L1 and L2 deep dive

• Solana is not an eth competitor. Blockchain halt back in the day, founder comparing to Bitcoin and not handling the problem by the horns. Too much hand waving from community

• Avax architecture is monolithic L1, accommodate high tps and tx getting really high. Scalability trilemma as always

• Cosmos is similar tech than sharded ether. Every time you build an app you kinda need to build an entire blockchain and that’s heavy for most devs. Best pick after Ethereum

• Betting on zk sync in the future secured by an L1 with EVM compatibility

• Arbitrum is a better protocol to build on top (killed Optimism)

Tetranode future

DeFi

• Build parallel finance where anyone can audit any product with 2 clicks. End game of defi is a more open, honest and what you see is what you get

• Crypto is not a company, it cannot go bankrupt if there is someone running a node

Rari / Fei

• Convex

• Turbo - after merge, take market for earning stables. You deposit an asset and mint stables directly into Aave to earn yield (you get paid money to borrow money)

• Neuron plasticity of the team - bullish on the merge

• Rari to Fei is to 1:26 to tribe, Rari would be at $26.

Dopex

• Tokenomics reworked and implementation in weeks

• Option pricing is cheeper or in par than deribit and more accesible

• Dopex gov. Token which earns fees of premiums and can be used as collateral

• Escrow model as curve and cash flow no need to sell

• Rdpx is a rebate dopex - infinite inflation but with burning should be deflationary supply. Adopts properties from Ohm luna and dpx.

• Dpx usd, created by bonding and will need to lock liquidity

• SSOV, created calls and puts, helps onboarding newbies into options. Vault so other protocols can create options on their assets

• Composability. 6 layers of yields - Liq. Mining , calls and puts profits, and borrowing stables

• Daos you can put excess tokens and create delta neutral strat to earn you yield

• Options can not be traded, only be excercised in the period.

• Listing partnerships is long (uni swap of options ) - 2 DAOs per week to be onboarded

• Atlantic options to enhance option composability, yield and liquidity

JPEGd_69

• Nft lending platform founded by DeFi God (Same seed round as Dopex )

• Get liquidated and liquidation gets a chance to get to buy the nft at a better price

• Take a loan against a Punk. Establish a floor price free of flash loans while locking your nft and get a higher ltv

• Also the nft will earn yield as well as being insurance for the nft

• Project launch is pending. And will be a 5 days ICO. Rocks will be next after punks to be added.

• Gentle Liquidation: you will be able to buy back your nft with a small penalty

Vest.finance - L2 lending protocol backed by maki ( put sushi on the map) - Mint very highly ltv and low gas fees - Tokenomics work in progress

Sismo Dao

Rocket pool

• Launched 3 months ago

• You can stake eth

• Token used as collateral for stakers and ensure 110% collateral

• Pool stakers can stake eth for rocket

• Tokenomics highly correlated

• Adding rpl to fuse pool. Working on Opt in smoothing pool

Abracadabra

• Boost yields by looping

• Massive warchest (in the crv wars)

• Otc lending markets?

Frax Finance

• Airdrop for fpi coming soon to all stakers

Olympus

• Largest defi treasury after rgt

• Roadmap bond 2 - yielding bonds to be tokenized

• VeCRV would have a price discovery

• Permisionless Olympus pro where any user can create bonds at a discount

Redacted Cartel

• Acquired tokemack, 20% own by Ohm

• Acquired small projects

• Working with top protocols to do voltemax

Chainlink

• King of kings and continually expanding ops

Misc

• Crypto native run their own PR due to the active community vs TradFi

• Instead of asking what to do to help just give feedback and contribute - Open source ethos

• When people talk about macro feels close to the bottom

• Market doesn’t price in the ethereum merge or news until it happens

• Ethereum ico raised $23mm and they hold a substantial amount of ether, it’s open source and voluntary without VCs backing them

• Free riders constantly dumping on token, scale up rewards based on how long you have been locking up your rewards like frax (so you get a better reward)

• Buyback and burn is the big new retail trap.

L1 and L2 deep dive

• Solana is not an eth competitor. Blockchain halt back in the day, founder comparing to Bitcoin and not handling the problem by the horns. Too much hand waving from community

• Avax architecture is monolithic L1, accommodate high tps and tx getting really high. Scalability trilemma as always

• Cosmos is similar tech than sharded ether. Every time you build an app you kinda need to build an entire blockchain and that’s heavy for most devs. Best pick after Ethereum

• Betting on zk sync in the future secured by an L1 with EVM compatibility

• Arbitrum is a better protocol to build on top (killed Optimism)

Tetranode future

DeFi

• Build parallel finance where anyone can audit any product with 2 clicks. End game of defi is a more open, honest and what you see is what you get

• Crypto is not a company, it cannot go bankrupt if there is someone running a node

Rari / Fei

• Convex

• Turbo - after merge, take market for earning stables. You deposit an asset and mint stables directly into Aave to earn yield (you get paid money to borrow money)

• Neuron plasticity of the team - bullish on the merge

• Rari to Fei is to 1:26 to tribe, Rari would be at $26.

Dopex

• Tokenomics reworked and implementation in weeks

• Option pricing is cheeper or in par than deribit and more accesible

• Dopex gov. Token which earns fees of premiums and can be used as collateral

• Escrow model as curve and cash flow no need to sell

• Rdpx is a rebate dopex - infinite inflation but with burning should be deflationary supply. Adopts properties from Ohm luna and dpx.

• Dpx usd, created by bonding and will need to lock liquidity

• SSOV, created calls and puts, helps onboarding newbies into options. Vault so other protocols can create options on their assets

• Composability. 6 layers of yields - Liq. Mining , calls and puts profits, and borrowing stables

• Daos you can put excess tokens and create delta neutral strat to earn you yield

• Options can not be traded, only be excercised in the period.

• Listing partnerships is long (uni swap of options ) - 2 DAOs per week to be onboarded

• Atlantic options to enhance option composability, yield and liquidity

JPEGd_69

• Nft lending platform founded by DeFi God (Same seed round as Dopex )

• Get liquidated and liquidation gets a chance to get to buy the nft at a better price

• Take a loan against a Punk. Establish a floor price free of flash loans while locking your nft and get a higher ltv

• Also the nft will earn yield as well as being insurance for the nft

• Project launch is pending. And will be a 5 days ICO. Rocks will be next after punks to be added.

• Gentle Liquidation: you will be able to buy back your nft with a small penalty

Vest.finance - L2 lending protocol backed by maki ( put sushi on the map) - Mint very highly ltv and low gas fees - Tokenomics work in progress

Sismo Dao

Rocket pool

• Launched 3 months ago

• You can stake eth

• Token used as collateral for stakers and ensure 110% collateral

• Pool stakers can stake eth for rocket

• Tokenomics highly correlated

• Adding rpl to fuse pool. Working on Opt in smoothing pool

Abracadabra

• Boost yields by looping

• Massive warchest (in the crv wars)

• Otc lending markets?

Frax Finance

• Airdrop for fpi coming soon to all stakers

Olympus

• Largest defi treasury after rgt

• Roadmap bond 2 - yielding bonds to be tokenized

• VeCRV would have a price discovery

• Permisionless Olympus pro where any user can create bonds at a discount

Redacted Cartel

• Acquired tokemack, 20% own by Ohm

• Acquired small projects

• Working with top protocols to do voltemax

Chainlink

• King of kings and continually expanding ops

Misc

• Crypto native run their own PR due to the active community vs TradFi

• Instead of asking what to do to help just give feedback and contribute - Open source ethos

• When people talk about macro feels close to the bottom

• Market doesn’t price in the ethereum merge or news until it happens

• Ethereum ico raised $23mm and they hold a substantial amount of ether, it’s open source and voluntary without VCs backing them

• Free riders constantly dumping on token, scale up rewards based on how long you have been locking up your rewards like frax (so you get a better reward)

• Buyback and burn is the big new retail trap.