Ian's Intel #8
ARKHAM INTEL = CIA? LSDFi, DeFi, and Cosmos Updates
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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.
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.
Arkham
WTF is Arkham and $ARKM
Yesterday, Binance announced the launch of ARKM, Arkham Intel’s token on their Launchpad. Needless to say, this garnered a ton of interest as the BNB chart showed — you’ll need BNB to subscribe to the ARKM token launch. At $50M FDV, this sounds insanely undervalued considering Nansen raised at $750M valuation.
If you’re unfamiliar with Arkham, here’s a quick thread by
:
But things began to turn sour when…
Arkham’s founder tweeted a response
Arkham released an FAQ
Got some pretty nice memes out of it, here’s my fav:
Hacks & Exploits 🫡
Rodeo Finance
Social Engineering
DeFi
Its GHO Time
Tokenomics
LSDFi
Sommelier Finance
LSD-Backed Stablecoins
A “What is Pendle” Thread
Pendle Ecosystem
Lybra Finance V2
L1/L2 Infrastructure
Modular Chain Developments
Linea Mainnet Alpha
Privacy — Houdini Swap
Research Tools
Twitter List
CT Accounts Performance
Cosmos
TFM — IBC Swaps
Kujira
Blend Protocol
Stride
Terra
Carbon
Secret Network
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.
NICE