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https://twitter.com/CC2Ventures/status/1635141820085862400

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CC2

@CC2Ventures

Oct 6, 2024

Fast forward ≈2 months: Both Bitcoin & Solana continue to outperform ETH, despite the former being consensus bets for quite a while now.

The trend being your friend is why I'll continue to believe that the next speculative frenzy and lucrative airdrops will reside on BTC, Solana, or non-ETH-aligned chains: Hyperliquid, Berachain, Monad.

▫️ Hyperliquid: We've been farming since August '23. First Perp DEX to comfortably reside in the Top 75 (prediction).
▫️ Berachain: I recently I acquired some NFTs, w/ the bulk of the move/wealth creation likely occurring post-Mainnet launch by gambling on the chain.
▫️ Monad: I have zero exposure but I'm also the least bullish on it out of the three. Will gamble or farm native protocols upon Mainnet launch.

While Ethereum and Solana both had massive airdrop liquidity injections in the past 1-2 years (Arbitrum, Optimism, zkSync for ETH; Jito, Tensor, Wormhole for SOL), that effect has yet to take place on Bitcoin.

Bitcoin had a few solid airdrops such as Liquidium, Pizza, Merlin, and a bunch of Ordinals you received for holding NFTs, but nothing remotely close to Arbitrum on ETH or Tensor/Wormhole/Jito on Solana.

Which brings me to my next farm I went in with decent size ↓
---------------------------

@SolvProtocol - Bitcoin's Liquidity Layer / Reserve Protocol

Pointers 💡
▫️ Raised $11M, w/ additional undisclosed, solo round funding from none other than Binance Labs
▫️ Binance Labs being in the round doesn't guarantee a listing, but dramatically increases the odds
▫️ Had a record fee day yesterday, ranking #6 across ALL chains and protocols - even above Jito, Solana, Uniswap, PumpFun, Aave
▫️ Hands-off approach akin to Jito; you deposit liquidity and wait until 🪂
▫️ Gives you exposure to: Bitcoin price action, Solv Token, Babylon Token, and either Base (?), Corn, Bob, Fuel, or Pell Tokens.

---------------------------
Strategy Overview 🗺️

1) Sign up: app.solv.finance/points/8JPP65
(so your points get tracked and translate into tokens)

2) Base: Buy $cbBTC via @JumperExchange, convert into SolvBTC, convert SolvBTC into SolvBTC.BBN: app.solv.finance/babylon?networ…

→ Hits: Solv, Babylon, Jumper, potentially Base

OR

2) Bob: Buy $WBTC on Arbitrum via Jumper, bridge to BOB via Orbiter, convert into SolvBTC, convert SolvBTC into SolvBTC.BBN on BOB: app.solv.finance/solvbtc?networ…

→ Hits: Solv, Babylon, BOB, Jumper, Orbiter

OR

2) Corn: Zap ETH (or any other token) into @pendle_fi Pool: app.pendle.finance/trade/pools/0x…

→ Hits: Solv, Babylon, Corn
→ Drawback: ETH Mainnet, but potentially the juiciest option due to 23.51% APY on top (no IL if you hold until 26 Dec maturity) and Corn being a Badger project (reached an absurd val. in 2021; they know how to make 'numba go up')

More options exist, such as Fuel Network (potentially a sleeper), Pell Network, or SatLayer, but I like to keep it somewhat simple. I mainly went w/ Pendle & Base.

As usual, this research is unsponsored, but I'm incentivized to dilute my own share by shilling my referral, so thanks for using it: app.solv.finance/points/8JPP65

🐦‍🔥

My second favorite tokenless Bitcoin eco project is @Lombard_Finance.

▫️ Similar Lego potential to Solv via their Vault: Lombard, Corn, Veda (and Babylon?) Tokens
▫️ OKX in the round = great listing potential

And no refs, which is arguably more bullish (but even Jito had refs)

→ lombard.finance/app/vault/

Still believe neither Solv or Lombard will replicate Jito, and it will probably be some niche protocol coming out of nowhere w/ an unique use case that suddenly draws in all the attention and commands a high valuation.

I have yet to find it, but it will definitely happen on Bitcoin as the 'wealth generation airdrop effect' has yet to happen over there.

https://x.com/theunipcs/status/1842522339415846995

Also if you're more into the Degen side of things I recommend following @theunipcs—the anon who publicly turned 5 figs into $13M via 'the big long'

They recently put up a Bitcoin szn/narrative tweet, which aligns with my view

While I personally punt memecoins, I don't tweet about them since it's not my niche/main focus

https://x.com/theunipcs/status/1842522339415846995

Read 4 tweets

CC2

@CC2Ventures

Aug 29, 2024

Long time no see.

The reason for my absence can be summed up by the fact that there hasn't really been anything exciting to farm since Wormhole, LayerZero, zkSync, Starknet, Jito, Tensor, and all other high-profile projects airdropped.

By now you should know that I only shill what I farm.

It's without a doubt that the dubbed 'Golden Year of Airdrops' is behind us. It became glaringly obvious after the most diligent farmoors walked away with literal high 6 / low 7 figs by manually pressing buttons for months on end since April 2023.

A literal free money glitch that was obvious to act upon the second Arbitrum airdropped a ridiculous amount of governance power.

As predicted, it is now fully institutionalized and has reached critical mass as most participants are now fully aware of how the playbook works —— not to mention the proliferation of sophisticated bots entering the arena.

To add fuel to the fire, market participants smartened up. Coupled with financial nihilism, this makes them less likely to buy VC bags anymore. They would rather gamble their money on pristine, top-of-the-creme memetic derivatives.

You essentially got a deadly mix of:

- Valuation compression
- Hundreds of Memecoins and VC coins entering the market → altcoin dilution (look at BTC dominance)
- Not enough participants to bid them all (unlike 2021)

The result of it is that while Wormhole initially launched at $17B FDV, the more pristine interoperability solution - LayerZero - launched at $4B FDV.

→ Less immediate money into the pockets of VCs and day-1 unlock Airdrop farmoors.
---------------

The last few promising projects that can reach a multibillion valuation after the conclusion of the golden airdrop era now gatekeep you one way or another:

Monad
Social activity.

Berachain
NFT pristine.

Both have a MUCH higher barrier to entry than LayerZero & zkSync - by a wide margin.

The last remaining bastion of hope is Hyperliquid, but there you're gatekept by being late (and not taking action when I initially shilled it in August 2023).

To maximize point extraction for Hyperliquid now, you'll have to buy spot tokens which generally trend downwards, so you'll have to run the numbers if the points they generate outweigh the negative PnL.

Almost every other promising tokenless project has a points campaign running, and more often than not, LIQUIDITY is the name of the game (with a linear skew).
---------------

That being said
Not all hope is lost.

Niche, obscure, under-the-radar projects will continue printing... forever

Case in point
I didn't claim the UWU / Unicorn🦄 airdrop out of complacency and because the latest Cosmos Memecoin airdrops were worth literal dust.

It turns out, the UWU Memecoin migrated to Solana and ran to a +50M valuation.

Given that I'm Sybilio and own A TON of Cosmos wallets (one of the main qualifying criterion), I literally missed out on a low 6 figures airdrop at the very least.

The fallacy of getting conditioned by numerous low-value airdrops, which made me fade the subsequent claiming process until it was too late.

It's like being conditioned by the bear, so you keep shorting BTC despite an obvious vibe/narrative shift and Blackrock bidding it to infinity.

Lesson
In Airdrop Land, you can't afford to fade ANYTHING; even if 95% of the projects you farm are very likely turds.

You miss 100% of the shots you don't take.
---------------

This is why I'll continue claiming those Scroll badges like a military general. There's always the off-chance that they'll get factored into the airdrop allocation of $SCRL. Especially considering that a lot of those badges have literally less than 2k users.

Apart from that, I'm providing liquidity for a plethora of Bitcoin Restaking Ponzis, even though a lot of them will likely result in 20-30% APR tops.

There's always the possibility that one of them will be an outlier and replicate Eigen or EtherFi (or zkSync).

The secret ingredient has always been to COVER ALL BASES and then make people believe you're an insider because you've literally done EVERYTHING humanly possible.

This inevitability makes you qualify for airdrop [X], as there is frankly no other criterion the project in question can use. You've literally done it all.

It's really that simple.

For Bitcoin Restaking Ponzis, here's the current list I'm in:

Solv
BedRock
Pell
Lorenzo
SatLayer
PumpBTC
Corn
Symbiotic (you can deposit WBTC)
BitFlow/StackingDAO (via STX)

Out of that list, I believe Symbiotic, Corn, and Solv are the most promising.

If you're in so many protocols, you don't even have to sybil - you can simply deposit from a single wallet into all protocols and have the same effect.

Might also add a little bit of FBTC via Fuse and Mezo.

All of those will likely only net 10-20% APR, but you never know.

They're all liquidity-based.

Might do a post in the future of the airdrops I'm farming that are still tx-based, but there are honestly not many promising options left.

https://x.com/CC2Ventures/status/1751446824760586639

For zkSync I only shilled liquidity providing as being a 'crucial factor' once or twice, and it was usually deeply buried into the comment section, so easy to miss.

Scroll Badges I've already mentioned 3-4 times, and my account grew massively ever since - so the alpha isn't really alpha given my size.

For LayerZero LPing didn't matter at all - was wrong there.

That being said, given how little participation Scroll badges have, still very much +EV, EVEN if the majority of the airdrop will go to Marks.

The fact that nobody is really taking action (akin to the UWU Airdrop) makes it very appealing.

Actually the below linked zkSync Liquidity, Paymaster, Omnibus (3/5 criteria) post has 200k views, yet nobody provided Liq? Interesting

https://x.com/CC2Ventures/status/1751446824760586639

https://x.com/CC2Ventures/status/1664392926233853953

Read 4 tweets

CC2

@CC2Ventures

Jul 24, 2024

Scroll recently launched Canvas

While Marks will likely dominate the airdrop, Canvas helps you stand out among a sea of identity-less addresses.

'On-chain data is 100x more provable than any other arbitrary data' —— Scroll Co-founder

Here's how to claim most available badges👇

First, you'll have to use a ref for a 50% fee discount:

This will already grant you marks based on your gas fees spent.

Don't hate the player, hate the game.

Let's start with our Canvas Badge farm 👇scroll.io/canvas/invite/…

#1 Badge - Ethereum Year

▫️ Mint Ethereum Year Badge

Based on the year you initially transacted on Ethereum.

scroll.io/canvas

Read 20 tweets

CC2

@CC2Ventures

Mar 27, 2024

Due to popular demand, here's my updated, comprehensive Airdrop Guide on the zk-Rollup Vitalik himself strongly supports:

@Scroll_ZKP 📜

Introducing: 'The Road to Decentralization'

🧵⬇️

First, why should you interact with Scroll?

The answer threefold, and rather simple:

#1 – Community-Alignment

@Scroll_ZKP had a a comprehensive Galxe Campaign up, and they removed it within the SAME day after their community signaled dissatisfaction.

Cont.

...it likely took them a lot of time to coordinate the campaign with all involved projects, yet they didn't hesitate a single second before scrapping the entire thing.

This alone indicates that @Scroll_ZKP takes its userbase seriously, and is open to constructive feedback.

Read 18 tweets

CC2

@CC2Ventures

Mar 18, 2024

Given how lucrative the EtherFi Airdrop turned out and with the Restaking Narrative not stopping until the biggest gorilla in the arena has its TGE ( $EIGEN ),

I'm now giving you the soon-to-be biggest player in the LRT space that vastly went under the radar

Meet @ZircuitL2
▫️ AI-enabled, modular zk-Rollup (we all know at what absurd valuations every single Ethereum-based L2 trades at; just look at Starknet)
▫️ Raised $18M from Dragonfly and Pantera
▫️ Received a grant by the Ethereum Foundation

By depositing into their protocol, you get:

Staking APR + Restaking APR + Eigenlayer Points + LRT Airdrop + Zircuit Airdrop

What's the catch?

The catch is that I publicly dilute alpha across my follower base to increase my ref sign ups - a trade offer so to speak; so keep the engagement low

This is not necessarily a bad thing, as the more eyes a project gets, the higher its eventual valuation. Study why projects conduct airdrops to begin with.

EtherFi x Pendle was a degen strategy that paid off 5x and which I mainly kept under wraps by only mentioning it in comments - this time is different.

Zircuit is a non-degen strategy; and your only risk is smart contract risk.

My recommendation is restaking with Renzo, and then depositing it into Zircuit for a 3-in-1 Airdrop Lego:

Eigenlayer, Renzo, Zircuit, + Yield and $ETH PA

As always, I'll claim clout post-airdrop, whether you join in on the fun or not

🐦‍🔥stake.zircuit.com/?ref=6kgbg8

https://twitter.com/defi_airdrops/status/1764857141742211307

It has also been shilled by @defi_airdrops

Don't remember the last time this mfer missed

https://twitter.com/defi_airdrops/status/1764857141742211307

https://twitter.com/CC2Ventures/status/1658206273140039685

Study why projects airdrop ↓

https://twitter.com/CC2Ventures/status/1658206273140039685

Read 4 tweets

CC2

@CC2Ventures

Feb 20, 2024

Guess what just recommenced?

Linea Voyage

For now, all you can do is answer 4 quizzes, which will already grant you 30 LXP - for free

In 20 hours, the real 'fun' starts, with on-chain games.

As always, appreciate it if you use my ref, as it comes at zero cost

------------------

Very important
▫️ You have to pass PoH in order to receive LXP:

Tips on PoH
Group 1: Trusta is easiest by far; all you need is an active on-chain wallet. It's not retroactive, so you could boost your footprint, and then try again in 24 hours.

zkPass is simple as well, if you have a Coinbase or OKX CEX account.

Group 2: TrustaLabs, OpenID3, Nomis, and 0xScore are all quite easy to pass. You need 2 in that group.
------------------

You will get milked by Linea, and you will absolutely like it post-tokenization.layer3.xyz/linea-park/?re…
poh.linea.build

Correction:

The games already work! It's just the 'SpaceFalcon' one that commences in 19 hours.

Let the grind begin

Easiest 'Game' by far is Nidium:

- Mint NFT
- Open NFT

Done, +30 LXP

The others either don't work or require you to download software - might try the Unfettered one now

Read 4 tweets

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