Andy's Alpha #20: Do you know how early you are to Rollups?
Early opportunities I've heard of, builders delivering alpha, timely releases coming soon, and state of things!
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If you’re reading this, then I want you to know just how damn early you are to the world of Rollups. Its actually utterly insane how much is happening the Ethereum scaling space right now.
We are pushing the limits as to whats possible with Ethereum every single day.
I’m doing my best to get in the know with every ‘big’ team who is focused on scaling Ethereum and getting the best info for you. Remember, when I speak with teams, dig through X, through docs, through Telegrams, I compile my notes and move them into my inner circle agenda.
Its all there for the taking.
And, I’ll tell ya what. Its going to be damn valuable in the early-mid bull cycle. I remember in 2020-2021, we would speak to teams and within days-week(s), the market would have been pricing in the info we received.
Right now is more or less a time to preserve capital, practice inaction and be patient.
But, when I tell you to absolutely gas it, you’d better gas it.
Don’t worry. I’ll be very clear. For now, I’m dialed in for you. Pushing as much content as possible. Learning everyday. Building daily.
Together we shall win, and we start with today’s issue and our lovely sponsors who make this possible. Enjoy 👇
OKU is the official sponsor of Andy’s Alpha.
Oku is dope. It takes the best mechanics of Uniswap v3 (concentrated liquidity) and makes it similar to trading on a CEX basically. No fees for you. When Andy sees no fees for his frens, he supports. If you’re gonna trade on Ethereum, Polygon, Arbitrum, or Optimism AND now zkSync, so farm yourself a 🪂 and gib it a shot. It even has a BitMEX-esque chatbox, except Arthur isn’t trading against you.
Maybe you’ll meet a whale who will help you navigate the onchain dark forest. Or maybe a gf. Mega based. If you don’t try, you’ll never know. Jump in here.
SpiralDAO is the official sponsor of Andy’s Alpha.
I’ve been speaking with the team tons and I am excited about what’s to come for SpiralDAO. At its core the protocol is a liquid locker, where you can deposit governance tokens and earn high yields while having liquid tokens. They just launched a StakeDAO collab, with a SDT vault as well.
You deposit SDT tokens and receive sprSDT, which has a number of advantages as seen above. Guuud UI/UX, guuud tech, smart team, easy to work with.
Get started with the high liquid locker yields here.
Today’s Inspiration
”Money can’t buy happiness, but it will certainly get you a better class of memories.” ~ Ronald Reagan
Approved Alpha
Ethereum Staking:
Tenderize:
Developments within the week:
Frax:
Interesting post to prevent some mistakes:
Gearbox:
Maverick + ZkSync:
Vaultka:
Market Overview:
Fantech:
Great thread on Premia:
Thena:
Galxe went down, which was weird:
Raft airdrop live today + staking:
Cartesi:
Airdrops:
Thoughts on Sybil:
Starknet Airdrop:
IPOR:
Nice thread from Stacy Muur:
Good points to think:
D8X:
Guide on Friendtech:
Good to read:
How token economics works:
Overtime Markets:
Farms of the Month:
October Playbook:
Buffer Finance:
Cross-chain Insider from LiFi:
Thoughts about market:
Meter:
Intent-centric, Account Abstraction:
35 protocols to watch:
SocialFi:
Pendle:
Myso:
Sec3:
Timely News
Deribit:
Liquidations:
Ripple:
AI in EU:
Data Analysis
Star Atlas wins Polygon:
Curve:
