List of 15 projects worth keeping an eye on: Thena, Stargate, Pendle…

Keep an eye on these 15 projects: Thena, Stargate, Pendle...

KOL Jake Blockinghor listed 15 projects that he believes are worth investing in during bear markets, and analyzed the factors that influence their bullish or bearish outlooks.

Fantom Catalyst: Strong technology/team, huge funding, gas monetization and FVM; Risks: Competition from L1/L2, Andre Cronje leaving (again). THORChain Catalyst: DEX growth, native swaps (no bridging), lending and liquidity swaps; Risks: Long term bear market, competition. Cosmos Catalyst: Projects built on IBC, ATOM 2.0, network effect; Risks: Token economics, revenue generation. Chainlink Catalyst: Industry standard oracle, staking, Chainlink 2.0; Risks: Token economics and revenue generation, selling pressure from team.

GMX Catalyst: Revenue generation, Perp Dex growth, real yields; Risks: Intense competition, long term bear market. Frax Catalyst: LSDFi narrative, trinity of DeFi ecosystem, stablecoin; Risks: Regulation (stablecoin), reliance on USD. Curve Catalyst: crvUSD, strong revenue, good token economics; Risks: High founder holding. Polygon Catalyst: zkEVM, large institutional backing, partnerships; Risks: Already a large cap company, regulatory risk.

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Gains Catalyst: Strong revenue and token economics, Perp Dex narrative, real yields; Risks: Intense competition, saturated market. Arbitrum Catalyst: Leading Layer2, Stylus upgrade, adoption skyrocketing; Risks: ZK competition, future unlocks. Radiant Catalyst: Full chain lending, strong revenue, ARB ecosystem; Risks: Token unlocks, competitors. AAVE Catalyst: GHO stablecoin, DeFi lending, bigger treasury; Risks: Regulation, long term bear market.

Thena Catalyst: BNB chain growth, good token economics, Perps launch; Risks: Early stage/low market cap, circulating supply/emissions. Pendle Catalyst: Innovative yield tokenization, LSDFi, huge adoption; Risks: Overhyped Binance listing, low market cap project. Stargate Catalyst: LayerZero airdrop, full chain, big treasury; Risks: User drop off after airdrop, competition.

Reference: https://twitter.com/jake_Blockinghor/status/1678661146566590465

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