Ian's Intel #33
BTC NEW ATH
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!
Note that you can click on the screenshots of each tweet in this newsletter to take you to the actual tweet.
Our Telegram Channel is FREE and shares news/alpha in real-time.
Let’s dive in.
Airdrop Alpha
1. Ian's Intel Discussion group chat will be token-gated by a free NFT that you can mint on Zora
Note that the discussion group chat is separate from this channel and is optional to join.
All news and alpha will continue to be shared here @iansintel as usual.
2. Early Access airdrop if you bridged to Blast or are staking Blur
Referral Link: https://wen.exchange/earlyaccess/18PO0W
3. INIT Capital now live on Blast L2
Earn Blast Points, Blast Gold, and INIT Points
Depositors will get a 2x weight boost when opening a position in Phase 0. This boost will increase by 10% every 7 days.
INIT is one of the selected dApps to receive additional Blast Gold from the Blast team
Lenders
2x allocation of Blast Gold (translate to BLAST airdrop) if you start lending during the first 2 weeks (Mar 6 - Mar 20). Note that 80% of the Blast Gold we receive will be distributed to lenders
INIT points: 1 point/$100 lent/24 hrs
Blast points
Borrowers
20% of Blast Gold
5 INIT points/$100/24 hrs
Blast point
Use my referral link: https://app.init.capital/points?ref=434EFE
4. Check your Wormhole ($W) airdrop allocation
5. Kamino ($KMNO) Season 1 snapshot will be taken on March 31st. $KMNO is set to launch in April — KaminoFinance
Tokenomics
Total Supply: 10,000,000,000
Estimated Day 1 Circulating Supply: 10%
Initial Community Distribution: 7%
Distribution
Linear based on Kamino Points: if a user owns 1% of the total Season 1 Points, they are eligible to receive 1% of the total initial community distribution
Snapshot: March 31st
TGE: April
New Listings
$MYRO and $1000PEPE Perpetual Contracts launched on Binance with 50x leverage
$WIF (Dogwifhat) listed on Binance
$BLUR, $SEI and $UNI Perpetual Future Contracts will be launched on Coinbase
Defi
1 Friend Tech point = $10??
Temperature check to onboard Ethena's sUSDe as collateral on v3 on Ethereum — MacroMate8
Punk 3100 bought for 4,500 ETH ($16,032,959.47 USD) — cryptopunksbot
Archetype leads $3 million seed round for on-chain points startup Stack - The Block
Tensor CTO teases crosschain expansion?
INIT Capital launching on Blast L2
Pendle launches new pools for Ethena’s sUSDe — Referral Link
Aevo on Binance Launchpool
Ethena announces integration with Manta Network, starting next week
Backpack Exchange first snapshot on March 18
Spain bans Worldcoin ($WLD) amidst broader investigation — The Block
Binance launches Futures NEXT. Users are rewarded for accurately forecasting which tokens will be listed on Binance Futures' USDⓈ-M market
Pantera Raising Funds to Buy Big Solana Holding From FTX Estate: BBG
Arkham Intel has identified onchain addresses of Tesla and SpaceX
Grass teases announcement on 13th March
Shuffle token $SHFL has been deployed
Funding rate heating up on 8th March
Binance Labs invests in seven startups, including Ethena and Derivio, from its incubation season 6
L1, L2, & Infrastructure
Safeguarding Tether Tokens: A Comprehensive Approach to Blockchain Resilience and User Protection
Blueprint of “DeFi Rollups” - Why this will disrupt DeFi Dapps by xparadigms
Aptos announces Aptos Keyless (keyless accounts)
Fantom seeks to liquidate Multichain Foundation to recover assets from July exploit - The Block
Cosmos L1s + Celestia DA = Rollchains
Mirana Ventures, venture partner of Bybit and Mantle Network, invests in Ton Network
Nansen x Mantle Network
Aptos partners with Daehong Communications, a subsidiary of Lotte Group, to build Web3 hub
Figment, Apex to List Ether and Solana Staking ETPs on SIX Swiss Exchange - CoinDesk
Terra Station launches v3 Dashboard, with interchain support
Deploy no-code Arbitrum Orbit Layer 3s on Base with Conduit
Bitcoin ETF
Coinbase twap about to send BTC to new highs
Fidelity’s BTC ETF with $404.6m net inflows on 4th March 🔥
Bitcoin ETF Giant Grayscale Introduces a Crypto Staking Fund — CoinDesk
Blackrock’s BTC ETF with $788.3 net inflows on 5th March 🔥
Rugs & Exploitations
Stader Labs' X account is compromised, do not interact with any tweets
Reads & Tools
Injective inEVM Layer 2 launches on mainne — The Block
Memecoin Race
DegenSpartan is back
Breaking: Do Kwon wins appeal against US extradition
Track the Memecoin Race — intuitio_
US to challenge Do Kwon’s South Korea extradition: Bloomberg — The Block
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.