Ian's Intel #25
Entering 2024: BTC ETF Approvals are the Main Focus
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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!
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Let’s dive in.
Airdrop Alpha
1) Dymension (DYM) announces airdrop
Check eligibility here
2) NotCoin — X
Tap game on Telegram
Tap to mine NOT
Token launch on TON chain
Invite friends to form a squad
3) Saga (SAGA) Announces Airdrop
4) FLIX Airdrop for ATOM Stakers
Buy $1 of FLIX on Osmosis for gas and Withdraw to Omniflix chain
Follow the instructions in this tweet
5) Manta Network announces MANTA airdrop
Here’s my permanent invite link for #MantaNewParadigm: https://newparadigm.manta.network?inviteCode=SYZWQ
New Listings
$AIOZ Listed on Bybit
$DYM Prelaunch Perps on Aevo
DeFi
Jupiter Exchange’s (JUP) founder says they are working on bringing forex, stocks, and RWAs to the platform & Solana
$TRB soared to $600 and then plummeted to $137 in a day
MarginFi token soon?
Funding on BTC (Jan 2nd) 0.0913% per 8 hours. 100% annualized
Interesting on-chain movements for WAGMI (prev. Popsicle Finance)
Daniele confirms partnership with DWF
Xai (XAI) on Binance Launchpool
Binance Labs Invests in $MEME
$350M+ liquidated one hour on Jan 3rd. OI down by ~$1.5B
Comparison of CEX vs DEX lowest wicks
Uniswap adds support for EIP-6963
L1, L2, & Infrastructure
RON, IMX, BEAM: Beyond Play-to-Earn
An In-Depth Analysis of Crypto Gaming's Evolution and Its Major Players
Etherscan acquires Solscan
Coinbase adds Hivemapper (HONEY) to the roadmap
What the heck is parallel execution, really?
Binance Research | Technical Deep Dive: Parallel Execution
Comparison table for Liquid Restaking Protocols
Regulatory & Legal
BTC ETF Seed Amounts
The SEC is holding meetings with the exchanges (Nasdaq, CBOE, NYSE)
Senior ETF analyst for Bloomberg on the SEC meetings
SEC signals approval as early as next week
Grayscale submits 8-A12B form for GBTC with the SEC
SEC wants court to consider Terraform ruling in Binance case
Yellen's Optimistic Outlook: A Soft Landing for the Economy
Amended S-1s due by 8am ET on Mon & potential approval Tues or Wed
Rugs & Exploits
Orbit Chain has been drained for more than $80 million
Radiant Capital (RDNT) was exploited for 1.9K ETH ($4.5M)
PeckShield has detected that CryptoAlgebra has been exploited
The Algebra exploit is likely a result of a Gamma vulnerability
Researchers from the ETHSecurity Community say it could be Gamma’s Hypervisor contract — Source
Abnormal transactions detected on Upbit
Certik's X account has been compromised
MangoFarm frontend compromised
Reads & Tools
2024 Predictions Compilation — via @infinityhedge
Jihan Wu's Matrixport: Analysts' Unbiased Influence
Interesting survey — BitwiseInvest
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.