Ian's Intel #11
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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.
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Let’s dive in.
BTC/ETH
Mantle
Why
Protocols on Mantle (To Farm)
Mantle TVL Overview
DeFi
RDNT
LUCID SUS
LSDFi
LSDFi is picking up steam. Pendle Earn and Ethena both announce yield products within the same day. IMO earn products will be a massive hit with both retail and CeFi platforms (Anchor Earn flashbacks). TVL growth will be up only from here onwards.
Pendle Earn
Ethena Labs
Pendle Deep Dive
My latest report is on Pendle and can be found over at
NFTs
Opepen. For the Culture.
Educational Tweets & Threads
Z on Pair Trading
on Crypto in Korea
DODO Highlights
CoinGecko Crypto Industry Report
Cashflows in Crypto
50 Web3 Research Tools
TURN OFF Batch Account Balance Requests on MetaMask
L1, L2, & Infrastructure
Chainlink CCIP
Linea Airdrop Alpha
Starknet Embraces the Appchain Thesis
MEVM
Cosmos
Kujira
Archway Liquid Staking
Stride Adopts ICS
Gas on Osmosis
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.