Andy's Alpha #38: Keep Clicking Buttons, Anon
Early opportunities I've heard of, builders delivering alpha, timely releases coming soon, and state of the market!
Andy’s Alpha is free. If you wanna support my work feel free to hop on the 7-day free trial & access all the previous inner circle agendas, then decide if you want to continue:
In edition #37 last week, I mentioned that I think local highs will be taken out very soon and indeed we are mooning. The ETF flows are just too strong…
New chains and tokens launching all over the place, we are seeing a growth phase in the market we have not seen for 2 years. Its really exciting and I’m pushing a ton of onchain TXs, as should you.
You should be hunting for airdrops. This is probably the best return on your capital and time. I’ll post a couple opportunities (with a ref link) and it’ll be up to you if you want to take advantage:
Farming Ekubo points on Starknet by LP'ing in different positions, using Braavos wallet. I bridged with Orbiter, farming that too by using for volume. Super passive farm here just gotta deposit, its the #2 dApp by TVL on Starknet. Come farm with me.
Restake on Eigenpie and earn Eigenlayer points, Eigenpie points, and Swell voyage points. Come farm join me, frens.
Farming Parcl.co right now on Solana, a totally underfarmed airdrop, and enjoying the platform. Use ref 'ayyyeandy' for 5% extra boost on rewards.
Restake on Claystack and earn Eigenlayer points and CLAY rewards. Click to join me.
Farming Nostra (lending, borrowing, swapping with AVNU aggregator, and depositing in pools) on Starknet as I think $STRK is imminent and $NOS is the #1 TVL dApp on the network, come farm with me frens.
Deposit ETH onto Mode Network L2 and claim your potential airdrop and use ETH to farm more tokens. Deposit with me.
P.S. If you haven’t already, join my free TG channel to stay up to date with daily posts and alpha.
Before we jump into todays post, I wanted to let you know you can start a 7-day free trial and upgrade to a premium sub ($7.99/mo) to see the full backlog of posts and receive the upcoming premium newsletter:
SpiralDAO is the official sponsor of Andy’s Alpha.
SpiralDAO is dominating the $veMAV game. They are offering really good yields. If you have seen the Maverick token chart, you’ll be pretty pleased too especially for upcoming MAV airdrop (as seen above) for all stakers in SpiralDAO.
Guuud UI/UX, guuud tech, smart team, easy to work with.
Get started with the high liquid locker yields here. The Maverick wars are starting soon.
Today’s Inspiration
"Success usually comes to those who are too busy to be looking for it." – Henry David Thoreau
Approved Alpha:
Vertex:
FORE Protocol:
Cartesi:
ERC404:
Across:
Gelato:
Routescan:
Entangle:
Core DAO:
Jackal:
Persistence One:
Research:
Premia Blue:
ZKX:
Maverick Protocol:
Dymension:
ClayStack:
Buffer Finance:
Overtime Markets:
D8X:
Axelar Network:
LI.FI:
Lexer Markets:
UMA:
Meter.io:
MYSO:
Modular Media:
Kado:
LlamaFolio:
Mode:
Paraswap:
Awaken:
Layer2DAO:
Hyperlane:
Taiko:
Optimism:
Metis:
CIAS:
Safe:
Cosmos:
Starknet.id:
Frax Finance:
Scroll:
Gitcoin:
Zoth:
Plena:
Braavos:
PRINT3R:
Entangle:
DeBridge:
Union:
Blast Off:
API3DAO:
Plume:
Entangle:
Pudgy Penguins:
Modular blockchains:
The Standard:
Tenderize:
Relative:
Movement:
Timely News
New ERC-404 tokens:
The Block:
Spot Ethereum ETF:
Bitcoin dropped:
Hot Deals Now
This is a new section I’ve decided would be a great addition to the newsletter because I often have founders who are raising in close contact with me, some deals I ape, some I pass.
Here’s how this works:
I’m going to list out the deals that I have access to along with the public info available. I’ll explain my thoughts on the deal, and sometimes may or may not invest in them myself.
In my private agenda, I’ll share the deals which I entered and why. Also, paid subs will have priority for these deals alongside myself. No we will not do anything together, but if you want in it’s highly likely I can make it happen if I invest as well.
Regardless of subscription status, my personal goal is to democratize access to opportunities for smaller capital & help founders raise more capital, consistently.
Today’s deal flow begins with several quality projects:
Mode Network: Mode is led by James Ross (link) and he is building a general purpose L2 based on the OP Stack. The “collective co-op” is aiming to share sequencer fees, and offer interesting developer incentives. They are live on testnet now, as well as developer mainnet. They will likely receive a fair amount of support from Optimism. They will launch mainnet in Q4 or early Q1.
Primex Finance: Primex has raised in 2021 at $40M val from GSR and others, and is now looking to do another round in Q1 as they gear up for cross-chain deployments and likely token sometime in 2024. They have launched on Polygon already and you may have seen them in this newsletter from time to time.
Zoth.io: Zoth is a on-chain marketplace which brings fixed income opportunities, offering high yield from RWAs. They are in the middle of their fundraise round, and have about 2M in commit for the 2.5M seed round with Stellar matching fund, BFF, M6 ventures, Huma Finance as sponsors.
If you are interested in a deal, fill out this form here.
Disclaimer: Nothing in this section should be construed as investment advice, financial advice, legal advice, or tax advice. I am not a financial advisor. Investing in early-stage crypto projects is one of the highest risk profiles in the entire world. I, nor The Rollup team, will be entering any deal with you. There may be deals I do without putting them here. There may be deals I don’t do which I put here. I am choosing to do this to help projects and capital allocators connect. If you do invest in one of these projects, I may earn a referral fee or commission. You are responsible for your capital allocations and if you do commit in a round, I am not liable for the success or failure of any given project. Good luck, anon.