Best Research Studies of the Week - 09/10

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You don't want to miss out on these projects 🧵 I selected some of the best research for you. Find Projects in the following Narratives: ▪️ LPDfi ▪️ LSD & LSDfi ▪️ RWA ▪️ Restaking ▪️ Capital Efficiency ▪️ Cross Chain ▪️ SocialFi And More. + 𝗔𝗟𝗣𝗛𝗔 👇

Quick reminder that this is just one category of my Newsletter. Find more Projects, Knowledge & Alpha here: tinyurl.com/shirosalphas Also find Live Alpha in my Telegram Channel: bit.ly/shiroalpha Find out about the Catalysts & Alpha early, have your edge on the Market.

I gathered the projects in the following categories: 1️⃣ Layer1 2️⃣ Scaling Solutions 3️⃣ DEX 4️⃣ LSD & LSDfi 5️⃣ LPDfi 6️⃣ Yield 7️⃣ Money Market 8️⃣ RWA 9️⃣ SocialFi 1️⃣0️⃣ Others

The categories are just informative, the projects can fit multiple categories. Everything is NFA, I don't vet the projects here. I read & selected the threads but I did not do deep research on every project. DYOR.

1️⃣ Layer1 @avax building for the Bull market (@0xTindorr) 🔹 Stable Metrics for a Bear Market 🔹 $50M RWA Fund 🔹 GameFi is big on Avalanche 🔹 GMX V2 on Avalanche twitter.com/0xTindorr/status/1699411193516220768

.@MassaLabs, introducing Autonomous Smart Contracts (@Axel_bitblaze69) 🔹 Autonomous Smart Contracts have the ability to "wake up" and perform tasks independently 🔹 ASCs emit messages to schedule execution, instead of immediate execution 🔹 Transaction Sharding + DAG twitter.com/Axel_bitblaze69/status/1700257330338898062

.@vegaprotocol, an L1 app chain for high-performance derivatives trading and supports cash-settled futures (@Hercules_Defi) 🔹 PoS Blockchain + Tendermint Consensus 🔹 On-chain Order Book 🔹 Permissionless market creation 🔹 MEV Protection 🔹 No Gas Fees twitter.com/Hercules_Defi/status/1699072236949581843

2️⃣ Scaling Solutions @LayerN_Official, Ethereum's financial superlayer 🔹 zk-OP hybrid roll-ups with native inter-rollup messaging and shared liquidity 🔹 Modular, ultra-low fees, high throughput 🔹 L2 designed to scale De 🔹 On-chain Orderbooks twitter.com/LayerN_Official/status/1699029718811705542

3️⃣ DEX @WombatExchange, a low-slippage stable swap DEX AMM built using the veTokenomics model (@the_smart_ape) 🔹 Single-sided LP, Low Slippage, Gas-efficient Mechanism 🔹 Just Launched on Ethereum 🔹 Partnership with Stader, Frax, Lido and more 🔹 Cross-chain Swap twitter.com/the_smart_ape/status/1699436480538481119

.@LimitlessFi_, a Perp DEX built on Uniswap V3 that allows for very high leverage trading without liquidation risk (@arndxt_xo) 🔹 Up to 1000x Leverage 🔹 Borrowers can borrow assets with no liquidation risk 🔹 Greater Capital Efficiency 🔹 Aggregated liquidity pools twitter.com/arndxt_xo/status/1699837212224024746

More on @LimitlessFi_ (@TheDefiDog) twitter.com/TheDefiDog/status/1700553126015852725

4️⃣ LSD & LSDfi @staderlabs, non-custodial & secure liquid staking (@StableScarab) 🔹 First LSD to allow permissionless node operators to join with just 4ETH 🔹 Distributed Validator Technology 🔹 135 Unique Permissionless Node Operators since Launch 🔹 Incentives for Holders twitter.com/StableScarab/status/1700174727745351747

More on @staderlabs, The Liquid Restaked Token Primitive (@0xTindorr) 🔹 Restaking & Liquid Restaked Token Primitives 🔹 Earn Additional Rewards on your LSTs → Capital Efficiency 🔹 Bootstrap Economic Security twitter.com/0xTindorr/status/1700113961419788664

.@Adscendo_fi, Next-generation Stablecoin and Leverage (@Mars_DeFi) 🔹 Over-collateralized stablecoin with leveraged ETH staking yield 🔹 Long-term on-chain leveraged stETH derivative 🔹 stETH’s yield is separated from its price volatility 🔹 Integration of more LSTs twitter.com/Mars_DeFi/status/1699406047486640582

.@Equilibriafi, Yield Booster ontop of @pendle_fi (@CryptoShiro_) 🔹 Equilibria's Mcap is just a fraction of Pendle's Mcap (~130x smaller) 🔹 Mcap/TVL Ratio is ~0.035 🔹 TVL 42M+ 🔹 Partnership with Pendle, Frax, GMX & more 🔹 LSDfi, RWA & Pendle Narratives twitter.com/CryptoShiro_/status/1700162325955698764

5️⃣ LPDfi @logarithm_fi, the LPDfi Narrative (@TheDeFISaint) 🔹 Liquidity Providing Derivatives Finance 🔹 New opportunities for users' LP positions 🔹 Leveraging Delta Neutral Strategies while minimizing volatility and maximizing yield for these LPs 🔹 Beta Soon twitter.com/TheDeFISaint/status/1699474317778772250

More on @logarithm_fi with @Defi0xJeff's thread and my thread. twitter.com/Defi0xJeff/status/1699890346254365145 twitter.com/CryptoShiro_/status/1696583557660152231

6️⃣ Yield @ConcentricFi, concentrated liquidity management strategies (@SmallCapScience) 🔹 Ontop of Camelot v3 🔹 Success for similar protocols 🔹 Low Mcap twitter.com/SmallCapScience/status/1700002720449798261

7️⃣ Money Market @synonymfinance, Cross-chain Money Market (@Slappjakke) 🔹 Leverages wormhole, arbitrum & circle technology 🔹 Cross-chain & Unified Liquidity 🔹 NewOrder DAO Merger twitter.com/Slappjakke/status/1699814858294952194

8️⃣ RWA @Creditcoin, RWA public infrastructure blockchain (@thelearningpill) 🔹 Empower the unbanked by enabling them to establish and document credit history 🔹 Creditcoin Network → Linked to global fintech lenders 🔹 Deflationary token 🔹 Interoperability & Scalability twitter.com/thelearningpill/status/1699482616372814134

More on @Creditcoin (@Axel_bitblaze69) twitter.com/Axel_bitblaze69/status/1699847536662704271

9️⃣ SocialFi @friendtech, one of the fastest growing crypto app (@MacnBTC) 🔹 $20M TVL 🔹 Tokenize your Profile 🔹 Growth Potential 🔹 FriendTech Tools 🔹 Airdrop twitter.com/MacnBTC/status/1700825635306750057

1️⃣0️⃣ Others @dappOS_com, Intent Centric Narrative (@Haylesdefi) 🔹 Account Abstraction & Intent Centric 🔹 Simplifies User Interactions for Mass Adoption 🔹 Unified Account → View & manage on-chain assets in one interface 🔹 Seamless Interface & Flow 🔹 Beta just Launched twitter.com/Haylesdefi/status/1699371652188885444

More on @dappOS_com & Potential Airdrop (@splinter0n) twitter.com/splinter0n/status/1699778920663638358

.@StructFinance, Decentralizing Structured Finance (@0xFlips) 🔹 Integrating TraderJoe & GMX 🔹 Increased Liquidity Depth 🔹 Reduced Price Impact for Traders 🔹 Enabling all users to be Liquidity Providers 🔹 RWA, Forex & LSD Expansion twitter.com/0xFlips/status/1699381160718307467

More big brains to follow for Alpha on Projects @DeFiMinty @monosarin @0xCrypto_doctor @TheDeFinvestor @Louround_ @CryptoGideon_ @0xsurferboy @poopmandefi @CryptoGirlNova @Dynamo_Patrick @ThorHartvigsen @2lambro @CryptoNikyous @crypto_linn @rektdiomedes @eli5_defi @wauwda