# Týden v kryptu #12 **Published by:** [Cryptodrops Research](https://paragraph.com/@cryptodrops-research/) **Published on:** 2024-04-14 **URL:** https://paragraph.com/@cryptodrops-research/t-den-v-kryptu-12 ## Content Vítejte u dalšího “Týdne v kryptu”. Na úvod ještě opětovně zmíním možnost připojení se do naší skupiny zaměřené nejenom na kryptoměny (airdropy, DeFi, low caps…). Více informací zde: Jak vydělat na kryptoměnách s Krypto VIP na Patreonu a Discordu TradeCZ Krypto-projekt s cílem předání znalostí v oblasti kryptoměn, a to zejména se zaměřením na projekty v jejich early fázi, hledání airdropů a získání pasivního příjmu z držení kryptoměn. https://www.tradecz.cz Hlavní zprávy BTC + Ethereum Tento víkend jsme viděli zajímavý propad trhu z důvodu útoku Íránu na Izrael. Wu Blockchain @WuBlockchain As Iran attacked Israel for the first time in history, risk assets fell sharply. Ethereum fell to as low as $2,852 in the past 4h, and Bitcoin fell to as low as $60,660. The liquidation amount reached $711 million within 4h. But Iran subsequently announced the end of military 297 6:03 PM • Apr 13, 2024 Watcher.Guru @WatcherGuru JUST IN: $130 million liquidated from the crypto market after Iran launched an attack on Israel. 11.9K 3:02 PM • Apr 13, 2024 JP Morgan věří, že pokud SEC neschválí ETH ETF dojde k soudnímu sporu, který SEC nakonec prohraje. zerohedge @zerohedge JPM: "If there is no spot ethereum ETF approval in May, then we assume there is going to be litigation against the SEC. We believe that the most likely scenario is that that the SEC eventually loses this litigation which means that eventually SEC will approve spot ethereum ETFs" 1,352 6:16 PM • Apr 11, 2024 Příští týden budou zřejmě spuštěna BTC (a možná i ETH) spot ETFka v Hong Kongu. Nicméně fondy z pevninské Číny zřejmě nakupovat stále nebudou moci. Bitcoin News @BitcoinNewsCom NEW: Hong Kong's SFC to approve first #Bitcoin ETFs by April 15th, with trading likely two weeks later on the Stock Exchange, per Tencent News. 600 7:30 AM • Apr 10, 2024 Wu Blockchain @WuBlockchain Several issuers of Bitcoin ETFs in Hong Kong told WuBlockchain that southbound funds from mainland China are definitely unable to buy cryptocurrency ETFs, and the Matrixport report is false. An earlier Matrixport report indicated that Bitcoin spot ETFs listed in Hong Kong are 108 5:23 AM • Apr 13, 2024 SEC vs. Uniswap (DEFI) SEC jde do sporu s Uniswapem. Hayden Adams 🦄 @haydenzadams Today @Uniswap Labs received a Wells notice from the SEC. I’m not surprised. Just annoyed, disappointed, and ready to fight. I am confident that the products we offer are legal and that our work is on the right side of history. But it’s been clear for a while that rather than 20.2K 1:22 PM • Apr 10, 2024 paulgrewal.eth @iampaulgrewal Sometimes you have to laugh or else you'll cry. Question: how can you square the @SECGov's claim that @Uniswap acts as a broker with the Court's ruling against the @SECGov just a handful of days ago? Answer: you can't. Marvin Ammori @ammori 1/ Today’s Wells notice against @Uniswap is disappointing, but is not unexpected from this SEC It’s another abuse of power – unsurprising from an SEC that: Last month, a federal judge ruled committed a "gross abuse of power" by lying in court about a crypto project 1,911 2:55 PM • Apr 10, 2024 Adam Cochran (adamscochran.eth) @adamscochran 1/9 Unbelievable. Uniswap is 6 years old. For 6 years, the SEC has also failed to provide any guidance on the space, and now sends them a Wells Notice? Let's be really fucking clear on something here: db @tier10k SEC moves to sue Uniswap in bid to hobble fast-growing DeFi sector Source: Fortune | Coins: UNI 3,725 1:35 PM • Apr 10, 2024 Fantom Řešili jsme v minulém výhledu, že Fantom chain bude jeden z nejsledovanějších projektů následujících měsíců. Tato teze se začíná naplňovat. První node se Sonic upgradem je live (během týdne pak přibyly další) Sonic @SonicLabs The first #Fantom validator using Sonic tech is live Marking a major milestone, this deployment paves the way for unleashing Sonic's impressive speeds on the Opera mainnet, achieving ~2,000 TPS at sub-second finality. Check out the validator page here fantom.foundation/validatorStats… 1,282 12:33 PM • Apr 9, 2024 Andre Cronje @AndreCronjeTech Let's see; Fantom ecosystem vault: vault.fantom.network Foundation matching on gitcoin funding (quadratic matching): gitcoin.co/fund Gas Monetization (earn 15% of network fees): earngas.fantom.network Not to mention seed and venture funding: 126 10:02 AM • Apr 9, 2024 Curve a Aaave + Fantom Jay Rusk | Web3 | DeFi @JayRusk I'll say it again, @CurveFinance and @FantomFDN are going to cook #DeFi for all - $CRV and $FTM More drip: Besides CRV being an angel investor in Fantom, so are $BAL and $COMP Fantom will be the top DeFi chain next year - Bookmark it crv.mktcap.eth @CurveCap Curve's @FantomFDN relaunch is something to behold 101 4:01 PM • Apr 8, 2024 Sonic @SonicLabs We are thrilled to introduce another angel investor joining our round! Stani Kulechov (@StaniKulechov) is the founder of Aave and Avara. @Aave is an open source and non-custodial protocol that allows users to earn interest on deposits and borrow assets. The platform boasts 1,060 9:39 AM • Apr 9, 2024 Nový systém pro Meme coiny na Fantomu Andre Cronje @AndreCronjeTech Safer community / meme coins on Fantom link.medium.com/7bhTAxMaEIb 2,117 12:17 AM • Apr 9, 2024 Ostatní Šéf MarginFi resignoval. MarginFi Leader Resigns on Fiery Day for Major Solana Lender "The main problem was our lack of organizational execution," MarginFi's longtime leader Edgar Pavlovsky told CoinDesk. https://www.coindesk.com Ať už je Tether podvod či ne, tak momentálně vydělává zajímavé peníze… Teddy Fusaro @teddyfuse USDT @tether_to produced an estimated $6.2 billion in net income in 2023. That's 78% of the number Goldman Sachs did ($7.9bn) and 72% of Morgan Stanley's ($8.5b). They have ~100 employees. GS has 49,000. MS has 82k. Source @MaelstromFund 2,760 1:03 PM • Apr 7, 2024 Pendle mezi TOP 10 DeFi protokoly. O kvalitách Pendle teď již nikdo nemůže pochybovat. Jake Pahor @jake_pahor Ok so @pendle_fi has jumped into the top 10 DeFi protocols. This is huge. I don't see these chads slowing down any time soon. Top 5 next. 110 9:00 PM • Apr 4, 2024 Kdo ještě Pendle nevyzkoušel, tak mrkněte zde. Pendle's Total Domination on Bankless The DeFi protocol is catching fire. Here are the basics of how it works. https://www.bankless.com ___________________________________________________________________________________________ Trh a smart money Trh Tento týden byl ovlivněn válkou a s tím spojeným výplachem. Nicméně mezi vítěze týdne lze zařadit $TON, Čínský narativ ($NEO, $VET a další), $ONDO (další intergrace RWA s Blackrockem). V propadu bylo taktéž velmi silné $AERO (Base narativ). Potenciální spuštění spot ETF na BTC a ETH v HK spustilo rally i na čínských altcoinech. The Block @TheBlock__ VeChain and Neo rally as proxy bets on Hong Kong ETF approval, analysts say theblock.co VeChain and Neo rally as proxy bets on Hong Kong ETF approval, analysts say VeChain and Neo seen as proxy bets on Hong Kong becoming Asia's first city to approve bitcoin and ether ETFs, analysts said. 79 10:50 AM • Apr 12, 2024 Smart Money Krypto influenceři tento týden hodně tlačili $TON a $FTM. Arthur Hayers zřejmě prodává své dlouho držené $GMX. Real Yield sektor (mj. právě $GMX) v posledních měsících nemá dobré období. Lookonchain @lookonchain Arthur Hayes(@CryptoHayes) unstaked all 237,672.8 $GMX($9.7M) and transferred it to #WintermuteTrading, possibly selling $GMX by #WintermuteTrading. His average cost of buying $GMX is ~$29.74, and he will make ~$3.2M after selling. x.com/lookonchain/st… Lookonchain @lookonchain 9/ Arthur Hayes recently bought $GMX and $PENDLE. He withdrew 700K $PENDLE($720K) from #Binance between Sept 1 and Dec 21 at $1.03. And he has bought a total of 218,337 $GMX($6.5M) at $29.74 from CEX and #Uniswap since Mar 3, 2022, making ~$3.12M at the current price. 315 9:55 PM • Apr 7, 2024 DeFi Nejzajímavější bridge destinací u L2 byl tento týden Karak, Fraxtal a Base chain. Zdroj: https://tokenterminal.com/terminal U Karak bych se měl však trochu na pozoru! victor @0xtwochen If you’re interested in understanding what actually happened. No need to spread FUD 21 3:50 AM • Apr 9, 2024 Superchain jede! Token Terminal 📊 @tokenterminal $7B bridged from Ethereum Mainnet to the Superchain. 140 7:25 AM • Apr 13, 2024 Naopak Starknet v solidní krizi. Golden @0xGolden_ Starknet has 8 daily active users, 10 daily transactions, and still somehow has a 1b MC and 15b FDV LMFAOOOOOOOOOOOOOOO Send it straight to 0 997 7:26 AM • Apr 13, 2024 LRT sektoru tento týden vévodí Swell a Renzo. Zdroj: https://dune.com/cryptokoryo/lrt-restaking $GEAR patří mezi nejslibněji rostoucí DeFi protokoly (právě z důvodu Eigenlayeru a LRT protokolů). 🉐 Crypto Linn @crypto_linn GM GM lil @GearboxProtocol updateroooni: - ATH TVL: up by 10X in a month reaching $260M - ATH leveraged borrowers: Up 16X and crossing 930 even with 330K average borrow size - ATH DAO revenue: >700K per month. $8.5M+ annualised - ATH lending market revenues for lenders: $58M+ 79 2:39 AM • Apr 6, 2024 Nedávno jsem o něm taktéž tweetoval zde. Cryptodrops Research @CryptodropsR $GEAR je jedna ze stálic mého portfolia, který ještě svoji chvilku slávy nezažil. 84 mil. $ market cap, ale točí měsíčně 314k $ na revenue (730k na fees). To mi pak dává P/F ratio 9,5x, což v DeFi sektoru není špatné (medián sektoru je 37,9x). Jistě $GEAR zažívá uživatelský 4 1:48 AM • Apr 9, 2024 ___________________________________________________________________________________________ Novinky projektů Zdroj: https://twitter.com/TheDeFinvestor/status/1778446359462305862 Eigenlayer EigenCloud @eigenlayer Announcing: AVS mainnet launch Six new AVSs are coming live today alongside EigenDA! 1,417 1:13 PM • Apr 11, 2024 SWELL Swell 🌊⛓️ @swellnetworkio Swell L2 pre-launch deposits are live! Deposit in the L2 for restaking to get: Airdrops from Swell & projects on Swell L2 Your share of 1M @EigenLayer Points Points and yield of deposited assets The revolution begins here: app.swellnetwork.io 1,299 5:23 AM • Apr 10, 2024 Fjord + Aerodrome Fjord Foundry @FjordFoundry We're excited to announce our partnership with @aerodromefi, a robust liquidity marketplace on @Base. Teams that raise capital through Fjord's platform who plan on launching on Base are encouraged to deploy liquidity on Aerodrome for best-in-class capital efficiency and UX. 218 7:00 PM • Apr 12, 2024 ___________________________________________________________________________________________ Airdropy Ultimátní přehled airdropů https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/tJEB-Cc_srjw9zRt1eqtQvtZPRJW1qOZKDHmWYbmdBY Kamino Ignas | DeFi @DefiIgnas $KMNO airdrop allocation revealed: 1 $KMNO priced at $0.15 USD on Drift pre-market, valuing Kamino at $1.5B FDV With only 10% of the initial supply circulating at launch, the market cap stands at $150M. Seems kinda low? 281 9:45 AM • Apr 5, 2024 Tensor Ignas | DeFi @DefiIgnas Tensorians NFT dumped 50% immediately after the $TNSR airdrop. There won't be a 2nd airdrop: 12.5% of the total supply distributed via the airdrop. The remaining 42.5% used for "incentive programs, liquidity provisioning, and grants beneficial to the Tensor ecosystem." Tensor Foundation @TensorFdn $TNSR is live. All treasure boxes (S1, S2 and S3) are now opened. You have 180 days to claim your $TNSR. 77 10:24 AM • Apr 8, 2024 OMNI Nomina @Nomina The time has come! Today, Omni begins its journey towards decentralization with the introduction of $OMNI, the token powering Ethereum’s unified future. Early Omni community members and partners across the Ethereum ecosystem will be eligible for the $OMNI Genesis airdrop. 3,840 9:38 AM • Apr 11, 2024 ___________________________________________________________________________________________ Výhled týdne Co sledovat příští týden Především situaci na Blízkém východě. Írán deklaruje, že v další eskalaci nechce pokračovat. Čeká se tedy na tah Izraele, zda se rozhodne pro odvetu. Mario Nawfal @MarioNawfal BREAKING: IRAN DECLARES ATTACK OVER Iran’s Chief of Staff: “Our attack is over, and we do not wish to continue it, but we will respond forcefully if Israel targets our interests. Israel crossed red lines by targeting our consulate in Damascus, and it had to be responded to.” Mario Nawfal @MarioNawfal FORMER ISRAELI INTELLIGENCE CHIEF ADVISES AGAINST ATTACKING IRAN An unnamed former Mossad chief reportedly warned Israel against retaliating to Iran’s overnight attack. “I do not advise responding to the Iranian attack, and we must not waste the alliance that stood with us 8,725 1:35 AM • Apr 14, 2024 Podstatné bude i to, zda TradFi trhy se opravdu přesunou do risk off. Z krypto událostí mě tento týden bude zajímat: $STX - Nakamoto upgrade (zřejmě 16.4.) $BTC + Bitcoin ekosystém - BTC halving (19.4.) $FET + $AGIX + $OCEAN - 16.4. je konec hlasování o jejich mergi tokenů IDO/ICO/Public sales Tento týden bych vypíchnul pouze projekt $INTRO Unlocky Příští týden bude celá řada unlocků. ___________________________________________________________________________________________ Vlákna a Tweety co mě zaujaly Ionet Eli5DeFi @eli5_defi ⇒ @ionet is an exceedingly anticipated project this year. ⇒ Their token launch, $IO, is scheduled to take place on 28 April. ⇒ We have collected all the important IONet information in a dynamic compendium that will be regularly updated. ⇒ Share and bookmark. (1/n) 350 8:42 AM • Apr 7, 2024 Výhled pro L2 na Ethereum VanEck @vaneck_us Will your ETH L2 make it? Read our $1 Trillion Ethereum L2s Valuation Target by 2030 piece. vaneck.com VanEck’s Ethereum Layer-2s Valuation Prediction by 2030 | VanEck We evaluate Ethereum Layer-2s across 5 key areas and detail our $1T base case valuation prediction for ETH L2s by 2030. 383 9:59 AM • Apr 8, 2024 ## Publication Information - [Cryptodrops Research](https://paragraph.com/@cryptodrops-research/): Publication homepage - [All Posts](https://paragraph.com/@cryptodrops-research/): More posts from this publication - [RSS Feed](https://api.paragraph.com/blogs/rss/@cryptodrops-research): Subscribe to updates - [Twitter](https://twitter.com/CryptodropsR): Follow on Twitter