CC2 DAO

Airdrop-centered Alpha Hub & Aggregator.

[CC2 DAO @CC2DAO]

@Cryptopioid No, it bugged out for me too - can't see it anymore

Will check again in a day or two, still shows up on Debank

[CC2 DAO @CC2DAO]

zkSync made it abundantly clear that 'skin in the game' is starting to matter

Something I tweeted about ad nauseum, now turning into reality

I'm not as steadfast that it will play a role for Hyperlane, but I'm hedged either way by LPing TIA/ETH (non-CL) on TraderJoe (Arbitrum)

[CC2 DAO @CC2DAO]

@cryptogaser I'm not experimenting w/ the latest Starknet implementation yet, not even sure if it's fully functional yet

Hyperlane is very nascent, but they're apparently moving very fast, so Q3 could be very much possible yes

[CC2 DAO @CC2DAO]

@oluwatoyin_sage It's what I'm doing

It's what made me eligible for an absurd amount of ZK, I couldn't believe my eyes lol

[CC2 DAO @CC2DAO]

@HvikDre Recent developments are insane

Symbiosis (Eigenlayer competitor w/ Lido roots)
Starknet

Apparently lots more high-profile bizdev to follow

Wormhole was an absurd airdrop, LayerZero recent change of trajectory made me flip stance

Interop/Messaging Layers is where it's at

[CC2 DAO @CC2DAO]

Cover all bases kind of thing

[CC2 DAO @CC2DAO]

Hyperlane is a messaging layer, similar to Wormhole, LayerZero

Wormhole didn't care about liquidity
LayerZero outsourced it to Stargate, but you get an RFP allo for LPing on Stargate

Hyperlane is somewhat reliant on good liq on TIA so it can be seamlessly be bought b4 bridging

[CC2 DAO @CC2DAO]

@jyvrvls29 Same, this one is now trading at 37.5 TIA

Max pain

[CC2 DAO @CC2DAO]

Minted NFT #3 on Forma after reading the post below - doesn't require more explanation

Added benefit that hasn't been mentioned is that bridging into Forma is through Hyperlane, and minting an NFT afterwards is as organic as it gets

https://t.co/kFOF5U4M33

[Beacon @0xxbeacon]

Do you really think the "modularium" collection currently taking place on @Formachain is insignificant?

🔷@CelestiaOrg only follows 13 accounts. Among these are the core team of Celestia and people very close to the team, as well as @auras, who is the curator of the Modularium NFT collection🔷.

👉I mean, just this criterion should make you rush to mint this collection.

Each week, the Aura page republishes this chart, which makes me think there are 9 collections, and we are currently on the 3rd one.

If you visit Celestia's ecosystem page (https://t.co/Yg0FtJspt6), there are over 80 projects (I counted them). The official Celestia page barely follows any of these projects or their core teams.

My theory is that this could be related to the launch of the mainnet/token for @AstriaOrg, @hyperlane, or @Formachain.

Alternatively, it could be something else because Forma is the first sovereign chain in Celestia's history, which is a very significant technological advancement for Celestia. This NFT collection could be designed to mark this milestone for Celestia.

Don't forget about the Modular Summit from July 11 to 13, where some alphas could be revealed (expected project TGEs?).

I am personally going to keep minting these NFTs because the risk is low, and I strongly believe these NFTs could be useful later (or at least the act of minting them could be beneficial).

For the anecdote, I asked ChatGPT what it thought of the term "modularium," and it said:

"In this context, modularium would be a reference to an advanced modular framework for creating and managing customized blockchains, aligned with Celestia's philosophy of modularity."

This makes me think very much of Astria.

Let me know what you think.

[CC2 DAO @CC2DAO]

@surgegainz Impossible to tell, as it entirely depends how many tokens LayerZero allocates to RFP projects

The Superform RFP is well made IMO

Top 100 is massive - I'm a lot lower but only provided $1k liq or so

https://t.co/BWRrRQ8yNt

[sana @0x_antifragile]

Superform just published their layerzero RFP proposal and it looks very good:

- 90% to users, 10% to devs as suggested by lz
- allocations based on 1) number of lz msgs sent and 2) time-weighted TVL from January 24th to May 1st, equally weighted
- so both very active, low deposit users (or farmooors or even sybilloooors) and dormant, high TVL users should eat well
- only 19k users on the list
- for many/ (most?) this will be significantly more rewarding than allos from stargate and others.
- you can check your personal allo on commonwealth/github, its in %, just multiply by what you think superform will get in total (bryan is an investoooor btw).

[CC2 DAO @CC2DAO]

@NFT_Broz I usually mix it up between majors (BTC & ETH on 50x lev)

and alts (SOL & DOGE)

[CC2 DAO @CC2DAO]

What's also interesting is that Orderly has 14k 24h Volume, which is pretty close to Stargate

Speculation:

- Hyperliquid extended szn by 4 months; ppl are now hedging trades by farming HL + Orderly simultaneously

I'm not even Top 1k anymore w/ $326k vol for this epoch

[CC2 DAO @CC2DAO]

@PrnsToom Merits are trading at $3.02 each, albeit low vol

If it's trading anywhere close to that, coupled w/ the LogX Airdrop, then it's a pretty decent cook yes

https://t.co/fhdRmJfFzn

[CC2 DAO @CC2DAO]

Free 110 Pts for Orderly

And I believe 4 Weeks of Merits farming left b4 Airdrop

(Slight extension)

https://t.co/WCwVcVzzpc

[CC2 DAO @CC2DAO]

@karotzs Technically yes

As there isn't really much Lil Pudgy trading ongoing on non-ETH chains

The difference I guess is that Lil Pudgys have a fixed supply and are valuable NFTs, while L2/Merkly NFTs are infinitely mintable

[CC2 DAO @CC2DAO]

Steps I took

#1 - https://t.co/gMMzC3PC5j
• Buy weETH (on Linea)

#2 - https://t.co/UZEaI1Ime9
• Wait for Deposits to open, deposit

#3 - Optional
• Use somebody's referral
• Collect Badges for a small points boost: https://t.co/olCmm0ae0D

[CC2 DAO @CC2DAO]

If you're participating in Linea Surge, this is easily your best bang for your buck

Eigen #2, EtherFi #2, Mitosis, Linea

Plus, Mitosis usually caps deposits, combatting dilution

Pools open in 35 mins

https://t.co/fxyXZpIzYJ

[CC2 DAO @CC2DAO]

Mitosis part of Linea Surge very soon

This makes it more appealing than Gravita and Syncswap on Linea

4 Airdrops > 2 Airdrops

https://t.co/jP9SoIWl9j

[slime @thugger_xxl]

@CC2DAO yea just saw this, so should defo get added

[CC2 DAO @CC2DAO]

If you're participating in Linea Surge, this is easily your best bang for your buck

Eigen #2, EtherFi #2, Mitosis, Linea

Plus, Mitosis usually caps deposits, combatting dilution

Pools open in 35 mins

https://t.co/fxyXZpIzYJ

[Mitosis @MitosisOrg]

1/ Another exciting news for all those waiting for Epoch 3 🥁

As you all know, all Expedition participants will enjoy 3x @ether_fi Boost starting from Epoch 3.

But that's not all. Mitosis Expedition will now support @LineaBuild and @Blast_L2.

Read more🧵

[CC2 DAO @CC2DAO]

@MrBreadSmith Yep, those are solid too

Bluefin for some reason always has highest APR on Elixir

[CC2 DAO @CC2DAO]

Elixir x Orderly Pools are finally here

Will be shifting all my Vertex Pools over

They call it 'Deeds' as to not dilute 'Merits', but it's dilution of the airdrop supply nonetheless

Regardless, still more attractive than all other pools; and a 2-in-1

https://t.co/MlYKubamsp

[CC2 DAO @CC2DAO]

@thugger_xxl Good to keep track in that case - don't see them not adding it as it contributes to Linea TVL

Mitosis should be still a very solid farm, with or without LXP