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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.
LSDFi
LSDFi Overview
Very info-packed thread on the LSDFi sector — a must read. Give Stacey a follow too as she has been putting out some really great threads.
Pendle
Pendle just arrived on BNB shores and hinted “more to come soon”. My guess is this means more protocol integrations to come on BNB as well as more chain integrations to come!
This Space is happening in a couple hours.
stETH
This is an old thread but a good one to catch up on if you’re exploring the leveraged stETH strategy.
Great dune dashboard to keep track of leveraged ETH strats on Aave v3.
Seems to be that the leveraged ETH strat is driving an impressive growth in daily active loans for Aave, as this chart shows.
Frax
Frax and the other DeFi 1.0 tokens deserve their own section in this newsletter for another day, but I’ve included it under LSDFi today as its one of the larger catalysts for FXS.
Came across this great thread on Frax Finance today. It echoes a lot of my own personal convictions with regards to FXS — I think it is a very misunderstood and undervalued protocol.
Disclaimer: I own FXS.
The full report by
can be found here:Uni v4
Blockworks Thread on Uni v4
Options Protocols
MNT ByStarter Event
Bybit is hosting a ByStarter event for the Mantle Network launch which gives you a chance to win 200 MNT by subscribing for $100 USDT in collateral (deposit is returned after the event).
Here’s my Bybit referral if you need one.
Disclaimer: This is not a sponsored post. DYOR and subscribe at your own risk. I own BIT (soon to be MNT).
Cosmos News
Quasar Token Launch
Liquid Staking Module
Nolus
Injective
Archway
Cosmos Airdrops
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.