Happy Friday friends! Quite a few interesting things going on …
Stats/alerts/etc at top and tweets/news/links/videos/etc at bottom as always!
Market Update
Crypto:
Gold: $1,795.70
Oil (WTI): $72.06
Stocks:
Biggest Price Movers
(From @coingecko top 1000)
Spotlight
We are huge fans of the team over at @DefiLlama!
All of the data on their site is 100% free, and in many ways it has become the main public utility of defi…
If you can afford to donate to them we would highly encourage you to do so! (see tweet below for info)
Note: This is not sponsored by them or anything - just trying to shout them out and make folks aware of how to support them!
Biggest TVL Movers
Chains are mostly green today. Arbitrum was showing a 95% daily jump in TVL for several hours (still reflected in below screenshot) but now that it is back to normal it appears it is less than $10M from overtaking Polygon for the #4 spot by TVL. Among top 30 chains, the ones green on all three timelines (daily, weekly, monthly) include Arbitrum (#5), Kava (#13), Fusion (#16), Celo (#20), Thorchain (#22), and EOS (#23).
Protocols are mostly green as well. Top 30 protocols green on all three timelines (daily, weekly, monthly) include Lido (#2), Convex (#6), Balancer (#11), Frax (#12), Coinbase Wrapped Staked ETH (#13), Rocket Pool (#17), Sushi (#18), GMX (#20), dYdX (#21), Liquity (#22), Alpaca Finance (#23), and BiSwap (#29).
Here’s The Top 12 Chains By TVL (from @DefiLlama):
Here’s The Top 12 Protocols By TVL (from @DefiLlama):
Other Data Points
Bitcoin Fear And Greed Index
(from @BitcoinFear):
Ethereum Fear And Greed Index
(from @EthereumFear):
-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!)
-Something new called @liqfinance. Twitter bio states “A liquid wrapper protocol that tokenizes locked staking position to make it tradable. $CAKE is first integrated staking token.”
-New BSC protocol working towards launch called @UniwhaleEx. Twitter bio states “Uniwhale: Decentralized Leveraged Trading. Trade BTC, ETH, and more with up to 200x leverage. Low fees. No scam wicks.”
-Something called @sayve_protocol. Twitter bio states “Sayve is an AI-powered Learn to Earn protocol built on the Terra Blockchain… Learn to Earn, Speak to Save…”
-Newish protocol @JediSwap has been added to @DefiLlama. Twitter bio states “A community-led fully permissionless and composable AMM on Starknet by @StarkWareLtd…”
-New Avalanche dex has been added to @DefiLlama called @Vapor_DEX. Twitter bio states “Official twitter account of the World's Most Rewarding DEX, powered by @_VaporFi and #Stratosphere Rewards | Currently in Public Beta”.
-Something Polkdadot-related called @pendulum_chain is apparently launching in Q1. Twitter bio states “Traditional finance infrastructure blockchain. The missing link between Fiat and DeFi. Developed by @SatoshiPay.”
Security Alerts
@PeckShieldAlert released the following update on de-pegged stablecoin $USDN:
-Security alert from @Wallet_Guard:
-Good security thread from @PocketUniverseZ:
Top Stablecoin Yields
(note: these are the top Stablecoin Yields, sourced from @DefiLlama (minimum $1M+ TVL, no-IL, and single-exposure filters) 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)
-Big week next week with inflation numbers and Fed rate hike decision coming on consecutive days:
-Arbitrum continues to gain TVL, h/t @0xFlips:
-Interesting macro/demographic data from @PendulumFlow:
-Sudoswap update from @nansen_intern:
-Messari founder Ryan Selkis @twobitidiot says he’s bearish:
-Our friends at @truflation are apparently launching a token:
-Interesting stat from @zerohedge:
-Wealthion released an interview with macro expert Felix Zulauf (often referenced by @cryptohayes):
-@ceazor7 released a video breaking down Camelot, the new Arbitrum-native dex that’s been getting a lot of attention as of late:
-@ReveloIntel released a thread on the new Ledger Stax:
-Macro Voices released a new interview with macro gigabrain @LukeGromen:
-@Blockworks_ off-shoot channel @0xResearch released an excellent video interviewing @Matt_Hougan and @RasterlyRock:
Conclusion
Have a great Friday degens! Let’s get after it!
And please RT/follow/etc if you found this helpful! :)
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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: