14465
Sharing the latest news and alpha, feel free to share! Frens gib alpha Feel free to dm me @kirbyongeo Follow on X: https://twitter.com/kirbyongeo
🚨 PSA: Radiant Exploited
Happened around 8 hours ago, in case you didn't see or hear about the news yet.. $50m+ drained
Check if your address is safe:
1) https://revoke.cash/exploits/radiant
2) Revoke permission if your address is on there, hopefully it's still not too late
Oct 15th
Alright since yall asked for it, here it is ~
🤣 PROJECT UPDATES
- Hyperliquid Announces HYPE Native Token
- Felix emerges from stealth: Building feUSD, Hyperliquid Native Stablecoin
- Ooga Booga x Kodiak (Love it when 2 portcos partner 🤝)
- feUSD: the First Hyperliquid-Native Stablecoin
- Sui Network responds to allegations
- Grass announces airdrop date on 21 October
- Introducing dTAO and its role
- LayerZero Partners with Movement Labs
- Solayer Episode 2 going live soon // If you want to restake sol on Solayer: https://app.solayer.org/invite/Z8BHGZ
- SingularityDAO Plans to Merge With Cogito Finance, SelfKey to Form AI-Focused L2
🤓 READS
- Sorella Labs: New Era of DeFI
- Sonic Labs Litepaper
- Sequoia: Generative AI Market Map
🤨 NEWS
- Former Paxos CEO joins World liberty
- Coinbase will Add Support for Degen on Base
- UAE’s Central Bank has approved the launch of an AED stablecoin
- Securitize launches USDC conversions for BlackRock's digital liquidity fund
- Blockstream secures $210m to drive Layer 2 growth and expand its bitcoin treasury
😊 Follow for curated alpha → /channel/kirbycrypto
Oct 14th
😳 ACTIONABLES
- Claim Puffer: https://claims.puffer.fi
- Try out UniChain Testnet:
1) Get Sepolia ETH: Go to https://faucet.quicknode.com/drip or other faucets
2) Bridge from Sepolia to Unichain Sepolia: https://superbridge.app/unichain-sepolia
3) Go to: https://app.uniswap.org, toggle on "Testnet Mode", and make some swaps
🤣 PROJECT UPDATES
- Arkham intelligence ready to launch derivatives exchange next month (LOL whut)
- Elixir Snapshot seems to have been taken
- Worldcoin chain live (hmm ok another chain)
- Second Monad Madness to be held in Bangkok, after Devcon
- Zero1 Q4 Roadmap Released
- All you need to know about the TANGO launch
- Building Lending Markets on Uniswap V4
- Introducing Steps by driaforall
- USDC Now Available as Gas Fee Payment on Base (cool innovation)
- Ethena Labs submits proposal to onboard SOL as a USDe backing asset
- $DBR added to Bybit launchpool
- Soneium Spark incubation completed
- Othentic mainnet launch
- Theoriq incentivized testnet live
🤓 READS
- Syndica: Deep Dive: Solana DeFi
- Flashbots: Zero Trust Execution Environments
- Chaos Labs: Decentralized Derivatives 101
- 0xFunk | Archetype: Crypto-Powered Information Games
🤨 NEWS
- Paradigm invests $20m in Ithaca (l2)
- Fairdesk will officially shutter on Nov. 30, 2024 (hmm never heard of it)
- World Liberty public sale for WLFI tokens to start Oct. 15
- Solv Protocol raises $11m at $200m val
- PEPE holder lost $1.39M worth of PEPE, MSTR and APU after signing a permit phishing signature
😊 Follow for curated alpha → /channel/kirbycrypto
Oct 9th
😳 ACTIONABLES
- Claim Op Airdrop 5: https://app.optimism.io/airdrops/5
- Carv claim is live: https://airdrop.carv.io/ (don't bother with carv)
- Swell Checker is live: https://app.swellnetwork.io/dao/voyage
- Puffer Airdrop Claim: https://claims.puffer.fi/
🤣 PROJECT UPDATES
- SHFL Lottery starts soon (Stake for tickets. 1M USD Lottery - Sign up on Shuffle here: https://shuffle.com/?r=kirbycrypto)
- Aethir launches $100M fund to accelerate AI, gaming innovation
- Hex Trust x Clearpool to launch Ozean
- Stripe payments with Solana USDC and USDP stablecoins are now live
- Sky Ecosystem begins incentivizing rewards on Aave in the form of USDS and SPK
- Introducing delta
- Pretzel: L2 on Berachain powered by Arbitrum Orbit (We getting L2s before L1s even out)
- Aave launches v3.2 upgrade & introduces Liquid eMode
- FlashTrade reveals $FAF token
- NANI, the Onchain Agent OS, Launches on Beta
- CEO of dydx announces return (but honestly, no one cares, non-news, disregard)
- Uniswap to launch Unichain as an L2 on Optimism's Superchain
🤓 READS
- Introducing Arrakis DVMM
- Gnosis Chain: Welcome to the Future
- Legion: A New Era of Merit-Based, On-Chain Fundraising
- Eclipse Labs: A Deep Dive into Application-Specific Sequencing (ASS)
- BuildOnEigen: How Proof-of-Stake Oracles Help Create Trusted Onchain Data
- Tiger Research: Eliminating Bridging - Particle Network's Vision for Chain Abstraction
- Benjamin Sturisky | Delphi Digital: Do Prediction Markets Work?
🤨 NEWS
- Coinbase, Binance, and other EU Crypto Asset Service Providers are phasing out and delisting stablecoins not regulated under MiCA
- South Korea’s Financial Services Commission plans to investigate the market monopoly of Upbit
- FBI Created "The NexFundAI Token" in Fraud Case (gg, fbi pls)
- Mt. Gox Repayments Deadline Extended to October 2025 (gud short term news)
- PlusToken ETH On The Move to CEXs
- Bitget tightens token listing criteria (no one cares)
- Kiva Ai raised $7M in Pre-seed led by CoinFund
- World Liberty Financial to raise $300m at $1.5b val
- OpenGradient raised $8.5M in Seed from a16z Crypto Startup Accelerator (CSX), Coinbase Ventures and others
- Delta raised $11M from Variant, and others
😊 Follow for curated alpha → /channel/kirbycrypto
Oct 9th
🤣 PROJECT UPDATES
- MortgageF (under-collateralised permission-less lending protocol): Introducing points program going live October 15th
- Hyperliquid Leads All Chains in Weekly Derivatives Volume, ~$9.47billion
- Update from Symbiotic about Twitter incident
- DeFi Money announces $sMONEY
- LayerZero live on Peaq Network
- Spark new rates updated
- Sophon will launch mainnet in November
🤓 READS
- Minerva: The Backstory of M^0
- Shoal Research: Polymarket and the Proliferation of Prediction Markets
- Decentralised Co: A Framework to Classify DePIN Networks
- Fomo Hour: Full Interview with Murad // Murad buys and sells dune dashboard
🤨 NEWS
- Bitlayer raises $9m Series A extension at $300 m val
- 'Off the Grid' launches on PlayStation and Epic Game Store
- Google has officially integrated ENS
- VanEck enters crypto VC space, seeks $30 million for first fund
- The Taiwan Financial Supervisory Commission plans to promote the trial of virtual asset custody business
- US GOVERNMENT SAYS BITFINEX MAY BE SOLE RECIPIENT OF BITCOINS STOLEN IN 2016 HACK
😊 Follow for curated alpha → /channel/kirbycrypto
Oct 8th
🤣 PROJECT UPDATES
- Jupiter Mobile App Live (jup team just keeps shipping)
- Ranger Finance Launches Data Dashboard for Solana Onchain Perp DEXs (ranger gud guys)
- Thala rebrand (kay)
- Humanode launches ecosystem funding program
- Risczero: Introducing Steel 1.0
- Introducing Musubi on Kinto
- CARV Snapshot of Alphanet taken. Mainnet Oct 11th 00:00 UTC
- deBridge unveils Hooks for cross-chain data transfers and dapp triggers
- Native USDC Is Now Live On Sui Mainnet (kay)
- Scroll introduced tokenomics and SCR launch date (Oct 22)
- LFJ will deploy on Monad on Mainnet Day 1 (kay)
🤓 READS
- DeSpread Research: The Evolution of Stablecoins - New Opportunities and Challenges
🤨 NEWS
- Layer raises $6m led by 1kx (interesting proj - still early)
- Crypto.com Files Suit Against SEC After Getting Wells Notice (kay)
- Binance introduces scroll on launchpool and pre-market (looks like scroll ad soon)
- Judge clears FTX bankruptcy plan, opening door to repayments
- EIP-7781 proposal calls for slot time reduction from 12>8 seconds
- Linea proposes decentralization roadmap including proof-of-stake model for block validation (non-news, ignore)
- Alchemy Pay Introduces Samsung Pay Integration for its Crypto Virtual Card
😊 Follow for curated alpha → /channel/kirbycrypto
Couple actionables for yall this weekend 😊
Lynk Points: /channel/lynkrewardsbot?start=code_Kirby
Use the invite link and receive 100 point bonus
(Link wallets to social accounts, allows projs to deliver targeted messages while keeping your privacy secure, and earn points)
Humanity Protocol Testnet: testnet.humanity.org/login?ref=kirbycrypto
(Raised 30M @ 1B val)
Bungee Protocol Balls: https://balls.bungee.exchange/
(Check allocation, it has increased)
Moonshot: https://moonshot.money?ref=iPH5ZqdDyn
(Buy memes on Solona with apple pay)
Don't forget to spend some time away from the screens and with family!
Enjoy your weekend ~
Oct 3rd
🤣 PROJECT UPDATES
- Tabi Raises $36M led by Binance
- PSA: Warning - possible extension hack / honeypot 'for Ethereum' in Microsoft VSCode
- Andre Cronje calls out $1B TVL proj for using his open-source code, rebranding it, and profiting without credit (AERODROME)
- LayerZero x EigenLayer
- Humanity Protocol Testnet live
- Introducing Hoenn Fi
- Coinbase adds $DEGEN to their roadmap
- JupiterDAO Spaces With MetaDAO
- Jito x Helius: Node Operator Partnership
- OP Succinct Now On Conduit
- Revoke cash now provide the option to queue up revoking transactions
🤓 READS
- Zama: Encrypted DNA Testing Using Fully Homomorphic Encryption
0xryzzu/deep-dive-into-movementlabs-501f44cef43b">- 0xryzzu: Deep Dive into MovementLabs
- Arrakis Finance | Why We Need to Fix DeFi: Addressing the CVMM Problem
- Four Pillars: New-Gen Layer1 Tokenomocis: Three Pillars for the Token Flywheel
- Strata’s vision: endgame money, made in bitcoin
- Navigating Token-Based Compensation by a16z
- Chain of Thought: Ultimate Crypto AI Primer
- Michael Mignano: Magic Market Fit
- Union Research on Intent Bridging
🤨 NEWS
- FTX estate prepares to sell $38 million of locked Worldcoin tokens at a discount
- SWIFT will trial live transactions of tokenised assets and digital currencies next year
- BBVA plans Visa-backed stablecoin launch in 2025
- Grayscale rolls out Aave fund
😊 Follow for curated alpha → /channel/kirbycrypto
Oct 1st - HAPPY UPTOBER YALL
🤣 PROJECT UPDATES
- TLX to burn 30% of supply Oct 7th
- Hyperliquid Now Supports Builder Codes (Huge, anyone can now permissionlessly monetize applications on the L1)
- Resolv integrates Hyperliquid
- Virtuals: Presenting Project Westworld
- Introducing Nexus: Onchain Agentic Framework
- Renzo’s latest product, ezEIGEN, is now live
- Sui bridge goes live on mainnet today (finally)
🤓 READS
- Introducing Sophon
- rm: The Attention Market Is Broken
- Building with Symbiotic: Appchains
- Omer | Chaos Labs: AI-Driven Chaos and the Rise of Oracles: The Future of Trust
- Ishita's Pitch-hiker's Guide to the Galaxy
- Jay | Four Pillars: Key Players of Interest to Research within the Solana Ecosystem
🤨 NEWS
- ANZ joins Monetary Authority of Singapore-led Project Guardian
- Kin introduces $100M tokenized real estate fund on Chintai Network
- BIO Association to launch BIO Tokens
😊 Follow for curated alpha → /channel/kirbycrypto
📌 All You Need to Know About EigenLayer
EigenLayer is a protocol built on Ethereum that introduces restaking. This enables the reuse of ETH on the consensus layer. Users that stake ETH natively or with a liquid staking token (LST) can opt-in to EigenLayer smart contracts to restake their ETH or LST and extend cryptoeconomic security to additional applications on the network while earning additional rewards.
Eigen claims: https://claims.eigenfoundation.org/
List of Eigen Claims
Ether.fi - claim.ether.fi
Renzo - ezeigen.liquifi.finance
Swell - app.swellnetwork.io
Puffer - claims.puffer.fi
Eigenpie - eigenlayer.magpiexyz.io
KelpDao - kelpdao.xyz/claim-el/
EigenLayer is expected to launch soon, but did you know you can already trade EIGEN Perps:
Trade on Hyperliquid: https://app.hyperliquid.xyz/join/BINANCE (Price - $4.1, 6.7B FDV)
Trade on Bybit: https://partner.bybit.com/b/13479 (Price - $4.17 6.7B FDV)
Token Utility
The EIGEN token is a universal intersubjective work token. Basically you can stake EIGEN to perform work such as execution or validation. By having staking with EIGEN, the goal is to secure AVSs that have any intersubjectively attributable faults and penalize the EIGEN stake of the operators who participate in these faults. Read more here:https://docs.eigenlayer.xyz/eigenlayer/overview/eigen-token-overview
Raise
• Last raise: $100M from a16z at an unknown valuation (likely 1B). Prev: $50M at 500M.
• Investors: a16z, Polychain, Electric, HackVC, and others
• FDV: Last confirmed FDV 500M, latest round likely 1B
• Vesting: 0% at TGE, 1 year cliff, linear unlock over 24 months
Tokenomics (CA - 0xec53bF9167f50cDEB3Ae105f56099aaaB9061F83)
• Total Supply: 1.67B
• Initial circulating at TGE: 83.68M (5.00% of Total Supply) from Airdrop
• Investors 29.5% (1 year cliff, 2 year vesting)
• Early Contributors 25.5% (1 year cliff, 2 year vesting)
• Community Initiatives 15% (Unknown vesting)
• Ecosystem Development 15% (Unknown vesting)
• Stakedrops 10% (Unknown vesting)
• Airdrop 5.00%
Listings & Exchanges
Bybit
OKX
Kucoin
Bitfinex
Binance
Ecosystem
https://www.eigenlayer.xyz/ecosystem
EigenLayer Socials
X: https://x.com/eigenlayer
Linktree: https://linktr.ee/eigenlabs
🫡 Follow for curated alpha -> /channel/kirbycrypto
Don't fade Moonshot
You can buy memes on solana with apple pay. It's easy to use, on the app store and google play. This will be my last post about it :D
Use moonshot here: https://moonshot.money?ref=iPH5ZqdDyn
Not a sponsored post, used it and like the experience :D
Sep 25th
😳 ACTIONABLES
- Chasm Node Sale live at 10PM SGT (If you planned to buy, use the link below for 10% discount off)
https://scout.chasm.net/mint/s1?ref=0x6cd68e8f04490cd1a5a21cc97cc8bc15b47dc9eb
- Check eigen allocation across all dapps: https://checkeigen.vercel.app/ (don't need to connect wallet)
🤣 PROJECT UPDATES
- HypurrCo Merch Giveaway
- OmniX Fjord Fixed Price Sale live
- Movement adds Paths feature on Testnet
- Walletconnect airdrop details
- Sonic Mainnet December
- Zero1 x Ocean Protocol
- Solana is live on Chainflip
- Unlonely moves from Base to Solana
- Citrea Testnet Live
- Aave onboards cbBTC
- D8X Leveraged Prediction Markets Are Now Live
- EtherFi Domain and emails compromised
- Sky pauses plan to offboard wrapped Bitcoin
- Arbitrum DAO proposes to allocate 250m ARB to foster strategic partnerships
- Introducing Monad Madness: Pitch Competition
- Kerberus acquires Fire
- Cega introduces Vault Token Market
🤓 READS
- ASXN: Hyperliquid’s read-only nodes and testnet validators
- Moar Market: A Credit Layer Built on Move
- IkaHQ thread on Infrared (love my portco <3)
- Bread: WTF are based rollups
- Grayscale | Building Block: Bittensor
- Decentralised.co: Beyond Seed Phrases
- tradetheflow_: The great return of DeFi
- Cipher Research: Dimo For Dummies
🤨 NEWS
- CAROLINE ELLISON SENTENCED TO TWO YEARS (imagin they backdated this to nov 22, gg)
- Daylight $6 million round led by USV
- TrustToken, TrueCoin settle with SEC over TUSD allegations
😊 Follow for curated alpha → /channel/kirbycrypto
Sep 23rd
😳 ACTIONABLES
- Claim your extra allocation of LayerZero here: https://layerzero.foundation/claim
- Claim debridge here: https://debridge.foundation (TGE Oct 17)
- Check Logx Allocation: https://app.logx.network/airdrop-checker
- Gemini giving free $10 GUSD when you sign up and KYC for SG only: https://www.gemini.com/events/token2049
🤣 PROJECT UPDATES
- Tabi Testnet v2 scheduled for 25 Sep
- Proposal to burn 30% of the TLX supply
- Announcing Fuse Pay
- Bitcoin x Solana x Coinbase (cbBTC on Solana)
- Travala now supports Solana
- Streamflow to launch permissionless token staking on Solana
- Sanctum launches Creator Coins
- USDC payment on SOL via Square Terminal (POS)
- Magic Eden token will be SPL token
- PowerLedger integrates with Solana (dafug Powerledger is still around?)
- Nosana Mainnet Jan 14th, 25
- SKY on Solana
- Ranger perp DEX aggregator unveiled
- Cudis x Jup
🤓 READS
- Ranger Finance Keynote @ Breakpoint
- Solving zkSVM: Proving Solana VM Execution with RiscZero zkVM
- DeSci on Solana
- caseykcaruso: DeAI Map
🤨 NEWS
- SEC approves options on Blackrock spot Bitcoin ETF
- Travala expands booking support to Solana-based assets, offers SOL travel rewards
- Plume Network claims it's tokenizing over $1 billion in real-world assets (mmmkay, nice claim)
- HackVC leads funding fund for Grass
😊 Follow for curated alpha → /channel/kirbycrypto
It was great to meet so many of yall throughout the week — in the lifts, at side events, sports events and others.
A special shoutout to the online friends I’ve finally met in person: Jack, Ken, Jesse, Raito, Beartic, Viper, Anil, Peng, Matthew, CJ, Thomas, Ethan, Snoops, Stan, Chris, Mughal, Jani, David, Osmo, Gabe, Ian, Dan, Grant, Kyle, Biden, Bo, Donn, Naka, Alan, Coby, Evan, and many more, including everyone from the @Hypurrco and Hyperliquid community.
I apologize if I forget your name when we meet; I’m good with faces but not so much with names, especially if we’ve only met once or twice.
Hearing your stories and learning how this channel has helped you along has been incredibly encouraging.
Thank you all for your support! 🙂
Oct 16th
🤣 PROJECT UPDATES
- Kraken integrates with EigenLayer
- GEOD Token is Now Natively Multichain and Expands to Solana
- =nil; Foundation Integrates Uni V2 on Devnet
- Asymmetry Finance crowdsale of $ASF set for October 24
- The First KPI Market
- Fuel Mainnet is live
- Celestia announces Shwap upgrade
- Near x Delphi launching new AI Accelerator
🤓 READS
- What is AI Training?
- Decentralised.co: Does Crypto Matter?
- Eclipse: Deep Dive into Application Specific Sequencing
- Nansen Research: Object-Oriented Finance
- Bankert: Viral Architects: AIs Building Memetic Pyramids in the Digital Sky
- CAP Labs: A Stablecoin Engine to Save DeFi from Self-Consuming Designs
🤨 NEWS
- Italy to raise capital gain tax on Bitcoin from 26% to 42%
- Hermetica raises $1.7m seed
- Azra Games raises $42.7m in Series A
- Praxis raises 525M for a New City (rich ppl playing rich ppl games)
- Opacity Raises $12M Seed Round Led by Archetype and Breyer Capital
- Predicate Raises $7M to Connect Blockchain Apps with the Financial World
- FalconX unveils service that automatically converts digital assets to dollars for crypto miners
😊 Follow for curated alpha → /channel/kirbycrypto
Hyperliquid announces native token $HYPE
Foundation Tweet: https://x.com/HyperFND/status/1845851735363027270
Review and accept genesis event terms: https://hyperfoundation.org/genesis
HypurrCo invite link (Ecosystem collective of HL): /channel/+kQPx4WNpHEk4MmRl
Oct 11th
😳 ACTIONABLES
- Claim Debank Eigen Badge: https://debank.com/badge/55
- Zircuit announces liquidity hub. Stake here: https://app.zircuit.com/?ref=dmib9z
🤣 PROJECT UPDATES
- Scallop secures investment from Sui (uhh... okayyy)
- Movement Labs Introduces the Open Network (Testnet v2)
- Zaar - The Fun Network
- Introducing ArtRun, powered by Zora
- Sonic announces SonicX (Game)
- Hyperlend x Swell
- Scroll integrates Chainlink's CCIP (non-news, disregard)
- Hyperliquid whale 2themoon has closed his bitcoin long position with $15m net loss (rip)
🤓 READS
- Richard Galvin DACM on Shuffle: High Growth, Catalyst-Rich GambleFi Proj (Great read, shuffle team is 🐱- Sign up here: https://shuffle.com/?r=kirbycrypto)
- a16z Thesis: Building the AI Brain
- Flashbot Introduces Rollup-Boost - a Verifiable Block Building Platform for Rollups
- Sequoia: Generative AI’s Act o1
- SVM Expansion: Landscape beyond Solana
- Mendi: Unified Liquidity Lending
- Bankert: Memetic Networks, The Invisible Engine in AI-Driven Economies
- Keynote: "Renzo: The First Chain Abstracted Application"
- zerokn0wledge_: A Deep Dive on Nillion Network
🤨 NEWS
- Yala raises $8m in seed (Bitcoin-backed stablecoin)
- Trendies $1.75M Pre-seed, Led by Archetype (Community Launchpad)
- BlockTower selling Maker and buying Eigen
- Fidelity plans to create first fund that trades on a blockchain
- SEC Charges Cumberland DRW for operating as an unregistered dealer in the crypto asset markets
- Continue Fund (Speculated) loss of 15k eth from hack (big oof, always be careful of permissions)
😊 Follow for curated alpha → /channel/kirbycrypto
gmeow and thanks for participating ❤️
total of 65 participants, chances of winning were 15% 🙂
Here are the winning addresses and txhash
$100 - 0xd7AF5ea14Fad145B2D9fd57E321d7Bf8301980B5 // Txhash
$50 - 0x264827b8dd1ca3ef6afb080241b3d3d8de8178b3 // Txhash
$50 - 0x8dA66F6EE0EEDF4376E471D7A507553296e49c19 // Txhash
$20 - 0x684c4f10A8dDFDAd14c3d6c33830D3A6fFA715A7 // Txhash
$20 - 0x00A0d0421Aa8d9596CFb2487Ad5AB4720B561d9D // Txhash
$20 - 0x5EEEb969B965fcF695CE57047A35Bb746f1785Ac // Txhash
$10 - 0x2b475035f3fbcc333beebc63ba8138dbd0c9a201 // Txhash
$10 - 0x8501957B61e400C0c1cF1084771A193ba496497b // Txhash
$10 - 0x9a219dA591F178FEB7608f27B6D93077d60010c8 // Txhash
$10 - 0x568E49b62a22Bf77EF34EA5B34Ac862E5E1E1A71 // Txhash
Appreciate all the support for the channel 😊
Remember this mention 3 months back that I wasn't bullish on Scroll?
Looks like Scroll farmers got farmed by Scroll.
Sure, token might do well, since supply is going to be heavily controlled by binance whales, but say goodbye to your users & community.
Oct 7th
🤣 PROJECT UPDATES
- 30% of TLX has been burned
- Xterio Points Dashboard is live
- Introducing Twin Finance
- Cortex L1 - Secured by SYN
- Lifinity First DEX to go Live on Eclipse
- Movement Labs Shares New Parthenon (Testnet) Metrics
- Chaos Labs reveals Liquity Protocol v2
- Hyperliquid bridge locked // Hyperliquid addresses bridge halt: no funds compromised
- Arbitrum Foundation launches "Road to Devcon" initiative
🤓 READS
- 0xKyle's Research: Shuffle - Product Market Fit No One Talks About
- Redacted Research - Eigenlayer
- 2077 Research: Unpacking The Starknet Bolt Upgrade
- Chaos Labs: Liquity V2 Mechanism Design Review
- Robbie Petersen: A New Framework For Identifying Moats In Crypto Markets
- notboring.co: Small Applications, Growing Protocols
- Impal: Gaming Tokens Dilemma - DEX or CEX?
- Introducing Fast Path Rewards: Improving Validator Economics on Puffer LRT
- Vac Research | zkVM Testing Report: Evaluating Zero-Knowledge Virtual Machines for Nescience
🤨 NEWS
- FTX repayment updates
- Coinbase to delist unauthorized stablecoins in EU by December
- Eigen Investigating "Unapproved" Sales
😊 Follow for curated alpha → /channel/kirbycrypto
$300USDT Giveaway 🐱🐱
Caught some good on-chain plays, been awhile since a giveaway on this channel, so let's do this.
Fill the form: https://forms.gle/kQFcpdnc62AitBkA8
Prize: [Randomly selected]
- 1 Winner: $100
- 2 Winners: $50 each
- 3 Winners: $20 each
- 4 Winners: $10 each
Winners will be announced Wednesday [9th Oct 8pm SGT]
Oct 4th
😳 ACTIONABLES
- Ethena S2 Airdrop is live
- Bungee announces Bungee Protocol, claims your Bungee Balls
🤣 PROJECT UPDATES
- Hyperliquid tops decentralized perpetual swap platforms, hitting $1.39 billion in daily trading volume
- Introducing Jupiter Portfolio (Track positions across products on Solana, alternatively Sonar Watch is gud pf tracker)
- Stafi Protocol has introduced its 2024 Q4 Roadmap
- Virtual Protocol Presents Project Westworld
- OKX and Axelar launch tech development stacks
- Yakitori: Sui Move, for Solidity Developers
- Celestia vs EigenDA
- 23andWE: DataDAO Built on Vana
🤓 READS
- Decentralised Co: The WBTC Drama
- Blockworks Research - Monad: High Performance Culture
- Binance Research: Industry Observation - Valuation, Centralization, Transparency, and Rebranding
🤨 NEWS
- Bybit introduces Indices Trading
- Binance Labs invests in Sophon
- CFTC considers using tokenized shares of money-market funds traded as collateral by the end of the year
- Visa Launching Tokenized Asset Platform on Ethereum
- HBO Documentary Claims to crack true identity of Satoshi Nakamoto
Oct 2nd
🤣 PROJECT UPDATES
- Usual Money partners with LayerZero
- Seraphnet: Year in Review (year hasn't ended yet but okayyy...)
- Introducing HyveDA
- Bedrock resumes uniBTC contracts and resolves vulnerability
- ME Fndn shares more info about $ME's launch
- Automata joins Superchain
- Taurus x Chainlink
🤓 READS
- Jeff.hl: AWS : Cloud infrastructure :: Hyperliquid : Liquidity infrastructure
- 0xBreadguy: WTF is Data Availability?
- Auditless: Uniswap is the Sanctum of Restaking
- a16z: Bridges - Out of the Mess, into the meshnet
- Tiger Research: Asian Web3 Market Trends
- Hybrid Order Type Automated Market Maker
- Bankert: The Memetic Coup: Gen Z’s Playful Rebellion Toppling Financial Orthodoxy
🤨 NEWS
- Charles Schwab open to offering crypto services if regulations allow
- Bitwise files for spot XRP ETF
- PayPal stablecoin PYUSD now purchasable on MoonPay in all supported countries
- Franklin Templeton announced that it will expand its OnChain U.S. Government Money Fund (FOBXX) to Aptos
😊 Follow for curated alpha → /channel/kirbycrypto
Sep 30th
🤣 PROJECT UPDATES
- Tabi Testnet-V2 is now live
- Electric Capital Introduce Stablepulse
- tETH Vault Cap reached (86M TVL)
- Bedrock uniBTC Post-Mortem // Bedrock integrating Chainlink PoR
- shell protocol shutting down
- Helius Airship live on mainnet
- Ethena new product offering: UStb
- Ethereal proposed to be built on Ethena Network
- Daimo introduces Landline, fastest way to turn USD to USDC
🤓 READS
- HypurrCollective Weekly Update Wrapup Volume 11
- Tap Protocol Mega Thread
- Primitive Crypto: Liquidity Ascends from the East
- Onyx Protocol - Rekt II
- Gwart: The paradigm shift in valuing L1 tokens
- Bing Ventures: Intents - A Revolution to the Next Stage of Web3
- Chorus One: Deep-Dive - How Monad Revolutionizes EVM Transaction Processing
🤨 NEWS
- FTX creditors only getting ‘10-25% of their crypto back’
- Initia raised $2.5m in under 2 hours via Cobie's Echo
- CZ released from prison
- Taiwan's regulator officially allows professional investors to buy Bitcoin ETFs
- victim drained for 12K spWETH ($32.4M) // Theft txn hash - 0xf7c00f18175cdea49f8fdad6a1d45edeb318f18f3009f51ab9f4675171c1d8fb
😊 Follow for curated alpha → /channel/kirbycrypto
Sep 27th
🤣 PROJECT UPDATES
- Bedrock $uniBTC exploited // Team's response - funds are safu
- oVUSD lending market has been exploited for $3.2m
- Definitive Points Program LIVE
- openeden/velo-labs-selects-openedens-tokenized-u-s-treasury-bills-to-back-its-stablecoin-a70d1fc93b81">Velo x OpenEden
- XION is bringing Chain Abstraction to Sei
- Trust Launchpool is coming to Trust Wallet
- Router Protocol Introduces Buyback and Burn
- Skip Protocol Introduces EVM Swaps on Skip:Go
- AirShip is Now Live on Mainnet
🤓 READS
- Spicenet: Understanding Solvers
- Li.Fi Research: Comparing Token Frameworks
- Four Pillars: Solana Mega Report V2 - Like Apple, but Unlike Apple
- Consumer apps on Base
- Google DeepMind: How AlphaChip transformed computer chip design
- Blocmate: The fastest horse in the L2 race
- PuffPaw whitepaper
🤨 NEWS
- Mawari Network raises $10.8M
- Robinhood, Revolut said to explore launching own stablecoins
😊 Follow for curated alpha → /channel/kirbycrypto
Sep 25th
🤣 PROJECT UPDATES
- Shuffle Airdrop 2 December 14 2024
- Langchain: A course that covers agent creation to inclusion of RLHF
- Hyperbolic x MyShell
- Berachain announces RFB (Request for Broposal lol)
- USDh Launch
- Truflation hacked for 5m
- Babylon Mainnet Phase-1, Cap-2 kicks off in the second week of Oct
- ReHold compromised by its CTO attempting a hostile takeover
- Curve Finance mulls removing TrueUSD as collateral for stablecoin Curve USD
- Ethena plans to launch new stablecoin backed by BlackRock's tokenized BUIDL fund
🤓 READS
- Stacy Muur: A Deep Dive into Nillion Network
- Coingecko: What is Solayer?
🤨 NEWS
- South Korea fines Worldcoin and Tools For Humanity for data privacy violations
- Initia raises 14M Series A
- SEC says crypto mining devices are securities
- Circle launching a new compliance tool
- Delphi invests in Gunzilla Games
- a16z invests in Aminochain
- PayPal is enabling U.S. merchants to buy, hold and sell cryptocurrency directly from PayPal business account.
- Binance airdropping up to $1.5m in BNB to users in the hardest hit flood areas of Poland, Romania and Czechia (that's really nice, hope it really helps)
- Visa to help banks test tokenized assets, smart contracts and seeks to launch an initial pilot in 2025 on Ethereum
😊 Follow for curated alpha → /channel/kirbycrypto
Sep 24th
While doing up the updates today, it feels like alot of projects are losing it mentally
😳 ACTIONABLES
- Join Terrace Waitlist: https://study.terrace.fi/?referral=GCulVRC8fCX7 (all-in-one trading terminal backed by Dewhales, HackVC, yCombinator)
🤣 PROJECT UPDATES
- Introducing Chasm Network's Node Sale mechanism
- eigen tge sept 30th
- Metaplex Foundation unveils Metaplex Aura
- Celestia Foundation raises $100M (raised at 3b val few years ago and unlocks Oct, breakeven at 7.5$, gg dont be EL)
- Treasure DAO approve migrating from Arbitrum to ZKsync (so team voted with team tokens to move, k)
- Trader Joe XYZ Rebrands to ‘Let’s F***ing Joe’ (LFJ) (hmm k)
🤓 READS
- 0xkrishb: Why Build on Hyperliquid?
- ASXN: Hyperliquid Point Valuation thread (tldr 800/point)
- Anil Delphi Singapore Week Takeaways
- Breakpoint 2024: Kaito's Ultimate Alpha-Packed Summary of Product Keynotes
- Unleashing Ethereum’s Superpowers: Introducing UniFi AVS
- New Sam Altman Blog Post
🤨 NEWS
- Kraken Strengthens European Business with BCM (Bah chor mee: sg local food{jk}) Acquisition
- Coinbase will Add Support for (COW)
- Polymarket considering token launch
- Bybit debuts crypto islamic account (uhmmm k)
😊 Follow for curated alpha → /channel/kirbycrypto
Backpack (Exchange & Wallet)
Lads on top.
Proud to have backed Backpack early on as an angel.
Backpack is leading the way in integrations. Pretty cool to see IRL payments (SG PAYNOW QR) being able to be made through a crypto wallet.
Also posted about Backpack here back in June.
If you're not on it, yet, check out backpack here: https://backpack.exchange/refer/kirbycrypto
Full list of Eigen Claims
For those of yall who had various types of ETH from these various partners.
Native - claims.eigenfoundation.org
Ether.fi - claim.ether.fi
Renzo - ezeigen.liquifi.finance
Swell - app.swellnetwork.io
Puffer - claims.puffer.fi
Eigenpie - eigenlayer.magpiexyz.io
KelpDao - kelpdao.xyz/claim-el/
😊 Follow for curated alpha → /channel/kirbycrypto