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...
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...
Home of the Arbitrum Alpha Hub For degens, builders, traders, and DeFi-oors.
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The weekly 🐰 hole (14 May 23) of liquidity movement & DeFi analysis - by zj.valz
Welcome to the weekly 🐰 hole (14 May 23) of liquidity movements & defi analysis, where we uncover key trends and insights into the top protocols and hidden gems
“Trust me bro, just send money to eth_ben wallet and we gucci” - Retail
Stablecoin flows
Smart Money Movement
Top L1/L2 Financials
Top DAPP Financials
Movement Analysis
TLDR
Total Stablecoin MCAP = 130.42 bil, with -0.16% weekly change.
RSK
Moonbeam
Kava
BSC
Tomo
Waves
Terra Classic
Flow
Telos
Hedera
Cr: @ozfrox
Coinbase Wrapped Staked ETH
USDT
USDC
Lido Staked ETH
Maker
Wrapped ETH
Pepe
USDT (Arb)
Dai
Wrapped ETH (Arb)
Coinbase Wrapped Staked ETH
Lido Staked ETH
Maker
BNB
BTCB
Wrapped ETH
Pepe
Wrapped ETH (Arb)
Avalance
Balancer
ETH
BNB
Arbitrum
Optimism
Solana
ETH
Tron
Filecoin
Polygon
BNB
ETH
Tron
BNB
Optimism
Arbitrum
Tron
BNB
Litecoin
BTC
Polygon
ETH
Cosmos
Kusama
Polkadot
Cardano
Cardano
Internet Computer
Kusama
Polkadot
ETH
Uniswap
Lido
Convex
Flashbots
GMX
Lido
dYdX
Synthetix
Level
GMX
Lido
dYdX
Synthetix
Opensea
GMX
Relative valuation of protocols (Lower the no. the “better”)
Venus
Sonne Finance
Gamma Strategies
Level
Zyberswap
FDV mcap/Annualized Revenue (Take this metric with a pinch of salt as revenue figs used could be annualized and not actual revenues earned)
BetSwirl
Level
CoW
Hegic
X2Y2
Pancakeswap
Uniswap
Stargate
Osmosis
0x
The total Stablecoin Market remains relatively flat at $130.42 billion despite the sell-off across most chains.
BSC managed to attract the most stablecoin liquidity this week at 3.10%.
Smart money is playing defensive currently, with the majority scaling back to Stables, BTC and ETH.
Meme coin mania seems to be over as smart money dumped their $Pepe stack.
BNB remain one of the stronger Alt-L1 in terms of Fees, Revenue, Earnings and DAUs.
Cardano and Internet computer is seeing huge code commits this week, do keep a look out for upcoming development news from these 2 Alt L1s.
MEV protocols like Flashbots and Manifold shot up in ranking in terms of fees generated as sandwich attacks become highly profitable during Memecoin season.
Lido's fees, revenue, and earnings skyrocketed this week ahead of the V2 upgrade on May 15th.
Alpha drop by @apes_prologue
Not much movement this week as capital continues to rotate to the next shiny narrative while the market corrects after 4 months of sustained growth.
The lack of liquidity in the market will exacerbate any downward price action, especially during token unlocks. Don’t attempt to catch falling knives and wait for a trend reversal before deploying.
Don’t even attempt private sales/pre-sales, you will get rekted by insiders before you can break even.
Focus on defensive plays (Stables, BTC and ETH) and keep a lookout for undervalued altcoin opportunities.
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.
Credits:
The weekly 🐰 hole (14 May 23) of liquidity movement & DeFi analysis - by zj.valz
Welcome to the weekly 🐰 hole (14 May 23) of liquidity movements & defi analysis, where we uncover key trends and insights into the top protocols and hidden gems
“Trust me bro, just send money to eth_ben wallet and we gucci” - Retail
Stablecoin flows
Smart Money Movement
Top L1/L2 Financials
Top DAPP Financials
Movement Analysis
TLDR
Total Stablecoin MCAP = 130.42 bil, with -0.16% weekly change.
RSK
Moonbeam
Kava
BSC
Tomo
Waves
Terra Classic
Flow
Telos
Hedera
Cr: @ozfrox
Coinbase Wrapped Staked ETH
USDT
USDC
Lido Staked ETH
Maker
Wrapped ETH
Pepe
USDT (Arb)
Dai
Wrapped ETH (Arb)
Coinbase Wrapped Staked ETH
Lido Staked ETH
Maker
BNB
BTCB
Wrapped ETH
Pepe
Wrapped ETH (Arb)
Avalance
Balancer
ETH
BNB
Arbitrum
Optimism
Solana
ETH
Tron
Filecoin
Polygon
BNB
ETH
Tron
BNB
Optimism
Arbitrum
Tron
BNB
Litecoin
BTC
Polygon
ETH
Cosmos
Kusama
Polkadot
Cardano
Cardano
Internet Computer
Kusama
Polkadot
ETH
Uniswap
Lido
Convex
Flashbots
GMX
Lido
dYdX
Synthetix
Level
GMX
Lido
dYdX
Synthetix
Opensea
GMX
Relative valuation of protocols (Lower the no. the “better”)
Venus
Sonne Finance
Gamma Strategies
Level
Zyberswap
FDV mcap/Annualized Revenue (Take this metric with a pinch of salt as revenue figs used could be annualized and not actual revenues earned)
BetSwirl
Level
CoW
Hegic
X2Y2
Pancakeswap
Uniswap
Stargate
Osmosis
0x
The total Stablecoin Market remains relatively flat at $130.42 billion despite the sell-off across most chains.
BSC managed to attract the most stablecoin liquidity this week at 3.10%.
Smart money is playing defensive currently, with the majority scaling back to Stables, BTC and ETH.
Meme coin mania seems to be over as smart money dumped their $Pepe stack.
BNB remain one of the stronger Alt-L1 in terms of Fees, Revenue, Earnings and DAUs.
Cardano and Internet computer is seeing huge code commits this week, do keep a look out for upcoming development news from these 2 Alt L1s.
MEV protocols like Flashbots and Manifold shot up in ranking in terms of fees generated as sandwich attacks become highly profitable during Memecoin season.
Lido's fees, revenue, and earnings skyrocketed this week ahead of the V2 upgrade on May 15th.
Alpha drop by @apes_prologue
Not much movement this week as capital continues to rotate to the next shiny narrative while the market corrects after 4 months of sustained growth.
The lack of liquidity in the market will exacerbate any downward price action, especially during token unlocks. Don’t attempt to catch falling knives and wait for a trend reversal before deploying.
Don’t even attempt private sales/pre-sales, you will get rekted by insiders before you can break even.
Focus on defensive plays (Stables, BTC and ETH) and keep a lookout for undervalued altcoin opportunities.
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.
Credits:
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