Thread by @WagameEth

Hey #Arbinauts (💙,🧡) #ArbitrumAutumn 🍂 is here!

The speed at which DeFi innovation is happening on @arbitrum currently is really astounding 🤯

In this thread we'll cover the latest projects 💎 - As usual, there's a cheat-sheet for the best opportunities on Arbitrum 👀
🧵👇

Why Arbitrum?

✅ Arbitrum is secured by Ethereum, arguably the most secure L1 Blockchain, with the highest TVL, most devs and longest history

✅ Arbitrum is the fastest growing ETH L2 scaling solution

Stats by courtesy of @SixdegreeLab & @superamscom 👇
dune.com/sixdegree/arbi…

Why Arbitrum?

✅ Arbitrum has the highest TVL out of all ETH L2's and is also among the cheapest wrt Tx fees according to @l2beat #L2fees

✅ 40+ dApps >$1MM TVL according to @DefiLlama

✅ Continued improvements to increase decentralisation 👇

https://twitter.com/bkiepuszewski/status/1594754717330309120

What is the best 🚨Alpha🚨 on Arbitrum?

TL;DR - Check our cheat sheet again👇

Market Cap: if there's none, means no token (yet)
Layer Zero Eco: 2in1 opportunity for a potential $ZRO
GMX Eco: consistent yield you don't want to miss

To dive deeper read on 🧵👇

1⃣ @RDNTCapital - already a few months live and attained almost blue-chip status, but since multichain lending/borrowing is quite innovative and earns therefore an entry in this thread.

Deep-dive by courtesy of @rektdiomedes 🧵👇

https://twitter.com/rektdiomedes/status/1551706003397193728

2⃣ @rage_trade - Perp DEX & #RealYield vaults, currently at 100% capacity - but the shortly upcoming Delta Neutral vaults built on top of @GMX_IO $GLP will allow new deposits - stay tuned 🔔

Deep-dive by courtesy of @0xjager 🧵👇

https://twitter.com/0xjager/status/1595744522801405954

2⃣ @rage_trade - Detailed overview of the protocol, team, backers, community and upcoming #airdrop 🪂

Deep-dive by courtesy of @daotopiaVC 🧵👇

https://twitter.com/daotopiaVC/status/1596252502034612224

3⃣ @sentimentxyz - under-collateralized money market which allows to borrow up to 500% LTV - native on #Arbitrum since only 1 month and has already amassed $2MM in TVL 😲

The protocol raised $2.4M from Archetype, Matrixport, @dcfgod among others and is audited by @sherlockdefi

3⃣ @sentimentxyz - Mint proxy account to deposit collateral and borrow. Assets will never leave the account and can therefore only be invested on integrated blue-chip DeFi dApps, currently #Aave, #Sushi, #Curve, #Balancer

Detailed strategies overview 👇

medium.com/@sentimentxyz/…

4⃣ @3xcalibur69 is based on the (improved) @solidlyexchange ve-model with the goal to become the primary truly #Arbitrum native liquidity marketplace.

🚨Alpha:🚨 "The Great Migration" #airdrop 🪂 for LPs 🧵👇

https://twitter.com/WagameEth/status/1596527358520872960

5⃣ @LodestarFinance - lending protocol for #Arbitrum native tokens like #Plutus $plvGLP, which means to add another DeFi Lego on top of an already yield bearing asset 🤯

Strategy by courtesy of @systems_value 🧵👇

https://twitter.com/systems_value/status/1595114913046794240

6⃣ @tapioca_dao - LayerZero omnichain money market across 12 EVM networks and featuring a protocol native stablecoin usd0, which can be bridged seamless without an intermediary protocol.

Deep-dive by courtesy of @kindahangry 🧵👇

https://twitter.com/kindahangry/status/1586281757711572993

7⃣ @STFX_IO - SocialFi built on top of @GMX_IO - Vault Managers create STFs (Single Traded Funds) which allow investors to participate in trades without the hassle of researching for themselves.

Deep-dive by courtesy of @ChainDebrief 🧵👇

https://twitter.com/ChainDebrief/status/1595337074235752449

8⃣ @GMDprotocol - #RealYield single asset vaults for USDC, ETH, BTC built on top of @GMX_IO $GLP

https://twitter.com/WagameEth/status/1596826858426810370

9⃣ @GammaSwapLabs - nouvel AMM for volatility (not live yet) where LPs short volatility (to hedge/mitigate IL/impermanent loss) and borrowers long volatility (for yield)
🧵👇

https://twitter.com/GammaSwapLabs/status/1587166990736703494

🔟 @VaultsPro - omni-chain social yield farming using #LayerZero tech. Think STFX, but yield strategies with access to all the best DeFi protocol integrations within a single platform.

Testnet coming soon. Join their Discord to learn more: discord.gg/E7TfjDEr9c

🎁 Bonus: @UXDProtocol - fully collateralized, decentralised & highly scalable stablecoin moves from #Solana to #Arbitrum

The low risk strategy architecture backing the stablecoin will additionally generate yield for holders. 👀

https://twitter.com/UXDProtocol/status/1594726869047431169

🎁 Bonus: @wormholecrypto bridge is now live on #Arbitrum - great opportunity to exit remaining funds from #Solana - avoid expensive mainnet gasfees, no multiple hops required 👍

https://twitter.com/wormholecrypto/status/1595489372874457101

🤝 Thanks for the insights:
@rektdiomedes
@0xjager
@daotopiaVC
@systems_value
@kindahangry
@ChainDebrief

📢 Tagging other educators for exposure:
@ArbitrumNewsDAO
@DAdvisoor
@alpha_pls
@TheDeFISaint
@DegenCamp
@Subli_Defi
@Only1temmy
@DeFiMinty
@CryptoDragonite

1⃣ @RDNTCapital - already a few months live and attained almost blue-chip status, but since multichain lending/borrowing is quite innovative and earns therefore an entry in this thread.

Deep-dive by courtesy of @rektdiomedes 🧵👇

https://twitter.com/rektdiomedes/status/1551706003397193728

2⃣ @rage_trade - Perp DEX & #RealYield vaults, currently at 100% capacity - but the shortly upcoming Delta Neutral vaults built on top of @GMX_IO $GLP will allow new deposits - stay tuned 🔔

Deep-dive by courtesy of @0xjager 🧵👇

https://twitter.com/0xjager/status/1595744522801405954

2⃣ @rage_trade - Detailed overview of the protocol, team, backers, community and upcoming #airdrop 🪂

Deep-dive by courtesy of @daotopiaVC 🧵👇

https://twitter.com/daotopiaVC/status/1596252502034612224

3⃣@sentimentxyz - under-collateralized money market which allows to borrow up to 500% LTV - native on #Arbitrum since only 1 month and has already amassed $2MM in TVL 😲

The protocol raised $2.4M from Archetype, Matrixport, @dcfgod among others and is audited by @sherlockdefi

3⃣ @sentimentxyz - Mint proxy account to deposit collateral and borrow. Assets will never leave the account and can therefore only be invested on integrated blue-chip DeFi dApps, currently #Aave, #Sushi, #Curve, #Balancer

Detailed strategies overview 👇

medium.com/@sentimentxyz/…

4⃣ @3xcalibur69 is based on the (improved) @solidlyexchange ve-model with the goal to become the primary truly #Arbitrum native liquidity marketplace.

🚨Alpha:🚨 "The Great Migration" #airdrop 🪂 for LPs 🧵👇

https://twitter.com/WagameEth/status/1596527358520872960

5⃣ @LodestarFinance - lending protocol for #Arbitrum native tokens like #Plutus $plvGLP, which means to add another DeFi Lego on top of an already yield bearing asset 🤯

Strategy by courtesy of @systems_value 🧵👇

https://twitter.com/systems_value/status/1595114913046794240

6⃣ @tapioca_dao - LayerZero omnichain money market across 12 EVM networks and featuring a protocol native stablecoin usd0, which can be bridged seamless without an intermediary protocol.

Deep-dive by courtesy of @kindahangry 🧵👇

https://twitter.com/kindahangry/status/1586281757711572993

7⃣ @STFX_IO - SocialFi built on top of @GMX_IO - Vault Managers create STFs (Single Traded Funds) which allow investors to participate in trades without the hassle of researching for themselves.

Deep-dive by courtesy of @ChainDebrief 🧵👇

https://twitter.com/ChainDebrief/status/1595337074235752449

8⃣ @GMDprotocol - #RealYield single asset vaults for USDC, ETH, BTC built on top of @GMX_IO $GLP

https://twitter.com/WagameEth/status/1596826858426810370

9⃣ @GammaSwapLabs - nouvel AMM for volatility (not live yet) where LPs short volatility (to hedge/mitigate IL/impermanent loss) and borrowers long volatility (for yield)
🧵👇

https://twitter.com/GammaSwapLabs/status/1587166990736703494

🔟 @VaultsPro - omni-chain social yield farming using #LayerZero tech. Think STFX, but yield strategies with access to all the best DeFi protocol integrations within a single platform.

Testnet coming soon. Join their Discord to learn more: discord.gg/E7TfjDEr9c

🎁 Bonus: @UXDProtocol - fully collateralized, decentralised & highly scalable stablecoin moves from #Solana to #Arbitrum

The low risk strategy architecture backing the stablecoin will additionally generate yield for holders. 👀

https://twitter.com/UXDProtocol/status/1594726869047431169

🎁 Bonus: @wormholecrypto bridge is now live on #Arbitrum - great opportunity to exit remaining funds from #Solana - avoid expensive mainnet gasfees, no multiple hops required 👍

https://twitter.com/wormholecrypto/status/1595489372874457101

🤝 Thanks for the insights:
@rektdiomedes
@0xjager
@daotopiaVC
@systems_value
@kindahangry
@ChainDebrief

📢 Tagging other educators for exposure:
@ArbitrumNewsDAO
@DAdvisoor
@alpha_pls
@TheDeFISaint
@DegenCamp
@Subli_Defi
@Only1temmy
@DeFiMinty
@CryptoDragonite

@sentimentxyz mirror article is quite a long read... We value your ⏳ and recommend therefore the TL;DR by courtesy of @Subli_Defi 🧵👇

https://twitter.com/Subli_Defi/status/1590278370004455424

Hey #Arbinauts (💙,🧡) if you guys have still dry powder, there are a few more plays worth checking out

Despite all the #FUD, we agree 💯 that at some point the #Arbitrum eco will go bonkers 💣

🤝 @TheBigSkuu & @Insanis_xyz 🧵👇

https://twitter.com/TheBigSkuu/status/1597652854411755523