Andy's Alpha #42: Modularity Is Winning ✨
Early opportunities I've heard of, builders delivering alpha, timely releases coming soon, and state of the market!
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Whole market is about to send leading into the Bitcoin halving. I’m 80% sure.
All the stars are aligning and I think we get a massive rip, the halving will put Bitcoin back on everyone’s radar. Realistically, I think a parabolic rise from here in an “accelerated cycle” is the most likely outcome.
BTC over $100K this year, ETH to 8-12K, SOL to $500+ and more. Patience my frens.
We are three weeks into Modular March and we just dropped a banger Modular Ecosystem Map. I’ll link to the tweet below!
In the meantime….
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 $NOS is imminent, and its the #1 TVL dApp on the network, come farm with me frens.
Use Lava Network RPCs and connect them to your metamask/rabby wallet. You’ll be eligible for $MAGMA points. Super simple transition, just copy/paste the new RPC url then input it to your wallet by adding a custom network on your wallet. Lets earn some points together, come farm with me.
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:
Fluent is the title sponsor of Modular March. I met Dino, the co-founder, in Istanbul last year for Devconnect and have been extremely bullish since. Fluent is a tokenless, non-EVM L2 (rollup) on private testnet now. Public testnet, then mainnet + token very soon. Exciting times in the modular community.
Today’s Inspiration
“When you change your thoughts, remember to also change your world.” —Norman Vincent Peale
Approved Alpha:
RedStone:
Neutron:
Berachain:
Mitosis:
Across:
ZKM:
Connext:
Omni Network:
Fluent:
Oasis Network:
Mode:
Routescan:
Nil Foundation:
Espresso Systems:
Avail:
Fluent:
Celestia:
Movement:
Astria:
Union:
Cartesi:
Gelato:
OG Labs:
Conduit:
Vertex:
Core Dao:
Nostra:
Premia Blue:
Arbitrum:
Particle Network:
Lagrange:
Wormhole:
Madara:
KYVE:
Avail:
Seda:
Mintscan:
Supra:
Oasis Network:
Stride:
Saga:
Lumoz:
Optimism:
Linea:
Pontem:
Aztec:
Timely News
Bitcoin:
The Block:
Sam Bankman: