Forwarded from Ian's Intel
[IanGPT] The Solana DeFi Comeback
by FA2
Q3 Key Highlights:
• TVL Growth: TVL in Solana's DeFi increased by 21%, from $2.68B to $3.27B.
• Daily Active Wallets: Consistent engagement with 230K-350K daily active wallets.
• Trading Volumes: Ranged between $15M and $162M, excluding major players like Zeta Markets and Phoenix.
Notable Events:
• MakerDAO NewChain Announcement: To use Solana's Virtual Machine (SVM).
• Media Coverage: CNBC favored Solana over Bitcoin Cash and Litecoin.
• Maple Finance: Returned to the Solana ecosystem.
• EuroeMoney: Made a splashy entrance into Solana.
Protocol Developments:
• Zeta Markets: New V2 upgrade and USDC margined perpetual trading.
• Drift: 50% increase in TVL and MetaMask integration planned.
• Cypher: Focusing on security after a vulnerability, planning an IDO.
LSDs:
• Sanctum: Built a reserve of over 200,000 SOL, NFT partnerships in talks.
• Marinade: TVL reached $146.01M, new incentives planned for Q4.
• JitoSol: 100% increase in TVL, exploring new token launch.
• SolBlaze: 10x increase in TVL, launched new native token $BLZE.
Lending & Borrowing:
• MarginFi: 10x growth in TVL to $23.82M; plans for a stableswap platform and stablecoin in Q4.
• Solend: 50% increase in TVL to $54.23M; introducing support for LSTs and RWA-based pools in Q4.
• Kamino Finance: Over $1 billion in trading volume & $1.25 million in fees for depositors; Kamino 2.0 with additional features slated for Q4.
Q4 Outlook:
• Bullish, with various incentives and improved user experience expected to drive growth.
Source
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by FA2
Q3 Key Highlights:
• TVL Growth: TVL in Solana's DeFi increased by 21%, from $2.68B to $3.27B.
• Daily Active Wallets: Consistent engagement with 230K-350K daily active wallets.
• Trading Volumes: Ranged between $15M and $162M, excluding major players like Zeta Markets and Phoenix.
Notable Events:
• MakerDAO NewChain Announcement: To use Solana's Virtual Machine (SVM).
• Media Coverage: CNBC favored Solana over Bitcoin Cash and Litecoin.
• Maple Finance: Returned to the Solana ecosystem.
• EuroeMoney: Made a splashy entrance into Solana.
Protocol Developments:
• Zeta Markets: New V2 upgrade and USDC margined perpetual trading.
• Drift: 50% increase in TVL and MetaMask integration planned.
• Cypher: Focusing on security after a vulnerability, planning an IDO.
LSDs:
• Sanctum: Built a reserve of over 200,000 SOL, NFT partnerships in talks.
• Marinade: TVL reached $146.01M, new incentives planned for Q4.
• JitoSol: 100% increase in TVL, exploring new token launch.
• SolBlaze: 10x increase in TVL, launched new native token $BLZE.
Lending & Borrowing:
• MarginFi: 10x growth in TVL to $23.82M; plans for a stableswap platform and stablecoin in Q4.
• Solend: 50% increase in TVL to $54.23M; introducing support for LSTs and RWA-based pools in Q4.
• Kamino Finance: Over $1 billion in trading volume & $1.25 million in fees for depositors; Kamino 2.0 with additional features slated for Q4.
Q4 Outlook:
• Bullish, with various incentives and improved user experience expected to drive growth.
Source
If you enjoy these IanGPT summaries, let me know by reacting to this post! 🫡
Forwarded from unfolded. DeFi
Pantera Capital leads $16.5m investment in ZK-powered DEX Brine Fi at $100m valuation — link
TOKEN2049
Side Events Spreadsheet
Official Side Events 👉 https://docs.google.com/spreadsheets/d/1VsaSldp5dAhx34q_1cRgW_3mEPsbiLPMLGGRfBP5D8w/edit#gid=0
SG Builders 👉 https://docs.google.com/spreadsheets/d/1YhG_76j1LeyScvyu3Ms3_wD0zTFjPYtQRhbzXKIuWHg/edit#gid=1406261759
Side Events Spreadsheet
Official Side Events 👉 https://docs.google.com/spreadsheets/d/1VsaSldp5dAhx34q_1cRgW_3mEPsbiLPMLGGRfBP5D8w/edit#gid=0
SG Builders 👉 https://docs.google.com/spreadsheets/d/1YhG_76j1LeyScvyu3Ms3_wD0zTFjPYtQRhbzXKIuWHg/edit#gid=1406261759
Crypto Mumbles
https://twitter.com/mozaic_fi/status/1699407136495981019?s=21&t=_MQSiXKcqrNKOrNqbFbwdw
Mozaic Finance LBP current ongoing, closes in 30mins
trading begins on CamelotDEX ~1hr after LBP closes
https://fjordfoundry.com/pools/arbitrum/0xEB80C89204BbE46E0D666aA651a4dCE4D751F537
trading begins on CamelotDEX ~1hr after LBP closes
https://fjordfoundry.com/pools/arbitrum/0xEB80C89204BbE46E0D666aA651a4dCE4D751F537
Forwarded from unfolded.
Crypto Mumbles
https://twitter.com/S4mmyEth/status/1699125873876582871
RE: Metamask and their 9% transaction fee on offramping
long thread of email screenshots, but worth the #reads
“A Roadmap For The Future”: How to not only avoid being left behind in today’s world, but a step by step process on how to thrive (next 5-10 yrs will be one of the easiest times in history to get rich)
https://twitter.com/TheRealEstateG6/status/1376533510941507584?s=20
“A Roadmap For The Future”: How to not only avoid being left behind in today’s world, but a step by step process on how to thrive (next 5-10 yrs will be one of the easiest times in history to get rich)
https://twitter.com/TheRealEstateG6/status/1376533510941507584?s=20
X (formerly Twitter)
The Real Estate God (@TheRealEstateG6) on X
A Roadmap For The Future”: How to not only avoid being left behind in today’s world, but a step by step process on how to thrive (next 5-10 yrs will be one of the easiest times in history to get rich)
👍3
unibot tax changes from 5/5 to 4/4
rev share increases from 1% to 2%
https://twitter.com/teamunibot/status/1699845183423279211
rev share increases from 1% to 2%
https://twitter.com/teamunibot/status/1699845183423279211
X (formerly Twitter)
Unibot (@TeamUnibot) on X
As our project matures, we have always intended to reduce the $UNIBOT trading tax.
Hence, effective 9/7 6pm EST, the team is reducing their share of the trading tax to bring the total from 5% to 4%!
PLUS, starting 9/15, ALL token holders eligible for revenue…
Hence, effective 9/7 6pm EST, the team is reducing their share of the trading tax to bring the total from 5% to 4%!
PLUS, starting 9/15, ALL token holders eligible for revenue…
Crypto Mumbles
bearish pov on link if we break below mid channel then we're likely to revisit $4 for a bit afterall its making a series of LH and LL
link
held strong in the recent days after whales started accumulating link heavily
price reacted off mid channel and i entered a small hedge short for my bags
still bullish on link
held strong in the recent days after whales started accumulating link heavily
price reacted off mid channel and i entered a small hedge short for my bags
still bullish on link
Banana v Unibot
+ some math on Banana's presale
https://twitter.com/nanobot_trader/status/1699752689650028629?s=20
+ some math on Banana's presale
https://twitter.com/nanobot_trader/status/1699752689650028629?s=20
X (formerly Twitter)
Nano Trader (@nanobot_trader) on X
One of the biggest competitors (at least in terms of generated volume and revenue) for MAESTRO and UNIBOT decided to launch its own token:
@BananaGunBot 🍌
I did some math for those who are participating in the presale or waiting for the launch:
@BananaGunBot 🍌
I did some math for those who are participating in the presale or waiting for the launch:
tldr;
Possible upcoming narratives:
Privacy
Dynamic NFTs
Omnichain
Indices & Options
https://twitter.com/Moomsxxx/status/1699809310576963818?s=20
Possible upcoming narratives:
Privacy
Dynamic NFTs
Omnichain
Indices & Options
https://twitter.com/Moomsxxx/status/1699809310576963818?s=20