This Week's Alpha - USDC Depeg, SVB Insolvency, Macro Events, Project Catalysts, Funds Addresses to Track, And More
Your Alpha curated to save you time
GM frens.
You’re not without knowing what happened this past weekend with SVB Collapse & USDC Depeg.
In today’s edition we’ll look back at these events, but in a proactive way.
Find how you can profit from this kind of events and be prepared for next time.
Anyway, let’s get straight to the alpha! 👇
Today you will find alpha on:
Narrative for a Bitcoin Bull Cycle
Macro Events
Project Catalysts
USDC & SVB Situations
On-chain whales & funds addresses to track
How they profited from this situation
Latest Developments in DeFi
And much more!
Your Alpha, gathered in the following categories:
1/ Narratives & Catalysts
2/ News & Events
3/ On-chain
4/ Data & Numbers
5/ Projects
6/ More Alpha
Find your alpha! 👇
Everything here are just ideas and is NOT Financial Advice.
1/ Narratives & Catalysts
The Narrative for a new Bitcoin Bull Cycle (tedtalksmacro)
Out of all the reasons to be bear, here is a few bullish cases.
Upcoming Macro Events this week (MariusCrypt0)
Upcoming Project Catalysts (_FabianHD)
Shanghai Upgrade is a big one.
I would especially keep an eye on zkEVM for Polygon, Bedrock for Optimism, Solana Migration for HNT, RDNT V2 and CAKE V3.
Stablecoins for Curve & Aave could fit in a narrative, especially with what happened to USDC.
Catalysts for VELA (wauwda)
Vela was affected by this USDC depeg, but is also recovering really fast.
2/ News & Events
Silicon Valley Bank goes bust (arndxt_xo)
A summary of what happened with SVB:
About SVB
What happened
Crypto firms involved
Era of startup turmoil
Impacts on Circle & USDC (defi_mochi)
Why USDC is not UST (CryptoGirlNova)
Of course now that USDC is close to peg, it’s easy to say it was a safe bet to buy USDC.
Still USDC is not on the same level of risk UST was.
Analysis of USDC Liquidity (DefiIgnas)
Bearish Events for the Crypto Market (thehiddenmaze)
Lot of more TradFi, Macro economy events.
Events like banks insolvency should be bullish for crypto though.
Even with everything that’s happening, ETH price action is not so bad (Flowslikeosmo)
The Latest Developments in DeFi (TheDeFinvestor)
TraderJoe keeps expanding, Vela keeps developing, DeFiLlama keeps building cool free stuff for us to use.
And more.
gDAI live on Pendle Arbitrum (pendle_fi)
Through Pendle yield-wizardry, you can have more control over your exposure to gDAI returns.
Carbon Browser surpassing 45,000 daily active users (wauwda)
+ They teamed up with a major player in the AI industry.
Carbon is a potential massive project for the future of Web3.
EDE liquidity on Camelot (CamelotDEX)
Camelot being chosed by more and more projects on Arbitrum.
WINR sale on Camelot (CamelotDEX)
They raised $3M.
Token release on March 16th. I would still expect some dump at launch. Especially since people are complaining about the tokenomics.
3/ On-chain
When it comes to on-chain analysis, you can find a lot of valuable info and wallets to track thanks to lookonchain. You’ll see them a lot here.
Binance to convert $1B from BUSD to BTC, BNB & ETH (cz_binance)
And everything is on-chain, find the address below.
Why GMX held pretty well during the storm (DeFiMann)
A GMX “maxi” took advantage of the dip to load more GMX.
Another address to track.
How Funds responded to the USDC depegging (lookonchain)
What funds and important people did when they saw USDC depegging.
Another great list of wallets to track.
(Most of them sold USDC for USDT).
How did GCRClassic respond to USDC depegging (lookonchain)
They made some quick profit.
Find their address below.
A smart whale dumped before the market fell (lookonchain)
They had insider info? Probably.
Another wallet to keep an eye on.
Ribbon Finance Wallet (lookonchain)
Ribbon has loaded more BTC & LDO during the dip.
Rewkang trading address (lookonchain)
He made some profit shorting ETH & BTC.
How to long/short assets not on Perp DEX/CEX (2lambro)
Here is a guide on how you could have longed or shorted USDC without using perpetuals. (+ other methods)
You will be prepared now for this kind of events.
4/ Data & Numbers
How much crypto firms raised for Gaming & NFTs in 2023 (Flowslikeosmo)
Gaming should be one of the best gateways to crypto & web3.
Ethereum Revenue on a consistent uptrend for the past 6 months (Dynamo_Patrick)
Number of RDNT holders is increasing fast (ChadCaff)
As we saw earlier they have an important catalyst coming up, their V2 launch.
Arbitrum DEX Volume hit a new ATH (0xFlips)
FTM Daily Active Users hitting highest point of the year (Flowslikeosmo)
Don’t fade Fantom, it’s doing an interesting comeback.
GMX outperforming during times of extreme volatility (Flowslikeosmo)
GMX still the place to go to trade when things are heating up.
5/ Projects
5.1/ Compilations
5 Arbitrum Projects that have yet to explode (CryptoGirlNova)
Some in GambleFi narrative.
More gems on Arbitrum (fitforcrypto_)
Some AI projects.
Projects for potential 100x long term (2xnmore)
72 New Projects that just launched or will launch soon (FungiAlpha)
Fungi Alpha giving free alpha again.
Keep in mind super early projects like that can rug, but can also make quick 10x. DYOR.
5.2/ More Projects
Listing soon for LEOX (wauwda)
Presentation of a project aiming to tokenize physical goods.
RELAY’s bridge (LouisCooper_)
A good price for this undervalued project spotted by Louis.
Linntuition on Perpy (crypto_linn)
Presentation + bullish cases.
Chainge Bullish (wauwda)
Morpheus Network integrations (wauwda)
Projects on the RWA Narrative (TheDeFISaint)
+ The Binance Research Report on RWA: https://research.binance.com/en/analysis/real-world-assets
Carbon Roadmap (wauwda)
Realio bullish cases (Altcoin_Gold)
RWA Narrative.
6/ More Alpha
Alpha on scalping (CryptoKoryo)
How to get a Flash Loan for quick oportunities (Hercules_Defi)
Especially Arbitrage.
News, Launches, Project Updates, daily (C4dotgg)
C4gg for daily alpha.
Funding Arbitrage (rektfencer)
Get paid to long or short.
Here an example with the USDC depeg and how you could have earned good APR.
You’ll be prepared for next time.
That’s it for today frens!
Thank you for sticking around, your future self will thank you.
Don’t forget to follow the people who provided us with Alpha. They are big brains sharing their knowledge. You can also follow me on Twitter @CryptoShiro_.
If you liked this edition and love to learn and share knowledge about crypto, you can share this post with your crypto frens!
Everything here is NOT Finance Advice and purely informative.
Awesome! I love information you provide. Can not wait for the next newsletter.
Great work man i don't know how can u go thru all of these news!
thanks for featuring btw!