Alpha issue #93
DMH's spotlight, new concepts and narratives, guides & more!
DMH Newsletter is a vital news hub with crucial updates & narratives and trends
Today's Newsletter is brought to you by Equation
Project Description:
Equation is an interesting PerpDex on Arbitrum with the BRMM LP model, allowing LPs to turn their volatile losses into temporary losses and traders to leverage up to 200x.
The platform has a nice design and a high token issue for holding a position, LP, and deposit into an insurance fund.
🙍♂️ Followers: 44.3k
For example, for holding a 200 leveraged BTC position you will receive 14433% APR in token $EQU, and LPs receive 200-400%.
Emission with vesting one year with no penalty, 180 days with 50% penalty, or no lock burn 90% of rewards.
Latest Update: v2 Upgrade and Mining Migration Plan
2/➯ Updates & Upgrades in DeFi
Pyth Stakers can map the ERC wallet to Solana Addresses:
Kamino Points is now live:
SOL restaking will be going live on Jan. 28th on Picasso:
The half of users don’t claim their DYM airdrop:
Trezor investigating security incident linked to customer information leak
Tabi introduced their own Tabi Chain:
Hydra Chain Revamps Liquidity Mining: Integrates USDC, ETH, and WBTC with LYDRA for Enhanced Rewards:
Take a closer look at the USDV-USDT pool on Cakepie with +81% APR:
3/➯ Alpha by Threadors & Good Reads
Why do we need Modular DAs:
Perfect explanation of LBPs:
General Overall Overview of LRT Protocols:
Surge of Parallelized Execution For EVM:
Why EIP4844? How L2s operate before Dencun deployment:
Modular DA Wars:
A little bit of psychology:
4/➯ VITAL NEWS📰₿
Latest news about ETF netflow and outflow:
Hong Kong lawmaker Johnny Ng said that The Bitcoin Conference, which is organized annually by Bitcoin Magazine, will be held in Hong Kong:
Analysts stated that before the liquidation of $25 billion in GBTC is completed, the price of Bitcoin will continue to remain flat or fall:
Grayscale casually dumps 10,000-25,000 BTC each day:
EigenLayer eyes new security model:
Coinbase has a 70% chance of victory in its lawsuit against the U.S. SEC:
5/➯⛓️On-Chain Data:
Aggregation of revenue-generating DePins:
Circulation Supply of one of the prominent RWA project like ONDO:
Aevo outperforms dYdx:
NFTs trend is recovering:
Despite Eigenlayer having $1.2B in TVL, only 3.7% of the LSTs have been deposited for restaking:
6/➯ Macro Metrics 📈
Brilliant newsletter about ETF:
The total market capitalization (in USD) of stocks listed on the Tokyo Stock Exchange has surpassed that of the Shanghai Stock Exchange:
Chinese Stocks in Hong Kong are trading near 2005 lows:
7/➯ Exploits & Bugs
Concentric.fi exploited:
That’s it for today, my friends!
Thank you all for staying with us. Your future self will undoubtedly be grateful for the knowledge and insights gained here.
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I'll continue sharing valuable information about the latest insights and my thoughts in this fast-paced field.
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