# Týden v kryptu #8 By [Cryptodrops Research](https://paragraph.com/@cryptodrops-research) · 2024-03-10 --- 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 ![](https://storage.googleapis.com/papyrus_images/f4e8f65044ce73f8bc75b505d4c480c0250413378dc77295554587b15a0a8b27.webp) ](https://www.tradecz.cz/kryptomeny-airdropy-staking-na-patreonu-a-discordu-tradecz/) **Hlavní zprávy** ----------------- ### BTC Tento týden BTC překonalo své ATH. Na mnoha burzách olízlo 70 000$! Blackrock hodlá nakupovat spot BTC ETF do svých ostatních fondů. [![User Avatar](https://storage.googleapis.com/papyrus_images/d2184f704690786a34df1d3cd321ee367a69ec70735163e5d5c7eca2683a1788.png)](https://twitter.com/WatcherGuru) [Watcher.Guru](https://twitter.com/WatcherGuru) [@WatcherGuru](https://twitter.com/WatcherGuru) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/WatcherGuru/status/1765868844483268732) JUST IN: BlackRock files to purchase spot [#Bitcoin](https://twitter.com/hashtag/Bitcoin) ETFs for its Global Allocation Fund. [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 10.4K](https://twitter.com/WatcherGuru/status/1765868844483268732)[ 4:35 PM • Mar 7, 2024 ](https://twitter.com/WatcherGuru/status/1765868844483268732) Další velcí hráči umožňují nákup spotových ETF. [![User Avatar](https://storage.googleapis.com/papyrus_images/b6506914c9e6e14fe10d494e565c3b4beb771a687e6e63774565e7a390902e43.jpg)](https://twitter.com/AP_Abacus) [Andrew](https://twitter.com/AP_Abacus) [@AP\_Abacus](https://twitter.com/AP_Abacus) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/AP_Abacus/status/1764669525398548678) UPDATE: two [@MorganStanley](https://twitter.com/MorganStanley) sources re: $BTC ETF approvals on their platform. \*\*both are PWM Advisors in NYC Source: “approval could happen any day now; likely end of week.” Source: “initially told end of February for approval, now seems imminent.” [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 215](https://twitter.com/AP_Abacus/status/1764669525398548678)[ 9:09 AM • Mar 4, 2024 ](https://twitter.com/AP_Abacus/status/1764669525398548678) Celý týden pak inflow do ETF fondů byl skvělý. Bitmex research k tomu každý obchodní den sdílí data. [![User Avatar](https://storage.googleapis.com/papyrus_images/f274ba7af633f771d491d70666d679e0b035e341e334d1bfcd290e141809f260.jpg)](https://twitter.com/BitMEXResearch) [BitMEX Research](https://twitter.com/BitMEXResearch) [@BitMEXResearch](https://twitter.com/BitMEXResearch) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/BitMEXResearch/status/1766359858893262958) \[1/4\] Bitcoin ETF Flow - 08 March 2024 All data in. $223m positive net flow for thew day The assets of the ETFs excluding GBTC are now over $28 billion, this is now larger than GBTC's assets for the first time ![](https://storage.googleapis.com/papyrus_images/8d623659be04b347a3d254807a287d717e9ab6e9d793eeec892c54689fcc427a.png) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 363](https://twitter.com/BitMEXResearch/status/1766359858893262958)[ 1:06 AM • Mar 9, 2024 ](https://twitter.com/BitMEXResearch/status/1766359858893262958) ### Retail is back Popularita Coinbase aplikace byla vždy skvělý indikátor vrcholu zájmu retailu. Momentálně je aplikace již v top 50 na App store. [![User Avatar](https://storage.googleapis.com/papyrus_images/375fd9c15613e876f0bc3f4753a33da0dabb79dab6bf25ba0d7971d9f2333839.png)](https://twitter.com/TheDeFinvestor) [The DeFi Investor 🔎](https://twitter.com/TheDeFinvestor) [@TheDeFinvestor](https://twitter.com/TheDeFinvestor) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/TheDeFinvestor/status/1765279261022192047) Coinbase is now ranked #49 in App Store Retail has suddenly discovered that crypto is not such a big scam after all ![](https://storage.googleapis.com/papyrus_images/e23fa86a1a4466ae17265e584befcdc414a1c22cb9fc4639d1fec21cfd91178e.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 207](https://twitter.com/TheDeFinvestor/status/1765279261022192047)[ 1:32 AM • Mar 6, 2024 ](https://twitter.com/TheDeFinvestor/status/1765279261022192047) ### Ethereum Ethereum dipy tento týden byly velmi rychle vykupovány. Oproti BTC stále nedosáhlo na ATH (cca. 20% od ATH). Hlavním katalyzátorem je především spot ETH ETF. Sec jedná s Grayscale a Coinbase o $ETH spot ETFkách. Určitě se jedná o pozitivní signál. [![User Avatar](https://storage.googleapis.com/papyrus_images/ce1b0b752e76a4a9701c8fa242270d9cb82bdc63728e6473ac86b2902aef460a.jpg)](https://twitter.com/TheBlock__) [The Block](https://twitter.com/TheBlock__) [@TheBlock\_\_](https://twitter.com/TheBlock__) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/TheBlock__/status/1766177709233709143) Grayscale, Coinbase meet with SEC about spot ether ETFs[![](https://storage.googleapis.com/papyrus_images/de80542d76b88649f05fc2c5c32432c86b3707e80e905c3c1d63b96372aa97ae.jpg) theblock.co Grayscale, Coinbase meet with SEC about spot ether ETFs ------------------------------------------------------- Grayscale and Coinbase held another round of talks with federal regulators this week, making headway in the companies' plans to launch an ether spot exchange-traded fund.](https://t.co/WJX7zgpuGg)  [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 83](https://twitter.com/TheBlock__/status/1766177709233709143)[ 1:02 PM • Mar 8, 2024 ](https://twitter.com/TheBlock__/status/1766177709233709143) Ethereum supply momentálně drasticky klesá. [![User Avatar](https://storage.googleapis.com/papyrus_images/1d6c25428b53fc33883246d33113163e7df4f11c64d319d9025afedfa2e49487.jpg)](https://twitter.com/ultrasoundmoney) [ultra sound money 🦇🔊](https://twitter.com/ultrasoundmoney) [@ultrasoundmoney](https://twitter.com/ultrasoundmoney) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/ultrasoundmoney/status/1764542865022099708) supply shrinking 1%/year that's 1.2M ETH per year down only ![📉](https://abs-0.twimg.com/emoji/v2/72x72/1f4c9.png) ![](https://storage.googleapis.com/papyrus_images/6da0271120b89697cd8e9eab28e3569bb4fae2623562cdb1bb6286af7bb253bc.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 557](https://twitter.com/ultrasoundmoney/status/1764542865022099708)[ 12:46 AM • Mar 4, 2024 ](https://twitter.com/ultrasoundmoney/status/1764542865022099708) Nicméně je to vyváženo skoro až nepoužitelností Ethereum mainnetu. Fees za swapy se v peeku pohybují kolem 150$… ![](https://storage.googleapis.com/papyrus_images/a94e4f1e6af32d80f081c0a36c5cac1b25e092973c29d6d4718511ae11190a59.png) ### Ostatní Metamask mobile konečně již s propojením na Ledger. [![User Avatar](https://storage.googleapis.com/papyrus_images/6c60963789b12cf6af6d1d8b57712ceca7b8680f5bd79d8254f822a3c8c89375.jpg)](https://twitter.com/Ledger) [Ledger](https://twitter.com/Ledger) [@Ledger](https://twitter.com/Ledger) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/Ledger/status/1765739370408034779) Ledger x [@MetaMask](https://twitter.com/MetaMask) mobile is here! The Ledger Nano X is now compatible with the MetaMask mobile app, meaning you can import your Ledger accounts to MetaMask & navigate the crypto space on the go. Read more: [ledger.com/blog-you-can-n…](https://t.co/g1x1BIQKpO) ![](https://pbs.twimg.com/media/GIEqlN9XMAA9sPu.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 1,050](https://twitter.com/Ledger/status/1765739370408034779)[ 8:00 AM • Mar 7, 2024 ](https://twitter.com/Ledger/status/1765739370408034779) Současně metamaska integruje i Revolut. FTM k řešení Multichain hacku, který minulý rok chain zasáhl brutálním způsobem. \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Trh a smart money** --------------------- ### **Trh** Tento týden byl především o útoku $BTC na 70 000$! Meme a AI season však taktéž pořád pokračuje. Krom meme a Ai coinů byl vítězem i $RBN (který se bude za pár týdnů transformovat v $AEVO 1:1, přičemž mezi premarket $AEVO a cenou $RBN je pořád určitý spread). Dále rostlo $FTM, $RUNE a $NEAR. ![](https://storage.googleapis.com/papyrus_images/11bad1c74c2073bb611468b78a1041be35a2453fd5bc27393b47878da84b342c.png) Stále můžeme sledovat masivní růst AI sektoru, který dle všeho směřuje k NVDIA konferenci, která se uskuteční 18.3. [![User Avatar](https://storage.googleapis.com/papyrus_images/c0f1a9ec2214749c678669a49163526cde48a3784c996c63f1e948edd8995ece.jpg)](https://twitter.com/TheFlowHorse) [HORSE 🏴‍☠️](https://twitter.com/TheFlowHorse) [@TheFlowHorse](https://twitter.com/TheFlowHorse) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/TheFlowHorse/status/1765376683366916171) Loading up on AI plays leading into the NVDA conference. [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 519](https://twitter.com/TheFlowHorse/status/1765376683366916171)[ 7:59 AM • Mar 6, 2024 ](https://twitter.com/TheFlowHorse/status/1765376683366916171) Momentálně se hraje především o velikost altcoin season. Velká část altů je již mnoho stovek % v plusu, ale trh má stále prostor pro růst (především v DeFi sektoru). Poraženými pak byly především Bitcoin alternativy $BCH, $LTC, $BSV, ale i třeba $KASPA. ![](https://storage.googleapis.com/papyrus_images/9cb4ae92a0736fbac1ddda3635cc841ba9c7633654277993c40f130e82a5f48d.png) ### **Smart Money** Tento týden opět velmi zajímavé pohyby. Opravdu velké inflow do $ILV, $DOG, $SOL a $RLB. Populární stále i $AIT. ![](https://storage.googleapis.com/papyrus_images/c27d8458c6dee7d6a2ca53ad24c348fb726c633c16aeba617f2847856cdd8235.png) Ve velkém se však exituje z narativ coinů. Zajímavé exity především $GPU, $OPSEC (tam byl velký fud), $ONDO, $TRUMP (na scénu přišly nové meme coiny politiků na Solaně viz níže a mnoho smart money se přesunulo právě tam). ![](https://storage.googleapis.com/papyrus_images/3e68df3d6991a1f2b1d8e22005f34bb6184a8133a2d70ab1a1abae6fd268b9bf.png) Populárním trendem týdne byly misspelled celebrity memecoiny na Solaně. In Jeo Boden we trust :-P [![User Avatar](https://storage.googleapis.com/papyrus_images/ce1b0b752e76a4a9701c8fa242270d9cb82bdc63728e6473ac86b2902aef460a.jpg)](https://twitter.com/TheBlock__) [The Block](https://twitter.com/TheBlock__) [@TheBlock\_\_](https://twitter.com/TheBlock__) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/TheBlock__/status/1765716375140524345) Misspelled celebrity memecoins on Solana surge in price, such as Jeo Boden, Danold Tromp and Olen Mosk[ ![](https://storage.googleapis.com/papyrus_images/43eabfde22d88c42b3efe5d8afda7830fdf0ec807d778fa6d46c3cd966f808bf.jpg) theblock.co Misspelled celebrity memecoins on Solana surge in price, such as Jeo Boden, Danold Tromp and Olen... ---------------------------------------------------------------------------------------------------- Tokens based on U.S. President Joe Biden, such as Jeo Boden, have surged in price on the Solana blockchain. ](https://t.co/ib1ZimQ7sC) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 172](https://twitter.com/TheBlock__/status/1765716375140524345)[ 6:29 AM • Mar 7, 2024 ](https://twitter.com/TheBlock__/status/1765716375140524345) Co se týče nejzmiňovanějších coinů týdne, tak se do popředí dostaly meme coiny ($PEPE, $DOGE, $WIF) Zajímavé zmínky u $NMT, $TATSU a $TAO. ![](https://storage.googleapis.com/papyrus_images/2669b82ce478074506efbeab9aa6440daacd6274b0a6bc538c4389af7615bce7.png) V největších nárůstech pak opět dominovaly meme coiny a AI coiny (a nebo dokonce AI-meme coiny). Hodně se řešili především “cat meme” coiny viz např. LMEOW. ![](https://storage.googleapis.com/papyrus_images/9f7b142e0fbf35d97325c9959b365c6aaa601d3e0b220da8ea8b856a619f2e55.png) ### **DeFi** Současným lídrem v popularitě je především Solana a Blast. Ethereum mainnet a Bitcoin se však taktéž drží na velkém růstu TVL (hodně taky díky růstu $ETH a $BTC). ![](https://storage.googleapis.com/papyrus_images/37c9f82c5327afcf05f3570e2ab63680fd41694397dbbcffad14cc751b4dd10f.png) Blast chain mohutně roste a stává se degen playgroundem současného bullrunu. [![User Avatar](https://storage.googleapis.com/papyrus_images/8c839a1166de70284edd1f0aba56f294b74a3cc1faffafbadc3149753b03cb30.jpg)](https://twitter.com/patfscott) [Patrick Scott | Dynamo DeFi](https://twitter.com/patfscott) [@patfscott](https://twitter.com/patfscott) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/patfscott/status/1766485047945633849) Blast is already in the top 10 chains by TVL, flipping Base and Manta. ![](https://storage.googleapis.com/papyrus_images/d4e8e14277681bd915f6e0bdc069ef2e013a1691991eff92179de00804277ff1.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 34](https://twitter.com/patfscott/status/1766485047945633849)[ 9:23 AM • Mar 9, 2024 ](https://twitter.com/patfscott/status/1766485047945633849) V rámci nových růstových trendů jsou krom Blastu taktéž zajímavé BEAM, ICP, TON, NEAR a FTM chainy. ![](https://storage.googleapis.com/papyrus_images/64d4c59014041f59bf421deb3e98e3e121e0b351f4734b12e578178cb33eeb1c.png) Ethena Labs je momentálně nejsilnější DeFi. [![User Avatar](https://storage.googleapis.com/papyrus_images/b07ce8e7e7c533696730d0ec150787898e50dba50e02e9aadf181ca77514a1fb.jpg)](https://twitter.com/Defi_Maestro) [Defi\_Maestro ✺](https://twitter.com/Defi_Maestro) [@Defi\_Maestro](https://twitter.com/Defi_Maestro) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/Defi_Maestro/status/1766018721229967809) [@ethena\_labs](https://twitter.com/ethena_labs) absolutely chadding \+ 2 weeks from launch \+ 3rd highest revenue in Crypto \+ Highest revenue among DeFi Dapps \+ TVL continues to increase \+ Insurance Fund growing as well \+ DeFi Dapps integration on the horizons \+ Various L1 and L2s will be adopting $USDe and $sUSDe ![](https://storage.googleapis.com/papyrus_images/f3fbd49337ec71ec4025732fd3430eb66991d7e15c5815083299f2a641d7770e.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 49](https://twitter.com/Defi_Maestro/status/1766018721229967809)[ 2:30 AM • Mar 8, 2024 ](https://twitter.com/Defi_Maestro/status/1766018721229967809) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Novinky projektů** -------------------- Velké novinky především u Injective, Ondo, Ton blockchainu a Frax finance. ![Zdroj: https://twitter.com/TheDeFinvestor/status/1765765750839443844](https://storage.googleapis.com/papyrus_images/e18709b6610b6ca319eeb28c387c7eceb49c6d0ebf6c62405da7e0f5f09b0a23.png) Zdroj: https://twitter.com/TheDeFinvestor/status/1765765750839443844 ### Frax finance Frax finance konečně otevírá svůj Fraxchain světu. [![User Avatar](https://storage.googleapis.com/papyrus_images/b60064804c5cfc59b2cf4a3baac0ff846320cfb8b3200eb44515a4a1403a2b9b.jpg)](https://twitter.com/shilloooor) [Shillooor](https://twitter.com/shilloooor) [@shilloooor](https://twitter.com/shilloooor) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/shilloooor/status/1765885493542010964) Fraxtal is the new L2 from [@fraxfinance](https://twitter.com/fraxfinance). To help you get up to speed, we just published a free mini-academy about Frax. This includes: \-4 detailed walkthroughs about Fraxtal and other Frax Finance products \-Infographics to visualize Frax's various DeFi products \-A quiz to test ![](https://pbs.twimg.com/ext_tw_video_thumb/1765884647638974465/pu/img/7JK5SRTLXW6wRzVp.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 32](https://twitter.com/shilloooor/status/1765885493542010964)[ 5:41 PM • Mar 7, 2024 ](https://twitter.com/shilloooor/status/1765885493542010964) [![User Avatar](https://storage.googleapis.com/papyrus_images/48d81914dc04038a30f78813fc319fe7ee8ae6ac26a88c54fc75ca2fb4e1cc69.jpg)](https://twitter.com/FlywheelDeFi) [FlywheelDeFi.eth](https://twitter.com/FlywheelDeFi) [@FlywheelDeFi](https://twitter.com/FlywheelDeFi) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/FlywheelDeFi/status/1765864039740330147) How to Bridge to Fraxtal with [@Owlto\_Finance](https://twitter.com/Owlto_Finance) With fees ranging between $40-$80 to bridge over to Fraxtal, Owlto solves this with an easy, cheap & fast solution so that you can bridge over without having to pay gas fees ![🙌](https://abs-0.twimg.com/emoji/v2/72x72/1f64c.png) Here's How to Use Owlto ![👇](https://abs-0.twimg.com/emoji/v2/72x72/1f447.png) ![](https://storage.googleapis.com/papyrus_images/45f67e92c902ae6ea5d35fe4f80c6294410738ae2d3a39fef37323f04ee5f720.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 26](https://twitter.com/FlywheelDeFi/status/1765864039740330147)[ 4:16 PM • Mar 7, 2024 ](https://twitter.com/FlywheelDeFi/status/1765864039740330147) [![User Avatar](https://storage.googleapis.com/papyrus_images/ab1cd85922f12ee531b2f7cd18d24862969d82e13c11f1d60752579e889affd5.jpg)](https://twitter.com/fraxfinance) [Frax Finance ¤⛓️¤](https://twitter.com/fraxfinance) [@fraxfinance](https://twitter.com/fraxfinance) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/fraxfinance/status/1765642127076364750) For all staking enjoyers, sfrxETH APY is currently 5%+ compared to major LSDs like stETH at 3.6% ![👀](https://abs-0.twimg.com/emoji/v2/72x72/1f440.png) [app.frax.finance/frxeth](https://t.co/ilNiotBs9k) ![](https://storage.googleapis.com/papyrus_images/bb4e5829e8866061e38b123d3ab39542b2c6c2df3d162684a1916d97d0d6475a.png) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 143](https://twitter.com/fraxfinance/status/1765642127076364750)[ 1:34 AM • Mar 7, 2024 ](https://twitter.com/fraxfinance/status/1765642127076364750) ### Kwenta Kwenta v3 na Base chainu! [![User Avatar](https://storage.googleapis.com/papyrus_images/cb1abea42c6eca2bd9d871be0656974ffe26693a74167aab9191e5fe0092c6ea.png)](https://twitter.com/SNX_Exchange) [Synthetix Exchange ⚔️](https://twitter.com/SNX_Exchange) [@SNX\_Exchange](https://twitter.com/SNX_Exchange) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/SNX_Exchange/status/1765915517989298324) In partnership with @synthetix\_io, we're proud to unveil the beta launch of Perps v3 on Kwenta. The onchain perps powerhouse of [@Optimism](https://twitter.com/Optimism) has launched on [@base](https://twitter.com/base) L2. ![🔗](https://abs-0.twimg.com/emoji/v2/72x72/1f517.png) Trade now: [v3.kwenta.io](https://t.co/IbPH8pXrHF) ![📚](https://abs-0.twimg.com/emoji/v2/72x72/1f4da.png) Full details in the blog:[ ![](https://storage.googleapis.com/papyrus_images/91996d262dca4c4909296f55c3d7ce0411c771c89d0d8ed0f4c367f8aaf32300.jpg) mirror.xyz Perps v3 Beta: The Future of Futures Trading -------------------------------------------- Perps v3 is a revolutionary step forward for perps trading platform. It's not just an upgrade, but a complete reimagining of what decentralized futures trading can be. ](https://t.co/CueyhM2Qtg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 290](https://twitter.com/SNX_Exchange/status/1765915517989298324)[ 7:40 PM • Mar 7, 2024 ](https://twitter.com/SNX_Exchange/status/1765915517989298324) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Airdropy** ------------ ### Wormhole Wormhole airdrop eligible check. [![User Avatar](https://storage.googleapis.com/papyrus_images/66e385dd90736b0ed0ecb05bb40dc76b44284835e948d01d8a7af9dbff749df9.jpg)](https://twitter.com/wormhole) [Wormhole](https://twitter.com/wormhole) [@wormhole](https://twitter.com/wormhole) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/wormhole/status/1765459330965602722) Enter the Wormhole. [airdrop.wormhole.com](https://t.co/GxyfY14PyL) ![](https://storage.googleapis.com/papyrus_images/58f2b26b3cb999f17befca9910a856ba9df76336853384d7f248b9c02bb72708.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 4,433](https://twitter.com/wormhole/status/1765459330965602722)[ 1:27 PM • Mar 6, 2024 ](https://twitter.com/wormhole/status/1765459330965602722) ### SAGA Saga airdrop claim. Nezapomeňte si dole přidat peněženky (KEPLR, METAMASK…) jinak neuvidíte zda jste eligible či ne. [https://claim.airdrop.saga.xyz/](https://claim.airdrop.saga.xyz/) ### Týdenní přehled airdrop aktivit [![User Avatar](https://storage.googleapis.com/papyrus_images/1737329811586e719b3ff3cb700b8a9d9e32a5b145023a894816c849cbc18bda.jpg)](https://twitter.com/CryptodropsR) [Cryptodrops Research](https://twitter.com/CryptodropsR) [@CryptodropsR](https://twitter.com/CryptodropsR) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/CryptodropsR/status/1765784114433491234) Týdenní přehled airdr0p aktivit #18 Je toho hodně, tak to dávám raději už ve čtvrtek. ![😊](https://abs-0.twimg.com/emoji/v2/72x72/1f60a.png) ◢ Top Priorita: ![🔹](https://abs-0.twimg.com/emoji/v2/72x72/1f539.png)Linea Park - Social week ![🔗](https://abs-0.twimg.com/emoji/v2/72x72/1f517.png)[layer3.xyz/linea-park?ref…](https://t.co/JhRM2bly7B) ![🔹](https://abs-0.twimg.com/emoji/v2/72x72/1f539.png)Renzo spustilo restaking na Arbitrum a BNB. Sbírat body tedy můžete levněji než na mainnetu. ![](https://storage.googleapis.com/papyrus_images/e3ff88f87dcac8b3be75f0272e5b42fa8bbcbf5dce9254ed70c5b4f8bffad847.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 13](https://twitter.com/CryptodropsR/status/1765784114433491234)[ 10:58 AM • Mar 7, 2024 ](https://twitter.com/CryptodropsR/status/1765784114433491234) ### Návod na BTC ekosystém airdropy [https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/nT5aq9T0NrA3q3Ifa9k2BtZRCpapHtij2mdTYaLES24?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/nT5aq9T0NrA3q3Ifa9k2BtZRCpapHtij2mdTYaLES24?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6) ### Aktualizoval jsem návody na Mode a Base [https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/0xXSBpR-Macvt8lLDfjaqirNT4U-VAqFWF48Wb5ISZg](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/0xXSBpR-Macvt8lLDfjaqirNT4U-VAqFWF48Wb5ISZg) [https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/rHLo\_d5M-bgXolMYt8Fo5rOQoUT47-MoglffVxHIClA](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/rHLo_d5M-bgXolMYt8Fo5rOQoUT47-MoglffVxHIClA) ### Scallop airdrop claim [ Scallop ------- Scallop is a DeFi protocol for lending and borrowing on the Sui blockchain. https://airdrop.scallop.io ![](https://storage.googleapis.com/papyrus_images/18ee3768ea694d9d8ef716357599d71ed9f39f563a49d33c9f6702dfddc933b1.png) ](https://airdrop.scallop.io/) ### Airdropy pro $DYM stakery [![User Avatar](https://storage.googleapis.com/papyrus_images/c5b23605b679b0f606bbfde603374b738a6ff79b19cd3f893370c1d005e0f6e8.jpg)](https://twitter.com/CryptoDanvans) [CryptoDanny 🌊🌶️🏌️‍♂️](https://twitter.com/CryptoDanvans) [@CryptoDanvans](https://twitter.com/CryptoDanvans) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/CryptoDanvans/status/1765348883658346813) $DYM Stakers Another Airdrop ![🪂](https://abs-0.twimg.com/emoji/v2/72x72/1fa82.png) Ticker = $AIG Project [](https://twitter.com/aigisos)[@aigisos](https://twitter.com/aigisos) It will be a rolling drop, not 1 but 5 drops ![🪂](https://abs-0.twimg.com/emoji/v2/72x72/1fa82.png) Maybe my adding abit daily will pay off ![🤷🏻‍♂️](https://abs-0.twimg.com/emoji/v2/72x72/1f937-1f3fb-200d-2642-fe0f.png) Plus Airdrops from stuff built on @aigisos Will post more when I find out ![🫡](https://abs-0.twimg.com/emoji/v2/72x72/1fae1.png) Happy days [#Cosmos](https://twitter.com/hashtag/Cosmos) [#Ibc](https://twitter.com/hashtag/Ibc) [#Dymension](https://twitter.com/hashtag/Dymension) ![](https://storage.googleapis.com/papyrus_images/cab3aed261a3ab45fcd31fa7350decbed75b0ddeae873f3903b4b5acee07566f.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 194](https://twitter.com/CryptoDanvans/status/1765348883658346813)[ 6:09 AM • Mar 6, 2024 ](https://twitter.com/CryptoDanvans/status/1765348883658346813) a ještě $NIM [ \[RollApp Submission\]\[Prop # 13\] Introducing NIM Network The First RollApp On Dymension ------------------------------------------------------------------------------------------ Building The Ultimate Environment For AI Games Abstract The NIM RollApp will combine the latest in blockchain technology with gaming fundamentals to create experiences that are both crypto-native and fun. NIM will be the first RollApp powered by Dymension with Celestia DA technology underneath and based on EVM. https://forum.dymension.xyz ![](https://storage.googleapis.com/papyrus_images/59bf4c666ee47bb9b3bc969ec1c5d6fdcb925973897c337cccdf61e6533a8ca5.jpg) ](https://forum.dymension.xyz/t/rollapp-submission-introducing-nim-network-the-first-rollapp-on-dymension/1236) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Vlákna a diskuse, které mě zaujaly** -------------------------------------- ### K aktuální situaci na FTM [![User Avatar](https://storage.googleapis.com/papyrus_images/2961ec7042237484713f145b62d59713f334ceebbc2471b683b0ee7c822c53e4.jpg)](https://twitter.com/HalscionRose) [halscioN 🌹](https://twitter.com/HalscionRose) [@HalscionRose](https://twitter.com/HalscionRose) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/HalscionRose/status/1765797209088401457) Sonic's technology alone is incredible. In Andre's words, "Sonic itself is a technical marvel" But imagine Sonic + ecosystem activity airdrop + native point program + huge brand partnerships + native stablecoins It's all coming. Lettuce cook ![🥬](https://abs-0.twimg.com/emoji/v2/72x72/1f96c.png)![🧑‍🍳](https://abs-0.twimg.com/emoji/v2/72x72/1f9d1-200d-1f373.png) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 428](https://twitter.com/HalscionRose/status/1765797209088401457)[ 11:50 AM • Mar 7, 2024 ](https://twitter.com/HalscionRose/status/1765797209088401457) ### Altlayer analýza [![User Avatar](https://storage.googleapis.com/papyrus_images/54a136821527a67d11b1973b72e262f5407333cb99694e885c8efdcf56196605.jpg)](https://twitter.com/jake_pahor) [Jake Pahor](https://twitter.com/jake_pahor) [@jake\_pahor](https://twitter.com/jake_pahor) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/jake_pahor/status/1765633493953040559) Just scored an ALT airdrop - HODL or sell? Let's dive into my AltLayer research report to guide your decision. Project scorecard revealed at the end of thread. ![🧵](https://abs-0.twimg.com/emoji/v2/72x72/1f9f5.png) ![](https://storage.googleapis.com/papyrus_images/e13367effe1181ae483b6a891b60d7a66de20c36771b6b52d387f6ed5f8692cd.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 79](https://twitter.com/jake_pahor/status/1765633493953040559)[ 1:00 AM • Mar 7, 2024 ](https://twitter.com/jake_pahor/status/1765633493953040559) ### Pár katalyzátorů pro další týdny [![User Avatar](https://storage.googleapis.com/papyrus_images/6b3f88f891e6b38d2b0b8f58b36847a2e953a0cfb9fd6566a855fa7885fc652e.jpg)](https://twitter.com/2lambro) [2Lambroz 🐑 (🧑‍🍳🥩🤌)](https://twitter.com/2lambro) [@2lambro](https://twitter.com/2lambro) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/2lambro/status/1764936077402636498) Quick events & catalyst lambro is looking at ![1️⃣](https://abs-0.twimg.com/emoji/v2/72x72/31-20e3.png) [@Uniswap](https://twitter.com/Uniswap) fee switch to earn % of revenue, apr prediction on uni valuation & trading volume ![2️⃣](https://abs-0.twimg.com/emoji/v2/72x72/32-20e3.png) [@GMX\_IO](https://twitter.com/GMX_IO) launching its own chain ![3️⃣](https://abs-0.twimg.com/emoji/v2/72x72/33-20e3.png) [@StarknetFndn](https://twitter.com/StarknetFndn) 40m $STRK DeFi Spring incentive plan ![4️⃣](https://abs-0.twimg.com/emoji/v2/72x72/34-20e3.png) $JUP - LFG Launchpad Voting ![](https://storage.googleapis.com/papyrus_images/0288dc4ab0fe535c5e58fec84eb4fdb99ddc6ef97676228a1a3b9b85514481bb.png) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 42](https://twitter.com/2lambro/status/1764936077402636498)[ 2:48 AM • Mar 5, 2024 ](https://twitter.com/2lambro/status/1764936077402636498) ### Memecoin teze [![User Avatar](https://storage.googleapis.com/papyrus_images/62e4bf7bdd6d848b5d1281ac8276e5e8b7d3fccd51df3fd2809b70d82478c9c6.jpg)](https://twitter.com/Rewkang) [Andrew Kang](https://twitter.com/Rewkang) [@Rewkang](https://twitter.com/Rewkang) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/Rewkang/status/1764069999507800282) We are going to reach some serious levels of mental retardation for memecoins this cycle Think of the Memecoin ecosystem as essentially a Skill-based Global Lottery Platform. Players get to decide which lottery brand they want to buy tickets in, but the payouts and odds aren't ![](https://storage.googleapis.com/papyrus_images/08be22cded1bc7a4d1858d9b57878fda628eaf9cf4832e8bf866707ef679f93f.png) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 3,090](https://twitter.com/Rewkang/status/1764069999507800282)[ 5:27 PM • Mar 2, 2024 ](https://twitter.com/Rewkang/status/1764069999507800282) ### 50 zajímavých projektů v klíčových narativech tohoto bullrunu [![User Avatar](https://storage.googleapis.com/papyrus_images/4112506c25fe5bceba88012bb783a8d89a692e1cbd90b7e022db596e3401dabb.jpg)](https://twitter.com/wacy_time1) [AlΞx Wacy 🌐](https://twitter.com/wacy_time1) [@wacy\_time1](https://twitter.com/wacy_time1) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/wacy_time1/status/1765426343846527414) Improved list of 50 potential unicorns for the altseason 2024: L1: $QUBIC, $ALPH, $KAS, $SMH, $TRIAS, $TARA AI: $TAO, $GLQ, $ENQAI, $wBAI, $ORAI, $AGC DePIN: $EMC, $MINIMA, $WNT, $RWN, $OBOT, $KREST RWA: $IXS, $CPOOL, $GB, $BOSON, $TRADE, $CFG GameFi: $METAL, $CAH, $GHX, ![](https://storage.googleapis.com/papyrus_images/1b391590c2ecd3dc368ce26d65ff13e005c7ab8a0950015d1a201251730cb63c.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 2,046](https://twitter.com/wacy_time1/status/1765426343846527414)[ 11:16 AM • Mar 6, 2024 ](https://twitter.com/wacy_time1/status/1765426343846527414) ### IONET analýza [![User Avatar](https://storage.googleapis.com/papyrus_images/4112506c25fe5bceba88012bb783a8d89a692e1cbd90b7e022db596e3401dabb.jpg)](https://twitter.com/wacy_time1) [AlΞx Wacy 🌐](https://twitter.com/wacy_time1) [@wacy\_time1](https://twitter.com/wacy_time1) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/wacy_time1/status/1765384031338704999) Wow, it's time to keep a close eye on [@ionet\_official](https://twitter.com/ionet_official). They are building the largest decentralized GPU network in the world to address the AI compute shortage on $SOL : \- Revolutionizing AI-compute with the world's largest cloud, providing cost-effective access to distributed ![](https://storage.googleapis.com/papyrus_images/b2e85d6018789302a5ecdb0c1dfcba9bc627c8bfed10ffe696db9949606c905d.png) [![User Avatar](https://storage.googleapis.com/papyrus_images/f5f602f7ce03cde7cfb952e59435b2a9d4c6177a31d90e8db7142502b44445be.jpg)](https://twitter.com/ionet) [io.net](https://twitter.com/ionet) [@ionet](https://twitter.com/ionet) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/ionet/status/1765065611674374365) BREAKING: [io.net](https://t.co/WLXlHkvE4z) has raised $30M to build the largest decentralized GPU network in the world and solve the AI compute shortage. The Series A round was led by Hack VC with participation from Multicoin Capital, 6th Man Ventures, M13, Delphi Digital, Solana Labs, [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 208](https://twitter.com/wacy_time1/status/1765384031338704999)[ 8:28 AM • Mar 6, 2024 ](https://twitter.com/wacy_time1/status/1765384031338704999) ### BEOBLE analýza [![User Avatar](https://storage.googleapis.com/papyrus_images/43db860420dc10086e7ff0360bd5025930764cc6f33b9fee2a7a12f97f49e89d.jpg)](https://twitter.com/hansolar21) [hansolar.🕯️](https://twitter.com/hansolar21) [@hansolar21](https://twitter.com/hansolar21) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/hansolar21/status/1765737879169556797) friendtech is currently being traded on whales market at $1-2 making it a $+1b protocol with ~6k monthly active users beoble $BBL currently trades at around $24m with an mau of 1m![👀](https://abs-0.twimg.com/emoji/v2/72x72/1f440.png) This is likely due to the different users bases, but i reckon it's still worth looking into as a ![](https://storage.googleapis.com/papyrus_images/6830c5a404dbcff7b589b21c09664964e2eaf65620e133c4d79df4c63d9b6fdf.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 22](https://twitter.com/hansolar21/status/1765737879169556797)[ 7:54 AM • Mar 7, 2024 ](https://twitter.com/hansolar21/status/1765737879169556797) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Hacky** --------- ### WooFi exploit [![User Avatar](https://storage.googleapis.com/papyrus_images/2be579b2f8961c1c685ca6acd9e83ceca3aa2147f92106d0d5b4f9f252e44f09.png)](https://twitter.com/PeckShieldAlert) [PeckShieldAlert](https://twitter.com/PeckShieldAlert) [@PeckShieldAlert](https://twitter.com/PeckShieldAlert) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/PeckShieldAlert/status/1765054155478175943) [#PeckShieldAlert](https://twitter.com/hashtag/PeckShieldAlert) [@\_WOOFi](https://twitter.com/_WOOFi) has been exploited for ~$8m. The exploiter 0x9961...81c4 has transferred ~2K $ETH to 0xb59d...29Ad [x.com/spreekaway/sta…](https://t.co/eIPn0iaPyL) ![](https://storage.googleapis.com/papyrus_images/603da1d57c004baa4b8f3d1e0480f38215b6a889edf112136cdf85cd375a18e7.jpg) [![User Avatar](https://storage.googleapis.com/papyrus_images/f7e2da4556543f7247705fd5ffb48e916fbfabeaa9d1c8974c92d5d27021b626.jpg)](https://twitter.com/spreekaway) [Spreek](https://twitter.com/spreekaway) [@spreekaway](https://twitter.com/spreekaway) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/spreekaway/status/1765046559832764886) Wootrade's WooPPV2 contract exploited for a total attacker haul of 8.5m on arbitrum. It is now paused, so no further action is needed. (Deleted the previous post because it was spreading misinfo. I regret the error) ![](https://storage.googleapis.com/papyrus_images/475511e4e76a8be4e2d90b597855c2458b3e74699b5372b088965d4f8a613658.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 62](https://twitter.com/PeckShieldAlert/status/1765054155478175943)[ 10:37 AM • Mar 5, 2024 ](https://twitter.com/PeckShieldAlert/status/1765054155478175943) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Výhled týdne** ---------------- Následující týdny budou velmi nadupané. ![Zdroj: https://twitter.com/layerggofficial/status/1766044981251469682](https://storage.googleapis.com/papyrus_images/c5bc7ead21e3f7e3c566760ba279ad00b7895ef8f0b497f40b784ff769ee8723.png) Zdroj: https://twitter.com/layerggofficial/status/1766044981251469682 ### **Co sledovat příští týden** TradFi je stále na topu a tento týden tu bude opět důležité makro (americká inflace - CPI a PPI). ![](https://storage.googleapis.com/papyrus_images/1f1a23dd5af1c45965c873726724df0a5e9936bfa4db601053d477d5709a2409.png) Z krypta se vyplatí sledovat: **Dencun upgrade** - nejdůležitější událost v Ethereum ekosystému. Dramaticky se sníží fees na L2 sítích. Osobně si myslím, že to nebude mít přímý vliv na cenu $ETH (pouze pokud by se to nepovedlo zavést). Spíše to však může mít vliv na L2 ekosystémy - $STRK, $METIS, $OP + DeFi a memecoiny na L2 sítích. **$ARB** - chystaný velký unlock. Shortovat token však není dobrý nápad, neboť může být pokus o short squeeze. Současně to proběhne při Dencun upgradu, což cenu tokenu může tlačit nahoru. **$RONIN/$PIXEL** - velký nárůst aktivních uživatelů. Dobré sledovat další chystané hry. ### **IDO/ICO/Public sales** Základní přehled ![](https://storage.googleapis.com/papyrus_images/7b7fb6d7e9d2ec7ee47a7e92af2f9a77c5bdb669c9eb65e4a4eed6fd482022de.png) Fjord sales ![https://app.v2.fjordfoundry.com/pools?\_curated=true](https://storage.googleapis.com/papyrus_images/b0604b1f953b1e41ea38dc18dc9461559b496ddcecc7768bccecf4fc6e1f89bd.png) https://app.v2.fjordfoundry.com/pools?\\\_curated=true ApeTerminal ![https://launch.apeterminal.io/](https://storage.googleapis.com/papyrus_images/7b50e50c9bb3d3e2ef298dd18f8079bf5ac4cc013ae8770f5e0dbab39e8ccbb7.png) https://launch.apeterminal.io/ Moby launchpad [![User Avatar](https://storage.googleapis.com/papyrus_images/21fc131f29d285f3039842e5eb0d635f3d200bdbb1eec2b65d49032a5d6cc7fc.jpg)](https://twitter.com/MobyHQ) [MOBY](https://twitter.com/MobyHQ) [@MobyHQ](https://twitter.com/MobyHQ) [![Twitter Logo](https://paragraph.com/editor/twitter/logo.png)](https://twitter.com/MobyHQ/status/1765770655533031862) Moby #1 Elite ICO, [@fluiditylabs](https://twitter.com/fluiditylabs). March 14. Fluidity is the blockchain incentive layer, backed by Multicoin Capital, Circle and Solana. $2B in Volume with fUSDC in just 30 days. ![👇](https://abs-0.twimg.com/emoji/v2/72x72/1f447.png)Learn more about Fluidity and its secret. gmoby ![🐋](https://abs-0.twimg.com/emoji/v2/72x72/1f40b.png) [blog.launchmoby.com/fluidity-spotl…](https://t.co/5nawg7tUpH) ![](https://pbs.twimg.com/ext_tw_video_thumb/1765769011030298624/pu/img/JO8qMy_u3V4Cg52B.jpg) [![Like Icon](https://paragraph.com/editor/twitter/heart.png) 142](https://twitter.com/MobyHQ/status/1765770655533031862)[ 10:05 AM • Mar 7, 2024 ](https://twitter.com/MobyHQ/status/1765770655533031862) ### **Unlocky** ![](https://storage.googleapis.com/papyrus_images/225e14dfab373265bb69b119e9034d6925676ee7849cb3b70467d3fe6fe62498.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Komentář na závěr** --------------------- Opět zde dávám komentář, který jsem toto úterý posílal do skupiny na discordu. Komentář needituji, ale nechávám ležet tak, jak byl v úterý sepsán. **TradFI:** Momentálně jsme v mírné korekci. Je zde však mnoho zajímavých ukazatelů. 1. V prvé řadě padá big tech (krom NVDIA, která se drží). Zejména má problémy Google (problémy s vývojem AI, resp. důvěrou v budoucnost googlu) a Apple (prohraný soutěžní spor v EU + problémy s prodeji v Číně). Osobně jsem včera uprodával semiconductor sektor (ASLM, TSM), neboť ten trh vnímám už dost přehřátě. 2. Padají jak akcie, tak výnosy na bondech. Dříve pád výnosů byl spíše motorem růstu tech akcií. Zřejmě se již dostáváme do fáze opětovného nacenění recese. 3. Ještě k minulému týdnu – PCE (hlavní ukazatel inflace, který vnímá FED) dopadl dobře a oproti CPI je již na velmi nízkých úrovních. 4. Řešili jsme to tady již dříve – březen je známý korekcemi po lednových/únorových růstech a tvoří se tak prostor pro další růst během roku. De facto jsme teď byly na odhadech, kde zavřeme na konci roku. Takže zde opět hraje vliv sezonnost trhů. 5. Moodix sentiment data naznačují pokus o pokračování v korekce, nicméně rozhodnou opět data a projev Powella v tomto týdnu. Projev šéfa FEDu je dnes (před House Financial Services Committee) + projevy dalších dvou členů FEDu. Ve čtvrtek je pak zasedání ECB (tam by teoreticky mohlo být velké pozitivní překvapení)! Následně jsou ve čtvrtek data z trhu práce (opět významné pro inflační očekávání a předpoklad případné recese). Opětovně je ve čtvrtek projev šéfa FEDu (tentokrát před Senátem). **Krypto trh:** Včera ATH na BTC a následný dump skoro 10 %. Je potřeba si však k tomu říct pár věcí. Při tom pádu šla v několika fázích vidět větší síla u ETH a některých narativ/major altů než u BTC. DENCUN Upgrade tu je za 7 dnů a už se začíná spekulovat tímto směrem ($STRK, $OP, $MNT – krásný růst). ETH dump byl de facto vykoupen (z 3200 jsme zpět na 3750!). Současně inflow do spot ETF je pořád velké! Tady prostě hudba ještě nepřestala hrát. Osobně si pořád myslím (a to i s ohledem na aktuální velmi rychlý průběh růstu), že „degen“ bullrun proběhne daleko rychleji, než tomu bylo dříve a možná neuvidíme ani dvojitý vrchol, jak tomu bylo dříve. Takže degen bullrun pouze v roce 2024 a v roce 2025 již dovolená? Myslím si, že ano, ale je to čistě můj názor a velmi těžko se něco takového predikuje. Hrajme to tedy postupně týden po týdnu. Současně se mi to jeví stále tak, že krypto v následujících týdnech půjde do hlubší korekce pouze pokud tradfi trhy půjdou do hlubší korekce. Pokud se však nezmění současný stav, tak hlubší korekci nepředpokládám (hlubší korekcí je myšleno něco víc než 200 bodů na spx na základě změny sentimentu). Osobně jsem v kryptu tento týden nakupoval $ONDO, které se zřejmě stane lídrem RWA trhu (má taky největší market cap, takže omezenější možnost růstu). Nicméně si myslím, že $ONDO by se mohlo stát takovým $TAO RWA sektoru, tedy tím hlavním motorem, o kterém se bude mluvit. Minulý týden jsme o RWA vedli několik konstruktivních debat, přičemž kluci doporučovali ještě Centrifuge $CFG, což dle mého názoru je další skvělý projekt, který stojí za zvážení. $ONDO se snaží o tokenizaci regulovaných cenný papírů (de facto tokenizace akciového trhu – kolateralizovaného!) a $CFG se snaží o tokenizaci neregulovaných cenný papírů a dalších právních závazků. Krom $ONDO pak z RWA vlastním $CPOOL (tokenizace dluhu), $RIO (DeFi pro nemovitosti, privátní majetek a další aktiva), $PROPC (tokenizace nemovitostí). Na watchlistu mám ještě $FACTR, $CREDI, $IXS. Další věci co hodit na watchlist prosím perte do **⁠📠｜investiční-hub** ať na to společně mrkneme. Co se týče dalších věcí krom RWA, tak je dobré sledovat ICOs/Presale např. na Fjordu ([https://app.v2.fjordfoundry.com/pools](https://app.v2.fjordfoundry.com/pools)) nebo Ape terminalu ([https://launch.apeterminal.io/launchpad](https://launch.apeterminal.io/launchpad)). **Včera tu byla debata o tom, co za airdropy ještě letos čekáme. Je toho strašně moc, ale dal jsem dohromady aspoň menší seznam.** (Early = lze začít i dnes a Not Early = myslím si, že není již efektivní začínat až teď) **Chainy:** Early: [Scroll](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/om4QXYYrlieH0YUFNr4sqmWt3F3dOUNsAubG-DIY2wM?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), [Mode](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/0xXSBpR-Macvt8lLDfjaqirNT4U-VAqFWF48Wb5ISZg?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), [BounceBit](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/nT5aq9T0NrA3q3Ifa9k2BtZRCpapHtij2mdTYaLES24?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), Linea, Zora, Fuel network, XION, Babylon, Berachain, [Base](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/rHLo_d5M-bgXolMYt8Fo5rOQoUT47-MoglffVxHIClA?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), [Botanix](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/nT5aq9T0NrA3q3Ifa9k2BtZRCpapHtij2mdTYaLES24?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), [B2](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/nT5aq9T0NrA3q3Ifa9k2BtZRCpapHtij2mdTYaLES24?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), Monad, Aleo, Plume network, Eclipse, Movement, Shardeum Not Early: Taiko, Ten, X1, [zkSync](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/CzI3PBfByejqzb7nC7gR69gx14N0bBvV7Bb_Gg5WSDw?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), Namada, Saga, Avail, Quai, Aptos round 2, Kroma [**Starknet ekosystém**](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/e95WxZdNZ9IcRVDnvbIe2s4hA9lXvmm8NyUI_vmf7JI?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6)**:** Early: [Haiko](https://app.haiko.xyz/?referrer=0x5a87f6ab6d8c55c175c0fa13b0c2c38090e6719db38a66f9777481462248d0c), Argent, Braavos Not Early: Myswap, Nostra, Ekubo, Avnu, Jediswap, StarkDeFi **Solana ekosystém:** Early: Cega Not Early: Parcl, Kamino, Tensor, Drift, MarginFi **Dexy/agregáty/Perp:** Early: [Ambient finance](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/om4QXYYrlieH0YUFNr4sqmWt3F3dOUNsAubG-DIY2wM?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), Satori, Syncswap, Odos, Slingshot, [Avantis](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/rHLo_d5M-bgXolMYt8Fo5rOQoUT47-MoglffVxHIClA?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), [GRVT](https://grvt.io/exchange/sign-up?ref=76B3UZ5), [Yaka finance](https://app.yaka.finance/#/airdrop?bindAddress=c2VpMXcwM3B3a3Rjc3Ftc3JqYXlqbHNwOTNtM25rejltbDRnMzYwNXM0), Helix Not Early: Hyperliquit **Bridge/Omnichain/crosschain řešení:** Early: [deBridge](https://app.debridge.finance/r/5563), Jumper/Li.Fi, Bungee/Socket, Hyperlane, [Owlto](https://bit.ly/41OyFFp), Curvance Not Early: LayerZero, Polyhedra, Orbiter, Omni network, Orderly, Catalyst **Ostatní:** Early: Element, Pike finance, [Lava](https://points.lavanet.xyz/register?code=ZMSL8), Tea, Superform, Milky way, [StackingDao](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/oPw2UMYJKbbeWWE25xLFRrNZeon98aVd89uYtLl2pRw?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6), [Bitflow,](https://mirror.xyz/0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6/oPw2UMYJKbbeWWE25xLFRrNZeon98aVd89uYtLl2pRw?referrerAddress=0xCf4375F3F852F01f17c06aEDFc1C9e2c2c299FF6) Initia, Rabby wallet, [Ninja Blaze](https://testnet.blaze.ninja/?r=Airdrophunterin), Ethena labs Not Early: Eigenlayer, [Renzo](https://bit.ly/3SaDlm8), Swell, Caldera, Aethir To je pro dnešek vše. Hodně štěstí v následujícím týdnu. --- *Originally published on [Cryptodrops Research](https://paragraph.com/@cryptodrops-research/t-den-v-kryptu-8)*