Luna Bible 🌖

Lunatic artist $luna $mirror $anchor $mine

[Luna Bible 🌖 @lunabible]

USTC Burmdrop is alive.

https://t.co/29hvhSmGtT

Referral Code is XK3ELB

[Luna Bible 🌖 @lunabible]

@wemintcash Referral code is XK3ELB

[Luna Bible 🌖 @lunabible]

@Keplr_support3 @wemintcash @keplrwallet I used terra wallet

[Luna Bible 🌖 @lunabible]

@wemintcash @keplrwallet Excuted burm
Why I use fee 1,000ust using terra wallet
Where is the discord

I send fee totally almost 2000ust

[Luna Bible 🌖 @lunabible]

@wemintcash why I failed burn using terra wallet
Why fee is about 1000ust?

[Mint Cash 🏛️♻️ @wemintcash]

THE BURN IS COMING
This week, we are running a series of micro-challenges for first access to the Burndrop Program, for when it opens on February 29th.

To participate in the activation code giveaways, either:
1. Respond to the challenge prompt in the comments of this post to qualify, or
2. 🔁 the challenge prompt

For our first micro-challenge, our ask is simple:

If Mint Cash had a mascot, what animal / person / thing do you think it should be?

[Luna Bible 🌖 @lunabible]

@wemintcash Panda Mint

[THE REAL SNACK @the_real_snack]

Fundamental Analysis: The Cosmos Ecosystem's Hidden Gem 🧵

White Whale: cutting-edge permissionless Layer 1 chain (Migaloo), dominating the realm of interchain liquidity and revealing an unprecedented defi product suite combined with growth-driven tokenomics!

For a better reading, the same article is also available on Medium: https://t.co/VntVv2Of9m

$WHALE is on track for a meteoric rise, potentially outperforming all #cosmos projects this year. Here's why:👇

1⃣ Insane Tokenomics

- Coin: $WHALE
- Circ./Total Supply: 363M/592M
- Price: $0.048
- Market Cap: ~$16M
- Fully Diluted Valuation: ~$28M

Bullish Key Indicators:
▶️ Investor Token Distribution ends: In one month in February 2024, the Seed/Private Sale Investor Token Distributions will end! This is a massively bullish event and could be extremely good timing for the massive growth of Whale.

▶️ Daily Buybacks: With the Real Yield Revenue from the own White Whale DEX, $WHALE buybacks are allocated daily to the Bonders / Stakers of $WHALE on the respective subchain for each connected chain. This means the more liquidity, the more volume, the more $WHALE buybacks. Currently, 8 subchains are connected $LUNA, $OSMO, $HUAHUA, $INJ, $SEI, $COMDEX, $LUNC, and $JUNO on White Whale DEX and each subchain buybacks $WHALE. At peak times, already 60k-100k WHALE buybacks per day have been done. In a bull market, I expect a minimum of 1M $WHALE per day to be bought back because the volume will be much higher, and if you consider that the total supply is only 592M, one could expect a parabolic run like $INJ.

▶️ Deflation / Inflation: Whale has a fixed and one of the lowest inflation rates in crypto at 4%. Last year, about 29M of 592M tokens were burned, making Whale already massively deflationary. But that's not all, probably in Q1 there will be a chain upgrade where a Transaction Fee Burn will be implemented. Then, large parts of the transaction fees will be burned forever from every transaction on the Whale Chain Migaloo. This will make WHALE even much more deflationary. Then WHALE can achieve many multipliers but the mcap doesn't increase because the token circulation becomes increasingly scarce. WHALE has also introduced a community burn initiative called Burn Furnace, where members can give back to the community by burning their WHALE in exchange for $ASH tokens. Initially valueless, ASH gained significant momentum, peaking at over $300k liquidity in the ASH/WHALE pool. This upsurge sparked the creation of a group filled with enthusiasts in the new ASH DAO, all committed to advancing WHALE's presence throughout the Cosmos network.

▶️ Locked Supply:

47% of the total supply alone staked in native staking

Besides the large daily buybacks of $WHALE and the deflationary mechanisms that burn $WHALE, a huge portion of the supply is already locked in various Whale products like Staking (47% of total supply alone staked in native staking), Bonding, LSTs, MoneyMarket, some with long unstaking periods of 21 days. The real circulating supply must be only a few percent of the Circulating Supply according to my research, which will soon lead to a severe token scarcity and will drive the price extremely high.

In summary, it can be said that $WHALE has set an excellent game with utility leading to buybacks of $WHALE, effective deflationary mechanisms that automatically increase with the ecosystem growth, and the token scarcity with the Locked Supply, preparing a massive foundation for exponential growth. When you also consider that the Seed/Private sale token distributions end in a month and the selling pressure here completely disappears, we cannot imagine how $WHALE will grow exponentially. Considering that almost all investor tokens are already in circulation, and factoring in the remarkably low market cap of $16M coupled with such a deflationary and scarce tokenomics structure, it becomes evident the immense growth potential that WHALE possesses!

2⃣ A team of OGs

The team led by Sebastian (@SebastianJer7) possesses years of experience in the cryptocurrency field and was one of the pioneers in Terra's development. The White Whale team received funding from some of the biggest names in the #cosmos ecosystem to build Interchain Liquidity and, most importantly, to balance market differences through arbitrage. Thus, Whale was also intended to maintain the $UST peg through arbitrage. Unfortunately, during the Terra crash, Whale was still a very young project about to be launched and tried until the end to maintain the peg. After the Terra crash, Whale built its own foundation and developed its own blockchain, Migaloo, along with its own suite of DeFi products. As a result, the team has gained immense experience and connections, and all the OG teams, validators (for example SmartStake, Danku, and $INJ Injective Labs), and backers have now remained with Whale, showcasing their steadfast commitment and resilience in the face of challenges.

Many renowned development teams are now building on the Whale Chain Migaloo. These include @eris_protocol for LSTs, @BackBone_Labs for LSTs and NFT Marketplace, @ginkou_io for the MoneyMarket AllianceBank, and @RacoonSupply for Gaming and Betting Platform. I anticipate that due to Whale's popularity, more and more development teams will decide to build on the Migaloo Chain, also because Whale offers many grant opportunities like the RIDE or SAIL Partner programs for developer / partner support. Whale is already very well-established in this area.

3⃣ Remarkable Strategic Partners

▶️ Terra
White Whale originates from the old Terra community, where it has its roots. Whale is the first project to have integrated the new and innovative Alliance Module from Terra. This integration could enable Whale stakers on the Terra blockchain to earn revenue from LUNA inflation, and vice versa. Just three weeks ago, Terra deposited a total of $2.5 million in liquidity on the White Whale Dex subchain for Terra. This arrangement benefits not only Terra but also marks a massive growth opportunity for WHALE. The increased liquidity and volume on one of the Whale Dex subchains have significantly boosted the Whale buybacks.

▶️ Osmosis
Osmosis is one of the largest projects in the crypto world, especially in Cosmos with the @osmosiszone DEX. Any partnership with Osmosis results in a value increase for every involved project. White Whale has successfully convinced the Osmosis community to collaborate. This means that Osmosis could potentially deposit up to a total of $7 million in liquidity on the White Whale Dex subchain Osmosis. This, in turn, will massively boost the WHALE's Total Value Locked (TVL), liquidity, and volume, resulting in an increased WHALE buyback. I must emphasize again that the tokenomics here are truly perfect because, with each growth phase in the WHALE ecosystem, either the buyback or the burn is set to increase soon, which is brilliant in my opinion!

▶️ Chihuahua
Currently, there's a lot of attention on @ChihuahuaChain , as HUAHUA is the blockchain specifically geared towards #memecoins. With Memetokens being highly profitable at the moment, HUAHUA has experienced significant hype. The largest liquidity for HUAHUA is on the White Whale Dex subchain chihuahua. There, for instance, the coin $PUPPY had a 100x run, and everyone used White Whale Dex for trading it. Being the largest liquidity Dex for HUAHUA holds great value. Particularly, the more Memecoins there are, the more liquidity and volume there will be, resulting in higher WHALE buybacks. The growth of a partner directly translates into growth for WHALE.

▶️ Kujira
In recent months, everyone in the Cosmos ecosystem has become familiar with the name @TeamKujira. Kujira is known for its robust dApps and its own blockchain. Kujira has recently started to integrate WHALE, or Migaloo Chain, into its products. For example, you can mint the Kujira stablecoin $USK by depositing WHALE as collateral in Blue, their MoneyMarket. Additionally, nearly $250k in liquidity has been placed in the WHALE / USK pool on the Kujira Dex. With Kujira's large community and substantial investor backing, every integration greatly aids WHALE's growth, as well as enhances the utility of the WHALE token.

There are certainly other noteworthy partners that I won't delve into right now. As you can see, the strategic partners alone bring millions in TVL to WHALE, and yet Whale currently has a market cap of just $16M, which makes absolutely no sense. I believe we will soon see a much higher valuation that is far more justified for all that WHALE has achieved.

4⃣ Groundbreaking Technology / Products

▶️Whale Layer 1 Chain named Migaloo

As mentioned earlier, following the LUNA crash, White Whale embarked on developing everything in-house, including its own Layer 1 chain. Hence, the permissionless Layer 1 Chain named Migaloo was born. Over the past year, the Migaloo Chain has evolved into one of the largest chains in the Cosmos ecosystem. In less than a year, the Migaloo Chain has climbed to the 17th position in terms of the most IBC transactions, rivaling projects with market caps ranging from $150M to several billion. This is a remarkable achievement. Currently, the Migaloo Chain boasts about $15,5M in TVL, which includes the native WHALE, LSTs like $ampLUNA and $bLUNA, and $mUSDC. Given its current market cap of only $16M, it's staggeringly undervalued.

▶️White Whale DEX
White Whale is synonymous with Interchain Liquidity and has created its own innovative Decentralized Exchange. In less than a year, the White Whale Dex has integrated 8 Subchains. It's almost unbelievable that we are discussing such a low market cap at present. These 8 Subchains include Terra, Osmosis, Chihuahua, Injective, Sei, Comdex, Terra Classic, and Juno. All Subchains contribute their revenue to buy back WHALE! This means that with increasing liquidity and volume, more and more WHALE is being bought from the open market and distributed to the bonders of the respective White Whale Dex Subchain. It's crucial to highlight that the one and only @0xSenCom (CTO) has developed a truly unique module. The earlier and longer you bond your WHALE on a particular subchain, the higher the multiplier for rewards becomes. This means early bonders are rewarded significantly in the long term. Just imagine the exponential growth during a bull run with significant volume. I foresee a day when 1M WHALE will be bought back from the open market daily. Considering the total FDV of about 592M WHALE, the price potential is extraordinary!

▶️Alliancebank Ginkou

The AllianceBank @ginkou_io has been developed on the Migaloo Chain. For those familiar with the old Terra, this is akin to anchorprotocol but with many more innovative features and without the mint risk. The initial concept was revolutionary, and the Ginkou team leveraged this to develop the AllianceBank. Anyone can deposit USDC @noble_xyz and receive a yield. Borrowers can take out USDC loans by depositing WHALE or other assets. They pay a minimal APR for this. I will discuss more about the collateral listings of the LSTs and their own stablecoin further below. The AllianceBank has been operational for 2-3 months and has already amassed over $1M in TVL with $370k in USDC deposits alone, even in a bear market. Ginkou will also launch its own token on the Whale Chain Migaloo, and Whale holders and USDC depositors will be eligible for an airdrop, with further details to be announced. More on this below under the topic of Airdrop.

▶️LSTs
The LSTs of WhiteWhale, developed by @eris_protocol and @BackBone_Labs, have a combined TVL of about $30M or higher. What are LSTs? They are unique tokens like ampWHALE and bWHALE. Staking Whale natively on the blockchain earns you an APR of 7%. The tokens are locked on the chain, and you can't actively use them. LST tokens like ampWHALE and bWHALE offer the best of both worlds – you can stake your WHALE, earn the 7% APR, and still actively use your tokens. For instance, holding ampWHALE allows you to receive 7% APR rewards and use ampWHALE as collateral on Ginkou AllianceBank to borrow USDC. The borrowed USDC can then be used to purchase more WHALE or deposited as USDC to earn an additional 20-30% APR reward. I will explain one exact DeFi strategy later. Having both LST providers natively on the Migaloo Chain is a significant competitive advantage. A large portion of the total WHALE supply is already locked in LSTs, effectively taking them out of circulation and leading to significant token scarcity.

▶️Stablecoin
White Whale recently introduced a yield-bearing stablecoin named mUSDC, based on the Migaloo AllianceBank Ginkou. When you deposit noble USDC, you receive mUSDC, which stands for migaloo USDC and is essentially like an LST token. For example, you can deposit mUSDC at the White Whale Alliance to receive additional WHALE tokens as a reward. I will explain what Alliance is shortly. I believe the utility of mUSDC will continue to expand and is just at the beginning. The success of yield-bearing stablecoins is evident in other projects. However, considering all that White Whale encompasses and its level of innovation, a $16M market cap appears significantly undervalued.

▶️Alliance
Alliance, modeled after Terra's Alliance Module, strategically utilizes Whale inflation to support Alliance Tokens (VT tokens) with additional rewards. Through Whale proposals, ecosystem tokens can get a share of the Whale inflation, which, at a mere 4%, is absolutely low and therefore bullish. The higher the Whale price, the higher the APR. This will be particularly interesting in a bull market as ecosystem tokens compete for Whale inflation's small shares and must deliver substantial development to convince the community of their worthiness. This fosters the development of White Whale and acts as a competition for inflation.

▶️DAO
The Terra @enterprise_dao is a highly innovative DAO tool that has integrated the Migaloo Chain as the first chain for the Interchain DAO Tool. Now, DAO Treasury funds can be added using native Migaloo tokens through Enterprise DAO.
The team from @DA0_DA0 and its platform have recently integrated the Whale chain Migaloo as well. This integration has endowed the Migaloo Chain with very innovative native DAO tooling. Now, individuals, teams, or communities can launch their own DAOs and release their own DAO tokens on the Migaloo chain. The Whale ecosystem is growing robustly. They have already launched the first DAOs. A novel DAO named @Ophir_DAO is currently under development, aimed to be an unprecedented DAO structure with redeemable functions. The more ecosystem tokens and DAO tokens are launched on Migaloo, the more liquidity there will be on the White Whale Dex, leading to more tokens locked in liquidity, increased buybacks, and soon more burns, completing the cycle.

▶️NFT
Backbone Labs has launched an #NFT marketplace called Necropolis on the Migaloo chain. Here, NFT artists can launch new NFT Collections within the WHALE ecosystem. The NFT marketplace offers not only a launchpad but also an open secondary market for already launched projects. Recently, the BackBone Labs team introduced the dynamic price feature. For instance, collections can be purchased with WHALE, and while the WHALE price was always fixed, it now dynamically adjusts to the market price, ensuring that the NFT price on the launchpad is always aligned with the market. Additionally, BackBone Labs will soon offer NFTfi, where you can stake NFT collections and receive passive income in the form of tokens. Here again, WHALE, in collaboration with the BackBone Labs team, is at the cutting edge, ready to pioneer just like in almost every other area where Whale extends its ecosystem.

I think it goes without saying how undervalued WHALE is when you consider the sheer magnitude of the product suite in the WHALE ecosystem developed within just 10 months – it's astonishing! Each product deserves a closer look; you'll quickly realize how smart and innovative all of them are. I must point out that due to the abundance of products, many people are not even aware of the extensive offerings of WHALE. In response, the WHALE team is set to launch a Super App, consolidating all products, dApps, etc., on one platform. This will provide an immense boost, as many will discover just how large and innovative the WHALE ecosystem truly is!

5⃣ Airdrops

Reflecting back on the early days of LUNA, or even now observing Kujira, the Airdrop Season, when ecosystem projects launch their own tokens on their blockchain, is always extremely bullish and results in strong growth in price, liquidity, and volume! In WHALE, there are already 4 project teams developing on the Whale Chain Migaloo. The Airdrop Season will begin in Q1 2024! This means that Whale holders in various forms will receive token airdrops for independent projects launching within the WHALE ecosystem. So far, 5 tokens have been announced: $GIN (Ginkou AllianceBank), $ERIS (Erisprotocol), $SOUL (BackBone Labs), $SHARK (Shark Protocol), and $SAIL (@Sail_DAO_ - in collaboration with $OSMO). @_ASH_DAO has already distributed an airdrop of the $GUPPY @SuperGuppyMeme memecoin to the Whale community and partners, resulting in 4-5 figure airdrops. This is now evolving into one of the most successful memecoins, with more details available under DAO. I expect more airdrop announcements shortly. These tokens will grow independently and will be paired with WHALE, meaning WHALE will become even scarcer as more tokens are removed from circulation and flow into the liquidity of each project, which will develop and grow independently. This is an extremely bullish event!

6⃣ Statistics

Currently, all statistics from the WHALE ecosystem are at an all-time high (ATH)! What excites me immensely and adds to my bullish sentiment is that while the fundamentals are at ATH, the charts are still at a low point, presenting an outstanding entry opportunity for new investors. The Migaloo Chain is ranked 17th in the list of most IBC transactions, competing with projects that have market caps ranging from hundreds of millions to billions. Specifically, the Daily Active Addresses, Unique Delegators, Buyback Amount, Total Value Locked, Wallet Amount, Burn Amount, Transaction Amount, IBC Transaction Amount, Numbers of Staked Supply, Numbers of Staked in LSTs, and Money Market Ginkou TVL are all at their ATH. I am firmly convinced that this will soon be reflected in the token value. The ATH price was 25 cents, but that was almost double the supply of 1B, which is now only 592M total supply due to the burns and the new total supply. That's 6x from the current price, and with much less supply, one could arguably double that again to achieve a comparable value, given the significantly reduced supply.

7⃣ Comparable Mcaps and future prices

I like to draw comparisons to other Cosmos projects that operate in similar domains and offer comparable products. Let me just list a few active names and their market caps to give you a sense of where things could head.

$WHALE: $14M — WHALE price: ~4.8 cents
$ASTRO: $100M — WHALE price: ~28 cents
$STARS: $106M — WHALE price: ~29 cents
$PICA: $108M — WHALE price: ~30 cents
$KUJI: $577M — WHALE price: ~1.52 dollars
$OSMO: $1.1B — WHALE price: ~3.1 dollars
$INJ: $3.15B — WHALE price: ~8.7 dollars

Considering that these are all bear market caps, and thinking about how much they can escalate in a bull market, it's almost unimaginable the number of multipliers WHALE could achieve from here. When you factor in WHALE's tokenomics and its deflationary aspect, meaning the token supply decreases, WHALE can grow without an increase in market cap, resulting in an exceptionally high multiplier number!

8⃣ Community

The White Whale community stands out in the crypto world, reminiscent of Terra's golden days with strong support from many OGs. The White Whale team consistently hosts X Space every Thursday, attracting a growing audience. They present Alpha updates and facilitate discussions on various ecosystem projects. With DAO Tooling DAODAO on Migaloo, numerous DAOs like ASH DAO and GUPPY DAO support the community as Task Forces. The notable GUPPY memecoin, 95% airdropped to WHALE community and partners, exemplifies their success. Incredible airdrops were given, even in a $16M mcap project. To give two direct examples of great WHALE content, I'd mention @Migalunatic and @WhaleyDAO. This vibrant cosmos interchain community, merging projects like Kujira, LUNA, LUNC, HUAHUA, OSMO, and Injective, is rapidly expanding with enthusiastic participation.

9⃣ Migaloo Developer / RIDE Program

White Whale has already attracted and will continue to attract more developer teams for its own Migaloo Chain through the RIDE program. The White Whale RIDE Program offers teams a range of benefits, such as launching on multiple platforms, accessing communities, exposure to liquidity, integrations, expert guidance, and the potential for support from the Migaloo Alliance. It represents a comprehensive package tailored for blockchain projects.
White Whale is currently developing a Developer SDK to make development within the White Whale ecosystem and on the Migaloo Chain as straightforward and appealing as possible. In doing so, White Whale is laying the groundwork for a scalable future, which becomes crucial as the Whale Ecosystem continues to grow rapidly and significantly.

🔟Conclusion

To summarize once again, WHALE is backed by extraordinary supporters, including renowned validators and enthusiastic development teams. The entire suite of innovative technology, products, and even the statistics are unique and all at their all-time high. Combined with the insane tokenomics, the growing ecosystem, the increasing number of buybacks, burns, and supply lock-ups, and considering the current bottomed-out chart, WHALE is one of the most attractive investment opportunities right now! To conclude, it's exciting to note that some of the biggest influencers are starting to take notice of Whale. Besides @cryptomanran, who mentioned Whale in a live stream, @Cryptocito recently said in his live stream days ago that he's accumulating WHALE because he anticipates it could increase x10 and doesn't want to miss out on the potential gains.

1⃣1⃣ Bonus: WHALE DeFi strategy

As a bonus, I will also mention one DeFi strategy that can be utilized with WHALE.

General steps to buy WHALE:
You can purchase WHALE on Osmosis Dex or White Whale Dex from one of the 8 Subchains or on MEXC.

▶️Strategy 1 - Using LSTs

Hold $WHALE in your Keplr, Leap, or Terra Station Wallet.

1. Obtain LST ampWHALE or$bWHALE, for example here (I have no preference between Eris Protocol and BackBone Labs): https://t.co/JXvqsGoI8Q
-> This generates 7% APR WHALE rewards, auto-compounded and you get $ampWHALE in your wallet

2. Send your $ampWHALE to your LUNA Wallet address and stake $ampWHALE to $ampWHALEt https://t.co/skE4wQQoD3
-> This generates, on top of the 7% APR WHALE, 26% APR LUNA rewards, auto-compounded.

3. While you already earning 33% APR from native chain rewards, you can use this $ampWHALEt token as collateral on Ginkou AllianceBank and borrow USDC https://t.co/L9FTmQLDQy

4. Deposit the borrowed USDC back into Ginkou to earn 15.71%
-> You receive mUSDC for this.

5. Deposit mUSDC on White Whale Alliance to earn an additional 4.84% WHALE rewards https://t.co/RifM3ZH74a

If there is more interest, I could write a dedicated article on DeFi strategies within the WHALE ecosystem.

How can you use the article?
The fundamental analysis here on X is intended so that everyone in the community can share the article with their favorite influencer, or when someone asks for a gem or a good investment opportunity, everyone in the community can simply share the link to the analysis and doesn’t always have to try to explain everything anew.

Disclaimer:
The fundamental analysis is based on my personal research and may contain errors. Furthermore, opinions expressed are my personal opinion and do not constitute financial advice. Please always do your own research!

[Luna Bible 🌖 @lunabible]

@SumoKuji ????

[Crypto Dan @DanCoinInvestor]

"상승장 최고점에서 나오는 신호"

첫번째: 큰 고래가 상승장에서 수익실현을 하게 되면 단기 SOPR 지표(빨간색)이 크게 상승합니다.

두번째: 미실현 순수익지표가 빨간 점선(과열)구간까지 상승하여 모두가 수익구간에 도달합니다.

요약하면 상승장 후반부에서는 모두가 이익을 보게 되기 때문에 과열로 볼 수 있으며 큰 고래가 수익실현을 하는 구간부터는 최고점이거나 최고점까지 얼마 남지 않았다고 볼 수 있습니다.

최근 비트코인의 강한 상승으로 $34,000에 도달하였지만 상승장 고점의 신호는 보이지 않습니다.

[Luna Bible 🌖 @lunabible]

OMG Terra is back.

[Mint Cash 🏛️♻️ @wemintcash]

🌎 The Vision and Path Forward for UST 2.0 🌕

Two days ago, we announced the launch of Mint Cash: a spiritual successor to TerraUSD (UST), a failed stablecoin that tried to become the largest decentralized currency for the masses.

The Mint Cash team would like to talk about why rebuilding Terra’s vision is necessary for securing the future of the crypto economy, as well as how we plan to do it.

Details below:

[Professor Jo @0xProfessorJo]

<크립토 네이션의 경기 부양책: 헬리콥터 머니>

1. 크립토 저금리 시대가 열리다

디파이에서 '금리와 유동성의 상관관계'는 기존 금융 시장과 다르다. 기준금리가 상승하면 (1) 예금 금리가 올라가고 예치 잔고가 증가하는 기존 금융시장과는 달리, (2) 디파이에서는 '스테이블코인을 차입해 레버리지하는 수요'가 줄어들어 예금 (Staking) 금리 (Yield) 가 크게 하락한다. 이로 인해 디파이 시장의 거래량은 감소하고, 시장에 예치된 TVL도 급격히 감소한다.

실질금리의 상승에 따라 투자자들은 2% 정도의 수익률을 위해 '컨트렉트 리스크'를 감수하려 하지 않으며, 더 높은 수익을 찾아 다른 곳으로 자금을 이동시킨다, 즉, 2022년 디파이 내 '머니 무브'가 가속화 되었다.

2023년, 프로토콜들은 크립토 자금의 재유입을 유도하기 위해 높은 수익률을 발생 시키는 RWA를 매입하기 시작했다. 대표적으로 @MakerDAO 가 미국 국채를 매입함으로써 DAI Saving을 통해 높은 금리를 제공할 수 있게 되었고, 유동성을 되찾는 데 성공했다.

이로써, 2023년 현재 우리는 크립토 저금리 시대 속에 있는 것이 명확해 졌다. 2016년, 전 세계가 저금리 기조로 대체투자에 주목했듯이 말이다.

2. 크립토 네이션의 부양책, 헬리콥터 머니

@Cointelegraph 의 오보로 시작된 비트코인의 상승은 비트코인 현물 ETF 기대감에서 시작되었다. $30K를 넘어 $35K 까지 급속도로 상승하며, 디파이 시장도 활기를 되찾았다.

긍정적인 시장 분위기 속에서 크립토 네이션들, 즉 Layer 1과 Layer 2는 '경기 부양책'을 제시하고 있다. 상승하는 시장에서 사용자들을 끌어들이기 위해, 각자의 생태계 내에서 '인센티브'를 그렌츠 형태로 제공하고 있다. 이는 코로나 시기의 경기부양을 위한 헬리콥터 머니와 유사한 형태다.
아비트럼 (@arbitrum )은 자체 97개의 dAPP에게 $88M 상당의 그랜트 프로그램을 승인했고, 현재 $44M 상당의 $Arb 가 사용자들에게 배분 되기 시작했다. 스테이블코인 풀의 APR은 30%에 근접했으며, 시장의 유동성이 높아져 TVL이 상승할 것으로 기대된다. 대표적으로, @ElixirProtocol 와 @vertex_protocol 의 유동성 풀을 참고하면 된다.
수이 (@SuiNetwork ) 도 지난 10월 17개 프로젝트에 $1M의 인센티브를 제공해 디파이 유동성을 빠르게 증가시켰다. TVL이 $14M에서 4배 상승해 $50M을 넘어섰다.

3. 결과는 어떨까?

크립토의 저금리 시대에서 크립토 네이션들이 제시한 경기부양책이 실물자산으로 이동한 자금을 되찾을 수 있을까? 아니면, 큰 효과 없이 시장의 부채로 남을까? 확실한 것은, 우리는 경기부양책에 대응해 디파이 파밍을 통해 수익을 극대화 할 수 있다는 것이다.

[Chris Amani @fleece_cannon]

@terra_money / TFL status update

🌖Warp, Alliance, Enterprise🌖
🌗Enterprise v2, Station v3🌗
🌘Feather, JAX, Terrain v2🌘
🌑Foundation, Tashkent, Project Q, Epiphany🌑

Its early
https://t.co/CS1ngP01hZ

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

1/ @mars_protocol is live!

The $MARS token airdrop is claimable 🪂

Here's a guide on how to claim your $MARS airdrop. 🧵👇

[Luna Bible 🌖 @lunabible]

@traderrocko Hello

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@lunatic_1125 굿

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@CryptoHarry_ Harry are you ok?

[Zhu Su @zhusu]

Starcraft2 was much better than Starcraft1 imo

[Luna Bible 🌖 @lunabible]

We are a group of Lunatic artists. Many places are mocking Luna after the second budda beam. We pledge to support Luna as always. We will record Luna's history in arts. Our goal is to make it easy and fun for everyone to understand Luna and become a fan of Luna.

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Budda Beam again but 'to the moon' will be again too.