We are extremely humbled to have been elected as advisors for the
@arbitrum
LTIP program.
This was an incredible effort, and we are grateful for anyone that voted for us ๐ฐ
Congrats to the other advisors!
@jojo17568
@SEEDLatam
๐ซก
We are looking forward to work together.
๐ฐ The
@arbitrum
DAO Airdrop: 2 Months Later ๐ฐ
Do you remember it?
100+ DAOs.
$125+ MILLION dollars of value.
But what happened with all that money?
The Castle did some digging and here's what we have found ๐
Perp DEX leader
@GMX_IO
has been building their v2 release for quite some time now.
But wen? soon.
GMX v2 may be set to drop within a few weeks
So to prepare you,
@DeFiMann
has whipped up this comprehensive report
gm(x) ๐ซ
gm(x)
The eagerly anticipated GMX v2 is live, and we've got a hold of some vital alpha...
Major props to the brains behind
@chaos_labs
for their assistance to
@GMX_IO
with risk parameters. Their report is worth a read!
Let's unpack some Fee Details in v2 ๐งต
๐ฌ for math DM
๐ซ
@GMX_IO
V2 Genesis Risk Framework is Live ๐ซ
1/ Over the past few months, we've collaborated closely with
@GMX_IO
core contributors. Our collaboration has focused on rigorously researching, evaluating, and refining the forthcoming V2 launch.
We are hugely excited to giveaway one Pepelist role for
@PepesGame
- getting you access to their Private Sale
In order to be eligible:
1๏ธโฃย Follow
@castle__cap
on Twitter
2๏ธโฃย Follow
@pepesgame
on Twitter
3๏ธโฃย Like & RT this tweet
โฒ๏ธ 24h
Check out a summary of the project below ๐
Have you heard about
@PepesGame
on
#Arbitrum
? It's the newest Defi project that will blow your socks off! And I'm not just saying that because of their adorable frog mascot.
Here is a ๐งต on why they will 10x after the launch
Just deposited our thoughts on 44 proposals for the
@arbitrum
Short-term Incentive Program
More focused content, analysis and our working database will be released tomorrow
Go check it out!
Castle Capital needs your support! ๐ฐ
We are currently applying as advisors for
@arbitrum
Long-Term Incentives Program (LTIP).
Like a knight tasked to defend its Castle, we are ready to do anything in our power to safeguard the Arbitrum ecosystem and slay the dragon that is
๐ฐ Research Report ๐ฐ
The Evolution of Liquidity Provision: A Deep Dive into DeFi's Architectural Plumbing ๐๐
A must read for anyone who regularly uses DEXs, or is an LP ๐ฆ
Written by our very own
@SquigsCat
Full article linked below! ๐๐
All the gang working hard to review as many proposals as possible
Full outlook/compilation will follow on our forum opinions and another part of the group will follow up on the alpha side...
For now, check out the Perp requests, sorted by lowest Request/TVL...
Calling all $ARB delegates - the Snapshot vote for ARB Staking finishes tomorrow!
Castle will be voting AGAINST funding this Staking proposal.
While we appreciate innovative efforts to improve the Arbitrum ecosystem, we question the necessity and alignment of such a model with
๐ฐ
@PlutusDAO_io
: the plsARB/ARB drama ๐ฐ
Curious about the recent liquidity injection and the fate of over 9.5 million $ARB locked forever as $plsARB?
Wondering whether $plsARB stakers will ever recover their deposit value?
๐งต Here are the facts ๐
Within the Castle there's a few Wizards with magic powers.
Here's what they have seen in their Crystal Ball ๐ฎ
10 Trends and Narratives for 2024 โฌ๏ธ
The Arbitrum STIP has created a wave of interest in the ecosystem, with a staggering 104 applications flooding in.
As fast as we could, we commented on 46 proposals, casting votes on 64 of them.
Excitingly, 35 projects engaged with us in the forum, resulting in 21 updates to
๐ฐ Research Report ๐ฐ
Blurring the Boundaries between DeFi and TradFi: An Introduction to the Real World Assets (RWA) sector.
This research report introduces the RWA sector to bring you a deep dive into this narrative.
Full Report Linked Below ๐ ๐
๐ฐ Our STIP Notion Board is HERE ๐ฐ
The Castle Database around the Arbitrum STIP
๐ A full-on, structured Notion board containing a treasure trove of insights!
Find it in the tweet below ๐
On the Arbitrum Long Term Incentive Program Pilot (LTIPP) and our Role as Advisors ๐ฐ
In light of the upcoming start of the LTIPP grants, we provide some context on the updates on the scope of the grant, the differences with the previous STIP, and our experience as advisors.
๐ฐ Presenting Castle's ARB STIP Methodology ๐ฐ
This thread provides insight into our thought process and framework, which we used to analyze and evaluate
@arbitrum
STIP grant proposals.
๐๐
The Arbitrum Long Term Incentive Program Pilot (LTIPP) has officially started!๐๐งก
This pilot program will distribute up to 45m $ARB to protocols to spur growth within the
@arbitrum
ecosystem.
The scope of the LTIPP builds on the learnings from the STIP to create an
๐ฐ xERC-20: A new Token Standard ๐ฐ
More Blockchains,
More Problems.
Can xERC-20 be a more flexible token standard to tackle the rising security concerns of a multichain world?
Written by our very own
@francescoweb3
Full article linked below! ๐๐
๐ฐ Modular Series: A Deep Dive on Data Availability ๐ฐ
Ever wondered how we can solve the data availability bottleneck in blockchain tech? You won't believe the solutions that are on the horizon!
Written by our very own
@zerokn0wledge_
Full article linked below! ๐๐
๐ฐ The Modular Thesis: Scaling Web3 with Rollups ๐ฐ
Why stick to one-size-fits-all?
Modular chains are setting the stage for unprecedented innovation. Check out our intro to this new content series...
Written by the brilliant
@zerokn0wledge_
Full article linked below! ๐๐
Christmas may be over but the GM pools at
@GMX_IO
donโt stop giving ๐๐
Since 25th Dec, GM pools have outperformed the 50:50 index of crypto/stables of that pool.
This relies on OI & underlying LP being as balanced as possible - as v2 matures, GM performance will increase.
๐ฐ Castle Research ๐ฐ
This time around we've teamed up with
@ReveloIntel
to bring you the hottest scoop on
@arbitrum
- where it's at, where it's come from, and where it's headed!
The State of Arbitrum & the Year Ahead
๐ฐ CHECK OUT THE FULL REPORT BELOW ๐ฐ
๐
We have just applied to be an $ARB Delegate in order to help champion the acceleration of the
@arbitrum
ecosystem!
Check out our submission here and show it some support:
Friend Tech v2 was deployed this morning along with the airdrop of $FRIEND ๐
The day everyone had been waiting for the last 7 months finally happened, but it wasn't as people expected:
๐ Many errors
๐ $FRIEND dumping non-stop
๐ Keys dumping non-stop
โ Lags in the UI
But
Voting is now LIVE!
We hope our database below can aid delegates and $ARB holder alike in their STIP assessments, whilst accelerating interest and participation in
@Arbitrum
governance.
Although we decided to iterate our framework in public, we understand that not every
๐ฐ Our STIP Notion Board is HERE ๐ฐ
The Castle Database around the Arbitrum STIP
๐ A full-on, structured Notion board containing a treasure trove of insights!
Find it in the tweet below ๐
When it comes to building a blockchain there's no right or wrong - it's all about trade-offs โ๏ธ
Monolithic blockchains must face the "blockchain trilemma" and compromise between UX, security, and decentralization, while Modular blockchains can benefit from flexibility and
๐ฐ Research Report ๐ฐ
The Dark Side of Tokenless Protocols: Builders with no ARB Airdrop ๐ช
Written by our very own
@JamesCliffyz
and
@gmx_intern
๐
Full report linked below! ๐๐
gm(x)
We are thrilled to announce that Castle Capital is running as a Nominated
@GMX_IO
delegate.
โ
As a dedicated and experienced participant in the DeFi ecosystem, we believe we can bring significant value to the GMX governance process.
โ
Our team is composed of seasoned
Calling all $ARB delegates - the Snapshot vote for The Arbitrum Coalition finishes on the 10th of November!
Castle will be voting AGAINST funding the Coalition proposal.
While we recognize the importance to advance research and development initiatives for the DAO, we believe
๐จ Attention
@arbitrum
Delegates, Users and Community Members
The LTIPP Snapshot Voting is LIVE for Applicants who were Recommended by the Council
Read on for a Summary of the data so far and make sure to leave your opinions for an improved process! ๐
๐จ Vote now on Short-term Incentives ๐จ
Ensuring
@arbitrum
's long-term success lies in incentivizing the right actions!
We have voted to distribute up to 75M ARB tokens
Your vote matters. Push delegates to vote wisely or redirect your delegation.
Read our insights below ๐
Very happy to have supported
@Curvance
in their capital raise as well as continually behind the scenes in a number of areas.
Excited to see how this one plays out especially from a DeFi UX perspective over the course of the cycle
1/ Curvance is proud to announce the completion of our $3.6M seed raise! ๐พ
Supported by some of the most prominent contributors in the industry including
@OffchainLabs
&
@sandeepnailwal
, we're excited to usher in the new standard for omnichain composability and UX across DeFi.
Hosting
@rage_trade
in the Castle today for an AMA was an absolute blast!
Grateful to dive into Rage Perps v2 and all the amazing things these chads are building.
Fade at your own risk, anon
The Castle Chronicle just hit 1k subs after exactly 6 months of publishing
Super excited to see where the next 6 months take us
Prepare yourselves for some serious research pieces on the horizon soon!
๐ฐ BING BONG ๐ฐ
Newest Castle Chronicle is out!!
In this edition:
- the death of
@Azuki
(F in chat)
- Top 10 $GMX holder selling
- Mochi the man with female traits caught slipping
- Smart Money favors specific farms
- Macro Bullish
- $MAV airdrop
&& so much more ๐๐
The Arbitrum Short-term Incentives program
gets the Green Light from Governance ๐งก ๐
Curious about how the main Delegates voted?
The Castle has got you covered ๐ฐ โฌ๏ธ
๐ฐ Unveiling Optimism's Grant Program: The Secret Sauce Behind Their Success ๐ฐ
@optimismFND
's dedication to funding public goods is beyond inspiring.
Let's explore their Retroactive Public Good Funding (RetroPGF) ๐งต
Don't miss the full report linked below! ๐๐
๐ฐ Taking On-Chain Sleuthing to the NEXT LEVEL ๐ฐ
Are you confused wen on blockchain explorers?
Finding wallets, figuring out transactions, but also knowing what the f*#$k you're doing on-chain are important skills to have.
Smol thread on two amazing browser extensions ๐
๐ฐ NEW Castle Chronicle ๐ฐ
Join us as we delve into the latest key news, hot narratives, macro outlook, on-chain sleuthing, and more in Volume 18.
Among others:
-
@GMX_IO
v2 testnet
-
@GMDprotocol
launchpad success
-
@YayoCorp
bridging
- Current Macro standings
Read on ๐
๐ฐ whoop, whoop ๐ฐ
Chronicle 47! Markets are green, life is good. Grab a coffee and get up to speed ๐๐๐
Alfalfa in the digestible form covering:
- Overall crypto updates
- New projects
- Catalysts
- On-chain sleuthing $ROBO $intentX
- Airdrops
- Macro & TA
gib gib gib lfg!
๐ฐ NEW Castle Chronicle ๐ฐ
Join us for our 20th edition! ๐
Delving into the latest Key News, Hot Narratives, Macro Outlook, On-chain Sleuthing, and more
Among others:
- GMD Eco Growing
- Trading Bots Hype
- Further CEX -> DEX Pressure
- Smart Money Moves
Read on ๐
Governance is by no means an easy feat and is something everyone needs to chip in with.
Don't see your delegate piping up on the forums on Twitter?
Then DELEGATE to Castle:
Weโre excited to announce our $2.5M seed round led by
@Magnus_Fund
has closed!
We are delighted to receive the support of additional key funds and angels within the space.
๐ฐ VOL 42 ๐ฐ
Another week. Another Chronicle. Packed with Alfa.
This week featuring:
- News on New Projects, $OX, $FXS
- $BITCOIN / Smurf Cat Rotatoooorss
- NFT Traction & Trading Terminals Airdrops?
- Macro Update >> Bullish
- TA >> Bullish
- And a Deep Dive on $OTSEA
๐๐
The 7th release of The Castle Chronicle is out!
What's in store this week ๐
๐ Key News: Headlines, Exploits, Continued Adoption, DeFi Updates, New Projects & more from
@CJCJCJCJ_
๐ฐ NEW Chronicle dropped! ๐ฐ
A renaissance blossems. We are so f*#%n back.
In this edition:
- Institutions infiltrating
- DeFi Exploits and Updates
-
@Level__Finance
- Curve Wars
- Juicy TA
- On-chain movements by Smart Money
&& much more! lfg
๐ฐ Research Report ๐ฐ
Do grants fuel innovation? โฝ
In Part 2 of the series on
@optimismFND
RetroPGF, we looked at where the grants ended up and what the recipients were all about.
A story principled by accountability and transparency.
Full Report Linked Below ๐ ๐
๐ฐ Castle Chronicle: Volume 57 ๐ฐ
We packed all the news regarding DeFi, airdrops, and other alfa together and put it in this weeks edition!
Grag your coffee. Time to get up to speed.
๐๐๐
๐ฐ USE LINK TO OPEN FULL EDITION ๐ฐ
___
What we cover this
๐ฐ VOLUME 34 IS HERE ๐ฐ
You know the drill. New week. New Chronicle.
- $ARB incentives proposal
- FTX potentially selling assets
- Vesta drama
- $BANANA
- Friend Tech
- Macro updates
Let's get into it!
๐๐๐
The 5th release of The Castle Chronicle is out!
What's in store this week ๐
๐ Key News: Regulatory News, China Season, Arbitrum Farm Fest, Exploits, Continued Adoption, DeFi Updates, New Projects & more from
@CJCJCJCJ_
๐ฐ VOLUME 53 IS HERE ๐ฐ
Yessirski's, grab your coffee. The Castle writoors are back!
First of all, a big THANK YOU again to whoever voted for us during election of Arbtrium's application advisors.
It is a huge validation for the work we have put in over the last couple of
๐ฐ Castle Chronicle dropped! ๐ฐ
This weeks' edition is packed with juice once again:
- Putin opening up for Rubble CBDC
-
@ConicFinance
Exploited for 1700 ETH
- Binance invests in
@RDNTCapital
-
@0xdyad
LIVE
- Blackrock shilling BTC
&& MOAAarrr
Read on ๐
๐ฐ Castle Chronicle: Volume 65 ๐ฐ
Dubai underwater. Bags underwater.
Chin up & move on. Better days are ahead and now is not the time to give up.
Let's get you back in the loop, shall we!!
๐
@eigenlayer
Is Moving Fast: HUGE Node Operator, Guess Who?
โ German Bank is
Overwhelmed by newsletters?
Discover the ultimate newsletter hub, curated just for you!
Stay ahead of the game and join our Telegram channel for endless opportunities and insights:
๐ฐ NEW Castle Chronicle ๐ฐ
Join us for our 25th edition! ๐
Delving into the latest Key News, Hot Narratives, Macro Outlook, On-chain Sleuthing, and more
Among others:
- Major exploits
- Binance Execs quitting
- $GHO
- Smart Money Moves & Farms
Read on ๐
Hope everyone enjoyed the $ARB drop last night, however stressful at launch
Things have calmed down a bit now, so if you are consolidating your tokens, please think about delegating to us!
Check out our value proposition here:
We have just applied to be an $ARB Delegate in order to help champion the acceleration of the
@arbitrum
ecosystem!
Check out our submission here and show it some support:
๐ฐ Chronicle Volume 38 Dropped ๐ฐ
In this weeks' episode Hansolar is back to update us on the Macro standings.
We also cover:
- Intent-based projects
- Binance launching copy-trading
-
@goldfinch_fi
@starsarenacom
losses
- updates regarding $RLB $SUI $LVL $FRAX
lfg
๐๐๐
๐ฐ VOLUME 29 IS HERE ๐ฐ
We are so fkn back with another edition of the Chronicle.
We talk about $RLB, $UNIBOT, and beta plays. There are a bunch of early stage projects that you can keep your eyes on for good entries. And of course Macro/TA updates from Han and Vlad.
๐๐๐
โข
@berachain
: the most mysterious L1 is set to release somewhere in 2024.
We are already seeing the โBera Effectโ on many NFTs related to Berachain, as airdrop speculation picks up (read
@ericonomic
threads on it).
An absolute pleasure to host
@unlimited_defi
in the Castle for an AMA yday
Super interesting new perp platform launching soon on Arbitrum with gasless trading and an innovative LP structure
Thanks again
@Maybe_Not_FT
for your time ๐
๐ฐ VOLUME 32 IS HERE ๐ฐ
So much good stuff this week:
- Ben Armstrong was removed from BitBoy (lmao what?)
- GrayScale wins vs SEC ๐
- $PEPE team selling tokens?!
-
@friendtech
fumbling?
- Zhu's alleged wallets
๐๐๐
๐ฐ VOLUME 31 IS HERE ๐ฐ
Lots to unpack this week:
-
@friendtech
-
@rollbitcom
Introducing DegenXchange
- Tetranode Selling $DPX
- Smart Money Farms List
- Big Macro Update
& so much more
๐๐๐
Congrats
@GammaStrategies
&
@gauntlet_xyz
! A great step forward for the
@arbitrum
ecosystem
Remember you can find insights into what other DAOs did with their ARB airdrop here:
Gamma and
@gauntlet_xyz
's joint proposal to the
@UniswapFND
PASSED yesterday! This joint proposal will distribute 1,835,000 $ARB incentives via
@AngleProtocol
's Merkl platform to Uniswap LPs and liquidity managers.
The 10th release of The Castle Chronicle is out!
A slightly quieter week as the dust settled from FOMC and the $ARB airdrop. FUD continues in the economy, banking, and crypto but BTC/ETH holding up incredibly well โ itโs almost as if we're back ๐
๐ฐ NEW Castle Chronicle ๐ฐ
Join us for our 26th edition! ๐
Delving into the latest Key News, Hot Narratives, Macro Outlook, On-chain Sleuthing, and more
Among others:
- Major exploits
- Binance drama
- $UNIBOT capital movements
- Smart Money Moves & Farms
Read on ๐
It's a beautiful day in Istanbul and across the Bosphorus!
Don't forget to come and enjoy the sunset on the water at our Boat Party with
@moneymatestech
Boat will leave at 18:00 sharp
Boarding from 17:45, so get there early!
Excited to announce our first-ever public event at
@EFDevconnect
, in cooperation with
@moneymatestech
!
โด๏ธ Sail on the Bosphorus
๐ป Open Bar
๐ Merch
๐ซ Limited Spaces
๐ Thu 16th Nov 6 pm (UTC+3)
๐
Let's dive into all things L2 and beyond!
๐ฐ NEW Castle Chronicle ๐ฐ
Join us as we delve into the latest Key News, Hot Narratives, Macro Outlook, On-chain Sleuthing, and more in Volume 19
Among others:
- LSD Innovation
- Perp Catalysts
- Bearish Unlocks
- PEPE wallet snooping
- Smart Money Moves
Read on ๐
Come hear all about the
@arbitrum
STIP in about 30 mins as
@0xAtomist
joins the gang at
@leviathan_news
along with some arbi chads
โฐ 2pm UTC!
๐
Castle's Arbitrum STIP Governing Values ๐
Prioritise Arbitrum Native Protocols: Preference over teams
๐ฐ wow, Volume 50!!! ๐ฐ
What a way to start 2024! Shoutout to all our readers and writers.
There's a lot in store for us this year ๐
๐๐๐
First of all, we encourage every market participant to keep track of their own favorite DAOs through this Dune dashboard made by our own Dune wizard
@JamesCliffyz
.
It provides a high-level overview of the multi-sigs and $ARB balances of all DAOs.
๐ฐ Latest Newsletter by Castle ๐ฐ
Grab your coffee!
Each week writers from Castle get together to collect the biggest events, interesting on-chain movements, actionable alfa, and other data to bring you up to speed!
Pure gold.
See for yourself ๐๐๐
With
@GMX_IO
V2 coming closer letยดs take a look what it got in store,
In this thread I focus on:
๐ซ Wrap up GMX V1
๐ซ Markets and liquidity
While this is only a glimpse of what to expect, it is a good introduction of the toolbox GMX V2 is going to offer
TIL a lot about $GMX v2
Stay tuned, we have something big for you dropping on Monday
Make sure you subscribe to The Castle Chronicle to get first access...
TIL $GMX v2 will have non-liquidatable positions as you can go lower than the current minimum 1.1x leverage.
Farm funding fees without worrying about your positions getting liquidated ๐คฏ
๐ฐ Castle Chronicle: Volume 70 ๐ฐ
โ
๐ฅ BOOOOOOMMMM! The $ETH ETF has been approved!
โ
Another milestone for our space. But its not the only thing that has happened ๐ค
โ
๐ Join us as we dive on-chain delving into
@sankogamecorp
alpha and highlight achievements by
@hyperliquidx
.
๐ฐ CHRONICLE ALERT ๐ฐ
Our weekly newsletter is here & this time we talk about:
- $SEI on Binance launchpad
- $BALD rugger allegedly Alameda person
- Curve Founder OTCing his $CRV
-
@pintswap0x
- Chainlink CCIP
&& LOTS MORE ALFA
Read on ๐
๐ฐ Chronicle 56: Headlines, Adoption, Alfa, Narratives & Airdrops ๐ฐ
MARKETS ARE UP.
TIME TO STAY CLOCKED IN.
& no better thing than to start with the Chronicle. Packed with info to keep YOU on top.
Let's dive in.
๐๐๐
๐ฐ USE LINK TO OPEN FULL EDITION ๐ฐ
๐ฐ THE GATES HAVE DROPPED ๐ฐ
It's that time of the week again!
In this edition of the Chronicle:
- CuckCoin enforcing KYC
-
@AaveAave
on Pulsechain exploited
- On-chain updates on $GRAIL, $UNIBOT
-
@ambient_finance
-
@arbitrum
Orbit
๐๐๐๐ let's goo
Mochi yet again proving her shortcomings and greed for easy cash. How many times can she get away with this stuff?
Anyways...
Castle has the best Dune wizard AND he won't shill you rugs
@JamesCliffyz
๐ฐ
The 6th release of The Castle Chronicle is out!
What's in store this week ๐
๐ Key News: Base Launch, Stablecoin News, A Reverse Hack, Exploits, Continued Adoption, DeFi Updates, New Projects& more from
@CJCJCJCJ_
๐ฐ VOLUME 55 IS HERE ๐ฐ
Back like we never stop.
Every week the Chronicle presents a comprehensive overview of last week in crypto: News, Alfa, Airdrops, & TA.
Grab your coffee. Put on some music. Let's get up to speed!
๐๐๐
๐ฐ USE LINK TO OPEN FULL EDITION ๐ฐ
The 11th release of The Castle Chronicle is out!
Well, the dust didnโt settle for long. Our focus was on the AIP-1 fiasco. You can see our full response in the tweet below where we comment on a completely flawed proposal.
The 8th release of The Castle Chronicle is out!
What's in store this week ๐
๐ Key News: USDC Depeg, Euler Hack, CZ Buying, Exploits, Continued Adoption, DeFi Updates, New Projects & more from
@CJCJCJCJ_