This Week's Alpha - China Narrative, Arbitrum To The Moon, Address To Track, Unreleased Projects, Undervalued Projects, And More
Your Alpha curated to save you time
GM frens.
I haven’t even had time to thank you for 15k followers, that we’re already at more than 22k followers.
Well, thank you for 22k followers! 🎉
It does not change anything for me though, I was doing my best to provide you the best content, and I still will.
It shows however that hard work and consistency pay off, because back in December I had less than 2,000 followers.
If you think you’re doing the right thing, don’t give up!
Anyway, let’s get straight to the alpha! 👇
Today you will find alpha on:
China Narrative
Catalysts
GambleFi
Lowcap Projects
Arbitrum Ecosystem
Zk
Events & News
On-chain & wallet tracking
Unreleased projects
And much more!
Your Alpha, gathered in the following categories:
1/ Narratives & Catalysts
2/ 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
1.1/ China Narrative
Is China bullish on crypto? (defi_gaz)
What’s happening in China, why would they be bullish on crypto, & long term thoughts.


Picks with Catalysts (0xvanillacream)
The main reason for a chinese narrative is Hong-Kong wanting to reclaim its position as a global crypto hub.
Hong Kong has outlined new plans to allow retail investors to trade certain digital currencies on licensed exchanges.
The new regulations are expected to take effect from June.
Find some of the best crypto picks.


More bullish chinese tokens (cyrilXBT)
Most of them pumped already but it could be interesting to wait for good entries.
More news should arrive from Hong-Kong in the months to come.


The Ultimate Chinese Narrative Database (0xShinChannn)
Over 20 protocols tracked from top tweets & news, compiled in one comprehensive Notion page.

1.2/ Other Narratives
The GambleFi Narrative (LouisCooper_)
Some thougts and thesis on GambleFi.

NFTfi Narrative (rektfencer)
What is NFTfi Narrative and projects with potential.
I don’t know about short term, but NFTfi is definitely something to keep an eye on for long term. It’s still pretty new, and NFT is not a market as big as it used to be, but things are moving.


Optimism Season (TheDeFinvestor)
Upcoming Catalysts for Optimism, and for two of the biggest projects:
Synthetix V3 & Velodrom V2.


The Potential Upcoming Narratives (Rightsideonly)
Thoughts, catalysts, and examples.
Synthetics is a narrative I’ll definitely research more.

30 Projects under $50M Mcap with strong narrative or catalysts (blocmatesdotcom)
A list full of alpha.


2/ Events
2.1/ Arbitrum Ecosystem
Arbitrum One processed more daily transactions than Ethereum for the first time (arbitrum)


Arbitrum flipped BSC in volume on the daily (Dynamo_Patrick)
And is not far on the weekly.


Onchain Trade cancelling its launch on Camelot (OnchainTrade)
Which has obviously not been bullish for Camelot.

Camelot’s reply (CamelotDEX)
Camelot claimed false allegations by OnchainTrade.
This situation + what happened with TROVE price has not been bullish for GRAIL.
I personally still believe Camelot is a good product on Arbitrum, and see this as an opportunity to buy lower.

FactorDAO successful public sale on Camelot (CamelotDEX)
Factor is an on-chain asset management platform that aggregates multiple DeFi assets and enables the creation of new instruments and strategies.
Token listing today (02/25) at 6pm UTC.

FCTR initial circulating supply down to 18% (FactorDAO)
That could result in a more interesting price action at listing.

Roseon on Arbitrum (RoseonExchange)
Roseon is a gamified derivatives exchange + a mobile one-stop crypto trading and earning app.


BlackRabbitAI migrating to Arbitrum (Issherai)
Black Rabbit AI aggregates various AI tools into one user-friendly interface.


2.2/ Other News & Events
Updates on zkEVMs (TheDeFISaint)
Past & future events for the zkEVM chains.

Blur surpassing OpenSea (Delphi_Digital)
For now. Still, it made Opensea drop its marketplace fees to 0%.


Coinbase launching a L2 (BuildOnBase)
More on Base (BanklessHQ)

Stader being a Rocket Pool fork? (hanni_abu)
Froking is OK, if you add some inovation to it, but how Stader reacted is what makes it weird.


Weekly Alpha (TheDeFinvestor)
The usual alpha from TheDeFinvestor.
I have my eyes on Timeswap & Perennial.
More News & Events (M6Labs)


3/ On-chain
How to find wallets to track (ArbiAlpha)
Learn how to use dexscreener, DeBank & coingecko to find wallets
+ some wallets to track.


A case study of using bubblemaps to find alpha (LouisCooper_)


How to find early projects with Blockpour (defi_mochi)
An on-chain case study.


A whale spotter tool on Dune (diligentdeer)


A smart money address (lookonchain)
An address to track and see if it’s indeed smart money.


Another potential smart money address (lookonchain)


Arca’s address (datanerdonchain)
Arca is an investment firm.



An on-chain analysis of PERP (lookonchain)


4/ Data & Numbers
4.1/ Macro
PCE data (milesdeutscher)


More on PCE data (_FabianHD)


Macro update (arndxt_xo)

Bitcoin correlation with Chinese stocks (tedtalksmacro)


An indicator on TradingView to track Fed & Treasury’s liquidity providing to the US Market (tedtalksmacro)


4.2/ Arbitrum
Arbitrum Flipped Ethereum on daily transactions (Dynamo_Patrick)
First time it happens and probably not the last.


SushiSwap volume is mainly Arbitrum (Dynamo_Patrick)


Arbitrum stablecoin inflows at $20M+ most days (Dynamo_Patrick)
Arbitrum is still the chain where things are happening.


More Arbitrum numbers (0xFlips)


Every Metric up (ThorHartvigsen)


4.3/ More numbers
Blur controling over 50% of the total trading volume (its_airdrop)
This means that Blur might be undervalued, but I’d still wait to see what happens short term, since it’s still sitting at a $300M+ Mcap.
It also means that OpenSea might start thinking about an airdrop, or ways to take back the lead.


Something happening at Avalanche? (Flowslikeosmo)


BNB potential $200M Liquidations (DefiIgnas)
Be careful with BNB, but the price should be defended.


Cosmos reaching 2nd place in number of daily active developers (Flowslikeosmo)
Obviously a bullish data. Probably not short term, but it means that the chain is far from being neglected.
Is Vela volume mostly airdrop farming? (PSYTWEAK)
Probably.
I will definitely be bearish short term when the airdrop will be distributed. But until that, they’re still delivering and having bullish catalysts so I would not be much worried about price action.





Dashboard to see daily gas paid by protocol type (Dynamo_Patrick)


5/ Projects
5.1/ Compilations
Top Lowcap projects (corleonescrypto)
Y2K still undervalued imo.
Don’t know much about Pine but I would be careful and do researches since it’s a microcap.


17 Upcoming Projects (kindahangry)
One can hardly be more early there.


7 Most Promising Lowcap zk projects (CryptoGirlNova)


37 Promising Projects that just launched or will launch soon (FungiAlpha)
Once again, hard to be more early. A lot of research to do, and the risk is high, but that could be the best return on investment you get.

5 pretty new projects that should recover fast (0xTindorr)

5.2/ More Projects
Bullish on Thena (crypto_linn)

Pine Protocol (HanzoYasunaga)
Pine is a newcomer in the NFTfi narrative.
Would not especially buy now but would buy when NFTfi is heating again. Top gainers could rotate into Pine.
Again, I don’t know much about it though.


Camelot still growing (SirBootsOfIron)
As I said earlier, still confident on Camelot.


More on GRAIL (DrgStefanescu)

A new browser in the ecosystem (cyrilXBT)
As I’m bullish long term on MASQ, I see this “new” browser with a good eye as well. The ecosystem is not yet overcrowded with browser projects.
Web3 oriented, faster than other, privacy focused, Free VPNs, these are very good arguments.


Bullish arguments for GigaSwap (LFGINARI)
GigaSwap’s price action has been quite bad lately.
They’re still building, and here are some good arguments, however usage and volume are still pretty low.


SolidSignalAi launching soon on Camelot? (SolidSignalAi)
A project to keep an eye on.

Bullish on Thena & Ede (Crypt0_Andrew)
Finally some good innovative protocols on BinanceSmartChain, I would tend to agree with the bullishness.



6/ More Alpha
6.1/ People & groups to follow
Louis new Telegram group where you could find some alpha (LouisCooper_)



Castle Capital, a private community (Castle__Cap)
You could probably find an interest in their great newsletter.


Daily News (C4dotgg)
As always the Daily News by C4gg to find new projects and more.

NFT & Crypto News (ElenaaETH)
If you’re interested in NFT, you will find daily rewinds here.

6.2/ Other
A GLP strategy on Sentiment (sentimentxyz)


How to get a Lens profile for free (fayl1ze)
Thanks to Phaver.
You can follow me on Phaver (@ Shiro) also if you want, I’m planning to post more.
Passive income ideas with $1M capital (rektfoodfarmer)
There is obviously a lot of risk there but also a huge upside potential long term.

How someone has the ability to crash the NFT Market (liamherbst_)
How to check wheter a TVL increase is real, a video (Dynamo_Patrick)

That’s it for today frens!
Thank you for sticking around, your future self will thank you.
Once again thank you for 20k+ followers!
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_.
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.