Matt from Uniwhales x Surfisup Call [EN]: 🔉 Original audio

Summary: Hedge Macro Uncertainty w/ High Conviction, Deliberate Participation in Early Innovation

1. Arbitrum

Emerging NFTfi

• NFTPerp (https://twitter.com/nftperp): Seed raise @ $17M FDV (~$0.015 per $vNFTP)
• GumBall (https://twitter.com/GumBallProtocol): Liquicats holders been granted x3 WL mints

Emerging Defi:

Volatility/LP Products (see comparative graphic)

• Gammaswap (https://twitter.com/GammaSwapLabs)
• Smilee (https://twitter.com/SmileeFinance)
• Panoptic (https://twitter.com/Panoptic_xyz)

Upcoming Sales/LBPs: $GRAIL initiated wave for DEX/launchpad

• JustBet (https://twitter.com/JustBetOfficial) (06MAR): No details on GRAIL sale (originally uncapped)
• TapiocaDAO (https://twitter.com/tapioca_dao) (23MAR): Layer0 LBP on Arbitrum + Stargate

2. Optimism, zkSync, Starknet:

Don't fade them

3. Berachain: Cult-like behavior = Sticky liquidity

Explainer: https://mirror.xyz/janitooor.eth/nQE-5CbhhirIeTJi7w48P97Ir0-HISuvb6NnwHr-eSA and taste of cultishness Exposure:

• Redacted https://www.coingecko.com/en/coins/redacted