This Week's Alpha - Telegram Bots Narrative, News & DeFi Catalysts, Yield Strategies, Undervalued Projects, New Ecosystem (Mantle, Base, Linea), And More
This Week's Alpha - Telegram Bots Narrative, News & DeFi Catalysts, Yield Strategies, Undervalued Projects, New Ecosystem (Mantle, Base, Linea), And More
Your Alpha curated to save you time
GM frens.
Are we finally seeing a new Narrative that will last with the Telegram (and Discord?) bots?
We’ll probably see tons of garbage projects and scams with no working products being launched every day, so let’s be careful.
As always, even with garbage, there is a way to make money in crypto, so stay alert.
Anyway, apart from this Narrative, there are many other interesting developments, new ecosystems, good projects, and good alpha to be found this week.
Let’s get straight to the alpha! 👇
Today you will find Alpha on:
Optimism Opportunities
Telegram Bots Narrative
News & DeFi Catalysts
Yield Strategies
LSDfi
Undervalued Projects
New Ecosystem & Opportunities (Mantle, Base, Linea)
Early & Unreleased Projects
And much more!
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Your Alpha, gathered in the following categories:
1/ Narratives
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
Trending Narratives this month (stacy_muur)
Optimism Opportunities (2lambro)
Optimism is among the L2 with the most users, along with Arbitrum.
Innovation and good projects are numerous on this chain.
Find data, projects, and yield here.
More on Optimism (c_storry)
OP Stack Chains, EIP-4844, good projects.
Telegram Bots Narrative (Dynamo_Patrick)
What are Telegram bots, why some projects are doing 100X, and which projects have potential.
More on Telegram Bots (UtilityChad)
+ Projects.
Telegram Bots List (BarryBluee)
Keep in mind that some of these projects might be too early, scammy, money grabs etc.
Risks with some of these bots (LouisCooper_)
As the Narrative gets stronger, we’ll see more and more scams and rugs. Don’t use your main wallet with bots, create a brand new one.
Discord bots Narrative next? (monosarin)
Might be an opportunity to position early.
Bearish thoughts on SEC & BTC ETF (crypthoem)
This scenario would definitely be bearish and cut short some alt growth.
BTC Scenario (TheDeFinvestor)
2/ News & Catalysts
XRP vs SEC Situation (crypthoem)
And repercussions.
Recent News (TheDeFinvestor)
Major News of the past Three Days (0xSalazar)
Latest DeFi Developments (TheDeFinvestor)
Things are moving for Solana. The ecosystem has been bullish for a while.
A new Mainnet released means tons of opportunity, innovation, and shitcoin. You will find all of that on Mantle Mainnet.
Linea Mainnet is also available.
More DeFi Developments (Defi0xJeff)
Telegram Bot Narrative just getting started.
GambleFi going back at it again.
Binance Investing in Radiant (RDNTCapital)
Pendle Earn (pendle_fi)
Bullish for Pendle and crypto in general. Pendle bringing masses to DeFi and allowing them to earn yield easily.
Warnings about Lucid Finance (crypto_linn)
Team not answering questions, founders disappearing, not really bullish.
They actually announced a few hours later that they’re discontinuing the project.
Proof that it’s better to not ignore issues and to actually do deep research.
Metavault reducing MVX Emissions (MetavaultTRADE)
Which is bullish long term for Metavault.
Seems like the news has already been priced in short term however.
Lybra V2, a bullish Catalyst (0xFlips)
LBR on Arbitrum.
Factor V2 (FactorDAO)
Good update but does not seem to have an impact on price.
A good product can’t always help lacking tokenomics, bad marketing, or lack of adoption.
Rodeo’s Plan after the Exploit (Defi0xJeff)
I’m not taking the risk though.
5 Projects to capitalize on, with Catalysts (stacy_muur)
3/ On-chain
How to find Whale Wallets (nobrainflip)
A UNIBOT whale.
A Profitable Wallet (dealerdefi)
Some people might say this kind of threads are useless, I would agree that sometimes they are just engagement farming.
However here we might have the opportunity to track a wallet that may have insider info. Always good to keep an eye on.
VC Wallets (belizardd)
Can be interesting to track, but VCs are not always investing in the latest narratives and the most performing assets.
(Thread hooks and engagement farming are really getting crazy)
4/ Data & Numbers
No clear sign of new Money flowing in the Market (VirtualKenji)
Market is still PVP, no newcomers.
5 Perp DEX LP Farming Opportunities (yieldinator)
GMX, Gains, Mux, LEVEL, and Vela.
GLP Strategies on Pendle (yieldinator)
Lybra impressive Growth (Dynamo_Patrick)
LSD Stablecoins Growth (Flowslikeosmo)
With Lybra leading the way.
Perp DEX Revenue (Flowslikeosmo)
Bots Impressive Growth (Dynamo_Patrick)
Keep in mind it will probably cool down before going stronger again.
Weekly Onchain Data (ModestusOkoye)
TVL Change
Stablecoin Flow and Funds Bridged
Protocol Revenue
DEX Volume
Unlocks
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
Undervalued Projects according to Mcap/TVL Ratio (Hercules_Defi)
An interesting metric to find projects that might be undervalued.
It does not always work obviously, it depends on many other factors like tokenomics & emissions.
Optimism Projects (0xFinish)
With short introductions.
10 Arbitrum & Optimism Projects (CryptoNikyous)
With short presentations.
20 Good Projects for the Bull Market (Moomsxxx)
In different Narratives.
You will find Mantle, Radiant, Pendle, Frax, Unibot, Lybra, and more.
I don’t see any fundamentally bad project in this list. A lot of potential.
Base Projects & Opportunities (wacy_time1)
Base Mainnet has been released a few days ago, so there are a lot of opportunities but also a lot of scams.
Also useful for a potential airdrop.
Linea Bridges, DEXes, Memecoins, and more (CJCJCJCJ_)
Linea Mainnet has been released a few days ago too.
Also useful for a potential airdrop.
More Linea Projects & Opportunities (CryptoNikyous)
Mantle Projects & Opportunities (CryptoNikyous)
Mantle Mainnet has recently been released too. A lot of opportunities to be early.
Also useful for a potential airdrop.
More Mantle Ecosystem Alpha (2lambro)
20 Unreleased early projects (DegenCamp)
In different narratives like Restaking, Privacy, or Rollup Narratives.
LSDfi Projects (UtilityChad)
Yield Boosters & Optimizers.
New Early Projects just Released (DeFi_Made_Here)
Liquid Wrapper, Trading Platform, Liquid Staking Platform, Money Market, and more.
More Early New Projects just Released (twindoges)
Projects are not vetted. DYOR.
5.2/ More Projects
Lybra Bullish (0xFlips)
Is GNS Undervalued? (ThorHartvigsen)
Low P/E Ratio.
Bullish Takes on Pendle Recent Upgrade (0xTindorr)
Everyone will use Pendle without even realizing it's an innovation by Pendle.
LINK Bullish, LINK needed to use CCIP (CryptoGideon_)
ATOR still growing (Altcoin_Gold)
I mentionned ATOR a few weeks ago.
ATOR empowers the adoption and strength of the Tor network. ATOR proof-of-uptime and relay hardware allow users to earn passively while contributing to Tor.
Huge in Privacy Narrative.
6/ More Alpha
Useful Tools sorted by categories (CryptoGideon_)
A Binance Selection.
Bull Market IQ (thedefiedge)
Bull Market IQ might be lower with newcomers. I’ll keep investing in LSDfi and Yield Optimizers, but it will definitely not be the projects newcomers will understand and be interested in.
We might have more short-term success with AI, GameFi, Memecoins, and other type of buzzwords and easy to understand Projects.
Keep that in mind for when it’s 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 provide us this content. They are big brains sharing their knowledge. You can also follow me on Twitter @CryptoShiro_.
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Everything here is NOT Finance Advice and purely informative.