Morning friends! September has arrived!
Stats/alerts/etc at top and news/events/links at bottom as always!
Market Update
Overall crypto market cap: -1.1% to $1.02T.
$BTC: -1.2% to $20,074.94, and a market cap of $384.2B.
$ETH: -1.1% to $1,577.66, and a market cap of $190.0B.
Gold: $1,713.70
Oil (WTI): $87.54
Stocks:
More Crypto:
Biggest Price Movers
(From @coingecko top 500)
Up:
-BoringDAO [OLD] +85.1%
-Terra Classic USD $USTC +61.8%
-Anchor Protocol $ANC +40.4%
Down:
-H2O DAO $H2O -17.7%
-Tellor $TRB -15.3%
-Stargate $STG -14.2%
Spotlight
@landxfinance released a new Medium article on their new bounties program through @wonderverse_xyz. Again, LandX is a upcoming RWA (productive farmland) protocol who we’re partnering with to spread awareness regarding their Q4 launch.
Biggest TVL Movers
Chains are very red today, although Optimism (#8) is up 2% on the daily. Canto (#29) is within a few bps of overtaking Cardano (#28). Dogechain (#51) is up 136% on the weekly.
Protocols are also quite red. Only top 100 protocols up on the weekly are Balancer (#11), Arrakis (#12), Frax (#13), GMX (#30), KlaySwap (#51), Vector Finance (#72), Temple DAO (#85), and Ribbon Finance (#95).
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/Greed Index:
(from @EthereumFear)
New Protocols
(note: this is checked via a variety of sources (listed below when used) and general Twitter research - note: this excludes Tomb forks and reflection tokens and tries to only include at least semi-legitimate defi-oriented stuff, but DYOR)
-We’re seeing lots of Gamefi stuff every day but don’t usually include them… random example… a new ‘Gamefi’ ‘Boardgame’ protocol called @Monopolondefi on BSC. (h/t @ApeOClock)
-A new amm on Klaytn called @KumuFinance has been added to @defillama. Current TVL is $0.25M.
-Previously-mentioned @forlend_finance has been added to @defillama. Current TVL is $0.27M.
-Newish Cosmos dex @CrescentHub ($14.92M TVL) has been added to @defillama.
-New Canto amm called @cantoswapfi (no TVL yet) has been added to @defillama.
-New Layer 1 called @SeiNetwork getting quite a bit of attention:
Rug Pulls/Exploits/De-Peggings/Liquidation Alerts
-@certiKAlert issued alerts regarding Discord hacks of @TheTrollsNFT and @JellyeSportsNFT, and a potential exit-scam/flash-crash on FarmerCryptoCoin $FCC.
-@PeckShieldAlert released an alert on a flash-crash on $BABL.
Top Stablecoin Yields
(note: these are the top Stablecoin Yields, sourced from @defillama ($200k+ tvl and no-IL and single-exposure only) 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)
-Arbitrum Nitro migration complete:
-Michael Saylor dominating crypto news cycle:
-Big news re: Nvidia:
-More alpha from @crypto_condom:
-More alpha from @0xroborosCap:
-Important milestone in shift away from US Treasuries as global reserve asset if accurate:
-Bad TA for $BTC as per @Carolinakeith_1:
-Thread from Arthur suggesting Fed may use Standing Repo Facility as backdoor way to boost liquidity in economy:
-Reminder from the wise @1sat1c that crypto still represents less than 1/500th of global assets:
-Vector Finance continuing to see surge in TVL:
-Alfa-generating advice from @Dynamo_Patrick:
-@QiDaoProtocol launching on Ethereum Mainnet?
-Not sure what this is about but anytime one sees smart accounts doing qualification tweets like this its worth following up on:
-Some issues at Compound:
-@owocki from Bankless interviewed Sergey Nazarov today:
Conclusion
See you tomorrow fellow degens!
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