new defi stuff, rampage, ilv
- pretty good list of hot topics rn
There's an unreal amount of cool stuff happening in DeFi
— zkMike | 🇰🇷 (@_zkmike) November 4, 2023
spent this week working through a ton of protocol research
bases covered on new:
– Money markets
– Derivatives platforms
– RWA stuff
have a few picks for AI/Infra but need to work through this more
JITO/MrgnFi and legitimate Arb L3 tokens are good bets
— zkMike | 🇰🇷 (@_zkmike) November 1, 2023
CeFi perp DEXs have a chance of catching some wind soon, think if they can get solid token deals from foundations to help offset front-loading costs could be promising
Few on BASE look good (IntentX/BSX) + GRVT on zkSync
- rampage research
The next evolution for on-chain trading
Thoughts on 2023 and where we’re headed
zkmike
- ilv things to look forward to
Some thoughts on Illuvium ($ILV). DM if you'd like the full thesis on the project I wrote back in July. https://t.co/WzA96jnEAz pic.twitter.com/clRQUS6siv
— Dim Selk (@dim_ss) November 4, 2023