This Week's Alpha - Narrative Hunting, LSD & LSDfi, Robinhood Situation, DeFi Updates & Catalysts, New Projects & VC Investments, And More
This Week's Alpha - Narrative Hunting, LSD & LSDfi, Robinhood Situation, DeFi Updates & Catalysts, New Projects & VC Investments, And More
Your Alpha curated to save you time
GM frens.
Today is a biiiig down-day for Alts. The biggest of 2023 so far. We’ll have some thoughts on that.
Apart from that we’ll focus on LSDfi Narrative.
I’m exclusively buying LSDfi Projects and Arbitrum projects on this dip.
Anyway, let’s get straight to the alpha! 👇
Thank you for the 40k followers!
And soon 5k Subscribers to this Newsletter.
I asked you a few questions via polls, to learn more about your background (mostly Crypto). You can still answer the polls.
Mainly satisfying my curiosity here, but that also gives some interesting information to the level of commitment to Crypto from the people that are still here.
Today you will find Alpha on:
Narrative Hunting
LSD & LSDfi
Robinhood Situation
SEC Situation
DeFi Updates
Catalysts
New Projects
VC Investments
And much more!
Today’s Newsletter is brought to you by Nested:
Already 30,000+ portfolios created
Browse through users' portfolios in the explorer and copy those that inspire you.
You can also easily create & track your own portfolio. Make money every time someone copies your portfolio.
No need to be an expert anymore. Copy other traders, learn from them, and grow as a part of the Nested community.
Don’t miss their latest trading competition
Start: Wednesday, 7th of June, 12:00 PM UTC
End: Wednesday, 21st of June, 12:00 PM UTC
Duration: 14 days
You have the chance to win 101.52 OP & 50.75 NST with a risk-free strategy, without the need to trade.
I recommend using Nested and farming the NST token before the TGE Event coming later this year. Who knows how you could get rewarded. 👀
Here is my referral link to join the Trading Competition, to earn additional NST rewards: Nested Optimism Trading Competition
5 NST for $500 volume, 20 NST for $1000 volume, 50 NST for $5000 volume.
Find these Alpha in my latest thread:
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
Some Bullish Indicators (0xTindorr)
The State of the Major L1 Projects (TheDeFinvestor)
Ethereum, Avalanche, BNB, Solana, Fantom, what’s happening for the biggest L1.
How to be a Successful Narrative Hunter (stacy_muur)
And how to diversify and monitor on-chain data.
zkSync Narrative (wacy_time1)
Don’t miss the zkSync Narrative.
You have an opportunity to farm the airdrop, be early on a new chain, a new narrative (zk-rollups), and new protocols.
8 Projects to keep an eye on.
LSD + LSDfi Narrative & 10 Protocols (Dynamo_Patrick)
LSD & LSDfi are here to stay.
Metrics on the LSD Narrative (c_storry)
More on LSD with Metrics.
Thoughts on ETH-BTC Rotation (_FabianHD)
Hayes’ Prediction & Analysis for Bitcoin (0xCrypto_doctor)
Summary of what could happen due to the RobinHood Situation (_FabianHD)
RobinHood will remove 3 tokens from its crypto trading platform:
Solana, Cardano & Polygon.
Here is an approximation of the holdings + how they could be redistributed.
Thoughts on Bitcoin Dominance (IamZeroIka)
2/ News & Catalysts
On Today’s Alt Drop (CryptoKoryo)
Buy Zone?
SEC Filing against Binance/CZ (adamscochran)
A breakdown.
More thoughts on SEC against Binance (redphonecrypto)
Global Economic Snapshot (arndxt_xo)
Macro Update.
Weekly Smart Money Highlights (AmirOrmu)
Interesting Smart Money Activity.
Would be curious to know how and where these data are found, and which smart money we’re talking about, but still I see some small narratives and interesting things that i’ve been following as well.
The Latest Developments in DeFi (TheDeFinvestor)
Some LSDfi news, with Rocket Pool & Raft.
An interesting Protocol, Archi, with a public IDO.
DeFi News & Catalysts (thedefiedge)
DeFi is moving forward!
Some great updates here. Curious to see how Y2K will grow in the future.
Upcoming Catalysts on Arbitrum (CryptoKaduna)
Only great projects here.
As you know I’m playing the Vela Official Launch Catalyst.
I’ve also been interested lately by Ghast, and the projects launched by GMD Launchpad.
New Arbitrum & LSDfi Launches (Crypt0_Andrew)
Brand new projects with potential here.
I’m still accumulating EQB.
10 Projects with Strong Catalysts (CryptoNikyous)
Penpie, a yield booster ontop of Pendle, will have its IDO live on June 12th on Camelot Launchpad.
Arbitrum Launch for Level Finance soon.
A new Perp DEX for Forex & Crypto on Polygon zkEVM.
And more bullish catalysts.
3/ On-chain
Who found TIG early and what they’re buying now (defi_mochi)
Some interesting addresses to track.
Dashboard to track whales (CryptoGideon_)
+ Analysis of early CHOKE buyers.
4/ Data & Numbers
Weekly Data (ModestusOkoye)
TVL, Stablecoin Flow, Protocol Revenues & Unlocks.
RocketPool’s TVL Growth (Flowslikeosmo)
Yet token price hasn’t followed this growth.
Opportunity?
Treasury Growth (Flowslikeosmo)
And Alpha you can get from it.
Some Protocols Metrics (crypticdegen22)
Interesting metrics for Pendle, Zora, Level Finance, Lighter, Maverick, and Kyber.
Some of them don’t have a token, might be some airdrop alpha here.
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
AI Pick & Shovel Plays + Catalysts (Flowslikeosmo)
These are some of the top AI projects.
When there is a new AI Hype in Crypto, they should figure among the top gainers.
9 Projects in LSDfi Narrative (RealDegenGMX)
More LSDfi Projects to research + Alpha.
Investments of a Thesis-driven VC (0xsurferboy)
New Projects with potential (toffee248)
These are really new projects for you to research, I can’t vet them I don’t know any one of them.
Risky but Early.
What a16z is betting on for the next bullrun (Moomsxxx)
Some well-known projects and some a bit less popular. Interesting list.
Early Projects in LSDfi, Privacy, GameFi & More (DegenCamp)
A good digging there. And you’re really early.
Latest Top-Tier VCs Investments (nobrainflip)
5.2/ More Projects
PIKA Undervalued? (ThorHartvigsen)
Tectum, a BTC Layer2 (wauwda)
Reasons to ape into zkalibur, a Camelot on zkSync (2lambro)
6/ More Alpha
How to know which projects crypto VCs are investing in, with DefiLlama (Dynamo_Patrick)
Find your own Alpha.
A step-by-step guide Dashboard, on how to research & invest (wacy_time1)
With great resources.
A DAO with great profit (DigitsCapital)
A 106% increase of their capital in 6 months.
You can follow their investments with a google docs, and invest in their token.
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 provide us this content. 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.