Analyst Notes #6 (dec26-jan2)
fuck opensea edition
TLDR:
OpenSea abuses their power to ban bayc copycat
genesysgo IDO imminent
cosmos showing strong price action, lots of discussion on CT
NEWS:
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 🚨
big name KOLs joining the protest: DegenSpartan, Icebergy, TraderMayne, KP etc… (foo had a phayc pfp for a minute too)
Polygon bug causes network hardfork to remove vulnerability pre-disclosure 🐞
GenesysGo IDO announced for Jan. 3! $SHDW tokens launching @$0.50/token, 200m total supply, 50% goes to NFT holders (10k $SHDW/SSCD NFT). 👾
My guess is IDO closes around $1.00/token based on how the market is pricing the NFTs 🤷♂️
🐮 cowswap airdrop probably coming soon as per recent codebase updates
new solana gambling (coin flips, roulette, poker (soon?)) products coming out 🎰
first degencoinflip, now pokerfaces & luckylotto- all backed by rev share utility NFTs. All anon, no VC funding due to obvious regs issues
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
Vesper gets exploited for ~$1M (tx here), likely reason is a TWAP manipulation
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
@bunnygirl0x “lessons learned working as a [web3] dev”
As always, thanks for the update.