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Author: Thor Hartvigsen, encrypted analyst; Translation: Bit Chain Vision Xiaozou
This article covers some major encrypted events/catalysts in June and several DEFI/airdrop strategies worthy of attention.
6Monthly encryption event/ /Catalyst list
L 1/l2
• Peercoin hard fork-June 3rd
• Sagaxyz “Vault 2” airdrop snapshot
• It is rumored that Layerzero will be airpower in June
• ZKSYNC airdrop will be held on June 13
• BLAST L2 airdrop will be held on June 26
• LISK L2 blockchain startup and tokens migration
• ZKEVM L2 TAIKO airdrop (5%of the supply) will be performed at some time in June
• FLUENT announced the launch of Blend
Defi
• Fractal (FRAX Finance) Hacker pine stimulating ecosystem
• Ether.Fi S2 airdropping is planned to end on June 30 (5%of the supply)
• The first stage of Maker’s start of the “Final Battle” (maybe Subdao is launched?)
• Platypus Finance has been acquired by Stable Jack-tokens conversion
• The native currency RBX RBBITX RBX gets the new BFX token-June 1 Snapshot
• Swell TGE will occur at the same time as the “Voyage” airdrop (8%of the supply) within a few weeks
• “Ether.Fi Cash” is about to go online, providing native savings accounts and VISA credit cards
Cryptox ai/depin
• Apple Global Developer Conference-June 10th
• Tesla Annual Shareholders Conference-June 13th
• NVIDIA Annual Shareholders Conference-June 26th
• It is rumored that AETHIR TGE will be held in June
• It is rumored to be held in June
Gamefi/SocialFi
• Degamefi meeting
• FOMO Network Release Date-June 1st
• Beecasinogames airdrop activities last until June 30
Important token unlock
• $ SUI 7.29% on June 1st entered circulation
• June 1 $ ENA 3.63% of the total supply entered circulation
• June 1 $ DYDX 11.9% The total supply entered circulation
• At $ 1inch 8.5% on June 1st, the total supply entered circulation
• On June 12 $ APT 2.6% of the total supply entered circulation
• June 14 $ IMX 1.72% of total supply entered circulation
• On June 15, $ STRK 5.61%of the total supply entered circulation
• June 16 $ ARB 3.49%of the total supply entered circulation
• June 25 $ AlT 6.9% The total supply entered circulation
Macroeconomic
• June 7: An unemployment rate = any data higher than 4% may be regarded as a huge risk avoidance signal.
• June 12: CPI
• June 12: Federal Fund interest rate and press conference
• June 13: PPI
• June 18: retail sales
• June 21: The service industry and manufacturing PMI preview
• June 27: The final value of GDP rate
• The EU MICA (Crypto Asset Market) Act will take effect on June 30th
2024Year5Financing of Monthly Crypting Project
• Nodeops financing 5 million US dollars
• StripChain financing 10 million US dollars
• Zeta Markets financing 5 million US dollars
• Farcaster raised $ 150 million in Series A financing
• Blockless raised $ 8 million in seed wheel financing
• BABYLON financing 70 million US dollars, led by Paradigm
• GAMEFI project Paramlabs financing 7 million US dollars
• ORBITER Finance FORK OWLTO Finance raised $ 8 million
• The ecosystem has the pioneer of liquidity, Mitosis raised $ 7 million
• Lagrange, a blockchain service platform, raised $ 13.2 million in seed wheel financing
• GAMIC -based social game project GAMIC GAMIC received $ 1.8 million in financing
• Lava Network -based data service platform LAVA Network raised $ 11 million, Coingecko, Gate.io, and Animoca participated in the investment
• The web3 release platform Paragraph and Mirror merged into Paragraph, which raised $ 5 million
• Fantom Foundation raised $ 10 million and announced the launch of the Sonic Foundation $ S and Sonic Labs, and the upcoming blockchain
Worthy of attentionDefiStrategy
1As well asBlackwing
Blackwing is a modular Rollup Dex layer based on Initia.The uniqueness of Blackwing is its “unlimited pool” design -abstract the bridge to allow long -tail asset -free leverage transactions.Blackwing has received $ 4.5 million in strategic financing led by Hashed and Gumi Cryptos.
Blackwing is currently running its Tomcat-1 test network, and users can store liquidity in it to earn “BXP” (Blackwing native points).The assets that support deposited include:
· ETH, USDC, PEPE, Shib
· LRT (EETH, EZETH, RSETH, RSWETH, etc.)
· PENDLE PT tokens (PT-ENA, PT-SUSDE, PT-RsetH, etc.)
I have already deposited some Pendle PT-Susde, and I have earned 46% APY annual interest rate.Therefore, Blackwing is a very good Defi strategy for me, which allows me to earn more benefits.Let’s take a look at the potential returns in the figure below.
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I created a calculator that can enter points and the percentage of expected airdrop/total supply.Based on this, coupled with the supply of FDV and total BXP of Blackwing tokens, you can check how much your expected airdrops are about.How much BXP will be distributed in total?This depends on TVL and the end of the event.I speculate that the end of the event may be in September, which made me get the following:
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At a 100%growth rate, there are about 40 million BXP.Please note that this number is easy to go up or down.How much points you can make depends on your deposit time.With more liquidity entering, the APR annual interest rate will decline over time.My personal situation is that I deposited 160,000 US dollars a few days ago, about 3,200 BXP (if it is not recommended).
In short, aside from the risk of smart contracts, if you are depositing ETH or stablecoin that earns fixed income, it seems that it seems that it can earn two to three times the current.But remember, risks are everywhere!
2As well asEthena S2
So far, the Ethena S2 “SATS airdrop” has been going on for almost 2 months, and it will end in September. There will be three months left. If you want to participate, it will be enough.The beauty of Ethena & LT; & GT; Pendle strategy is that leverage will increase over time.Therefore, there is no obvious difference between 4 months and 3 months of benefits.
Pointing leverage (YT-SUSDE.
If you look at ENA and want to maximize your S2 airdrop, the Pendle Susde market is by far the best strategy. You can not only get leverage through the earning points you earn, but also earn a high yields paid to the holder of Susde (Currently 36% APY).Please note that the SUSDE market on Pendle has restricted the amount that can be stored, so you may have to act quickly.
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The figure below shows the estimated return on YT-SUSDE tokens worth you to buy $ 20,000 today.
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Based on the previous analysis, I estimate that a total of about 10 trillion SATS is distributed.However, in view of the recent growth, the number of 1.2 trillion yuan seems to be more realistic.According to some additional assumptions above, the purchase of YT-SUSDE worth $ 20,000 will be net profit:
· 22,643 US dollars ENA airdrop
· If the average yield of Susde from now to September 2 is 25%, the SUSDE income will be $ 13,393.
Please note that the $ 20,000 on YT-SUSDE will become 0 at the expiration, so the actual return is $ 16,037, which is equivalent to 80%of the return on investment (not too bad).As you can see, about 40%of the return comes from Susde income.If you think that the financing interest rate in the next few months will be very high, the SUSDE yield will remain at about 35%instead of about 25%of the estimated, then the SUSDE income will bring you $ 21,394 instead of $ 13,393.However, if Ethena revenue is reduced due to low financing rates, the return rate of this strategy will be reduced.
What are the more risks?You can also lock 36%of the annual fixed rate of return by purchasing the PT-Susde token to the next 3 months.This is an amazing yield, and it is a fixed yield.If you are looking for a stable coin -related passive income, it is difficult for you to fail.You can also deposit the PT-SUSDE tokens into Blackwing. In addition to passive income, you can also harvest airdrop benefits.
3As well asEther.fi S2
Ether.Fi is the largest liquidity re -pledge agreement, with TVL over $ 6 billion.Ether.Fi’s second -season points plan will end at 5%of the airdrop at the end of June.So in fact, you have almost no time to participate.However, due to the high leverage in the PENDLE YT-EETH Arbitrum market, when considering the EIGEN airdrop income, it still seems to be a favorable strategy.The pool currently offers 135 times Ether.Fi points leverage and 68 times the EIGEN integration leverage.If your Ether.Fi Stakrank has reached the highest level L8, then Ether.Fi and EIGEN brings you an expected return rate of 55%.If you have not reached L8, the expected return rate is 28.58%, as shown in the figure below.
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Please note that although there are many information about Ether.Fi S2 airdrops have been confirmed by its team, it is still unclear how Eigenlayer will allocate points for S2 airdrop allocation.Therefore, please be reserved for these estimated results.
4As well asKarak
Karak is a competitor of Eigenlayer and has nearly $ 800 million TVL.There are several interesting strategies for Karak, including LRT, which has earned LRT points and EIGEN points, can now get Karak XP.
In addition, Pendle has recently launched three Karak markets for Karak USDE, Karak Susde and Karak Eeth, respectively.In this way, users can either lock the fixed income of these assets or get leverage exposure to all points.Pendle Intern can obtain information about the total XP supply from the Pendle team, and publish a detailed information about the expected income of this strategy:
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In short, there are several good strategies in June to expand your investment portfolio.I personally operate all these strategies, but remember that many returns are based on speculative assumptions.
