
zdfsf
@adfsfdg
24 replies
17 recasts
81 reactions
2 replies
2 recasts
43 reactions
1 reply
2 recasts
34 reactions
4 replies
10 recasts
80 reactions
0 reply
0 recast
0 reaction
0 reply
0 recast
0 reaction
0 reply
0 recast
0 reaction
0 reply
0 recast
0 reaction
0 reply
0 recast
0 reaction
0 reply
0 recast
14 reactions
0 reply
0 recast
0 reaction
5 replies
1 recast
43 reactions
0 reply
0 recast
0 reaction
3 replies
85 recasts
158 reactions
0 reply
0 recast
0 reaction
One thing that I have noticed this past year is that:
- everything that's multichain (mostly)
- everything that's gigafunded by VCs
- has to do with restaking in some way
- everything that's hyped by CT and is 'consensus play', safe yield, no maintenance
- is on alternative sidechains/L2s mostly to bring in merc capital
- is dead simple to use (bridge, deposit, maybe lock)
Is going to be an extreme disappointment airdrop wise.
There just isn't enough yield.
Stakestone, Lombard, Corn, PumpBtc, Kelp, etc.
Meanwhile - what really prints tends to be ventures on understated chains with some different dynamic.
Perpdexes (Drift, Avantis, Hyperliquid) - all printers
Lending (Kamino, Dolomite looping)
SocialFi (Kaito)
Virtuals eco (I have no idea how it works but that's precisely why it prints)
Fringe Solana and Sui protocols that most don't talk about (Loopscale, Walrus).
HyperEVM (few)
Be more mindful of what you farm! 1 reply
1 recast
20 reactions
13 replies
4 recasts
80 reactions
0 reply
0 recast
0 reaction
0 reply
0 recast
0 reaction
0 reply
0 recast
0 reaction