🔎9 catalysts to watch this week
A compilation of crypto catalysts, airdrop strategies and alpha threads
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GM friends.
Here’s what I’ll cover today:
9 crypto events I’m watching this week
How to see what’s trending on CT
6 alpha threads
Let’s dive in👇
Crypto catalysts to watch this week
AAVE’s multichain expansion - AAVE will be deployed on both Sonic and Linea this week
Jupiter’s big announcement - Jupiter will make a big product announcement, distribute ASR rewards to the JUP stakers, and announce new details about its JUP buyback program this week
Bittensor's dTAO upgrade - Bittensor's largest network upgrade ever will start being implemented on Feb. 10. This upgrade will tokenize subnets, turning them into tradable assets
AVL and LAYER token launches - Avalon, a DeFi liquidity hub for Bitcoin, will launch its token on Feb. 12. Solayer, a popular SOL restaking protocol, will release its token on Feb. 11
Monad’s testnet launch and airdrop - Monad revealed that the launch of its L1 testnet will happen in February and teased its upcoming airdrop
SAND token unlock - $81M worth of SAND will be unlocked on Feb. 14. This is 8.4% of its circulating supply
HYPE unstaking unlock - ~$165M worth of HYPE is pending unstaking over the next 7 days. Most of it will be unlocked on Feb. 14 and Feb. 15
Macro events - US CPI Data will be released on Feb. 12
Coinbase Earnings Call - Coinbase’s Earnings Call is scheduled for Feb. 13
Together with Ondo Finance
THE NEXT STEP FOR TOKENIZATION
Last week, Ondo hosted its first-ever Summit.
During the event, its team made several huge announcements regarding their plans to advance the tokenization of real-world assets.
Here’s a recap of what was announced:
Ondo Chain - Ondo Chain is an upcoming Layer 1 blockchain designed for institutional-grade real-world assets. It will address key issues like liquidity fragmentation, high & volatile transaction fees, and institutional regulatory concerns
Ondo Global Markets - Ondo Global Markets is an innovative tokenization platform that is designed to bring thousands of publicly traded securities on-chain with global availability and high liquidity
Ondo Nexus - Ondo Nexus is a new technology that will unlock instant liquidity for third-party issuers of tokenized Treasuries
Multichain Expansion - Ondo’s yield-bearing stablecoin is now integrated with BitGo’s Go Network and will soon launch on Stellar
Donald Trump Jr. and speakers from the world’s largest institutions including Franklin Templeton, Fidelity, and WisdomTree participated at the Summit.
It’s becoming clear that tokenization is a future multi-trillion dollar sector.
Ondo sits at the forefront of RWA innovation.
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How to see what’s trending on CT 🛠️
I’ve already covered Dexu.ai a few weeks ago.
But in this issue, I want to focus on its social features which make it easy to track what’s trending on Crypto Twitter (CT) and find viral crypto posts.
If you go to https://dexu.ai/ and click on ‘CT’ on the left side, you’ll find a dashboard where you can:
see what keywords are trending on CT (in the Twitter Word Cloud)
Search for crypto-related keywords (e.g .“Solana” or “AI Agents”) to find the most popular recent posts about them
Track the CT mentions of a certain narrative over time
Find viral crypto-related X posts or articles by going to the ‘Viral Tweets’ section, selecting a custom timeframe, and the category of people who wrote them (e.g. KOLs, VCs, traders, DeFi enthusiasts, Macro experts)
You can even filter by Articles if you’re looking for some in-depth reads.
All in all, I find Dexu’s CT dashboard quite useful for keeping up with the latest crypto trends.
6 Alpha Threads
A great read for narrative traders
Thoughts on where we are right now
How Pump Fun affected the altcoin market
Arguments for the bull & bear case for crypto
Berachain’s current situation
Why Kraken might know the identity of Satoshi
And that’s all for now.
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