SL

[Solid Intel 📡 @solidintel_x]

INTEL: President Trump said he could legally serve a third term by running as vice president in 2028 and having the president step down, but added, “I wouldn’t do that. I think it’s too cute”

[SL @SL1000x]

@zksync Zkscam

[SL @SL1000x]

@TheZKNation @sophon -1.64mio $ZK and the project started in April 2024 while the snapshot was taken end of March. All credited to the ex cofounder Seb

[SL @SL1000x]

@TheZKNation you are rewarding all these cex hot wallets addresses while many of real users got filtering out

[SL @SL1000x]

@TheZKNation https://t.co/nx2dbdW7Eo

[Bring Me!! @BringMeCoins]

🚨It looks like it's not just Bybit's hot wallet that's eligible for the $ZK airdrop, but other exchanges' hot wallets too

It is even claimed that some hot wallets are Penguin and Milady NFT holders LOL

📌Hotbit: 0x4a41d76b0524a3989998380c033f12bfeb5f7201
✅26989 $ZK
• Deposited liquidity into DeFi protocols

📌Binance: 0x7aed074ca56f5050d5a2e512ecc5bf7103937d76
✅5151 $ZK
• Interacted with 10 smart contracts

📌Rollbit: 0x8ae57a027c63fca8070d1bf38622321de8004c67
✅8721 $ZK
• Holds a Pudgy Penguin or Milady Maker NFT (LMAOOO)

📌Binance: 0xa84fd90d8640fa63d194601e0b2d1c9094297083
✅5151 $ZK
• Interacted with 10 smart contracts

📌Bybit: 0xf89d7b9c864f589bbf53a82105107622b35eaa40
✅52816 $ZK
• Interacted with 10 smart contracts
• Transacted on ZKsync Lite in 3 different months before ZKsync Era mainnet

I did not check the hot wallets of all exchanges. I'm sure there are dozens like these.

A project team that can't even eliminate hot wallets is claiming they made a fair distribution.

They're even mocking the community with memes.

If you need help, a few people from CT can eliminate the hot wallets for you.

Looks like you couldn't handle it LOL

[SL @SL1000x]

@WhaleInsider $popcat

[SL @SL1000x]

Given current crypto market PVP scanarios and without new inflows, altcoins especially utility tokens and high fdv tokens are quite bearish atm

[Thor @0xThoor]

We're 4 months into the year and have already seen a massive increase in the supply of altcoins.

Made a list of the ones I can remember from the top of my head.

This is ALREADY $8.6b in additional liquid supply injected into the market.

And $70.5b in total unlocked over the coming years.

Average float (mcap/fdv) of these new tokens at a mere 13.6%

And trust me, this is only the tip of the iceberg in terms of new supply/tokens coming this year:
• Modular infra
• Bridges/cross-chain messaging
• LRTs
• EigenLayer
• L1's/L2's/L3's
• Perp DEXes

etc. etc.

Oh and the 2023 cohort is also unlocking this year with many cliffs ending.

If you're in the 'mid-longterm altcoin investing game', good luck🫡

[Ai 姨 @ai_9684xtpa]

最近写了不少围绕 ReStaking 和 Ethena 的教程与玩法，这是一条汇总贴，方便大家找到自己感兴趣的内容🔖 作为本轮牛市最热门的叙事之一，哪怕不参与也要至少做到了解呀😎

大资金 / 小资金在质押热潮下的不同参与方式
https://t.co/661oyNw6fF

Ethena 支持锁定 $ENA 后的升级玩法
https://t.co/w4X8mVrG0y

Ethena Season2 如何实现一鱼两吃
https://t.co/9qz9zZKbs2

Puffer 空投末班车玩法
https://t.co/30CD5hF2P5

ReStaking 热门项目盘点
https://t.co/ypddCOCBeL

[Coinbase Assets 🛡️ @CoinbaseAssets]

Assets added to the roadmap today: Tensor (TNSR)
https://t.co/rRB9d3hSr2

[Sakato.BTC 胁差 ⭕️ — b/acc @0x_Sakato]

全网爆火的 Ethena 第一期质押月化50%+🔥，看一看二期质押什么策略最佳📈 关注+点赞+转发三连抽一个幸运粉丝打赏50u

#Ethena #USDe #pendle #stablecoins #Airdrop #Crypto #Ethereum #EthenaLabs @ethena

Ethena 昨天发空投了，相信早期存钱的小伙伴都赚麻了，基本上是月化50%+的收益（对应年化不敢想象）。官方也趁着热度开了第二期的 Farming 活动，下面就���大家看看该怎么薅这个大毛：

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首先解释下 Ethena 的生息原理，就是 Delta Neutral 策略：

每当需要 Mint 一枚 USDe 的时候，需要有价值1美元的ETH（或其 wrapper 形式，之后会用 BTC 作为 Back assets）作为抵押品。

协议方会拿其中一半U本位价值的 ETH 去参与 PoS 质押生息（目前不到4%年化，后期可能会参与 Restaking，年化会更高），另外一半就拿去 CEX 做币本位的空单，吃资金费率（ETH 大部分时间都是正费率）。

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目前官方给出的 Farming 方式花里胡哨的（我在存第一期活动的时候也很困惑），看了下文就会理解背后的原因。

首先，USDe 本身是不能生息的，只有质押后的 sUSDe 才可以。

sUSDe 当前35.4%的 APY 并不是一个真实的收益率，是在吸收了那些没有质押 USDe 的收益后才能够达到这个夸张的数字。

知道这点后，再结合项目方的意图就很好理解了。项目方的目的必然是竭尽全力扩大 USDe 的流通量，并且提高sUSDe 的 APY（这样才能让整个 Crypto 都知道 Ethena 这个协议的牛逼之处）。

那达成这一目的最简单的办法就是，用大额的空投预期激励用户 Mint USDe，并且只让少部分 USDe 转化为sUSDe。

对的，你 Mint 了 USDe，项目方就拿着你的 Back Assets去生息了，但是你并不亏，你赚了更多的空投（目前按照当前的币价，第一期的月化高达50%+）。
通过这种拆东墙补西墙，sUSDe 的年化能够继续膨胀直至达到一个夸张的地步。

所以，项目方给 USDe 的碎片奖励才会远远高于 sUSDe 的碎片奖励，但按照这个趋势发展下去，二者���综合收益率会相对收敛。

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在第二季活动中，官方称活动将持续5个月，或者是当USDe 的流通量达到50亿（基本上和DAI流通量差不多）。二者达到其一就发第二次空投。

空投后仅仅一天内就流入了5亿的 TVL，按照这个趋势，再过一周就到50亿 TVL了。。

那么，之后该怎么存呢，无非是以下几种策略：

[Joo @NotSoAnonJoo]

Mapping the Moon:🌙

$ENA by @ethena dropped yesterday. Here's my conservative take on their potential earnings and metrics

At 50% stake rate to sUSDe and 20% funding yield, $ENA is expected to generate $300M-$500M in EARNINGS

Implying P/E of 4.28x to 2.57x at circ. supply

[Tensor Foundation @TensorFdn]

Season 3 has ended & Season 4 starts now.

Here are the details 👇

[SL @SL1000x]

#SolanaSpring
Stake to earn:
-JUP
-PYTH
-MADLADS

Airdrops:
-WORMHOLE
-TSNR
-KAMINO
-PARCL
-MARGINFI
-DRIFT
-ZETA

Meme:
-BONK
-WIF
-MYRO
-WEN

Gamefi:
-CROWN
-RLB

AI:
-RNDR

[DRiP 💧 @drip_haus]

Wensday, March 20

[SL @SL1000x]

@binance $wen

[J. ® emyt | 🇸🇬 @jremyt]

The cute cat has claimed the #3 spot on @binance Futures NEXT!

Vote if you haven't for $WEN

https://t.co/KjEhrMYZnj

[SL @SL1000x]

It's a matter of $WEN, not if

[Horse @TheFlowHorse]

Two larger flows that are worth keeping an eye on.

1. ETFs

2. Stablecoins

Both are continuously up. The next alt-season rotation is going to be mind-numbing.

[Retired Chad (Monad Arc) @retiredchaddev]

Some high yield paths for those who are okay with the risks -
1. Borrow USDC on @DriftProtocol for 6% and deposit in @marginfi for 20%
2. Deposit bSOL in Marginfi for 7% underlying and 3% on top APY, + borrow 50% LTV SOL for 6% and deposit back for a total 2x leverage. Gives 14% straight APY + 2% BLZE drop APY.
3. jitoSOL-SOL pool on @KaminoFinance for 13%-14% APY on SOL.
4. USDC supply APR at 65% on @solendprotocol main pool for some reason I cannot fathom.

Simple yields for those who are okay with smart contract risks and don't give a shit about points.