Andy's Alpha #47: Thoughts on the time-based capitulation ongoing

Early opportunities I've heard of, builders delivering alpha, timely releases coming soon, and state of the market!

May 14, 2024

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The absolute state of things. BTC has been chopping around for what feels like years in a range and people are losing their minds. Solana memecoin craze is going bezerk, no one is happy with any airdrops, VCs are the bane of existence in crypto and people are calling the top.

Take a deep breath…

Its not over. We are in a really good spot in the market imo where we are seeing longer consolidation happening across many of the bigger assets. This is very healthy for the extension of a longer, more mature market led by BTC. BTC is trading like a different asset than the rest of the market, and for what its worth, the crypto barbell is basically BTC and memecoins right now.

Its pretty insane. I’ve been heads down focused on biz, a lot of my bags are down or sideways, my major plays we are up significantly on since entries last year. I think a lot of us would do much better if we took a walk, and touched some grass.

Maybe farm some points while you’re at it…

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.
Farm Aperture Finance, an intents powered DEX engine for Uni V3 pools. They have announced a relatively big airdrop for points holders and all actions on the chain (swaps, LP'ing, etc) quality for an airdrop. Farm with me.
Restake on Eigenpie and earn Eigenlayer points, Eigenpie points, and Swell voyage points. Come farm join me, frens.
Download fantasy.top and use code ‘ayyyeandy’ for access (I only have 200 codes) and claim your testnet ETH and free pack of CT personalities. Prep for the upcoming mainnet and rewards.
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.
I angel invested in Blackwing and am now farming BXP, the first rollup on Initia. A modular blockchain for liquidation free margin trading using a novel construct called Limitless Pools and will be the biggest first token / rollup launch on Initia in the coming weeks-months. Probably going to be a mega launch because of the narrative strength around modularity...lets farm it. (code is ‘rollup’ for access)
deBridge is also getting ready to announce their points system and you can start pushing TXs through here. Should be a nice airdrop and points system as you can push volume consistently via their program. More info on the points soon, for now, farm with me!

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