Notes
With Sonic’s massive airdrop 🪂 igniting ecosystem expansion, this is the perfect time to get involved! 💰
Which Sonic project are you most bullish on? Comment below! 🚀🏆
Like & RT to spread the Sonic HYPE!
@ShadowOnSonic | $SHADOW
@SwapXfi l $SWPX
@Equalizer0x l $EQUAL
@MetropolisDEX l $METRO
@eggsonsonic l $EGGS
@SiloFinance l $SILO
@NaviExSonic l $NAVI
@OriginProtocol l $OGN
@memetoona l $TOONA
@GOGLZ_SONIC l $GOGLZ
@MuttskiTheDog l #Muttski
@sDOG_SONIC l $sDOG
@tysonicgodd l $TYSG
@TinHat_Cat l $THC
@indi_sonic l $INDI
@FROQ_SONIC l $FROQ
@fantomsonicinu l $fSONIC
#Sonic
近期二级市场催化剂汇总，二级行情逐步回归中
$MORPHO ：Morpho Labs 进行治理架构重组，未来协议产生的全部价值只会归集到单一资产 $MORPHO，而不再流向链下股权
$GMX ：GMX 推出 “GMX Express” 执行层，可绕过 RPC 拥堵，并支持用稳定币支付 Gas
$HYPE ：HyperLend 推出新功能，允许用户以 HyperCore 资产（如 $HYPE）作抵押借款，为 HyperCore 资产增加实用场景,同时farcaster 的钱包与 Mini-Apps 已原生支持 HyperEVM
$SKY ：Sky Ecosystem（前 MakerDAO）已为 $SKY 质押启用 USDS 奖励，奖励额度随协议绩效动态调整
$ENA ：Ethena 的高收益储蓄功能已在TON 钱包上线
$UNI ：Uniswap Foundation 发布 v4 Hook Design Lab 试点资助计划，向利用 Hooks 构建下一代 DeFi 协议的团队提供资金与技术扶持
$VIRTUAL ：Virtuals Protocol 正在扩展至以太坊主网
本周顶级的叙事和二级市场催化剂汇总：
Telegram 交易机器人 Maestro 已集成 HyperEVM，用户可在原有界面直接交易 HyperEVM 上的新代币。
Exponent Finance 的 Income Token 已接入 Kamino Finance，用户可用部分 PT-类代币作抵押借出 $SOL 。
Malda 上线“Unified Lending”，利用开源 ZK 技术统一多链借贷流动性与体验，并同步启动积分计划。
$MET Meteora 发布了 v2，带来全新的品牌视觉与 UI，同时上线集中式流动性和锁仓流动性等功能，流动性管理更灵活高效。
$SOLV Solv Protocol 已集成 Chainlink Proof of Reserve，为其代币化 BTC 与 RWA 收益产品提供链上实时储备验证，提升机构级透明度。
$OGN Origin Protocol 正讨论一项提案：把全部协议收入用于回购 $OGN 。若获通过，持续买盘将直接为 OGN 带来需求支撑。
$ARB Arbitrum @arbitrum 携手 Kaito @KaitoAI 上线 X“Yapper”排行榜，三个月内向活跃创作者发放 40 万枚 ARB 奖励，鼓励社区内容产出。
$RESOLV Resolv 推出治理代币并开启空投；符合条件的钱包可领取并自动质押 $RESOLV，资格依据积分总量计算。
$TAO TaoFi 已在 Bittensor EVM 部署 Uniswap V3，自称“去中心化 AI 的金融层”，现支持 TAO 与跨链稳定币的流动性交易。
#Downgrades - Oct 10, 2024
$ALTM: HSBC Downgrades to Hold from Buy - PT $5.85 (from $4.25)
$ALTM: Raymond James Downgrades to Market Perform from Outperform
$AMT: Wells Fargo Downgrades to Equal Weight from Overweight - PT $230 (from $245)
$AZUL: Seaport Global Securities Downgrades to Neutral from Buy
$BP: Scotiabank Downgrades to Sector Perform from Sector Outperform - PT $36 (from $42)
$CG: CFRA Downgrades to Sell from Hold - PT $45
$CRUS: Barclays Downgrades to Equalweight from Overweight - PT $120 (from $140)
$FA: Wolfe Research Downgrades to Peerperform from Outperform
$HII: Vertical Research Partners Downgrades to Hold from Buy - PT $275
$HII: Wolfe Research Downgrades to Peerperform from Outperform
$HON: JPMorgan Downgrades to Neutral from Overweight - PT $235 (from $225)
$HUBB: JPMorgan Downgrades to Neutral from Overweight - PT $454 (from $385)
$HXL: Vertical Research Partners Downgrades to Hold from Buy - PT $65
$LEU: Roth/MKM Downgrades to Neutral from Buy - PT $62 (from $55)
$LULU: CFRA Downgrades to Hold from Strong Buy - PT $280
$NTR: UBS Downgrades to Neutral from Buy - PT $51 (from $66)
$OGN: CFRA Downgrades to Sell from Hold - PT $16
$PEP: TD Cowen Downgrades to Hold from Buy - PT $183 (from $190)
$PYPL: Bernstein Downgrades to Market Perform from Outperform - PT $80 (from $75)
$SAR: Ladenburg Thalmann Downgrades to Neutral from Buy
$SWKS: Barclays Downgrades to Underweight from Equalweight - PT $87 (from $115)
#Downgrades - Sep 06, 2024
$BE: Jefferies Downgrades to Hold from Buy - PT $11 (from $15)
$BBCP: UBS Downgrades to Neutral from Buy - PT $6.25 (from $10.50)
$CIEN: BofA Securities Downgrades to Neutral from Buy - PT $59
$FTV: Wolfe Research Downgrades to Peerperform from Outperform
$FYBR: Wells Fargo Downgrades to Equal Weight from Overweight - PT $38.50 (from $31)
$KBR: TD Cowen Downgrades to Hold from Buy - PT $72
$OGN: JPMorgan Downgrades to Underweight from Neutral - PT $20 (from $18)
$SMCI: JPMorgan Downgrades to Neutral from Overweight - PT $500 (from $950)