attract investors, Landx fixes that
🔹 No geographical limits, any budget
🔹 Long-term focus
🔹 Private Sale
More on Landx (TheDeFiPlug)
10/ GameFi
MetaBloxGames, Top Tier Games on Roblox (Moomsxxx)
🔹 Roblox allows users to play a wide variety of games, 70M+ Daily Users
🔹 Anyone can create Game on Roblox & Earn Money
🔹 Huge Brands are already building on Roblox
🔹 MetaBlox Capitalizes on Roblox
More Gaming Projects (matrixthesun & Flowslikeosmo)
3 Undervalued GameFi Projects with Catalysts (defi_mochi)
11/ SocialFi
FWB, helps creators & communities engage & earn together (CryptoGideon_)
🔹 Features: Tipping, Subscription, Token Gating, Crosschain Support
🔹 Easily integrated in TG & Discord Groups & Channels
🔹 80% of revenue shared with FWB stakers
🔹 Launch soon
12/ Infrastructure & Tool
VaultCraft, build your own DeFi Strategy across any chains (arndxt_xo)
🔹 Yield optimization across chains via their smart vaults
🔹 Smart Vaults: Non-custodial, multi-strategy, auto-rebalancing
POKTnetwork, RPC Base Layer to power Web3 (StableScarab)
🔹 DePIN Leader serving billions of relays
🔹 Partnership with Infura & Aave
🔹 Pick & Shovel Play
PlenaFinance, a Crypto Super App powered by Account Abstraction (InfoSpace_OG)
🔹 2 Years Development, super early on Account Abstraction
🔹 Easy to Use, User-friendly UI/UX
🔹 AI, Dynamic Portfolio Management
🔹 SDK Integration into dApps
🔹 NFTs
🔹 Easy Payment: Chat & Pay
DePIN Projects (matrixthesun)
13/ More Research
New & Early Projects (Beacon_Early)
Risk is usually High for these new projects.
I haven't done research on them.
New & Early Projects (toffee248)
New & Early Projects (twindoges)
40 New Projects & Rating (2lambro)
11 Upcoming Projects below 1k Followers (TweetByGerald)
Projects backed by a16z (stacy_muur)
Projects Backed by Top Angel Investors (DeRonin_)
8 Projects with Strong Catalysts (CryptoNikyous)
Long-term Projects with Future Narratives (wacy_time1)
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.