Linn's Leverage #396
Crypto Alpha, Macro and everything in-between - Possibly/Probably will make you rich but Not Financial Advice.
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Linn’s Ledger will provide an update of the main portfolio when rebalancing, Linn also feature small cap / high risk plays. Understand the risks that come with these plays as I don’t want to hear any complaints if they rug or disappear. I’m in just as much risk with them as you. Do DD. Remember to hold tokens over multiple wallets for added security.
Linn is or has partnered with in the past: SILO, Gammaswap, Silent, Magpie subDAOs, PREMIA, GEAR, Nolus and PENDLE. Partnership or not, my views are honest and transparent.
Sponsors of the Newsletter:
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Since $EIGEN is not trading now, Eigenpie – SubDAO of the Magpie ecosystem offers users to farm their native token $EGP.
Recently, EGP has surpassed $1B TVL making it the 4th largest LRT in the space.
You can now delegate your $EIGEN tokens to Eigenpie Node Operators and receive 1 Eigenpie Point per 100 $EIGEN tokens delegated per hour.
This process allows EIGEN token delegators to accumulate Eigenpie Points and secure eligibility for the upcoming $EGP airdrop, as well as an allocation to participate in the 3M FDV EGP IDO.
→ Delegate your EIGEN today: https://www.eigenlayer.magpiexyz.io/restake
Grass is the underlying infrastructure that powers AI models. By installing the Grass web extension, the application will automatically sell your unused internet to AI companies, who use it to scrape the internet and train their models.
The result? You share in the growth of AI, earning a stake in the network for selling a resource you didn’t even know you had.
Register to use Grass: https://app.getgrass.io/register?referralCode=6a2q052Pecp8iH2
Pendle:
Silo:
Gammaswap:
Kujira:
Token Holder Revenue: (From the Daily Degen)
Nolus:
Dinero:
Compound Governance “hack”:
Listapie:
Campie:
PDT:
How to do your own Research:
Thena:
Betbase:
Crypto Watchlist:
Projects with long term potential:
Silo:
Eigenpie:
Drift:
INSRT:
Grass:
Premia:
Berachain:
Archetype:
Netmind:
Frax:
Gearbox:
Puffer:
Elixir:
Alkimiya:
Mantle:
SOL Critique by ETH intern:
SOL Bulls:
Polymarket:
Hedgehog:
AAVE:
Radiant:
Contango:
GM GM readers of Linn,
“Patient or Poor” been saying this for a long ass time now, and patience gotten pretty stretched by many…when Linn? When?!
It’s meant to get difficult, it is meant to not be easy, if it was straigthforward, and no patience was required, then everyone would do it, and the edge would dissapear.
We NEED this to be emotionally uncomfortable and for many to capitulate.
Add to this that in crypto, now more than ever most investments will go to zero, where you can see your bag with some worth dwindle over time to zero.
But it’s ok for some of them to go to zero. It’s not fun, but it’s ok, because (similar to VC) we only need a few to do a 10, 20, 30, 50x to make up for all the lost funds from the losing investments.
This market is incredibly difficult and incredibly easy at the same time. There are more smoke and mirrors than most, but find good teams, stick with it, figure out what is just noise, and patience…and it will pay off.
On to ze alfalfa:
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