GM Digest #463 — Zircuit Stimmy
Good Morning with Valuable Alpha / News
Solv x Infrared
• @SolvProtocol and @InfraredFinance are partnering to around Berachain’s Proof of Liquidity (PoL) mechanism
• Infrared introduces liquid wrappers for $BGT and $BERA, making them composable and unlocking new opportunities within Berachain's ecosystem
• Through Solv's Infrared Vaults, users can deposit assets for easy PoL participation, earning rewards in $iBGT and $iRED, Infrared's governance token
Introducing LemonLink
• @lemonrockscom’s LemonLink is an AI-driven platform for investors, providing personalized deal recommendations by analyzing market trends, social sentiment, and deal metrics
• Using Graph Neural Networks, it matches investors with opportunities based on compatibility and real-time scoring, taking into account metrics like growth and team strength
• NLP tools analyze documents for risks and strengths, while a collaborative feedback system refines recommendations based on investor actions
• It enables direct Zoom scheduling with founders, auto-generates meeting notes, and provides instant access to pitch decks and valuations, streamlining the investment process
Magma Seed Round
• @MagmaStaking, following a $3.9M seed round, is building an MEV-powered liquid staking protocol on Monad and partnering with Ether.fi to enable restaking on the Monad Network
• Supported by validators like Staked, P2P, and Chorus One, Magma will offer users the ability to stake Monad tokens for gMONAD, a liquid staking token
• This infrastructure leverages Maximal Extractable Value (MEV) for optimized block production and increased staking rewards
Deep Blue on Arbitrum
• @DeepBlue_to, a stablecoin issuance platform, will be deploying on Arbitrum to expand stablecoin issuance, aiming to make DBUSD a global multi-purpose stablecoin
• Backed by low-risk assets and a transparent, secure legal structure, DBUSD targets global financial inclusion, especially in emerging markets across Asia, Europe, and the Middle East
Zircuit Airdrops Eigen Holders
• The @ZircuitL2 Airdrop rewards $EIGEN holders and stakers equally, regardless of stake size, to recognize their support for Ethereum's re-staking
• All eligible $EIGEN holders receive an equal portion of 2% of Zircuit's token supply, excluding VC and Eigen team wallets
• Airdrop Checker: http://app.zircuit.com/fairdrop
Introducing Superseed Tokenomics
• @SuperseedXYZ is a CDP protocol that transforms Ethereum scaling into self-repaying loans. They have just announced the tokenomics for their token
• The vesting schedules are as follows:
⇢ Public sale: 100% unlocked
⇢ Foundation treasury: 20% unlocked at launch and a 2 year linear vest
⇢ Ecosystem fund: 20% unlocked at launch and a 2 year linear vest
⇢ Private investors: 1 y ear linear vest
⇢ Contributors: 6 month cliff, 3 year vest
⇢ Network rewards: 100% unlocked and distributed over 3 years
• Additionally, the total initial supply of the tokens are set at 10b tokens and the protocol will gradually mint tokens at a 2% inflation rate once the CDP platform is operational
Misc News
• @EclipseFDN introduces tETH, a unified restaking token