🔫  Notes from TT, part 1:

1) Layer-1, L-2 и ZK rollup.

Arbitrum ARB - has 53% of the TVL of its sector, the total capital raised is $124 million. Everyone is waiting for the retrodrop. Listing will be on Binance, Bybit, Coinbase instantly. The ecosystem is developing very quickly; recently even Opensea integrated Arbitrum Nova.

➡️ It will be necessary to accumulate after the first sales of drops from the community (similar to Uniswap tokens). Based on data from Optimism, it will be possible to give a correct assessment of the token.

Optimism OP - 28% of the TVL sector, the token is already available. Goes to ATH August 2022 - $2.2, if the race goes between L-1 and L-2 (you need to monitor the TVL dynamics every week), then the price of $1 is the starting point for the trend. It’s scary that the circulation is only 5% of the FDV and on May 30 there will be a major unlock (72% of the supply).

➡️ After May 30, monthly large unlocks will begin, which will blur the price, so the main auctions need to be held before the summer, the cap is still low - $330 million. Read the report for 2022.

Fantom FTM is a gas monetization program that brings a new source of income for developers. L1 with the highest TVL/MarketCap ratio. Andre Cronje is back after a few months off. The cap is only $868 million. We are waiting for a turn on the TA.

Cosmos ATOM - projects in the ecosystem did not stand still throughout the entire bear, it was interesting to watch the construction of the community, they did a great job. Capa $3.8 billion. $9-17 is still an accumulation.

Coming soon is ATOM interchain security, a major update that will allow smaller chains to inherit the security of the Cosmos hub in exchange for ATOM. DYDX moves from broadcast to Cosmos.

Avalanche AVAX is still a market leader, but has become pretty tattered after the fall of SoLunAvax’s “friends” and FUD articles about “ordering” competitors.

TT also remains a validator of the network and supports the project. https://t.me/TopTradingView/9968

A strong average for today, $10-20 is an excellent price for saving.

Polygon MATIC is a project from India that could do it (although it landed the holders like hell). From a small Matic Network, the project has grown into a large ecosystem and an independent solution for expanding the capabilities of Ethereum. Almost the entire supply is in circulation, and TVL is comparable to the capitalization of the project. The last important one is zkEVM from Polygon, which represents the further development of the ecosystem already a few weeks from the launch of the mainnet. Capa - $8.5 billion, top 10 SMS, did not suffer much from the collapse of Luna and FTX. One of Binance labs' favorites.

Aptos APT - managed the situation with Alameda in bagholders, there will be a major announcement soon. He collected a wild $150 million from funds, so Binance labs will take the project to the X’s. A clear favorite of the race, perhaps he will become a locomotive for big-caps. The cap today is $1 billion.

➡️ $3-8 price for project purchases for any portfolio, despite the X-drop community. A large unlock of funds is only at the end of the year, inflation is a monthly unlock of 3.5% of the cap.

Sui Blockchain SUI - the mainnet has not yet been launched, and therefore there is no token yet. But DeFi and NFT projects are already actively building communities among cryptans. Sui Blockchain runs on the Move language and is developed by Mysten Labs. More than $300 million raised. Similar to the Aptos fundamental, which potentially hints at a possible drop to testnet participants. We announced a token presale for early participants. who test ready-made applications. Listing will be on Binance, Bybit, Coinbase instantly. We will evaluate supplies and unlocks, then buy them from the formed support.

Solana SOL - Yakovenko is a good crisis manager, trying to get out of the front runners after the loss of Alameda and Multicoin, the first stage of recovery is to return to the breakeven of validators (±$20). We don't really keep an eye on Solana until they get backed by some major industry player because their dapps keep moving to other chains. Capa $8.3 billion, they want to return to the top 10 SMS.

Zk roll-ups - Starknet and zkSync - are gaining momentum. We need to monitor the data on them.

2) ⭕ DCG portfolio (Digital currency group - https://coinmarketcap.com/view/dcg-portfolio):

ETC, ZEN, STX, HBAR, GRT, BAT, OCEAN, RSR, HFT, ECO, API3, HBAR, ZEC, FLOW, MANA, FIL, NEAR

All of these tokens and projects could suffer greatly as DCG is forced to liquidate its venture assets to raise cash due to Genesis owing $3 billion to creditors. The SEC is already pursuing Gemini and DCG.

Keeping these assets in a portfolio, like the Alameda venture, is extremely doubtful.

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