Alpha issue #73
DMH's spotlight, new concepts and narratives, guides & more!
DMH Newsletter is a vital news hub with crucial updates & narratives and trends
Today you will find Alpha on:
Spotlight
Updates & Upgrades in DeFi
Alpha by Threadors & Good Reads
OnChain & Macro & News
Exploits & Bugs
Spotlight Project: Kyberswap
Multichain #DeFi exchange & aggregator on 13 chains⚡Swap at the best rates⚡LPs earn more | $KNC alpha: http://Discord.gg/kyberswap | TG: http://t.me/kybernetwork
🙍♂️ Followers: 297k
KyberSwap Description:
My friends from KyberSwap are one of the OGs in the space. They launched in 2017 and since then they have built the most integrated DEX aggregator with over 200+ DEXes on 15 chains.
They have a unique concentrated liquidity design. Liquidity Providers do get not only high fees from the trading pools but also extra farming rewards on top of them.
Kyber also reworked Discovery Tool into KyberAI which brings a lot of insights about the market but is still in Beta. I will update you when it is available for everyone
Latest Update: Ultimate strategy to farm $TIA
Ready to get started with $TIA? Let help you.
Kyber Network put together a step-by-step guide for you, from setting up your wallet to providing liquidity. Thanks to axelarnetwork and squidrouter, it's never been easier.
Visit Kyber Academy to learn more:
2/➯ Updates & Upgrades in DeFi
Lido - vote to bring wstETH to zkSync is live:
The GMX's Incentive Program is now LIVE on Vaultka:
Unibot announces v3:
Proposal to Backfund Successful STIP Proposals:
Lido is on Base:
Polygon Labs has introduced a new PoS testing toolkit to improve Devnet performance:
GMX S.T.I.P. Incentives Distribution:
OP Labs - Introducing the Canyon Hardfork:
Eigenlayer explanation of dual staking model:
Swell set to enter liquid restaking:
EigenLayer Voting Contest:
3/➯ Alpha by Threadors & Good Reads
Deep Dive Thread: Rollbit
GLP and GM in GMX:
Here are some catalysts that Thor Hartvigsen is monitoring in perp DEXes:
Snapshot on Pendle Finance, highlighting key protocol metrics, data points, and trends over the month of October:
ChatGPT + TokenTerminal:
Markets humble everyone when their confidence turns to arrogance:
We're seeing a huge inflow of Arbitrum gainz:
After the last few years it's pretty clear that on-chain data isn't actionable for short-term trading:
Deep Dive in Radiant:
Exploration about Friendzy:
Are Web3.0 Gamers here? :
LSTfi Report: The Ultimate Q4 2023 Market Overview:
Privacy will be a big narrative and especially in a multi-chain world:
A deep dive into the RWA narrative with notable 15 projects:
4/➯ VITAL NEWS📰₿
Binance is launching a new self-secured Web3 MPC wallet:
Researchers believe 90% chance of Bitcoin spot ETF by Jan 10th:
SEC will allow FTX relaunch:
For #Bitcoin miners, BTC price is expected to be above $36k after the halving, given that their current mining cost per coin is approximately $18k:
According to Bloomberg analysts, a short 8-day window will open tomorrow for the SEC to approve ALL 12 spot #Bitcoin ETFs at once:
Kraken plans to launch their own Layer 2 on Ethereum:
Robinhood to Expand Crypto Trading Into EU, Plans to Start UK Brokerage:
Introducing Ripple Payments:
HSBC To Launch Digital Assets Custody for Tokenized Securities:
Cryptobank SEBA has been granted a Hong Kong license to provide cryptocurrency-related services:
5/➯⛓️On-Chain Data:
Surge USDT inflows to Binance in the last 3 days:
Blur is the ultimate index for the NFT market:
Decoding Bitcoin inflows: A Closer Look at Exchange Dynamics and Investor Trends in 2023:
$TIA printing the "thanks for selling the airdrop" candle:
After 6 successful PENDLE rushes on $ARB, Penpiexyz_io doesn't stop there:
Solana Liquid Staking new narrative:
FTX and Alameda additionally transferred 7 assets worth $38.5 million to the exchanges:
6/➯ Macro Metrics 📈
The SPX has rallied 6.5% over 8 days, the best rally since 2021.So, where does that leave things:
The big divergence between Tech and inverted 10-year Treasury real yields is a warning signal:
The market cap of Bitcoin, $BTC, officially rises above $750 billion for the first time since April 2022:
7/➯ Exploits & Bugs
rBalancer (Aura) rETH-WETH pool exploited
MEV Bot exploited for 1k ETH
TrustPad exploited
That’s it for today frens!
Thank you for staying with us. Your future self will be grateful.
You can follow me on Twitter ➯ DeFi_Made_Here
If you liked this newsletter and love to learn and share knowledge about crypto, you can share this post with your crypto frens