Happy Thursday friends! Lots of interesting stuff going on!
Stats/alerts/etc at top and tweets/news/links/videos/etc at bottom as always!
Market Update
Crypto:
Gold: $1,783.40
Oil (WTI): $72.54
Stocks:
Biggest Price Movers
(From @coingecko top 1000)
Note
Our official sponsor for the month of December is @NestedFi!
@NestedFi is a new Social Trading protocol, which lets users create portfolios (and copy-trade other portfolios) on all the main EVM chains.
You can also use it for non-KYC fiat-onboarding through their integration with Mt Pelerin.
They will also be doing an airdrop for early users, so consider trying it out and creating a portfolio yourself and copying some other portfolios you like!
Here is @milesdeutscher’s portfolio:
Biggest TVL Movers
Chains are mostly red today. Top 20 chains red on all three timelines (daily, weekly, monthly) include Polygon (#4), Avalanche (#6), Fantom (#8), Cronos (#9), Mixin (#11), Klaytn (#14), Osmosis (#15), MultiversX (#17), Algorand (#18), Waves (#19), and Celo (#20).
Protocols are mostly green today. Some notables include Pancakeswap (#6) at +21.79% on the daily, Alpaca Finance (#22) at +51.54% on the weekly, VVS Finance (#37) at -52.25% on the weekly, Gearbox (#57) at +17.12% on the weekly, and Ankr (#81) at +58.89% on the weekly.
Here’s The Top 12 Chains By TVL (from @DefiLlama):
Here’s The Top 12 Protocols By TVL (from @DefiLlama):
Here’s The Top 12 Dex’s By 24 Hour Volume (from @DefiLlama):
Other Data Points
-Bitcoin Fear Index
(note: the wonderful @BitcoinFear and @EthereumFear have not been updating on Twitter for some reason, so using @ChartingBot instead)
-Crypto Volatility Index
(note: this is a cool new data measurement we are going to start including, make sure to follow them at @CVIdaily, and their main account at @official_CVI!)
New Protocols
(note: this includes new protocols we find through combing Twitter each day, and we also include every (newly launched) protocol added by @defillama and @debank (excluding Tomb forks/reflection tokens/etc) - hence disclaimer: these are not pre-vetted by us so make sure to DYOR!)
-New protocol launching on Metis called @_zeus_swap. Twitter bio states “⚡️Lightning Fast Concentrated Liquidity DEX on @MetisDAO 🌿”. Once again h/t to @CompleteDegen who managed to find another protocol we somehow did not manage to flag!
-Previously-mentioned @LodestarFinance has been added to @DefiLlama. Again, Twitter bio states “Arbitrum's Money Market for its native yield-bearing assets.”
-A newly-launched L1 if we’re understanding right, called @zetablockchain. Twitter bio states “ZetaChain blockchain enables omnichain interoperability of any value or data”.
Security Alerts
-@CertiKAlert released the following alert:
Top Stablecoin Yields
(note: these are the top Stablecoin Yields, sourced from @DefiLlama (all types, minimum $5M+ TVL) and @stable_fish - note: these lists are just raw data, make sure to always DYOR before interacting with any/all protocols)
Other News And Analysis
(key news, twitter threads, articles, videos, etc from last 24 hours)
-Apparent lawsuit against Grayscale:
-Potentially interesting $USDC news if accurate:
-@BitMEX releases interesting trading product:
-$LINK update from @nansen_ai:
-Latest US inflation data from Truflation:
-Jesse Powell @jespow criticized Binance’s “Proof Of Reserves” info:
-Interesting statement in new NYT article about FTX, h/t @markjeffrey:
-Fascinating statistic from @proetrie:
-@GainsNetwork_io released an announcement on a major upgrade to their protocol design:
-Fascinating thread on @GammaSwapLabs from @ologai:
-@AndreasSteno released an interesting analysis of US real estate:
-@Blockworks_ interviewed Ben Hunt @EpsilonTheory and @DoombergT about the FTX saga:
-Interesting video from Rebel Capitalist for our macro fans:
Conclusion
Happy Thursday friends! Let’s get after it!
And please RT/follow/etc if you found this helpful! :)
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Note
As mentioned yesterday, we are helping spread the word about what the gigachads at @pendle_fi are building.
Here is an awesome video @phtevenstrong just made on their new V2 release: