5 Crypto Narratives to Watch Now
Insight Into the Next Big Moves in the World of Cryptocurrency
Russian DeFi
March 20, 2023
Crypto is a game of positioning for narratives before they exist.
Here's a deep-dive into crypto narratives to add to your watchlist:
❇️Arbitrum ecosystem
❇️Polygon
❇️Real yield farming
❇️RWAs
❇️LSD
1️⃣ ARBITRUM ECOSYSTEM
1.1/ The ecosystem alone has done an amazing job at onboarding giants like $VELA, $ZYB, $RNDT, $PENDLE & more to come.
Defi plays on #arbitrum for 2023:
• $VELA: Perp Dex
• $ZYB: swap for tokens
• $RNDT: cross chain for interest
• $PENDLE: Assets at a discount
• $BFR: option trading
• $ARC: gaming— Cyril - DeFi (@cyrilXBT)
Mar 7, 2023
1.2/ The future is multichain, don't you agree?
Arbitrum is on its way to "EVM+" with Stylus upgrade.
The best DeFi plays are on Arbitrum.
Those that pay attention will be heavily rewarded.
A megathread on the latest Arbitrum ecosystem developments👇 https://t.co/tnuMYCHUeL
— The DeFi Investor 🔎 (@TheDeFinvestor)
Mar 3, 2023
2️⃣ POLYGON
2.1/ Can Polygon alone compete against other L2 solutions?
~Liquidity from #ETH
~Influx of new users
Part 11 of my deep dive research series will be on $MATIC.
Is Polygon the superior L2 scaling solution?
🧵🟣 1/25 https://t.co/PEI58jMwI3— Jake Pahor (@jake_pahor)
Mar 7, 2023
2.2/ 📢Big news coming on March 27th - Polygon is launching the zkEVM mainnet!
This time it's called zkDeFi 🌊
Polygon's zkEVM Mainnet is launching soon.
Time to explore the most interesting projects on Polygon and find the best plays for the Polygon narrative 👇🧵 https://t.co/QhYPb53fMU
— Rekt Fencer (@rektfencer)
Feb 28, 2023
3️⃣ REAL YIELD FARMING
3.1/ Yield farming is like playing a game of whack-a-mole with your assets.
On Pendle
🔻Buy PT-GLP to hedge against losses/drop in yield
🔺Buy YT-GLP to bet on yield
To make outsized returns, you need to find alpha opportunities NO ONE is looking at 👀
Only a few people understand the real profit 🤑 potential of @pendle_fi new Yield Trading Pools and @gabavineb is one of them!
Let's dive into how he made over 152789% APY on $GLP
👇
0/8 https://t.co/dESpCmxAQb— Defi_Mochi (mochi, mochi 🍡) (@defi_mochi)
Mar 7, 2023
3.2/ How do you go from 5000 to 5528 $GLP in just five days?
Providing liquidity by zapping in.
To zap in means to partially short yield
You are getting 20.5% or 39% APY on GLP? That's cute
I have been getting 152789% APY on GLP by yield trading on @pendle_fi
From 5000 GLP, my position is now 5528 GLP after 5 days.
This is a public yield trading challenge. Follow me for updates.
Read on for more details. https://t.co/xeHW6dnko0
— Vu Gaba Vineb (@gabavineb)
Mar 6, 2023
4️⃣ RWAs
Real-World Asset is the bridge between TradFi and DeFi.
What does it mean for the future?
RWA token holders are multiplying!
There is a new UPCOMING crypto narrative that big players like Binance, Coinbase, Messari, Polkastarter, and Chainlink are talking about.
We are still early and the potential is enormous.
Position yourself before the masses to reap huge rewards.💰
How to profit from RWAs:🧵 https://t.co/1soAaW1Hot
— Crypto Gideon🦇🔊 (@CryptoGideon_)
Mar 7, 2023
5️⃣ LSDs
LSD tokens are a major narrative.
From the outlook of the Shanghai update, there's more to know.
Will stakers dump their ETH? or will LSDs flourish?
The media and fudders tell you that 17 million ETH ($28 billion) will be unstaked during Shanghai
But they won’t tell you this 👇🏻
Here is the truth backed by data
A 🧵 https://t.co/wxt5XYd3Th
— 🐍Salazar.eth 🦇🔊 (@0xSalazar)
Mar 6, 2023
6️⃣ OTHER NARRATIVES
6.1/ Cosmos IBC detected
So many narratives flying around Cosmos right now with data to back up claims.
Returning to how & where it all started
"The Swiss-Army Knife of Interoperability"
A 🧵 on the @cosmos IBC 🌌 https://t.co/nCyPmu6U2v
— pt1mfv (@pt1mfv_)
Mar 7, 2023
6.2/ Curve Finance
Where's Curve Finance?
~$5.73b in TVL
3rd position for all DeFi protocols
Part 10 of my deep dive research series will be on $CRV.
Can the Grandaddy of DeFi- @CurveFinance return to glory in 2023?
🧵 1/24 https://t.co/3kp4gV3Aix
— Jake Pahor (@jake_pahor)
Mar 2, 2023