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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. 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! My radar consists of 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.
Let’s dive in.
Today’s TL was dominated by wolf shilling Rollbit. Most of CT shocked/angry/hurt that a well-respected OG has stooped so low to shill a gambling protocol.
My thoughts as below:
And that’s all I’ll say about the matter. Now on to some news and alpha drops!
Top 10 Perp DEXs (7D Vol)
If you’re interested in tracking perp DEX stats, my favourite data source is the Perpetual’s Comparison dashboard by Artemis, who are constantly adding protocols to the list.
JOE x Mantle Network ALPHA
cryptofishx, co-founder of Trader Joe, tweeted this cryptic message about focusing on a chain in Q3. A reply by the official Trader Joe account hints that the chain starts with the letter “M”. My bet is that its Mantle Network.
Its no secret that defi_maestro, DeFi Architect for Mantle Network, is a huge JOE bull. Thus I think this all but confirms that Trader Joe will be one of the main DEXs on Mantle Network upon mainnet launch, which is rumoured to be some time this month.
Speaking of JOE, they just crossed $100M daily volume across all chains for the first time since 2021. Things are looking up!
Megathread on RWAs
Cosmos
Namada
Thread on Nolus
Sommelier
Thread on Archway
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.
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.