Ian's Intel #10

◎ Solana

Airdrop Alpha
https://twitter.com/cryptoian/status/1680756297770356737


⛓ L1/L2

Mantle Network - Mainnet Launch
https://twitter.com/0xMantle/status/1680871684557922304

$BIT -> $MNT Conversion
https://twitter.com/0xMantle/status/1680895578962825222

Why $MNT is Undervalued (NFA)
https://twitter.com/cryptoian/status/1680884738188517382

🧵 zk-EVMs
https://twitter.com/jarrodWattsDev/status/1680805006360936448

🧵 zer0kn0wledge Mega-Thread
https://twitter.com/expctchaos/status/1680593142444326912

🧵 Why ETH L2s Are Winning
https://twitter.com/ZeMariaMacedo/status/1680918797291597824


🏦 RWAs

🧵 Tokenized Treasury Bills (T-Bills)
https://twitter.com/cryptoian/status/1680940448897175553

🧵 RWAs & T-Bills
https://twitter.com/0xGeeGee/status/1680655449824063488


🤑 DeFi

🧵 $MKR Thesis
https://twitter.com/OuroResearch/status/1680830295497662465

$MKR Co-Founder Buybacks
https://twitter.com/WuBlockchain/status/1680782248491220992

LUSD
https://twitter.com/LiquityProtocol/status/1680487467588407296


💊 LSDFi

Sommelier Finance
https://twitter.com/joshkessler_/status/1680935269216731138


📱 DeSoc

Lens Protocol v2
https://twitter.com/LensProtocol/status/1680872693200199680


⚛️ Cosmos

Kujira <> Arbitrum
https://twitter.com/codehans1/status/1680883480266244096

Mars Protocol Updates Deployed
https://twitter.com/mars_protocol/status/1680916955081973760

Trade $MNT on Demex
https://twitter.com/demexchange/status/1680910321433845763

Stride Joins the ATOM Economic Zone
https://twitter.com/Cryptocito/status/1680900096236617729

Pendle of Cosmos is Coming Soon (Prism Protocol)
https://twitter.com/Prism_Protocol/status/1680887568987213826


Full Newsletter:
https://cryptoian.substack.com/p/ians-intel-10

Ian's Intel #11

💲BTC/ETH

ETH ICO Buyer Wakes Up After 8 Years
https://twitter.com/lookonchain/status/1681476159253680128

$133.7M BTC Transferred to Binance
https://twitter.com/lookonchain/status/1681584804779933696


⛓ L1/L2

"Why I'm Long MNT"
https://twitter.com/mrjasonchoi/status/1681586656200257537

Mantle Protocols
https://twitter.com/Web3_buidl/status/1680993280765624320

Why $MNT is Undervalued (NFA)
https://twitter.com/cryptoian/status/1680884738188517382

Chainlink CCIP
https://twitter.com/ChainLinkGod/status/1681118318567243776

Linea Airdrop Alpha
https://twitter.com/stacy_muur/status/1681629057862213632

Starknet Embraces the Appchain Thesis
https://twitter.com/Starknet/status/1681603967787122688

MEVM
https://twitter.com/FourPillarsFP/status/1681660725436248064


🤑 DeFi

RDNT Bull Thesis
https://twitter.com/Flowslikeosmo/status/1681665231616098304

Lucid Finance Sus
https://twitter.com/crypto_linn/status/1681632346217357313


💊 LSDFi

Pendle Earn
https://twitter.com/pendle_fi/status/1681287902515585030

Ethena Labs
https://twitter.com/ethena_labs/status/1681592637537816578

Ethena Labs Thread
https://twitter.com/leptokurtic_/status/1681598358396477442

Pendle Deep Dive (Paid Report)
https://blockcrunch.substack.com/p/pendle-kickstarting-lsdfi-summer


🖼 NFTs

Opepen. For the Culture.
https://twitter.com/0xSydney/status/1681436414402265088


📚Reads

Pair Trading - Ansem
https://twitter.com/blknoiz06/status/1681663837295058945

Crypto in Korea - DefiIgnas
https://twitter.com/DefiIgnas/status/1681634074199457792

CoinGecko Crypto Industry Report
https://twitter.com/bobbyong/status/1681487473271242752

Cashflows in Crypto
https://twitter.com/sonyasunkim/status/1680884923903639553

50 Web3 Research Tools - Stacy Muur
https://twitter.com/stacy_muur/status/1681275480987795457

PSA - Turn off Batch Requests on MetaMask
https://twitter.com/0xngmi/status/1681008371170791427


⚛️ Cosmos

Blend Protocol
https://twitter.com/LionDegen/status/1681311120987127812

Archway Liquid Staking
https://twitter.com/liquid_finance/status/1679265645731405825

Stride Adopts ICS
https://twitter.com/stride_zone/status/1681637451045928961

Gas on Osmosis
https://twitter.com/JohnnyWyles87/status/1681588469322203137


📰Full Newsletter:
https://cryptoian.substack.com/p/ians-intel-11

Ian's Intel #12


⛓ L1/L2

Mantle Ecosystem Overview
https://twitter.com/GabrielGFoo/status/1682388117263880192

First Incentives on Mantle
https://twitter.com/Defi_Maestro/status/1681928789939613697

Chainlink CCIP Thread
https://twitter.com/alpha_pls/status/1681973014257082370

Oracle Tokens Riding the LINK Wave
https://twitter.com/cryptoian/status/1682020532013907968

Rollups Aren't Real?!
https://twitter.com/expctchaos/status/1682359858119741443

UNIBOT Thesis
https://twitter.com/TheiaResearch/status/1681951233844695042


🤑 DeFi

Gearbots
https://twitter.com/GearboxProtocol/status/1682394697988452352

Binance Labs Invests in RDNT
https://twitter.com/BinanceLabs/status/1682015281424793601

Trader Joe
https://twitter.com/MessariCrypto/status/1682269187178401792

Conic Exploited
https://twitter.com/TheBlock__/status/1682364153149702146


🐹 Hamsters

Hamsters
https://twitter.com/Blockworks_/status/1682122789107425283


📚Reads

ETHCC Recap
https://twitter.com/DodoResearch/status/1682230953966710786


⚛️ Cosmos

Wormhole Chain: Gateway
https://twitter.com/wormholecrypto/status/1682337664379531266

Nolus Thread
https://twitter.com/CryptoStreamHub/status/1682315023480414208

SEI: Does Size Matter?
https://twitter.com/SeiNetwork/status/1682397685918339072

ArchX Wallet
https://twitter.com/FrankAkiba060/status/1682328207356227584


📰Full Newsletter:
https://cryptoian.substack.com/p/ians-intel-12

Happy Sunday!

A quick look at Cosmos Ecosystem TVL - H1 2023
https://twitter.com/cryptoian/status/1683113994033442817

Ian's Intel will resume on Monday 🫡

Worldcoin just launched.

I've put much info on Worldcoin $WLD as I could find in this thread.

https://twitter.com/cryptoian/status/1683388751979114498

Ian's Intel #13

👁Worldcoin
Everything you need to know about $WLD
https://twitter.com/cryptoian/status/1683388751979114498

Vitalik on Biometric Proof of Personhood [Great Read]
https://vitalik.eth.limo/general/2023/07/24/biometric.html

WLD Market Maker Agreement
https://twitter.com/MomoOnChain/status/1683395484738527233


⛓ L1/L2

Defi_Maestro on Mantle
https://twitter.com/Defi_Maestro/status/1683357519023046656

Crust Finance Community Incentives (Thread)
https://twitter.com/CrustFinance/status/1683084358784270336

MantleSwap Liquidity Incentive Program
https://twitter.com/MantleSwap/status/1683360840421089280

LINK Revenue Generation
https://twitter.com/CatfishFishy/status/1683194858331045889

LINK x Swift
https://twitter.com/ChainLinkGod/status/1683232386438565889

Telegram Bots
https://twitter.com/stacy_muur/status/1683411457785090048

UNIBOT $22M in Annualized Revenue
https://twitter.com/TheiaResearch/status/1683246234855768064

AlphaScan Public Sale
https://twitter.com/alphascan_xyz/status/1683123614059511810


🤑 DeFi

Lodestar Finance
https://twitter.com/crypto_linn/status/1683464180236447745

Solana Summer
https://twitter.com/Flowslikeosmo/status/1683129862360535040

Solana LSDs
https://twitter.com/trader_marky/status/1683430812736167940


⚛️ Cosmos

Sommelier Finance Protocol Revenue
https://twitter.com/sommfinance/status/1683462134930259970

Demex Time-In-Force Orders
https://twitter.com/demexchange/status/1683342159972560896


📰Full Newsletter:
https://cryptoian.substack.com/p/ians-intel-13

Ian's Intel #14
Shitcoin Season, Ribbon Rebrand, Optimism Overdrive


🤑 DeFi

Liquid Staking on Solana
https://twitter.com/solblaze_org/status/1684385580917088256

Ribbon Rebrand
https://twitter.com/TheiaResearch/status/1684174249521717249


⛓ L1/L2

Optimism Metrics Up Only
https://twitter.com/Artemis__xyz/status/1684549320979419137
https://twitter.com/Flowslikeosmo/status/1684594614563643393

State of L1 Chains
https://twitter.com/stacy_muur/status/1684514942920413186

L2 Guide
https://twitter.com/expctchaos/status/1684269204151881728


⚛️ Cosmos

Agoric Launches JavaScript Components Library
https://twitter.com/cosmos/status/1684476874116698112

Inter Protocol | Is IST the DAI of Cosmos?
https://twitter.com/inter_protocol/status/1684604129958559766

Osmosis Prop 567
https://twitter.com/Flowslikeosmo/status/1684579653930176513


📰Full Newsletter:
https://cryptoian.substack.com/p/ians-intel-14

Ian's Intel #15
BALD is BASED, Optimistic on Optimism, Vyper Vulnerability

🔵Base

Bald memetoken brings in more than $40M in liquidity to Base under 24hrs
https://cryptoian.substack.com/i/135565601/bald


⚠️Vyper Vulnerability

Vyper 0.2.15, 0.2.16, 0.30 are vulnerable to reentrancy exploits
https://twitter.com/vyperlang/status/1685692973051498497

Three protocols affected so far - Alchemix, JPEG'd, and MetronomeDAO
https://twitter.com/FreddieRaynolds/status/1685678222346948608

Curve Update
https://twitter.com/CurveFinance/status/1685696639325933568


🤑 DeFi

Aerodrome Airdrop for veVELO Lockers
https://twitter.com/aerodromefi/status/1667189926293655552

LSD TVL Update
https://twitter.com/Flowslikeosmo/status/1684972062627258368


⛓ L1/L2

Optimism - OPStack Adoption
https://twitter.com/MacroMate8/status/1685648419958689792

Optimism - Recent Catalysts
https://twitter.com/sandraaleow/status/1685647669732007936

Rollups, by Blockworks Research
https://twitter.com/blockworksres/status/1684991646155636736

ETHCC Reflection
https://twitter.com/jinglingcookies/status/1685255107208974336


⚛️ Cosmos

Evmos 2.0
https://twitter.com/EvmosOrg/status/1685606195372167168

Sommelier Growth
https://twitter.com/LeThang137/status/1685592311965929472?

FatManTerra Fucked Around and Found Out
https://twitter.com/Lucky_Rollbit/status/1685311578252460035


📰Full Newsletter:
https://cryptoian.substack.com/p/ians-intel-15

Update on the Vyper/Curve Exploit

CRV/ETH Drained (Exploit was frontran by MEV bot)
https://twitter.com/defiignas/status/1685739128015765504

Curve Deployer Reaches out to Frontrunner
https://twitter.com/bantg/status/1685780920693846016

Frontrunner Responds
https://twitter.com/functi0nzer0/status/1685781474824380417

Michael’s DeBank
https://twitter.com/blockanalia/status/168573568083025920

Vesta & Dopex Pools Hit
https://twitter.com/napgener/status/1685786265117917184

Sam on Frax being Affected by Curve
https://news.1rj.ru/str/fraxfinance/277373

Update: Most likely cascading liquidations as a result of curve contagion

2879 ETH Returned to Curve
https://twitter.com/bantg/status/1685804399082270720

Frax Updates:
https://twitter.com/samkazbot/status/1685802533623607297

Interesting Stats on Reentrancy Attacks
https://twitter.com/cryptoian/status/1685890925657247744

⚠️Urgent: Exit Tricrypto pool on Arbitrum ASAP

https://twitter.com/CurveFinance/status/1685925429041917952

Strap in friends, here are some updates on Curve

TLDR on Curve Expoloit
https://twitter.com/Delphi_Digital/status/1686187959303708672

Mich's Aave Position
https://aave.blockanalitica.com/v2/ethereum/wallets/0x7a16ff8270133f063aab6c9977183d9e72835428/

Mich's Wallet & DeFi Positions
https://debank.com/profile/0x7a16ff8270133f063aab6c9977183d9e72835428

$CRV OI
https://coinalyze.net/curve-dao-token/open-interest/

Mich repaid $2M of his loan on Frax, marking bottoms for $CRV and $FXS (for now)
https://debank.com/profile/0x7a16ff8270133f063aab6c9977183d9e72835428/history