Analyst Notes #6 (dec26-jan2)

fuck opensea edition

TLDR:

1. OpenSea abuses their power to ban bayc copycat

2. genesysgo IDO imminent

3. cosmos showing strong price action, lots of discussion on CT

NEWS:

1. OpenSea uses centralized authority to ban PHAYC (left-facing bayc clone) after the 10IQ bayc seed-phrase-leaking-idiots get their panties in a twist, rarible follows with the PHAYC ban soon after 🚨

   1. big name KOLs joining the protest: DegenSpartan, Icebergy, TraderMayne, KP etc… (foo had a phayc pfp for a minute too)

2. Polygon bug causes network hardfork to remove vulnerability pre-disclosure 🐞

3. GenesysGo IDO announced for Jan. 3! $SHDW tokens launching @$0.50/token, 200m total supply, 50% goes to NFT holders (10k $SHDW/SSCD NFT). 👾

   1. My guess is IDO closes around $1.00/token based on how the market is pricing the NFTs 🤷‍♂️

4. 🐮 cowswap airdrop probably coming soon as per recent codebase updates

5. Grichka Bogdanoff dies of covid (RIP) 😢

6. new solana gambling (coin flips, roulette, poker (soon?)) products coming out 🎰

   1. first degencoinflip, now pokerfaces & luckylotto- all backed by rev share utility NFTs. All anon, no VC funding due to obvious regs issues

7. quite a bit of hype around $NEAR in December- (~$9 → ~$14 [+55%]), now a bunch of good research (exhibit A, B) being published on twitter around the L1

8. Vesper gets exploited for ~$1M (tx here), likely reason is a TWAP manipulation

9. BTC & ETH futures saw 32 TRILLION in trading volume in 2021 (wtf) 📈 📈 📈

GOOD READS:

• all about margin from @marginfi

• new anchor tutorial from Armani

• vitalik decade review tweetstorm

• solid list of open source solana protocols

• foundry debugger WIP coming soon

• solana NFT analytics platform list

• Solana full stack dev guide

• @bunnygirl0x “lessons learned working as a [web3] dev”

• probabilistic thinking by @cobie

• Celestia overview

PODCASTS: