This newsletter series is free for all readers.
What I like about reading newsletters and alpha aggregators is that you get to catch up on things that you do not have a pulse on in your day-to-day. One can only cover so much on their own, so it’s always great to look outside of your info bubble — I hope this newsletter does the same for you!
Ian’s Intel will typically cover DeFi and infrastructure on Ethereum and its L2s, as well as the Cosmos ecosystem.
Note that you can click on the screenshots of each tweet in this newsletter to take you to the actual tweet.
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Let’s dive in.
Solana
Airdrop Alpha
Mantle
Awhile back I shared about Mantle’s upcoming launch and potential for airdrops. Well, the time has come! The Mantle Network L2 mainnet is now live and users can now bridge funds over.
Note that Mantle Network uses MNT as its gas token and you’ll get some MNT for gas the first time you bridge assets over from Ethereum!
Mainnet Launch
BIT → MNT Conversion
MNT Airdrop Dumpers
Bybit airdropped 5M MNT to subscribers on their ByStarter platform, which resulted in some dumpage upon MNT going live for trading. In this tweet, I share why I think MNT is undervalued (NFA).
Pendle x Mantle???
RWAs
Thread on Tokenized Treasuries (T-Bills)
RWA & T-Bills
DeFi
MKR Thesis, by
MKR Co-Founder Buybacks
LUSD
LSDFi
Sommelier Finance
DeSoc
Lens Protocol
L1/L2 Infrastructure
zk-EVMs
zer0kn0wledge Mega-Thread
Why ETH L2s Are Winning
Cosmos
Kujira <> Arbitrum
Mars Protocol
Trade MNT on Demex
Stride Joins the ATOM Economic Zone
The Pendle of Cosmos is Coming Soon (Prism Protocol)
Disclaimer
The content provided in this newsletter is for informational purposes only and does not constitute financial advice. The author and the newsletter are not responsible for any decisions made based on the information provided herein. The opinions, analyses, and information included are based on the author's perspective and while believed to be accurate, should not be relied upon without conducting your own research and due diligence. The author may or may not be invested in any of the projects or tokens mentioned in the newsletter.
Additionally, the views and opinions expressed in this blog are those of the author alone and do not reflect the views, policies, or positions of any organizations the author is affiliated with or contributes to. It is always advisable to consult with a qualified professional before making any financial decisions. All investments involve risks, including the potential loss of principal.
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