Home of the Arbitrum Alpha Hub For degens, builders, traders, and DeFi-oors.
Home of the Arbitrum Alpha Hub For degens, builders, traders, and DeFi-oors.
PrimapesDAOAlpha Report: Hyperliquid
The next generation of decentralized perps. - by 0xtiagoA Layer1 specific app chain designed for optimal performance on decentralized futures trading.As 2022 was a year marked by failures from centralized players in the crypto industry, along with a brutal bear market. The demand for decentralized infrastructure was only growing, especially after the gargantuan fraud that was FTX, the second largest derivatives exchange in the whole crypto industry. Perpetual DEXes have lived their mini bull ...
PrimapesDAOAlpha Report: Hyperliquid 2
Evolving into more than a perp DEX. - by 0xtiagoHow Hyperliquid is evolving into a hyper-performant L1The team’s background comes from HFT market-making firms. Jeff Yan, Hyperliquid’s founder, stated that he and his team founded Hyperliquid with the ambition of bringing a CEX-like experience on-chain. Think of Binance, but decentralized and everything verifiable on-chain. Enter Hyperliquid. If you’re new to Hyperliquid, we did a report a year ago that you can check out here. A lot has changed...
PrimapesDAOAlpha Report: Curvance
A new way to earn yield and unlock the full power of your liquidity. - by EvixAn Omnichain Lending Protocol Optimized for YieldDebt is a very powerful tool in tradFi/DeFi. However, one of the common problems that DeFi users have to face is the inability to use the liquidity provided in the ecosystem to take out loans. In most cases, they have to make concessions which results in capital inefficiency within DeFi. Curvance therefore aims to unlock this "inefficient" liquidity by positioning its...
PrimapesDAOAlpha Report: Hyperliquid
The next generation of decentralized perps. - by 0xtiagoA Layer1 specific app chain designed for optimal performance on decentralized futures trading.As 2022 was a year marked by failures from centralized players in the crypto industry, along with a brutal bear market. The demand for decentralized infrastructure was only growing, especially after the gargantuan fraud that was FTX, the second largest derivatives exchange in the whole crypto industry. Perpetual DEXes have lived their mini bull ...
PrimapesDAOAlpha Report: Hyperliquid 2
Evolving into more than a perp DEX. - by 0xtiagoHow Hyperliquid is evolving into a hyper-performant L1The team’s background comes from HFT market-making firms. Jeff Yan, Hyperliquid’s founder, stated that he and his team founded Hyperliquid with the ambition of bringing a CEX-like experience on-chain. Think of Binance, but decentralized and everything verifiable on-chain. Enter Hyperliquid. If you’re new to Hyperliquid, we did a report a year ago that you can check out here. A lot has changed...
PrimapesDAOAlpha Report: Curvance
A new way to earn yield and unlock the full power of your liquidity. - by EvixAn Omnichain Lending Protocol Optimized for YieldDebt is a very powerful tool in tradFi/DeFi. However, one of the common problems that DeFi users have to face is the inability to use the liquidity provided in the ecosystem to take out loans. In most cases, they have to make concessions which results in capital inefficiency within DeFi. Curvance therefore aims to unlock this "inefficient" liquidity by positioning its...
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The weekly 🐰 hole (25 June 23) of liquidity movement & DeFi analysis - by zj.valz
Welcome to the weekly 🐰 hole (25 June 23) of liquidity movements & DeFi analysis, where we uncover key trends and insights into the top protocols and hidden gems.
We are so fucking back….right? Right??
Stablecoin flows
Smart Money Movement
Top L1/L2 Financials
Top DAPP Financials
Movement Analysis
TLDR
Total Stablecoin MCAP = 128.74 bil, with 0.35% weekly change.
smartBCH
RSK
Near
Waves
Karura
Oasis
Evmos
Crab
Canto
Hedera
Cr: @ozfrox
DAI
USDT
USDC (Arbitrum)
Coinbase Wrapped Staked ETH
Wrapped BTC
USDC
MIM
Wrapped ETH
stETH
R stablecoin
Coinbase Wrapped Staked ETH
Wrapped BTC
Binance USD
Pepe
EDU Coin
Wrapped ETH
stETH
R stablecoin
Balancer Boosted Aave WETH StablePool
FUMO
ETH
BTC
BNB
Arbitrum
Optimism
ETH
Tron
BSC
Arbitrum
Avalanche
Tron
BNB
BTC
ETH
Polygon
ETH
Polkadot
Cosmos
Solana
BTC
ETH
Polkadot
Solana
Cosmos
BTC
Lido
Uniswap
GMX
Pancakeswap
MakerDao
MakerDAO
GMX
Convex Finance
Lido
PancakeSwap
Relative valuation of protocols (Lower the no. the “better”)
El Dorado Exchange
Equilibre
Level Finance
Valas Finance
Equalizer Exchange
FDV Mcap/Annualized Revenue (Take this metric with a pinch of salt as revenue figs used could be annualized and not actual revenues earned)
El Dorado Exchange
Equilibre
Equalizer Exchange
Level Finance
Valas Finance
Cumulative revenue attributable to holders 24 Hours
Convex Finance
Pancakeswap
GMX
Synthetix
Radiant
Pancakeswap
Uniswap
Stargate
0x
Metamask
Decentraland
Wombat
Mirror
Synapse
Synapse
Kaito
Vertex
Radius
Anichess
Northstake
Total stablecoin market cap increased slightly this week as bullish sentiment dominates CT.
smartBCH, RSK and Near saw the largest stablecoin inflows.
Oasis, Evmos, Crab saw the largest stablecoin outflows.
Overall Smart Money sentiment has remained risk-off, with stables and ETH occupying top spots in terms of inflows.
$Pepe interestingly saw heavy bidding by Smart Money this week. But I suspect this is mostly just trading charts rather than the start of another memecoin season.
The majority of Dex Volume is still being transacted on ETH Mainnet, with BSC and Arbitrum trailing behind.
zkSync Era overtook dominant optimistic L2s like Arbitrum and Optimism in terms of transactions per second.
MakerDAO continues to rake in Fees and Revenue with the increase in demand for DAI.
Convex shot up in Revenue rankings, overtaking Lido as the LSDfi narrative slows down.
Decentraland is the top trending application this week.
Alpha drop by @apes_prologue
Bull market sentiment is back as BTC breach back up to $31K this week following news of Blackrock BTC ETF filling.
However, crypto macro fundamentals still look dismal with falling developer activity, stablecoin market cap and stablecoin transaction volume. But it is heartening to see an increase in user activity in terms of Blockchain Daily Active Addresses.
Smart money movement also indicates that these people are not convinced that the current crab market structure has changed to the upside.
Personally think this is a short-term pump fueled by traders capitalizing on good news. But I am slowly increasing my portfolio allocation into various quality Alts with sound fundamentals in anticipation of the start of a bull run as we inch closer to the next $BTC halving (9-10 months away).
P.s. I may have positions in the projects discussed in this article. Please note that this article is not intended as financial advice, and I encourage readers to conduct their own due diligence and ape responsibly.
That’s it Anon, hope you enjoyed the 🐰hole this week.
Follow me @zec_jay on Twitter or subscribe to this substack for more weekly deep dives.
Source:
https://defillama.com/stablecoins
Measure and evaluate Blockchains and Dapps through traditional financial metrics. Token Terminal is a Crypto Analytics Platform with Advanced Metrics & Tools.
chainEDGE makes following the world's best crypto traders easy. Follow our programtically curated top crypto traders to find emerging trades across the Ethereum, Arbitrum, Optimism, Binance Smart Chain, Polygon, Avalanche and Fantom chains.
Metrics that matter for digital assets and stablecoins. All in one place.
Credits:
The weekly 🐰 hole (25 June 23) of liquidity movement & DeFi analysis - by zj.valz
Welcome to the weekly 🐰 hole (25 June 23) of liquidity movements & DeFi analysis, where we uncover key trends and insights into the top protocols and hidden gems.
We are so fucking back….right? Right??
Stablecoin flows
Smart Money Movement
Top L1/L2 Financials
Top DAPP Financials
Movement Analysis
TLDR
Total Stablecoin MCAP = 128.74 bil, with 0.35% weekly change.
smartBCH
RSK
Near
Waves
Karura
Oasis
Evmos
Crab
Canto
Hedera
Cr: @ozfrox
DAI
USDT
USDC (Arbitrum)
Coinbase Wrapped Staked ETH
Wrapped BTC
USDC
MIM
Wrapped ETH
stETH
R stablecoin
Coinbase Wrapped Staked ETH
Wrapped BTC
Binance USD
Pepe
EDU Coin
Wrapped ETH
stETH
R stablecoin
Balancer Boosted Aave WETH StablePool
FUMO
ETH
BTC
BNB
Arbitrum
Optimism
ETH
Tron
BSC
Arbitrum
Avalanche
Tron
BNB
BTC
ETH
Polygon
ETH
Polkadot
Cosmos
Solana
BTC
ETH
Polkadot
Solana
Cosmos
BTC
Lido
Uniswap
GMX
Pancakeswap
MakerDao
MakerDAO
GMX
Convex Finance
Lido
PancakeSwap
Relative valuation of protocols (Lower the no. the “better”)
El Dorado Exchange
Equilibre
Level Finance
Valas Finance
Equalizer Exchange
FDV Mcap/Annualized Revenue (Take this metric with a pinch of salt as revenue figs used could be annualized and not actual revenues earned)
El Dorado Exchange
Equilibre
Equalizer Exchange
Level Finance
Valas Finance
Cumulative revenue attributable to holders 24 Hours
Convex Finance
Pancakeswap
GMX
Synthetix
Radiant
Pancakeswap
Uniswap
Stargate
0x
Metamask
Decentraland
Wombat
Mirror
Synapse
Synapse
Kaito
Vertex
Radius
Anichess
Northstake
Total stablecoin market cap increased slightly this week as bullish sentiment dominates CT.
smartBCH, RSK and Near saw the largest stablecoin inflows.
Oasis, Evmos, Crab saw the largest stablecoin outflows.
Overall Smart Money sentiment has remained risk-off, with stables and ETH occupying top spots in terms of inflows.
$Pepe interestingly saw heavy bidding by Smart Money this week. But I suspect this is mostly just trading charts rather than the start of another memecoin season.
The majority of Dex Volume is still being transacted on ETH Mainnet, with BSC and Arbitrum trailing behind.
zkSync Era overtook dominant optimistic L2s like Arbitrum and Optimism in terms of transactions per second.
MakerDAO continues to rake in Fees and Revenue with the increase in demand for DAI.
Convex shot up in Revenue rankings, overtaking Lido as the LSDfi narrative slows down.
Decentraland is the top trending application this week.
Alpha drop by @apes_prologue
Bull market sentiment is back as BTC breach back up to $31K this week following news of Blackrock BTC ETF filling.
However, crypto macro fundamentals still look dismal with falling developer activity, stablecoin market cap and stablecoin transaction volume. But it is heartening to see an increase in user activity in terms of Blockchain Daily Active Addresses.
Smart money movement also indicates that these people are not convinced that the current crab market structure has changed to the upside.
Personally think this is a short-term pump fueled by traders capitalizing on good news. But I am slowly increasing my portfolio allocation into various quality Alts with sound fundamentals in anticipation of the start of a bull run as we inch closer to the next $BTC halving (9-10 months away).
P.s. I may have positions in the projects discussed in this article. Please note that this article is not intended as financial advice, and I encourage readers to conduct their own due diligence and ape responsibly.
That’s it Anon, hope you enjoyed the 🐰hole this week.
Follow me @zec_jay on Twitter or subscribe to this substack for more weekly deep dives.
Source:
https://defillama.com/stablecoins
Measure and evaluate Blockchains and Dapps through traditional financial metrics. Token Terminal is a Crypto Analytics Platform with Advanced Metrics & Tools.
chainEDGE makes following the world's best crypto traders easy. Follow our programtically curated top crypto traders to find emerging trades across the Ethereum, Arbitrum, Optimism, Binance Smart Chain, Polygon, Avalanche and Fantom chains.
Metrics that matter for digital assets and stablecoins. All in one place.
Credits:
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