Happy Monday friends! Another big week ahead of us!
Stats/alerts/etc at top and tweets/news/links/videos/etc at bottom as always!
Market Update
Crypto:
Gold: $1,858.40
Oil (WTI): $78.85
Stocks: N/A
Biggest Price Movers
(From @coingecko top 1000)
Spotlight
Our friend @Subli_Defi has started an extremely high-quality Substack covering the Optimism ecosystem!
Called The Optimistic Newsletter, it provides an in-depth breakdown of all the news related to Optimism and its top protocols.
Make sure to check out the latest issue via the tweet below!
Biggest TVL Movers
Chains are mostly red today. Fastest-growing chains on the weekly with at least $1M TVL are Tichain at +72.36% and $11.5M TVL, Astar at +28.72% and $52.1M TVL, and Syscoin at +13.13% and $1.9M TVL.
Protocols are very green today. Biggest gainers on the weekly with at least $1M TVL are multichain protocol Sphere at +1,145% and $15.5M TVL, Arbitrum protocol Zyberswap at +863% and $88.5M TVL, and Arbitrum protocol 3xcalibur at +110% and $4.1M TVL.
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/Greed Index:
(from @BitcoinFear)
Ethereum Fear And Greed Index
(from @EthereumFear):
Crypto Volatility Index
(from @CVIdaily)
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 called @graphlinq_proto that apparently just launched. Twitter bio states “The no-code blockchain for building Web3 automation & dApps 👾 ... deploy instantly in a few clicks…”
-Something called @nftbstoken launching on Polygon. Twitter bio states “#NFTBOOKS's official space- Join the community discussion, educational ideas about self-publishing books and stay updated about the publishing industry.” h/t @LearnCrypto11:
-Something called @FlidoFi. Twitter bio states “Where the whales go. Launching February 15th. Powered by @Flashstake and @LidoFinance.” h/t @monosarin via @FungiAlpha:
-New project on Polygon called @PlanarFinance. Twitter bio states “Next-gen AMM on @0xPolygon with Real Yield. Customizable Liquidity Infrastructure for Protocols; Most Liquid Swaps for Users.” h/t @monosarin via @FungiAlpha:
-Something called @PennyDefi on Canto. Twitter bio states “Your one-stop shop for all things DeFi in the Canto ecosystem.” h/t @monosarin via @FungiAlpha again - make sure to give them a follow!
-Previously-mentioned @solidlizardfi has been added to @DefiLlama. Again, Twitter bio states “Permissionless liquidity market, community oriented ve(3,3) dex on @arbitrum.”
-Something on Polygon called @covofinance has been added to @DefiLlama. Twitter account only has 4 tweets so far none of which are very telling, but bio states “A Decentralized Crypto Trading Platform with 50X Leverage…”
Top Stablecoin Yields
(note: these are the top Stablecoin Yields, sourced from @DefiLlama (minimum $1M+ TVL, single-exposure, and no-IL filters) and @stable_fish - note: these lists are just raw data, make sure to always DYOR before interacting with any/all protocols)
Other News And Analysis
(key news, twitter threads, articles, videos, etc from last 24 hours)
-Gary Gensler and the SEC apparently going after Paxos/$BUSD:
-Thoughts from @NorthRockLP and @DeFiSurfer808 and @Awawat_Trades:
-Interesting macro stats from @KobeissiLetter:
-Update from @truflation ahead of the coming CPI print:
-Good thread explaining why the Twitter algo has been so weird lately, from @JaviCharts h/t @thedefiedge:
-Arbitrum, Optimism, and Cardano all outperforming on TVL:
-Interesting stonks data:
-Interest rates update from @NickTimiraos:
-Good thread on yield farming from @CJCJCJCJ_:
-Wise threadooring from @drakeondigital:
-Excellent new video from @Ceazor7 on Stader Labs:
-Weekly recap video from @Blockworks_ featuring @MikeIppoliot_ and @MarkYusko:
-@Pentosh1 and @CryptoHayes on the regulatory onslaught:
-Parting wisdom from @thehiddenmaze:
Conclusion
Have a great Monday and stay alert out there friends!
And please RT/follow/etc if you found this valuable! :)
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Note
@NestedFi is our official sponsor for the month of February! They are a new Social Trading protocol which lets users create portfolios and copy-trade other portfolios on ETH Mainnet, Arbitrum, Polygon, Avalanche, Optimism, and BSC…
Nested allows for non-KYC fiat-onboarding through their integration with Mt Pelerin, as well as easy automatic dca’ing.
Here’s a cool recent thread from them: