#learn #tips

https://vxtwitter.com/RealPropTrader/status/1572262596514021378

While the Innoscriptions were short-lived on most L1s, it gained some traction on Polygon and BNBChain. In the past week, Polygon has produced more than 930 innoscription assets, and the number of transactions accounted for 66.6% of the total; BNBChain has produced nearly 900 innoscription assets, and the number of transactions accounted for 23.34%. — link

tardfi boys buying bonk!

https://vxtwitter.com/citrini7/status/1732563056356385030?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

[top coins of each narrative]

Ordinals [ORDI, MUBI, TRAC]
L1s [SOL, ETH, TIA, AVAX]
NFTs [Pudgys, Lads]
memes [BONK, PEPE, DOGE]
AI [TAO, OLAS, FET]
Gaming [PRIME, ILV, AURY]
DePIN / RWA [RNDR, HNT, MKR]
Gambling [RLB, SCS, WINR]
DeFi [LDO, JTO, UNI, JUP, SNX]
L2s [ARB, OP, BLAST]
zk-stuffs [ZKSYNC, STARKNET]

{#bookmark}

https://x.com/blknoiz06/status/1732530993616007337?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

MonetSupply: Jito Quantitative Analysis / Valuation Framework

https://x.com/MonetSupply/status/1731873644463235144?s=20

Solana Liquid Staking Valuation Framework (Excel Sheet): https://docs.google.com/spreadsheets/d/1cPnJ8IJ-Uq1GORypbJl7Df83XmEAn-8Bf9uxDmnffe8/edit#gid=0

a16z’s list of exciting stuff in 2024

https://a16zcrypto.com/posts/article/a-few-of-the-things-were-excited-about-in-crypto-2024/

Xai, Layer 3 Solution on Arbitrum

Xai is an Arbitrum Layer 3. With Xai, potentially billions of traditional gamers can own and trade valuable in-game items in their favorite games for the first time, without the need to interact with crypto-wallets.

Xai is backed by Animoca, Outlier Ventures, and CMS.

Node Sale Details
Website: https://xai.games/sentrynodes
Ref Code: kirbycrypto (5% discount off nodes)
Mint Time: December 7th, 4:00 AM UTC (13 hrs from this post)
Max of 50 nodes per tx

Nodes will initially start from ~$300 in Arb ETH, and prices will increase as more keys are sold

Tokenomics
Estimated Network rewards

Follow for curated alpha -> https://news.1rj.ru/str/kirbycrypto

I bought a XAI node ^

hoping that it'll be some form of passive income in the coming months

Marginfi announces an LST-backed stablecoin on Solana, $YBX — Link

[Terminals]

imo a new narrative is potentially budding rn. started thinking bout it after seeing more terminals popping up (shuriken, thunder, etc.)

i think terminals will eventually overthrow tg bots:
https://news.1rj.ru/str/cryptomumbles/5965

after interacting and trying out terminals like shuriken and thunder, i think it edges out tg bots in UI/UX. however, for the shift to happen, terminals need to have pwas just like thunder does.

tg bots were meant to abstract away complexities of dex trading, providing a similar experience to cex. check out how a terminal looks here. when normies want to ape onchain alts, there is a good chance that they will turn to these interfacing layers. not to snipe shitcoins, but to buy onchain alts. whether they abstract pkey after is another story.

terminals will provide the closest cex experience onchain, not tg bots. i think if you try it out you'll be able to feel the difference. more visuals, a sense of professionalism, smoothness, familiarity, and less clunky.

i've also been seeing occasional terminal shill posts now and then from users converting from tg -> terminals, which makes me feel that more users will slowly shift their loyalty to terminals. just as how there is almost no cost is switching among tg bots, it'll be the same from tg bots to terminals. they're fighting in the same arena.

with this in mind, i'm trying to frontrun the narrative shift by buying into terminal projects:
- unibot
- shuriken
- thunder
- uni terminal

of the four, only uni terminal and unibot has a token. i chose to buy uni terminal instead because its a newer coin with better rr and momentum for now.

more on $unit later, but i bought in around $1.28 as a terminal proxy trade.

edit: keen on seeing thunder's performance after tge as it looks to be the winning terminal as of rn.