This Week's Alpha - Arbitrum ARB Plays, Macro Updates, GambleFi Narrative, News & Catalysts, Whale Addresses, And More
Your Alpha curated to save you time
GM frens.
Arbitrum Airdrop.
This has been the main event of the week, if not the year.
If you’ve been following me for a while, you definitely qualified for this airdrop.
If you missed it, have a look at my Airdrop Newsletter.
Anyway, let’s get straight to the alpha! 👇
Today you will find alpha on:
ARB Plays
Macro Updates
GambleFi Narrative
Arbitrum Ecosystem
News & Catalysts
On-chain Analysis
Addresses to Track for Airdrops
Whale Addresses
Undervalued Projects
Enterprise Oriented Projects
And much more!
Your Alpha, gathered in the following categories:
1/ Narratives & Predictions
2/ News & Catalysts
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 & Predictions
1.1/ Macro Updates + Predictions
Macro Predictions (_FabianHD)
Macro not being my area of expertise, I read and take the information as a potentiality but I rarely let it affect my plans.
However, it’s important to understand what happens at FOMC meetings, sometimes it gives easy short-term plays.
Macro Pulse Update (arndxt_xo)
Great analysis of Macro data. Easy to understand.
TA Situation (wauwda)
These are good bullish indicators.
It does not mean market remains 100% bullish but it means there is no sign yet of reversal.
How OP Airdrop played out (ChadCaff)
Will ARB price action follow the same path?
It is important to note that the global market situation was not the same when OP airdropped.
Luna collapsed happened shortly after OP airdrop, so we should see less big moves down for ARB.
1.2/ GambleFi Narrative
Is GambleFi even a thing? (CryptoKoryo)
Everything you need to know about GambleFi, why it exists, advantages, regulation, data, etc.
23 tokens related to the GambleFi Narrative (CryptoKoryo)
Find threads & articles on the biggest contenders.
You know how narratives work though, not all these projects will be succesful, and when the narrative slows down most of them will take a hit.
More on WINR (TheDeFiSaint)
WINR is an ecosystem that has a working product called JustBet for now.
With a launch on Camelot and many protocols being built in the ecosystem, it is one of the biggest and “safest” project in GambleFi, especially on Arbitrum.
WINR Bullish Points (LouisCooper_)
More on ArbiRoul (CryptoKaduna)
The project has a Market Cap between $2 & $3M.
It is obviously a high risk project.
1.3/ Arbitrum ARB
Arbitrum Game Plan (DeFiMinty)
Looking at Data
Strategies
Price Comparisons
Watching Chain Flows
Sell or HODL? (0xTindorr)
Mental Model from Experience
On-chain Data Analysis
Short-term play
Long-term play
Earning Yield on ARB and more (2lambro)
Where to earn Yield on ARB, how to take profit without selling and strategies.
2/ News & Catalysts
Latest Developments in DeFi (TheDeFinvestor)
Arbitrum Token Launch has been the biggest event in DeFi this year.
Arbitrum DAO announced grants coming soon for protocols building on Arbitrum.
Sui going live in Q2 2023, you know you only have a few months left to farm the airdrop.
5 Most Important news from last week (CryptoKoryo)
Gud News by Fungi (FungiAlpha)
Updates & News in GambleFi (LouisCooper_)
GambleFi is growing well.
Top 10 Arbitrum Allocations to DAOs (nansen_ai)
It can be interesting to use these protocols, if you haven’t already, they should airdrop these ARB.
Camelot broke $100M TVL (SmallCapScience)
Camelot has seen a huge TVL inflow and price went up a lot after Arbitrum Airdrop and DAO Airdrop announcement.
It has now calmed down but they keep growing, and more uptrends should be expected.
Vela Beta Phase Summary (ViktorDefi)
Upcoming Updates & Catalysts for Chainge (CryptoGirlNova)
For a long time Chainge has been known as one of the best solutions for cross-chain trading in the market.
While this has been the core product it's going to be much more than that.
Updates & Catalysts for Galileo (wauwda)
Galileo is the world's first platform & ecosystem revolutionising real-world asset (RWA) tokenisation & redemption.
Upcoming updates for some projects (Altcoin_Gold)
Smart Contracts for AZERO is bullish long term
RWA Narrative with LEOX & PROP
More Catalysts (wauwda)
3/ On-chain
6 Smart Airdrop Hunters Addresses (lookonchain)
These gigabrains caught a lot of airdrops.
Track their addresses, find what they’re farming.
2 Super Airdrop Hunters of ARB (lookonchain)
SmartMoney Address (lookonchain)
It seems like with such size it can be interesting following their move.
A whale address (lookonchain)
If you want to add another address to your tracking list, have a look at this whale.
Another Address that can be considered “smart money” (lookonchain)
On-chain analysis on Camelot’s WINR launch (2lambro)
Speculation > Everything.
How to spot where degens are going through options volume (Flowslikeosmo)
Be ahead on movements.
Are there Whales buying ARB? (lookonchain)
Top 5 buyers addresses.
4/ Data & Numbers
Optimism gaining liquidity (Flowslikeosmo)
While Arbitrum is a bit quieter since airdrop, some capital seem to be rotated into Optimism.
Base growth (Flowslikeosmo)
Don’t fade Coinbase’s L2.
Crypto Liquidity (ConorRyder)
Accumulation of ARB by Smart Money Wallets (themlpx)
Smart Money seems to think ARB still undervalued.
I think it will take a few weeks/months but we’ll see ARB in top 15. (not the craziest take here)
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
Early NFT Project Analysis (paulcryptoadv)
Top Arbitrum Projects (definapkin)
Radiant
Camelot
Treasure
GMX
Pendle
Top 6 Most Undervalued Arbitrum Projects (Flowslikeosmo)
Plutus
Vesta
Cap
Y2K
Saddle
Hop
Arbitrum Projects that are getting the biggest ARB Allocation (JackNiewold)
In comparison to their Market Cap Size.
Good Alpha to find undervalued projects in Arbitrum Eco.
Binance’s Investments (Moomsxxx)
You might find an undervalued project here.
DYOR as always.
Coinbase’s Investments (Moomsxxx)
Top 8 Entreprise Oriented Projects (wauwda)
Entreprise oriented projects might have their own run in the long term.
They usually solve a “real-world” issue.
10 Promising Seed Projects (DeFiMinty)
Tensor, MangroveDAO, Alkimiya, and more.
A Breakdown of the Starknet Ecosystem (Starknet_OG)
Wallets, Bridges, Tools, AMM, DEX & more.
Real Utility (Altcoin_Gold)
More Utility (wauwda)
5.2/ More Projects
TraderJoe Bullish (Flowslikeosmo)
The future is omnichain.
Flashstake under the radar (LandfSmile)
Plutus, the premier governance aggregator for Arbitrum (Flowslikeosmo)
Relay undervalued? (ganymede_0x)
6/ More Alpha
zkSync Playbook (LouisCooper_)
Gud strategy.
First shitcoins on zkSync, except for rugs, should do well as it did for Arbitrum (Arbinu, NitroShiba, …)
Derivatives platforms is always a good play.
Gambling platforms will be a good play if GambleFi is still strong.
Is Crypto Decoupling from Traditional Markets? (CryptoGirlNova)
How to be smart when following whale wallets (ModestusOkoye)
Some tips & strategies.
Rationality is your best friend (IamZeroIka)
How to earn yield on your ARB on Plutus (dLuxGMI)
plsARB is an LSD token.
More Alpha by Louis Cooper (LouisCooper_)
Louis gives gud alpha in his Telegram.
It’s more risky and degen, but it definitely rewards more.
Find his calls and ideas on his Telegram.
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.
My head is spinning from reading so much alpha ! Lol. Amazing work my friend ! I hope people take the time and appreciate this. I added about 5 accounts you mentioned on here. Thank you as always and keep up the amazing work ... we love it.