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.

[Terminals] / $UNIT

Uni Terminal is an all-in-one trading terminal that functions as a chrome extension. It aggregates the essential tools that traders, snipers, and on-chain sleuths need into one browser. Through these integrations, they aim to be the command center of trading/shitcoining.

Integrations
- WINR
- DMT
- GMX
- Aark Digital
- Telegram Web
- Discord Web
- FT Web
- more to come

Tokenomics
Tax: 5/5
Rev share: 50% (Hold 0.25% to participate)
Supply: 10m, but the team has already burned ~18.34% of supply (was questioning the team and the founder just decided to burn another 834k tokens ??)

❗️Fair launch, but the team sniped 55% of supply. Current distribution remains unclear, but team states that circ is only 1m. The rest of the unlocked supply are either blacklisted or held by the team. ❗️

Team vesting: 4, 6, 14 months here

Thoughts
They have not launched their trading bot yet, only extension, so current revenue likely comes from tax. They've also recently partnered with RocketX Exchange.

It seems to me that the team doesn't really care too much about the tokens, but more focused on the product and the path forward.

(To explain the 8.34% burn, I was questioning the team on the unclear token distribution, but the founder kept stressing that despite holding majority of supply, he doesn't care about the tokens. So he decided to just burn 8.34% to show me.)

Weird. It is important to note that the team sniped majority of supply during the fair launch. Hence, it's likely a short term trade for me.

Max Supply: 10m
Burned: 1.834m
Locked: 5.5m (vested)
Circ: 1m in LP

I assume the remaining 1.666m should be in the team's possession (likely blacklisted w 90% sell tax), of which they have no plans to use yet.

There are some risks here, so nfa dyor. The actual mcap should be much lower than stated on dexscreener. I'm in since $1.28 and hope to see Uni Terminal pick up more from here.

solana airdrop opportunities 👇🏼

#airdrop

https://twitter.com/CC2Ventures/status/1732518009296605489

Starknet topped Ethereum L2 fees in November, averaging $199k daily, narrowly edging out Arbitrum ($191k) and ZKSync ($178k). Airdrop speculation fueled Starknet's rise. Notably, Linea fees outpaced Base and Optimism — link

Deloitte taps Polkadot ecosystem's Kilt blockchain for digital shipping logistics — link | tl;dr

[BINANCE] Binance Will List Jito (JTO) with Seed Tag Applied