My pick on narratives ( some pumped already i forgot to post it here sorry )
Degen lambro is coming back
My pick on narratives
Please read this with a grain on salt
Degen lambro is coming back,
more token speculation less educational n farming
Not FA just bullmarket dumb bets with some "fundamental"
featuring
@CoWSwap
@BadgerDAO
@NapierProtocol
@PancakeSwap
📍@CoWSwap
bet with a mix of fundamental+narrative
if u have been following 🧑🍳🥩🤌 chat
u would have entered around 0.14
TLDR
Cowswap MEV blocker
CIP-Draft - testing fee models
New Programmatic Orders
I want to join @crypto_condom 's bag or be his exit liquidity
🔹 CIP-Draft - testing fee models
🔹 New Programmatic Orders
📍New yield markets, CURVE + PENDLE = @NapierProtocol
will keep u guys posted on this one.
u already know it will be big
TLDR, curve pendle with a twist in the AMM.
"Grouping" some different PT & YT together to reduce trader slippage.
Narrative is riding on curve's pair curve's community curve's TVL
📍eBTC from @BadgerDAO
TLDR oldschool dao launching eBTC,
eBTC = use stETH as collateral to mint eBTC
Opportunties
🔹Risky bet = $badger speculation
🔹Safe bet = wait for eBTC to launch and max farm it, might be one of the better BTC driven farms
i would imagine the farms will be
eBTC/BTC, eBTC/USDC curve BTC etc etc
ideally with incentives too
📍Brace urself, Bear is gone the bera is coming
bera urself with some defi ponzi coming
📍VE wars
@PancakeSwap have open their gates for VE wars
Might be another VE war? with the market picking up dex trading vol will pick up too.
Maybe a bit bias as a old lover of bsc i have a sweet spot for pancakes but defo worth looking at
@Skilletcook
High apy to stake ur CAKE to sCAKE
some risk
- high correlated to cake price n how much cake they can lock
- sCAKE is a one way conversion, u exit via swap
Interesting to see @NGADfuture guys seems to be doing a family bucket brand. keep to see wts up