Research Summary
- The report analyzes Polygon zkEVM, highlighting its lag in users and Total Value Locked (TVL) compared to competitors zkSync and StarkNet.
- There is a potential for an airdrop within the zkEVM system, and a higher percentage of older wallets are using zkEVM.
- Original Gangster (OG) DeFi protocols are showing confidence in zkEVM, with Balancer deployed and Uniswap voting for deployment.
- NONE Trading, one of the first discord trading bots, is mentioned, and members appreciated a successful call on the NONE cryptocurrency, which has reached an 11 million market cap.
Actionable Insights
- Investment Opportunity: The potential airdrop and confidence from OG DeFi protocols in zkEVM may present investment opportunities.
- Trading Success: The success of NONE cryptocurrency trading indicates a positive market response and could be a focus for further trading strategies.
