The market has been moving like Usain Bolt in a marathon - Narratives are perpetually changing, at an extremely fast rate. Jotting down some notes on the trends/conversations I’ve seen on Twitter and ideating on trade ideas/solutions it could potentially translate into eventually

DeFi has come a long way and provided users with many opportunities to earn more yield with ETH, but they're not without their drawbacks. Issues like impermanent loss and the complexity of generating yield are real pain points for users.

Special thanks to Anna and Alex for feedback and input on CoW Swap and its novel design mechanisms

Restake Finance is a liquid restaking token (LRT) protocol, serving as a front-end of EigenLayer to allow for ease of restaking. To learn more about Restake Finance, refer to this tweet here, and to understand the basis of EigenLayer and restaking, refer to this.

Table of Contents:

1inch is a decentralized exchange (DEX) aggregator that aggregates liquidity across the various DEXs. This contributes to deep liquidity on 1inch, offering users better rates and minimizing the slippage incurred.

Summary thread available here.

Nick Tomaino, GP of 1confirmation, joined Jason and Santiago on Empire to discuss the investment framework employed by 1confirmation and his thesis around user onboarding (it’s not UX folks), DAOs, NFTs, RWAs and stablecoins.

Guests: Alex Gluchowski, Anthony Rose