This thread is meant to share tweets I found of interest this past week in regards to events, upcoming catalysts for projects, announcements, new launches, and great threads explaining the mechanics various things in crypto.
First up, a new bera NFT project is launching, based on the famous CryptoPunks NFT collection. They are hinting at a 4/20 mint date and have begun WL participants for the mint.
Kanpai Pandas are much hyped and the floor has been steadily rising to about 1.5 $ETH at the time of writing… founder(?) Ice Bagz sees the the project potentially worth 9-10 figures, essentially what all of Yuga Labs is worth right now if you think about it. That’s a big shoe to fill but only time will tell, KP has 100x potential in a bull run. As an NFT that doubles as an access pass and is growing into a lifestyle brand, there is a lot of building going on and all the right kind of partnerships are taking place.
New protocol on $METIS called Athena Finance, not sure what the Greek theme on Metis is all about but everything is Greek there. Is Vitalik’s mom Greek or something? Athena is built atop $HUM Hummus exchange, hodlers rejoice. I am still mega bullish $HERMES (by extension $AERA, $MAIA, etc) and the Metis ecosystem coming into the pending Aave launch on Metis.
$rDPX testnet finally going live, some of us have been waiting for like a year for $dpxUSD and it’s definitely still an anticipated launch but the hype surrounding $rDPX has came and went at this point. I think it is underestimated in the long term though, and $DPX/$rDPX will prove to be great holds into a bull market, especially with $ARB incentives going live soon. Dopex never seems to stop building. I think they are a great project, it almost seems to be too gigabrain for people to grasp and the community is different than other projects. Most degens and crypto natives do not know how to trade options (I dont think), but with Deribit and other protocols going the KYC route I think the demand for non-KYC options will continually grow well into the next bullrun. Dopex is launching some really great stuff such as straddles, and the strategies to make money on Dopex are only growing. I guarantee more threadooors and pump and dumpooors are going to hop on the dpx band wagon soon. If the opportunity for gains and yield are there then I think dopex will blow up.
LSD wars are ongoing and still heating up. New project Flash Stake allows you to borrow future staking yields from LSDs in order to trade with. Seems like a good project. There is tons of hype surrounding Pendle but I am not interested in locking tokens so I haven’t played with it too much. Will have to dig deeper. See below:
Personally bullish $ACID seems like an undervalued coin and the project seems good. I do believe there is some ponzinomics going on with it though… beware. 80% apr on wsteth!
MAJOR ALPHA ALERT! Insrt Finance will be airdropping a token to shard holders! It would be smart to load up on those… just saying. I may or may not have swept the floor with some size (for me, my size is not size) in anticipation for this. Been riding with insrt the whole way since launch, going to keep it rolling. The team delivers.
Great thread from maybe my favorite alpha hunter, hangry or kindahangry on twitter. Guess what? Hermes and Pepes Game made the list… These are the earliest of the early entries right here, so check em out. I like the sound of sybil samaurai personally… ⇒
That’s a wrap for the week! Make sure to like and subscribe for more content like this every week! Check us out on socials @cyphercryptollc on instagram, twitter, youtube, medium, telegram, and notion. Check us out on the web at cyphercryptoconsulting.com
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A Week in Crypto Review 4/9/23
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This thread is meant to share tweets I found of interest this past week in regards to events, upcoming catalysts for projects, announcements, new launches, and great threads explaining the mechanics various things in crypto.
First up, a new bera NFT project is launching, based on the famous CryptoPunks NFT collection. They are hinting at a 4/20 mint date and have begun WL participants for the mint.
https://twitter.com/Bera_Punks/status/1647554171879718912?s=20
Beradrome also hinting at another NFT mint on 4/20:
https://twitter.com/beradrome/status/1642312563345219584?s=20
Mint a MythoFrog:
https://twitter.com/MythoFrogs/status/1647039623078506499?s=20
There were at least 2 other significant NFT mints this week (in the DeFi community) one of which is The Llamas NFT project:
https://twitter.com/WenLlama/status/1646673536575242240
Alpha Leak on Chronos Fi allocations to partner protocol lockooors:
https://twitter.com/orderflowOG/status/1646709830755704832?s=20
New meme coin $PEPE even though there’s like 10 of those already on dextools
https://twitter.com/pepecoineth/status/1647045848956645378?s=20
Kanpai Pandas are much hyped and the floor has been steadily rising to about 1.5 $ETH at the time of writing… founder(?) Ice Bagz sees the the project potentially worth 9-10 figures, essentially what all of Yuga Labs is worth right now if you think about it. That’s a big shoe to fill but only time will tell, KP has 100x potential in a bull run. As an NFT that doubles as an access pass and is growing into a lifestyle brand, there is a lot of building going on and all the right kind of partnerships are taking place.
https://twitter.com/KanpaiPandas/status/1638554388712026120
More $crvUSD hype… WEN!? Follow CurveCap for all the latest in the Curve eco.
https://twitter.com/CurveCap/status/1646829661400465414?s=20
Weekly alpha from Shiro:
https://twitter.com/CryptoShiro_/status/1647593193041698816?s=20
Jones $jAURA vaults are open! Earn more Jones and Aura by depositing on jonesdao.io
https://twitter.com/JonesDAO_io/status/1646924669767802890
Gud chart to remind you that you aren’t bullish enough:
https://twitter.com/damskotrades/status/1646826865326268417
Fungi thread on new Pendle pools:
https://twitter.com/FungiAlpha/status/1646831877729423360?s=20
New protocol on $METIS called Athena Finance, not sure what the Greek theme on Metis is all about but everything is Greek there. Is Vitalik’s mom Greek or something? Athena is built atop $HUM Hummus exchange, hodlers rejoice. I am still mega bullish $HERMES (by extension $AERA, $MAIA, etc) and the Metis ecosystem coming into the pending Aave launch on Metis.
https://twitter.com/CompleteDegen/status/1646720683613777920
Still mega bullish $FXS and holding my bag. $frxETH proving to be a success.
https://twitter.com/0xCha0s/status/1646514707627655168
$rDPX testnet finally going live, some of us have been waiting for like a year for $dpxUSD and it’s definitely still an anticipated launch but the hype surrounding $rDPX has came and went at this point. I think it is underestimated in the long term though, and $DPX/$rDPX will prove to be great holds into a bull market, especially with $ARB incentives going live soon. Dopex never seems to stop building. I think they are a great project, it almost seems to be too gigabrain for people to grasp and the community is different than other projects. Most degens and crypto natives do not know how to trade options (I dont think), but with Deribit and other protocols going the KYC route I think the demand for non-KYC options will continually grow well into the next bullrun. Dopex is launching some really great stuff such as straddles, and the strategies to make money on Dopex are only growing. I guarantee more threadooors and pump and dumpooors are going to hop on the dpx band wagon soon. If the opportunity for gains and yield are there then I think dopex will blow up.
https://twitter.com/dLuxGMI/status/1646574474232299523
Popsicle Finance is revamping the protocol with “WAGMI: the new phase” check out the details below:
https://twitter.com/PopsicleFinance/status/1646513957388324864
Uniswap wallet launches! Now get tracked from your wallet too!
https://twitter.com/Uniswap/status/1646514969746501633
Pepe’s Game has a successful public raise! Your boy might be somewhere in the top 100…. shhh… Mega bullish Pepe’s Game. Beta is pretty awesome ngl.
https://twitter.com/PepesGame/status/1647623489707208704
LSD wars are ongoing and still heating up. New project Flash Stake allows you to borrow future staking yields from LSDs in order to trade with. Seems like a good project. There is tons of hype surrounding Pendle but I am not interested in locking tokens so I haven’t played with it too much. Will have to dig deeper. See below:
https://twitter.com/LandfSmile/status/1646400189442437120
Personally bullish $ACID seems like an undervalued coin and the project seems good. I do believe there is some ponzinomics going on with it though… beware. 80% apr on wsteth!
https://twitter.com/0xAcidDAO/status/1646462361774198789
ETH Shanghai upgrade was a nothing burger…. sorry not sorry Kamikaz. Bears are going extinct this year.
https://twitter.com/CryptoSources/status/1646497993636421632
$HERMES $MAIA bullish on this gigabrain project. I had the signal and missed the OATH run (similar setup) not missing this one.
https://twitter.com/MaiaDAOEco/status/1646480396626931713
Linn pumping some small NFT project on ZKSync. Missed it:
https://twitter.com/crypto_linn/status/1646483533165101056
yearn hacked:
https://twitter.com/osec_io/status/1646411672175939585
Gigabrain project $TAP Tapioca DAO phase two of beta is launching:
https://twitter.com/tapioca_dao/status/1645917175591456768
CPI as expected:
https://twitter.com/zerohedge/status/1646128727376502788
MAJOR ALPHA ALERT! Insrt Finance will be airdropping a token to shard holders! It would be smart to load up on those… just saying. I may or may not have swept the floor with some size (for me, my size is not size) in anticipation for this. Been riding with insrt the whole way since launch, going to keep it rolling. The team delivers.
https://twitter.com/hentaiavenger66/status/1642975922864418816
BongBears Shard sold out really quick:
https://twitter.com/insrtfinance/status/1645823348310683650
Total alt marketcap breaking out:
https://twitter.com/IncomeSharks/status/1646510590574342145
Income Sharks shares his/hers (not really sure) Alt list. Don’t fade the shark:
https://twitter.com/IncomeSharks/status/1645829054942310400
Coin called $0x0 having one of the most ridiculous runs of the year. Faded this one, NGMI:
https://twitter.com/CryptoxHunter/status/1645650489701289986
My eth prediction came true, now trading above 2k
$DINERO paper launched:
https://twitter.com/CurveCap/status/1645458086738677761
New LSD play called Agility $AGI with the ohm fork aprs:
https://twitter.com/agility_lsd/status/1645353862990278656
Wisdom from CYI:
Wisdom from Auri:
https://twitter.com/Auri_0x/status/1645295742414909440
EigenLayer testnet is live! If you can get enough gETH to test it… might have to buy some just to test EL.
https://twitter.com/DeFiMinty/status/1644754293336027137
Protec your nec with mevblocker for mainnet:
Great thread from maybe my favorite alpha hunter, hangry or kindahangry on twitter. Guess what? Hermes and Pepes Game made the list… These are the earliest of the early entries right here, so check em out. I like the sound of sybil samaurai personally… ⇒
https://twitter.com/kindahangry/status/1644173159506251778?s=20
Wisdom from Digits Capital:
https://twitter.com/DigitsCapital/status/1644369467370274817
That’s a wrap for the week! Make sure to like and subscribe for more content like this every week! Check us out on socials @cyphercryptollc on instagram, twitter, youtube, medium, telegram, and notion. Check us out on the web at cyphercryptoconsulting.com