This Week's Alpha - Liquid Staking, Narratives, Upcoming Projects On Arbitrum, And More
Your Alphas curated to save you time
GM frens.
Investments are working well for me these days. I’m following narratives & trends, and sometimes an unexpected alpha can help too.
Trying to find upcoming gems or ecosystems is helping too.
Find your alpha! 👇
Your January alpha from litocoen on:
Liquid Staking, Lending, RWA, Bridges & Derivatives.
The Liquid Staking narrative is strong before the Shanghai upgrade. Don't fade it.
Why did the governance tokens for liquid staking derivatives have been outperforming lately?
At blockworksres they have your answer.
A few stats on the Liquid Staking Derivatives, provided by karl_0x
You might find your alpha on which one you want to invest in.
If you don't understand what we're talking about with LSD, have a look here.
Last alpha on the matter, provided by Pickle_cRypto.
He believes $FXS is a better token to hold than $LDO or $RPL.
Find out why.
As always we have TheDeFinvestor providing us catalysts to watch for this month.
You can see that staderlabs is joining the LSD narrative as well.
Let's have a look at a few trends and narratives long term.
1_Point_618 gathered 17 potential emerging trends mentioned by DefiLlama team members.
Most of them have been mentioned for several years so don't count on them in the short term.
VCs and other crypto firms love to try to predict narratives for the new year. MessariCrypto was one of the earliest to do that.
Subli_Defi wrote a MegaThread to summarize the 168 pages of Messari report on narratives, investment themes, trends, people to watch etc.
Let's keep going with institution writings.
0xkyle__ read through and summarized 9 Crypto Outlooks from big companies.
Find every 2023 Outlook Reports.
▪️ Gathered by 0xdoola, hhjacks
▪️ & web3_lord
Now we have outlooks for 2023, and narratives. Let's focus on short-term/timeless alphas.
0xFlips shows us how to get started to find interesting wallets to track, and how to find your own alphas through this.
Lending, borrowing, trading perps, these are the fundamentals of DeFi, but let's not forget Picks and Shovels projects.
Flowslikeosmo has a few projects more "infrastructure-oriented" to watch for 2023.
Want to invest in a DeFi protocol already well-established?
One of the criteria to invest could be the upcoming innovations. (ontop of tokenomics, growth, competition and many others. DYOR)
A MegaThread written by TheDeFinvestor curating upcoming innovations for 40+ protocols.
A review of an Arbitrum portfolio, and upcoming catalysts for the projects mentioned.
A great thread written by korpi87 if you're willing to invest in Arbitrum ecosystem.
Upcoming projects on Arbitrum gathered by tqsully.
That's it. That's your alpha. Find the next gem on Arbitrum.
Berachain is promising, a lot of projects are being built on it, but is Berachain real?
For 0x_Umeshu, 2023 is Bera's year.
He shares incoming projects, how to be early on Bera, and he has alphas for us. Don't get lost. DYOR.
And last alpha but not least, coming from crypto_linn:
A few (not 69, so you won't get overwhelmed) early projects from her private research list.
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 wrote these threads. They are big brains sharing their knowledge. You can also follow me on Twitter @CryptoShiro_.
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