This Week's Alpha - Base Narrative, LSDfi Catalysts, Curve Exploit & Risks, DeFi News, Early & New Projects, And More
This Week's Alpha - Base Narrative, LSDfi Catalysts, Curve Exploit & Risks, DeFi News, Early & New Projects, And More
Your Alpha curated to save you time
GM frens.
First of all I’d like to thank the people that paid to subscribe to this Newsletter.
I noticed many of you wanted to contribute and support the Newsletter, so I finally activated the paid option.
I’ve been thinking about creating content for the paid subscribers for a while, but I want to keep the free content as frequent as it currently is, so I’ll have to think about it and adjust.
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Let’s talk Crypto now!
Price action is still quite boring, but the market is far from being boring.
We have hundreds of news, new projects & DeFi Developments.
Also this week we had a Base Narrative, with a Shitcoin Narrative and a rug of the biggest Base Project, which might be an organized Scam by big entities 👀
The Base Narrative might stay a bit longer until we have an official bridge for Base that would make it easier to deposit capital.
We also had the Curve Exploit and some risks for the whole market that could come with.
Let’s get straight to the alpha! 👇
Today you will find Alpha on:
Base Shitcoins Narrative
LSDfi Catalysts
Curve Exploit & Risks
DeFi News & Catalysts
Early & New Projects
And much more!
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Your Alpha, gathered in the following categories:
1/ Narratives & Predictions
2/ News & Catalysts
3/ Projects
4/ More Alpha
Find your alpha! 👇
Everything here are just ideas and is NOT Financial Advice.
1/ Narratives & Predictions
On Long-Term Narratives & LSDfi (Flowslikeosmo)
LSD Narrative is still in its infancy.
Optimism Momentum (alpha_pls)
And waiting for Arbitrum Next Catalyst.
BASE Narrative (CryptoNikyous)
Dashboards, How to Bridge, Projects & Tokens, Track Whales, BASE TG Bot.
Be careful with the BASE Narrative, lots of scams and rugs already.
How to find Shitcoins on Base (hmalviya9)
As you can see, we’re only talking shitcoins here on Base for now, nothing innovative and serious yet.
I don’t see how, right now, a VC chain could be interesting for innovation.
+ BALD, the biggest project on Base, rugged already. So it’s really up to you and your risk tolerance.
+ The Narrative is already slowing down.
More on Base (2lambro)
How to catch the next Narrative (crypthoem)
By overseeing movements with DeFi Llama.
About Current Narratives (Crypt0_Andrew)
GambleFi, Bots, Memecoins, BASE, Shibarium, LSDfi & Perp DEXes.
BTC Price Action (IamZeroIka)
Positive & Negative News not affecting the Market (_FabianHD)
2/ News & Catalysts
Curve Exploited (OvrCldJonny)
On Sunday July 30th, a hacker drained multiple Factory Pools on Curve.
Find out how it happened.
Curve Exploited: Risk of a Black Swan Event (OlimpioCrypto)
What could happen if CRV drops below $0.37.
Curve Timeline of Events (milesdeutscher)
Updated as the situation unfolds.
Bald, the Scam on BASE (thedefiedge)
Major News from the past 3 Days (0xSalazar)
The Latest Developments in DeFi (TheDeFinvestor)
DeFi News & Catalysts (Defi0xJeff)
AlphaScan TGE 4th of August (alphascan_xyz)
AlphaScan is an analytics tool and a trading bot, fitting some interesting Narratives.
It allows to track and analyze social sentiment.
Crypto Catalysts in August (TheDeFinvestor)
Still waiting for this Lybra Catalyst, with a return of the LSDfi Narrative.
If we see the start of a recovery for Vela I might be interested but for now I would not invest based only on this catalyst.
I’m interested in 2 new projects, Seneca, in LSDfi Narrative, and SpartaDEX, in GameFi & DEX Narrative.
SpartaDEX just held an IDO supported by many influencers.
Seneca is an interesting new project innovating in LSDfi.
Shibarium might launch a new Memecoin Season
More News & Catalysts for August (thedefiedge)
3/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
3.1/ Compilations
Different Types of Perp DEX (Hercules_Defi)
Order Book
AMM Based
Oracle Based
RFQ Aggregators
New Projects on Base (DegenCamp)
DEX, Perps, Memecoins etc.
Be careful with new projects, especially on a new chain.
9 Projects with Long-term Growth Potential (stacy_muur)
With Data & Catalysts.
6 Projects VCs have invested in (Moomsxxx)
Obviously the fact that VCs invested is definitely not enough by itself.
However most of these projects started during this Bear Market and are only known to VCs at the moment. They might have their shot for the Bull Market.
New Projects recently launched or about to launch (DeFi_Made_Here)
Early & Unreleased Projects (twindoges)
Linea Ecosystem (stacy_muur)
LSDfi Projects (thedefiedge)
3.2/ More Projects
RDNT Undervalued? (Flowslikeosmo)
MEVFree Bot (CryptoKaduna)
As always I’d be careful with recent narratives and projects surfing on these narratives. But there might be an accumulation here for a short-term play.
Mantle Ecosystem Developments (Defi_Maestro)
MATIC interesting levels to accumulate (_FabianHD)
4/ More Alpha
Advice & Reminders (crypto_linn)
It sounds pretty basic, but if you keep that in mind, and put in the work, you’re already half way done.
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.