The coast looks much clearer from a contagion perspective and macro is slowly improving. Risk is getting put back on. This post is for those of you that don’t have the time to spend all day researching what’s hot on twitter and to examine upcoming narratives and catalysts that are worth watching. Below is a quick cheat sheet for all things exciting in crypto today in no particular order (none of these are recommendations, please do your own research).
Revised SUSHI Tokenomics - Will likely be a bullish catalyst for the DEX, coming in the next few weeks. Around 4 smart money wallets have allocated $100k+ to the token in the past 30 days, so there are some traders excited about the catalyst + turnaround of the project.

GNS Arbitrum Launch: With the audit out of the way, the launch should be fairly soon. Likely a bullish catalyst from both a price standpoint but also for usage/fees.

Decentralized Leverage Trading Season - one of the hottest narratives out there with a bunch of perp trading projects popping up left and right. Both old and new tokens within the vertical are pumping, so worth keeping an eye on any overlooked or massively growing projects.
PERP Fee Sharing - Active proposal out there to distribute trading fees to vePERP holders.

Dopex / rDPX - dpxUSD launch in the next few months (especially with CRV USD getting wrapped up). Dopex is also launching Option Perps.


BONE / Shibarium L2 Launch: Smart money balances are near ATH on the year, so maybe we are finally getting close to launch?
GMX Synthetics Launch - Seems like we are getting pretty close on this one and we’ve seen almost $1mm of smart money inflows over the past week on chainEDGE, so definitely a catalyst worth watching.
APE Staking - Launches on December 5th.
LINK Staking - Launches December 6th.
CRVUSD Execution - Whitepaper has been published but the stablecoin hasn’t launched yet.

YFI v3 - Proposal for veYFI is now active, so we are basically there now.
Arbitrum - Resumption of Odyssey at some point, a lot of projects are launching on the chain + are pivoting to the chain. A small degen szn has already sprouted up, so worth keeping an eye on all things Arbitrum.
Camelot Public Sale + Launch: I wrote a bit about this one here, but the public sale is currently going on for the Arbitrum DEX. Worth watching to see how TVL progresses over time.
Berachain - Not entirely sure this launches by year end, but it looks like we are getting closer. If you want to learn more, you can read my write up here
Uniswap NFT: The project just launched a NFT marketplace aggregator, so worth following to see how it does.

Rage Trade Delta Neutral Vaults:


Pendle v2:


Massive SAND Unlock coming in February: Per Token Unlocks:
dydx v4 - Still a little early, but probably Q1-23 launch.
Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
Thanks so much. Have shared this to my crypto community (40people) and will link to it in my newsletter/other posts.
Perpetual Protocol and other Derivatives projects are going to be very important in 2023. After FTX collapse most of people won't trust CEX anymore. Good opportunity to atract users and to develop new functions in order to improve the whole Web3 and Crypto ecosystem