kitchen

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA – Mar 11th

[MACRO]
- BTC ETF inflow does not stop, another day of strong net inflow at $505m: https://t.co/7sfuM51LJP
- Bitcoin surpasses silver in total marketcap.
- After 2 years, TVL in Defi has reached $100B again: https://t.co/1Ng9UIU6QG

[BIG CAPS]
- BRC20 creator @domodata announced The Layer 1 Foundation(L1F), a new BRC20 governance structure. https://t.co/SqplDyxpH3
- @Blast_L2 raised native stablecoin yield to 15% in response to DSR raise from @MakerDAO . https://t.co/9Z4V8llfIb
- @Stacks pre-launch testnet (Argon) is now live. https://t.co/RrdCXN8eog
- @vertex_protocol now integrated with @InsilicoTrading. https://t.co/vtJXbbAuCv
- Runestone airdrop scheduled for this week. https://t.co/6sKXmn3FI1
- @GuildFiGlobal moved $17.2M $GF to @MeritCircle_IO treasury. https://t.co/Uy7w0AyK0r
- @PolyhedraZK will launch on OKX launchpad: https://t.co/rhbUaqCS2Q

[SMALL CAPS & ONCHAIN]
- @ZeusNetworkHQ and @SharkyFi won the first Jupiter LFG Launchpad DAO vote: https://t.co/eG1PVycA2I
- @Chainflip releases full protocol and introduces $FLIP buy back and burn. https://t.co/KGecA9zEeb
- @influpia , a Socialfi platform with ERC404 is live and airdropping points to Merlin Seal’s participants: https://t.co/2tGv8x7TuF

[RAISES]
- @ZeusNetworkHQ announced angel investors including Anatoly from Solana, Muneeb Ali from Stacks and Andrew Kang. https://t.co/hUewuiYYmX
- @XLinkbtc , a bridging solution for all Bitcoin L2s, announced funding round participated by Foresight Ventures, BTC Frontier Fund, Oak Grove and others. https://t.co/3lw2fmmEpJ
- @EclipseFND , a SVM L2 has raised $50M in Series A, led by Placeholder and HackVC with Polychain, Delphi Ventures and Maven 11: https://t.co/xsx5tQyb9z

[BitMEX Research @BitMEX_Jon]

[1/4] Bitcoin ETF Flow - 11 March 2024

All data in. A strong day with $505.5m net inflow. Blackrock again leading with $562.9m of inflow

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA – Mar 6th

[MACRO]
- Moderate net inflow into BTC ETF, at $322m: https://t.co/JH8TsuXsLa
- @Tesla acquired an additional 1,789 BTC since the most recent earnings report. Next Tesla earnings call on April 17th. https://t.co/m2y8guekXw
- @binance launched new fragance "CRYPTO" to bridge to gender gap in the crypto space: https://t.co/BivTLbzZ0t

[BIG CAPS]
-The Runestone is now up for auction, this is the largest Ordinal inscription ever, mined in the largest block in Bitcoin history. https://t.co/uB0MzgDYdR
- @ethena is integrating USDe with @injective . https://t.co/OsttgZ7AhE
- @FantomFDN is set to launch a canonical stablecoin, airdrop and liquidity incentive campaign. https://t.co/DDAyAYYv4b
- @aevoxyz is set to launch on Binance Launchpool followed by spot listing on Binance: https://t.co/hyy2v4jT6S
-@wormholecrypto released airdrop allocation checking for individual wallets: https://t.co/hQcUyqYdTZ

[SMALL CAPS & ONCHAIN]
- @Euclidfi , a liquid restaking solution on top of Eigenlayer, launching ICO on @bounce_finance . https://t.co/5HpCmLTrh6
- @OpSecCloud is exposed by @zachxbt , posting infrastructure video originated from an old Youtube video from Aug 2022. https://t.co/4BzWZVulIr
- @Scallop_io , lending money market on Sui reveals its angel investors, after raising for $4m from various VCs including CMS Holdings, 6thMan Ventures and KuCoin Labs. Listing on Bybit at 10PM UTC Mar 8th: https://t.co/vksWKjKbDJ https://t.co/u7aO8NQVD6

[Definalist @definalist]

If @ArkhamIntel on-chain tracking is accurate, Tesla has acquired an additional 1,789 BTC since the last earnings announcement, and is likely to announce this at the next earnings

- @Tesla used to reveal its Bitcoin holdings through earnings,
2021 - sold 4,320 BTC
2022 - sold 29,160 BTC
2023 - there was no change in the balance of 9,720 BTC
source : https://t.co/1UOagD6mOx

and today
According to arkham, the current holdings are 11,509 BTC
looks like Tesla has acquired an additional 1,789 BTC

h/t @ekataCT

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA – Mar 5th

[MACRO]
- Another record day for BTC ETF inflow despite liquidation cascade, total $648m inflow: https://t.co/LeKjJ28R6u

[BIG CAPS]
- @pendle_fi launched sUSDe from @ethena , YT-sUSDe can be considered as tokenized ETH funding rate. https://t.co/fTN14uWyp7
- @fraxfinance will take snapshot for $FXTL in less than 24 hours. Second snapshot has been announced and scheduled for April 3rd. https://t.co/LaAR6rlXpe
- Temp check proposal to expand ENS to Solana. https://t.co/NwwTbGNy1T
- @AstarNetwork launches its zkEVM build on Polygon CDK: https://t.co/AFxNzts4IF

[SMALL CAPS & ONCHAIN]
- @nim_network planning to airdrop 9% of the total supply to $DYM stakers. NIM will be the first Rollapp powered by @dymension with Celestia DA tech and EVM compatible. https://t.co/PGwfBmfm3h
- @MobyHQ announced first ICO on its platform with @fluiditylabs . https://t.co/CsCYuBYMqS
- @InitCapital_ launched on @Blast_L2 . Users can now earn Blast airdrop and Init point by using the platform. https://t.co/iw0sYouGQW
- @OmniFDN received commitment of $600M of staked ETH from https://t.co/gIICdREcfO. https://t.co/adHvavYNM6
- @blastozone announced to launch its IDO on @SeedifyFund
- apxETH from @redactedcartel can now be used as collateral on @WhalesMarket: https://t.co/KGsnaJxV0C

[RAISES]
- @ionet_official has raised $30m from various VC, led by Hack VC, Multicoin Capital, OKX ventures, aimed to build largest decentralized GPU network: https://t.co/xrzkRXGXKm

[BitMEX Research @BitMEX_Jon]

Bitcoin ETF Flow - 5 March 2024

All data in. $648m total net inflow for the day. Largest inflows since day 1. Blackrock with a record +$788.3 million day.

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA – Mar 4th

[MACRO]
- Another strong day of inflow, $562m into BTC ETFs: https://t.co/HEn4dcG0H8
- Wall Street continues to file for BTC ETF exposure in their in-house investment funds: https://t.co/LIK4ueI4VG
- Bloomberg hosts covered $WIF and $PEPE, mentioning that “Era of memecoin is back”: https://t.co/a9uRZtOCEJ

[BIG CAPS]
- @bouncebit testnet set to launch on Mar 8th: https://t.co/UHQ8rYTTqS
- @_kaitoai , information layer for web3 backed by @dragonfly_xyz & @sequoia , introduced OpenKaito, a partnership with Bittensor: https://t.co/Jxnuk0S2jS
- @RocketPool_Fi Houston upgrade is scheduled on May 6th
- @shufflecom users are now able to check their airdrop allocation: https://t.co/BAi4cwNFWS
- New TAO subnet registration costs over $2M: https://t.co/WyFyiZNRw6
- @satoshivm alpha mainnet on March 15th. https://t.co/XtjAyaT8IY
- Alien Hoodie Node Monkes sold for over $1M: https://t.co/mjpBnQBr01
- @ALEXLabBTC on Stacks network reached $1B TVL : https://t.co/jE9Y41is8R
- @wormholecrypto token $W launching on March 19th according to info leaked from Bybit.
- @aevoxyz governance proposal 1.5 is now up for voting, with TGE scheduled for mid-March with $AEVO airdrop, shortened lockup for $RBN→$sAEVO migration and liquidity mining: https://t.co/7tqEEv8Cnu

[SMALL CAPS & ONCHAIN]
- @udw_gg reveals their BT404 collection utility, building on top of ERC404 & DN404: https://t.co/65FuKii42A
- @vectorreserve introduces vPoints, providing exposure for Eigenlayer points on top of other LRT rewards points: https://t.co/B7fokyo0o9
- @vectorreserve looking into restaking Bitcoin: https://t.co/ELs2TwF4aA
- Upcoming catalysts for @WhalesMarket sets a clear path for the token’s price: https://t.co/Hw5v8AKpvg

[MacroScope @MacroScope17]

Wall Street firms continue to file for Bitcoin ETF exposure in their in-house investment funds. You're going to see a lot of this in coming months. After the close of trading today, BlackRock filed with the SEC for its Strategic Income Opportunities Portfolio:

"The Fund may acquire shares in exchange-traded products (“ETPs”) that seek to reflect generally the performance of the price of bitcoin by directly holding bitcoin (“Bitcoin ETPs”), including shares of a Bitcoin ETP sponsored by an affiliate of BlackRock."

Filing (page II-3):

https://t.co/sVRvjQYeRm

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA – Mar 1st

[MACRO]
- Another enormous GBTC outflows, 492m hit the tape, causing daily netflow of BTC ETF to be -140M https://t.co/QQ4Rln06kU
- $IBIT becomes the fastest ever to reach $10B AUM. https://t.co/tQOg3PUMp5

[BIG CAPS]
- @MerlinLayer2 Seal exceeded $3bn in TVL: https://t.co/vp16dakTYE
- @autonolas announced $OLAS staking with a unique mechanism to increase token demand: https://t.co/JpebvmjaUZ
- A wallet has been accumulating more than $5m worth of $PANDORA over past 2 days: https://t.co/FQAN6YO0wA

[SMALL CAPS & ONCHAIN]
- @aerodromefi had a record breaking trading volume of $97M during the last epoch, more than doubling the previous high. Aero will launch their concentrated liquidity solution in coming weeks. https://t.co/lG5pQapjRf
- @Blast_L2 lending protocol Orbit broke $100M in TVL. Currently the biggest protocol on Blast in terms of TVL. $ORBIT token trading at $94M FDV, but less than $4M circulating. https://t.co/8aZk3Ic8us
- @HyperliquidX announced reimbursement to liquidated position due to inefficiency of its orderbook/HLP: https://t.co/f31BQ5AKpI
- @puff_drgn potion minting will be live on Monday on ETH mainnet, using mETH or zapped from stables: https://t.co/AJd2XiP0tb
- @Parcl prepares to filter sybilling address on its points program: https://t.co/ViqCsMyBRh
- @BinanceLabs introduced new wave of protocols, incubated in its MVB program: https://t.co/pDZ6TZ2kWg
- @Zenith_farms , a airdrop automation tool, set to launch its LBP on match 3rd 6pm UTC: https://t.co/SKkVAre7Rs
- @BRC20com launched testnet for their opBTC Bitcoin L2. https://t.co/MooEqvSqkw
- $Send, stablecoin payment application saw odd TWAP of $200k after 8 months TGE: https://t.co/E2ItlWnc9U
- @OraProtocol introduces tokenized onchain AI model. https://t.co/L1DHaJDTD2

[Eric Balchunas @EricBalchunas]

$IBIT the newest member of the $10 Billion Club, fastest ever to get there.. Only 152 ETFs in this club (out of 3,400) incl $GBTC. First $10b so touch bc so much has to come from flows (in $IBITs case 78% of aum is flows). Second $10b easier bc mkt appreciation bigger variable

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA - Feb 29th

[MACRO]
- BTC ETF maintains 92m net inflow despite near 600m outflow from GBTC: https://t.co/8dezTZFdSK
- @RobinhoodApp EU listing WIF: https://t.co/ofwMoHHhrW

[BIG CAPS]
- @blur_io teases new launch, likely to be on @Blast_L2 : https://t.co/bOwL29X05y
- @shufflecom users will be notified on airdrop amount on Mar 4th, though actual airdrop is after TGE: https://t.co/nNvi7wR47H
- Blast Points is live on @WhalesMarket , to be followed by Gold: https://t.co/LRwZ75mZ9k

[SMALL CAPS & ONCHAIN]
- @fantasy_top_ has not launched on Blast mainnet yet, due to several critical elements to be finalized prior to launch: https://t.co/W7oVdYByKs
- @YOLO_Blast airdrops $Boost to Blast early bridgoors as in-game tokens, proportional to value of bridged assets: https://t.co/Le9knHkC5a
- @OrbitLending started its TGE to be first DeFi token live on Blast, besides secured partnership with @ManifoldTrading , aiming to be top money market on Blast: https://t.co/NdwxHBpnyB
- @monaidev LBP ended prematurely, possibly due to lack of buyers: https://t.co/ybqL8dGrd2
- @Agent_Fi Blastooor Genesis Collection set to be minted on Mar 2nd: https://t.co/ReqXvu6X2U

[BitMEX Research @BitMEX_Jon]

[1/4] Bitcoin ETF Flow - 29th Feb 2024

All data in. $92m of positive flow for the day, with Blackrock and GBTC offsetting eachother, each with $600m flow in the other direction

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA - Feb 27th

[MACRO]
- BTC ETF daily volume reached new high, volume from $IBIT alone has surpassed $QQQ: https://t.co/ulFsUeR1FY
- Coinbase crashed during massive liquidations event: https://t.co/c70BS8fv2p
- @vaneck_us launches NFT marketplace and digital assets platform, Segmint: https://t.co/ECLW1zXY5Z

[BIG CAPS]
- @MarathonDH announced its own multichain Bitcoin Layer 2 solution, Anduro: https://t.co/c1is8CWCMU

[SMALL CAPS & ONCHAIN]
- @Blast_L2 launches on Feb 29 1PM PST
https://t.co/b9D3d1gYDV

- @Argo_xyz is now live, a hub for overall LRT market: https://t.co/3OXy6nnB3y
- @FungifyNFT completed its round 2 of public sales in minutes, raising 3m and scheduling TGE at 5PM UTC Feb 29, https://t.co/LgsOdncOGm
- @Parcl Points program begins its Final Season: https://t.co/L36QU3ibqA
- @babylon_chain testnet is live for staking: https://t.co/0tvhNjMGjx
- @zircuit added staking asset $weETH from ether_fi: https://t.co/IXEOA7bU5U

[RAISES]
- @bouncebit raised $6m from various investors including Calvin Liu from @eigencloud , to build a BTC restaking infrastructure: https://t.co/j0x8riGSRD
- @ether_fi raised $23m from various VCs including @Bullish and @Arrington_ap : https://t.co/tsXxWIoCvt

[Brian Armstrong @brian_armstrong]

We are dealing with a LARGE surge of traffic - apologies for any issues you encounter. The team is working to remediate.

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA - Feb 27th

[MACRO]
- Bitcoin ETF inflows reached 574m, with IBIT attracting 520m alone: https://t.co/b6anfi2GJe
- @Fidelity is now recommending 2% allocation in crypto for its investors portfolio: https://t.co/t5VHA8hIrv

[BIG CAPS]
- @ArweaveEco launched @aoTheComputer , “hyper parallel computer” which enables onchain computation scaling, tapping into AI usecases: https://t.co/jh6cbJonFk
- $PYTH is now listed on Upbit: https://t.co/BfGwgtheio
- @aevoxyz introduced new proposal, postponing TGE to mid-March and reducing RBN-sAEVO staking lockup to 2 months: https://t.co/4E2ykw0d3e

[SMALL CAPS & ONCHAIN]
- @XAI_GAMES $XAI staking is now live, as well as redemption of esXAI to XAI at 50% rate: https://t.co/XUTSqHAsqo
- @LensProtocol goes permissionless, now open for everyone to join: https://t.co/HWEEivWvca

[RAISES]
- @Karak_Network raised $48m in its Series A with $1bn valuation from Lightspeed, @BainCapital , @PanteraCapital and more: https://t.co/XH6xZwGvGb
- @initiaFDN , a rollup focused blockchain, raised 7.5m in its seed round led by @Delphi_Digital and @hack_vc , backed by Binanca Labs
- @sphere_labs , a payment infrastructure with stablecoins, raised 2.8m from various investors including. TCG & Jump: https://t.co/tl6Xj8CgZ0

[Will @WClemente]

Fidelity now recommending a 1-3% crypto allocation in your portfolio.

Gateway drug. What happens when that 1-3% becomes 3-6%? Slowly then suddenly.

https://t.co/WsFfoDzDWt

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA - Feb 26th

[MACRO]
- Bitcoin ETF experienced strong day of 520m inflow, with GBTC outflow at daily record low of 22.4m: https://t.co/iv7ENxCAj7
- @bitforexcom stopped users’ withdrawals after $56m outflow on Feb 23rd, currently still holding 18% of TRB supply: https://t.co/siGiyRTxY9
- @MicroStrategy acquired another 3k BTC at $51,813 on average: https://t.co/lkzGZRww0P

[BIG CAPS]
- @puffer_finance is now rewarding users who deposit their pufETH in Curve pool: https://t.co/hrbbNhakjw
- @ethena raised caps on for LP with sDAI-USDe & GHO-USDe, and rewarding USDe deposits on @pendle_fi : https://t.co/lOwkgVczdP
- @Blast_L2 's mainnet set to launch on Feb 29: https://t.co/ZC41KRzcsO
- @ritualnet announced partnership with @ionet_official , onboarding their GPU stack to power Ritual network: https://t.co/Yg4zMGcL9V
- @Merlinlayer2 announced stratergic partnership with @trondao : https://t.co/0ZImqUCmDT

[SMALL CAPS & ONCHAIN]
- $PRCL points market went live on @WhalesMarket , trading at 0.002 per point: https://t.co/VptAXkzipf
- @GMX_IO latest proposal introduces idea of GMX chain focusing in social trading and PvP AMM: https://t.co/2T4W2ds7k4
- @0xMantle 's latest proposal is live for voting, aimed to deploy 30m from treasury to bootstrap selected protocols like Valen, Range Protocol, LiquidX and etc: https://t.co/kdpdWqb4oG
-@satoshivm $SAVM is listed on KuCoin: https://t.co/eHbBghtSyD
- @AITProtocol launches Einstein-AIT, subnet on bittensor: https://t.co/S27mlDnPdv
- @protocol_fx teases launch of fxUSD on Feb 27th and farming begins on Fen 29th: https://t.co/Xu2s3LfT1m
- @base Ecosystem Fund by @cbventures built a liquid position in $AERO: https://t.co/6hMIBWwp9e
- @nim_network teases launch of its RollApp on @dymension : https://t.co/rrPFeO5L6j

[RAISES]
- @AvailProject raised $27m in seed round , led by @foundersfund and @dragonfly_xyz : https://t.co/4rFhNz0zFo

[BitMEX Research @BitMEX_Jon]

[1/3] Bitcoin ETF Flow - 26th Feb 2024

All data in. Strong day with $520m net inflow

Total net inflow since 11th Jan is $6,030m.

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA- FEB 22nd

[MACRO]
- @RobinhoodApp trading volume for past 24hrs broke ATH. https://t.co/Esk3xXFIQO
- @Reddit bought our coins, they also received ETH and Matic as form of payment for NFT sales. https://t.co/RHIbVD28x1
- @Grayscale files for Privacy ETF. https://t.co/k5zIQuDVR7

[LARGE CAPS]
- @Starknet adjusted their token unlock plan, 64M $STRK will be unlocked on April 15th instead of 1.34B, and 64M monthly unlock until March 15, 2025. 580M token will be unlocked by the end of 2024 as opposed to 2B. https://t.co/RHNrKWXqxs
- Bot trading vol on @solana down almost 80% since Christmas peak.
- @OndoFinance secured partnership with @Aptos_Network for further integration of its RWA with Aptos blockchain’s technology. https://t.co/6o2KoUTADS
- @XAI_GAMES staking v1 goes live next week, v2 will be live in March. https://t.co/EbQukBeuW1

[SMALL CAPS & ONCHAIN]
- @AcrossProtocol launching V3, improves capital efficiency(lower fees), offers competitive pricing RFQ cross chain swaps, and gasless crosschain swaps. Across Settlement is the only production-ready, modular settlement layer for cross-chain intents. https://t.co/k5pbtTNFFp
- @GearboxProtocol increased weETH borrow limit by 750E and it was filled under 30 mins. A 29K ETH limit increase will take place in 2 days again. Gearbox launched @eigencloud points leverage farming a few days ago, token price has gone up almost 80% in 3 days. https://t.co/QRGdmtALJI
- @MobyHQ announced launch of @Aark_Digital on its launchpad. https://t.co/Xd2g9FVBRw
- $KEP launching on Feb 28th. Users will be able to trade tokenized Eigenlayer points and LP to earn swap fees. https://t.co/0vRGdQnrTO
- Users can now deposit ETH LRTs like ezETH, rsETH to earn Zircuit points. @zircuit is a fully EVM compatible ZK rollup built on Bedrock, backed by @PanteraCapital and @dragonfly_xyz . https://t.co/2GgAJE9j4i
- @Pandora_ERC404 listed on @kucoincom and @wintermute_t appears to be the market maker for $PANDORA. https://t.co/hWf7ydzNcH
- @PixieRealm404 announced WL and airdrop for Pandora holders. https://t.co/gYdzyZRd7E
- @bananagun generated $748K in fees last 7 days, top 10 of all dapps on Ethereum mainnet. Banana will add Blast support soon. https://t.co/Ag9nOeERam
- @ProofOfPlay , an onchain game studio that raised 33m mainly from @a16z , introduces Multichain to power its onchain game engine while securing Founders NFT on ETH mainnet. https://t.co/bfmdj3Xj6s

[RAISES]
- @eigencloud raised $100M from a16z. https://t.co/jdQgsZXOgP

[db @tier10k]

REDDIT SAYS THEY INVESTED EXCESS CASH INTO BTC AND ETH, MAY CONTINUE TO DO SO IN FUTURE

Source: DB | Coins: BTC, ETH

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA - Feb 21st

[MACRO]
- NVDA Q4 earnings beat, up over 13% after hours.
- Blackrock’s Bitcoin ETF flow: $96.5M, lowest in two weeks

[BIG CAPS]
- @AMD collaborating with @wormholecrypto : https://t.co/S2HM1oMEbr
- @dymension might take snapshot of $SYM stakers on Feb 23rd: https://t.co/9EpKfzSzGw

[SMALL CAPS & ONCHAIN]
- @KelpDAO launching $KEP soon, $KEP is tokenized @eigencloud points, first liquid way to trade EigenLayer points. https://t.co/zIDzcTb7Hm
- @HyperliquidX released TWAP orders: https://t.co/yDe9aZxovV
- @Persona_Journey , core ecosystem nft for a gaming studio @Unagi_studio with major partnerships to sports leagues around the world, focusing with a sort of web3 gamified sport betting. launches its collection with 2400 for whitelist mint @ 0.069E, followed with 5823 public auction mint with price cap @ 0.29E, total supply at 8888: https://t.co/Vg5tDQciQH
- @project_shutter, a protocol specialised in threshold encryption against MEV, launched its LBP on Fjord: https://t.co/En1WzoxU4j

[RAISES]
- @InitCapital_ raised $3.1M seed round led by @ElectricCapital and @mirana , with participation from Arthur Hayes, Bankless VC, Robot Ventures and others. Phase 2 Liquidity Hook set to launch on Feb 28th: https://t.co/qOyxFlIo8I
- @citrea_xyz announced $2.7M seed round led by Galaxy, participation from @Delphi_Digital , Eric Wall, Arurag Arjun founder of Avail and others. Citrea is building an EVM compatible Bitcoin ZK rollup using Bitcoin as both DA and settlement layer: https://t.co/FWRRc5u971

[AMD @AMD]

AMD is collaborating with @wormholecrypto to make #FPGA accelerators accessible to the #blockchain ecosystem, helping advance Zero Knowledge cryptography for decentralized, trustless interoperability solutions. Read blog for info: https://t.co/otgx5usCZS

#TogetherWeAdvance

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA - Feb 20th

[MACRO]
- Bitcoin ETF flow: $136M, lowest in two weeks

[BIG CAPS]
- @Blast_L2 to announce winners of their Big Bang Competition this Friday, Feb 23rd: https://t.co/cipbs09PLD
- @HmntyProtocol announced launch on Polygon SDK in collaboration of @animocabrands and @0xPolygon Labs. Humanity Protocol introduces a new palm recognition technology for verifying individuals in Web3, an alternative to methods like iris scans from @worldcoin . https://t.co/ppLdMBKV9R
- @Backpack launched Backpack Exchange in US: https://t.co/LKEIuEdR7A
- New line of toys from @pudgypenguins now available at Walmart: https://t.co/exkJVpdq3j
- @Optimism announced $10M+ airdrop to over 22k unique addresses: https://t.co/yUtyU5Klsz
- @LidoFinance's governance proposal on Simple Module DVT is live for final voting phase: https://t.co/DlFpvVPppI
- Merlin’s Seal extended its staking assets for @GeniiData Pass and @bitsmiley_labs bitDisc-Black: https://t.co/SE9SzfpRyw

[SMALL CAPS & ONCHAIN]
- @asymmetryfin launched, a hybrid ETH LST protocol offers boosted yield. Its LST afETH composed of 70% staked ETH and 30% vlCVX: https://t.co/gPpvUE0ybO
- @PrismaFi launched its LRT backed stablecoin $ULTRA, currently supports weETH as collateral, TVL at $326K: https://t.co/7bIy58tJiY
- @vectorreserve and @redactedcartel completed treasury swap. Vector Reserve will also use Hidden Hand to direct liquidity: https://t.co/phfioZuWpE
- @binance announced $PORTAL on launchpool. Portal is an interoperability layer for Web3 gaming, they have partnered with many projects so far including The Unioverse, Magic Eden, WME, DeFiKingdoms: https://t.co/5gjKem3ckA
- @SmartLayer announces tokenomics, allocating 2% of total supply to airdrop: https://t.co/CwtfzzgQCB

[Blast @blast]

🚨 Big Bang Announcement 🚨

We’ve received 60+ hours of submission videos for the Big Bang competition.

Due to the number of submissions, we will showcase the winners asynchronously.

Winners will be announced on Friday, February 23 (moved from Wednesday).

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA - Feb 19th

[LARGE CAP]

- @ethena announced public mainnet, launching its rewards program, awarding early holders with Shards: https://t.co/HKLs1sLZW6
- @dymension embedded AMM is now live: https://t.co/zjsINABdYb

[SMALL CAP & ONCHAIN]

- @GearboxProtocol launched leverage restaking with @EtherFi , users can now earn 19x https://t.co/gIICdREcfO points and 9.5x Eigenlayer points: https://t.co/cfh1QG8Q5m
- @nftperp launched v2 Alpha, now open to whitelisted addresses. V2 is using a fusion AMM model that merges a decentralized limit orderbook with an AMM. NFTPerp will also launch on Blast: https://t.co/VCGsK0mp5R
- @AcrossProtocol teased v3 using OP stack: https://t.co/CYVkYUC8cb
- @MerlinLayer2 lead DEX @MerlinSwap announced $VOYA, first fair launch BRC-20 token on Merlin Chain. Besides people who bridged to Merlin, HUHU holders and LP are also qualified. Unclaimed $VOYA will be used to incentivize LP: https://t.co/PGVTcAEpUo
- @bitsmiley_labs announced partnership with Merlin Chain, bitSmiley will be deployed on Merlin and accept bridged BTC as collateral to mint bitUSD: https://t.co/7sBgG0Ehzw
- @ChampionsIO released its alpha version,
https://t.co/Zj2zcVZRpH

[RAISES]

- @OraProtocol announced world’s first on-chain AI oracle - OAO, enables users to access ML models (like LlaMA 2 & Stable Diffusion) directly onchain. Ora Protocol raised $3M pre-seed led by DAO5, Sequoia China in Jan last year: https://t.co/X2h4zSnj3L
- @alt_layer raised $14.4M strategic round led by Polychain and Hack VC: https://t.co/zKRrmmxi3B
- Web3 messaging app @beoble_official raised $7M seed round backed by @HashKey_Capital , @SamsungNext , DCG, DWF Labs and others. Beoble raised $2M pre seed 3 months ago, ID coming soon and will be hosted on @Chain_GPT pad and @MobyHQ : https://t.co/xTSrJETFfI

[Dymension @dymension]

The Modular Liquidity Layer is live!

https://t.co/YZAqe0JLzb

[kitchen @_KitchenCap_]

👨🏻‍🍳KITCHEN ALFA - Feb 16th

[MACRO]
- Bitcoin ETF flow: $324M, lowest since Feb 7th

[LARGE CAP]
- @yugalabs acquired @proof_xyz and its IPs including PROOF Collective, Moonbirds, Oddities and others: https://t.co/XM8RKoTeRz
- @JupiterExchange LFG launchpad opens for application, 19 projects have applied so far including @deBridgeFinance, @ZeusNetworkHQ: https://t.co/pxCdHx3H8a
- @solana integrated with @Filecoin, utilizing Filecoin to make its block history more accessible and usable for infrastructure providers, explorers, indexers, and anyone needing historical access. https://t.co/JXlX0uq7q4
- @TensorplexLabs launched its $TAO liquid staking solution $stTAO. 2500 $TAO deposit cap filled under an hour: https://t.co/u4y8S17cmH

[SMALL CAP & ONCHAIN]
- @vectorreserve participating in the @Blast_L2 Big Bang competition: https://t.co/1rS1TaeC7F
- $XLNK token approved by @ALEXLabBTC governance, TGE soon: https://t.co/13zeRQZp3K
- @bounce_finance announced $XRGB IDO on Feb 21st: https://t.co/VCErHFVUDj
- @partyhatDAO announced strategic investment in @vectorchatai / $CHAT: https://t.co/EM7NQPuzYW
- @InitCapital_, a next gen lending market on Mantle network will list @OndoFinance stablecoin $USDY on Feb 29th: https://t.co/xwzWO7U394
- @degenbasetrade, a perp and options DEX on BASE allocating 8% of its total supply to $PYTH stakers: https://t.co/2eOHe1I324
- @mypethooligan, a Web3 FPS game joins @SuperVerseDAO: https://t.co/fQqIBBSndK

[RAISES]
- @ethena announced $14M strategic round valued at $300M led by Dragonfly: https://t.co/UCrJEHl1FM

[Yuga Labs @yugalabs]

Yuga Labs has acquired @PROOF_XYZ, which includes PROOF Collective, @Moonbirds, Mythics, @oddities_xyz, and @Grails exhibition series.

For more information, see the official Yuga News blog:
https://t.co/ly3fTYxCBk