Menya Research

Serving up institutional grade crypto research. Run by @0xRamenUmai

Tele:

[Menya Research @MenyaResearch]

gm

we are a group of crypto analysts addicted to serving up institutional grade research

[Menya Research @MenyaResearch]

gonna pause newsflow for a couple of weeks, gotta get some yield strats up and running

[Menya Research @MenyaResearch]

Mentions: $QUIL, $APE, $ADA, $MPLX, $WLFI, $PROMPT, $AVAX, $KAIA, $FJORD, $GS, $SAFE, $PDT, $JUP, $ETHFI, $GEAR, $ENA, $ETH, $FTT, $TON, $ILV, $EIGEN, $VISTA

[Menya Research @MenyaResearch]

Daily Alpha - 2 Sep'24:

- The SEC warns that it might oppose @FTX_Official's attempts to repay creditors in crypto
- Quilibrium 2.0 deployment on 5 Sep'24 (Source: @QuilibriumOne)
- @Cardano's Chang Hard Fork goes live

[Menya Research @MenyaResearch]

Mentions: $CLOUD, $JTO, $DINERO, $ENS, $FXS, $BNB, $IO, $DRIFT, $PUFI, $ROUTE, $DBR, $PENDLE, $STRDY, $ETHFI, $eBTC, $LYRA, $BTC, $T, $wBTC, $QUIL, $ORDER, $GS

[Menya Research @MenyaResearch]

Daily Alpha - 30 Aug'24:

- @sanctumso teases LSTs in collaboration with @binance, @Bybit_Official and @bitgetglobal
- @TheTNetwork proposes merger with @WrappedBTC for 15% of its token supply worth $36m to @BitGo
- @dinero_xyz to build @movementlabsxyz's ETH LST moveETH

[Menya Research @MenyaResearch]

Mentions: $BNB, $STG, $TON, $REZ, $STX, $STRK, $ARB, $LYRA, $BTC, $swBTC, $JUP, $MACHI, $ME, $APT, $MNT, $PENDLE, $COOK, $AO, $AR, $DAI, $PYUSD, $PEPE, $SOL, $EIGEN

[Menya Research @MenyaResearch]

Daily Alpha - 29 Aug'24:

- @Stacks Nakamoto Upgrade goes live
- @renzoai governance proposal approves 5% of token supply as incentives for over 4 months
- Telegram's CEO @durov released from custody but must stay in France

[Menya Research @MenyaResearch]

Mentions: $MKR, $SKY, $TON, $sDAI, $SOL, $ETH, $WINR, $MORPHO, $CFG, $GS, $MPL, $SYRUP, $ETHFI, $APT, $mSOL, $BTC, $TRUMP, $CEL

[Menya Research @MenyaResearch]

Daily Alpha - 28 Aug'24:

- MakerDAO rebrands to @SkyEcosystem
- @ton_blockchain stops producing blocks
- More than $300m of liquidations in the last 24h

[Menya Research @MenyaResearch]

Mentions: $AAVE, $MKR, $CRV, $MORPHO, $EIGEN, $QUIL, $ASTR, $TON, $OP, $ORDER, $SILO, $KMNO, $PYUSD, $BTC, $ETH, $FBTC, $EURI

[Menya Research @MenyaResearch]

Daily Alpha - 27 Aug'24:

- @aave proposal to deploy GHO stability module to enable third party integrations, specfically @BlackRock BUIDL
- @eigencloud introduces permissionless restaking of ERC-20s
- @MorphoLabs token transferability proposal goes live for discussion

[Menya Research @MenyaResearch]

Mentions: $BTC, $ETH, $TON, $ASTR, $AAVE, $SNX, $EIGEN, $HERMES, $JUP, $COW, $FBTC, $GEAR, $ezETH, $wBTC, $TAO, $PUFF

[Menya Research @MenyaResearch]

Daily Alpha - 26 Aug'24:

- @ethereum foundation sends close to $100m of ETH to Kraken. CT calls for more transparency from EF
- @telegram's CEO Parel Durov arrested in Paris
- Ongoing debates on whether @VitalikButerin is anti-DeFi

[Menya Research @MenyaResearch]

Mentions: $PARTY, $ETH, $APT, $EUL, $NEAR, $JOE, $ATH, $LDO, $WLD, $ME, $MKR, $BTC, $ETH, $wBTC, $ENA, $USDE, $weETHs, $FBTC, $USDD, $TRX, $POPCAT, $SUN, $VIDT, $RNDR, $SAGA, $T

[Menya Research @MenyaResearch]

Daily Alpha - 23 Aug'24:

- $BTC backing pulled, leaving $744m $USDD entirely backed by $1.7b worrth of $TRX
- @babylonlabs_io opened deposits for 1k BTC ($61m), cap reached within 3+ hours
- @use_corn launched its airdrop / points program, opening up silos for deposits

[Menya Research @MenyaResearch]

Mentions: $SUNDOG, $LZO, $WIF, $SOL, $GMT, $SILO, $FTM, $S, $AAVE, $ZK, $BNB, $mETH, $cmETH, $MNT, $SWELL, $ETH, $KMNO, $EIGEN, $GRASS

[Menya Research @MenyaResearch]

Daily Alpha - 22 Aug'24:

- @shufflecom details on $SHFL lottery
- @golemproject continues to sell $ETH
- @pumpdotfun for @BNBCHAIN, @four_meme_ to launch

[Menya Research @MenyaResearch]

Mentioned: $FTM, $S, $BTC, $EUL, $ETH, $META, $CPOOL. $TRX, $ARB, $BRETT, $PEPE, $MNGO, $NIL

[Menya Research @MenyaResearch]

Daily Alpha - 21 Aug'24:

- @0xSonicLabs announces a points program where it will allocate around 2.25% of its supply to users of the chain
- Mt Gox moves $700m worth of BTC
- Memecoins on @trondao gain traction

[Menya Research @MenyaResearch]

Mentioned: $SOL, $INIT, $DRIFT, $TON, $ETHFI, $APT, $MATIC, $POL, $UXD, $ARB, $CRV, $deUSD, $GRASS, $BTC, $AAVE, $NEAR, $COW, $BERA, $wBTC, $ZETA, $TAIKO, $XAI, $TAO, $ATOM

[Menya Research @MenyaResearch]

Daily Alpha - 20 Aug'24:

- @solana 19b-4 ETF filings removed
- @DriftProtocol introduces predictions market (BET)
- @0xPolygon $MATIC to $POL migration on 4 Sep'24