🗯Upcoming Events/Narratives - December - Theta mainnet 4.0 launch on December 1st - DCG Insolvency rumors : GBTC dissolution trade- > increased BTC spot selling pressure as “redemptions” occur , this should happen until a convergence on the GBTC/BTC pair occurs (not necessarily 1:1 since there are still underlying risks on the derivative) - Binance raising funds to buy distressed assets -> could see a bid on vulnerable platform tokens (VGX,REN) or tokens on the grayscale holdings The inverse may also apply if Grayscale announces bankrupcy due to insolvency, shorting their holdings would likely be a good trade as they would be forced to sell The main grayscale altcoin holdings relative to the circulating supply are: ETC, ZEN, ZEC, LPR, LTC, BCH and MANA respectively. - LINK staking v.01 early access on december 6th - APE staking goes live on December 5th, with rewards accrual starting a week later - DEX/Decentralized Wallets season, after the FTX fiasco there is less trust on centralized exchanges and a higher confidence on self custody DEX tokens: GMX, dYdX, GNS, the latter expected to launch on Arbitrum in December as well Decentralized Wallets tokens : SFP, TWT, C98, they are also an alternative for Metamask, which now tracks IP and wallet addresses after a recent privacy policy update announced by Consensys - GMX - potential Polygon partnership after a forum proposal by a Polygon team member - dYdX V4 long awaited launch to finally happen in December with a public tesnet - MPL (maple finance), maple 2.0 is expected to launch in December, with an upgrade of its core smart contract infrastructure. There will also be a Partnership with Icebreaker to provide $300m worth of loans to Bitcoin mining companies, which are in a tough spot as bitcoin hash rates spike in the midst of the bear market, meaning reduced mining profitability - AAVE, $GHO stablecoin expected to launch soon. It is confirmed that the $GHO revenue will go back directly to Aave stakers. Aave will also be deployed on Starknet in 2023. - Sushi new tokenomics draft to be released in late December, worth following jaredgrey to hear it first. - YFI ongoing proposal to activate veYFl, a first step in the implementation of YIP-65 that aims to improve YFI's tokenomics through vote-locking and vault gauges. - CHZ, Chiliz Chain 2.0, an EVM-compatible and BSC fork chain with CHZ as its native token, expected to launch in December - SCRT, Secret Summit 2022 conference in December 15th and the 2.0 mainnet launch, big announcements are expected per hints on their website - Zk-season, zkSync & Starkware token launch expected to launch soon, MINA, LRC, MATIC,DUSK, RUNE, METIS, AZERO, MATIC are some tokens that can catch a zk-bid. Step App, a Move2Earn app, launch on December 1st at the Step App conference in Tokyo - Floki is expected to be listed on Binance and OKX. They are launching a debit card and a partnership with Binance Pay was leaked during an AMA as well. - LRC, protocol fees going to stakers - ADA, first algorithmic stablecoin rumored to launch in January 2023 - XRP potential lawsuit news, XLM historically lags behind it, worth putting FilanLaw on notifications as he tends to be the first to share lawsuit related news and has a big audience