FLB
@flb
Some of my thoughts on upcoming airdrops Grass: Dust anticipated Orderly: Extended epochs due to market timing and now it is worse, dampened expectations MagicEden: Some hope, huge funding & NFTs marketplace have some more edge to them due to the variety and effort that different activities take. I'm sure it could pay out well for some. Eigenlayer: .... Swell: Overfarmed the community, will benefit whales otherwise add a little bit of yield to most others Kroma: Underfarmed but not hopeful in the valuation DeBridge: Genuinely curious how the quasi ICO strategy pays off (if it's purely focused on fees spent) KiloEx: couple bucks maybe HyperLane: Interested to see what it becomes but I do think that CT overhypes it, especially with the amount of funding relative to other home-run airdrops. KelpDAO: Same as swell Elixir: If deUSD catches traction in defi and Elixir can keep users on their platform then this could end decently, whale-favourable though
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FLB
@flb
Jumper Exchange: Sad if this goes to shit because it's genuinely one of my most used dapps, it has a banging intern, and continues to further develop Bera Chain: Millions of testnet users, people are sick of new chains, think it will struggle. Ethena: mistakenly faded S1 and haven't touched so can't speak to it Linea: Based on funding I have decent expectations, obviously lots of events that have somewhat dampened their image though (for example the infinite milking) Mantle: Think $COOK and $cmETH could turn out decent, but again I see it as more of a additional yield play. Karak: High funding and have had a pretty low cap of $1.1b in deposits, on the bullish side. Hyperliquid: Some will get crushed due to poor PnL from farming, if played well you will eat well LogX: Largely used due to Orderly airdrop, however I like the platform and they are working on prediction markets. The airdrop is not promising due to continuous dragging out.
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FLB
@flb
Thruster: eh Scroll: Benefits the whales, also mediocre sentiment for being a slow/costly chain, problems with Scroll Marks and farming the farmers through badges. Puffer Finance: Could be alright, as most LRTs though it will likely just be an additional yield boost on your ETH Rabby Wallet: Love the wallet but don't see much need for the token Debank: Another good product, but I don't see too much value Zora: I don't see much here, although recent Uniswap integration is cool Monad: Strong community but no true desire for the chain. SEI beat them to being a parallelized EVM chain and is struggling. SyncSwap: Really just used for airdrop chains and I see Jumper doing much better as it's an aggregator. Metamask: Gross Opensea: I would be surprised if I ever saw something
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