This Week's Alpha - September Market Outlook, Narratives, Catalysts & Unlocks, Boring Market & Metrics, Early Projects, And More

Your Alpha curated to save you time

Sep 06, 2023

GM frens.

Even if the Market is super boring, Metrics are almost all down, and we’re in the longest Bear Market ever, you are still here.

And you’re even confident, based on my last poll.

Will the longest Bear Market bring the longest Bull Market? Or the most profitable?

Time will tell.

Today is a big recap, I might slow them down and make them shorter, and focus on other things, for the next few weeks, so I’m ready for the Bull.

We don’t need to overtrade, we don’t need to be flooded these days, we’ll have plenty of that later. But we still need to know about the latest Narratives and the projects with the most potential for the Bull.

Let’s get straight to the alpha! 👇

I’m posting daily Live Alpha in my Instagram Story, and in my Alpha Telegram Channel ☟

My Linktree to have access to all my Content & Alpha on Twitter (X), Instagram, Telegram, and More: https://linktr.ee/cryptoshiro

Alpha Now

Today you will find Alpha on:

Market Outlook
Depression Time
September Thoughts & Unlocks
Winning Narratives
OP Stack Adoption
Latest News & Catalysts
Metrics & Data
Early & Unknown Projects

And much more!

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Your Alpha, gathered in the following categories:

1/ Narratives & Predictions
2/ Thoughts & Advice
3/ News & Catalysts
4/ Data & Numbers
5/ Projects
6/ More Alpha

Find your alpha! 👇

Everything here is just ideas and is NOT Financial Advice.

1/ Narratives & Predictions

Depression Time? (Flowslikeosmo & rektdiomedes)

Market is definitely boring, low engagement, few users, low DeFi TVL, every small pump is eaten up and bullish news are causing 2% pump max.

Where are we in the Market (R0MCY)

And Thesis for September.

September Market Outlook (milesdeutscher)

With Macro News & Catalysts.

September, usually the worst month for the Market? (CryptoMichNL)

Bitcoin Macro Technical Analysis (CryptoCon_)

You know TA is not my thing. I don’t blindly trust it, but it’s still some more indicators.

AI, CDP, RWA & ZK Narratives (Joeconceptss)

Interesting Narratives with some top players.

However I don’t think anyone “missed” LSDfi, LPDfi & SocialFi Narrative.

LSDfi & LPDfi will be huge for the bullrun, actually LPDfi did not even really start yet.

SocialFi should be huge but rely more on mass adoption, while LSDfi & LPDfi are more obvious.

Token Narratives to Watch in September (Prithvir12)

Example of Narratives & Economit Moat (0xTindorr)

And how some projects are able to maintain a competitive edge over their competitors.

The OTC Narrative coming back? (CryptoGirlNova)

There is not a lot of projects, and until now not a big demand for OTC Services.

Vetme Volume might show a switch.

OP Stack Adoption (stacy_muur)

And why it contributes to Optimism Narrative.

Thoughts on ETH/BTC (milesdeutscher)

Thoughts on Convictions & Patience (ParabolicPump)

Thoughts on Revenue-creating Projects (thehiddenmaze)

Activities to do while the market is boring (CryptoGideon_)

I believe exiting the market in September to re-enter in Octobre is not really risky, I doubt we’ll see huge pumps in September.

However I won’t try to time the market and probably will stay in for most of my assets.

Advice to make it (CryptoGirlNova)

Being early is not enough.

You have to play it smart.

Solana building during the Bear Market (crypthoem)

And being a good candidate for the bull.

Their recent partnerships are definitely bullish.

Helpful tips to trade with a small bag (andrewsaunders)

Avoiding high fees, slippage, using tools, and more.

3/ News & Catalysts

The Latest News & Catalysts (CryptoShiro_)

With Macro, Unlocks, and more.

Pendle hitting TVL ATH (tn_pendle)

And yet price is still down from previous ATH. I’m accumulating at these prices.

Updates on 5 Projects (TheDefiDog)

Pendle, Unibot, PaalMind, MEVFree & Photo Finish.

I would not be interested by the last one to be honest, especially for long term. But it could have an interest for some GambleFi & NFT Degens.

More News & Bullish Updates (Defi0xJeff)

September Unlocks (TheDeFinvestor, poopmandefi & wacy_time1)

Share Shiro’s Alphas

4/ Data & Numbers

August Metrics (lars0x)

With On-chain volume of Stablecoins, Miners Revenue, NFT Volume, and more.

Base Growth not slowing down (TheDeFISaint)

ETH Montly Trading Volume hitting its lowest point since 2020 (TheDeFinvestor)

TVL Today compared to one year ago (Dynamo_Patrick)

Google Search Traffic for crypto at its lowest point in 5 years (Dynamo_Patrick)

Total Stablecoin MarketCap increasing a bit (Dynamo_Patrick)

Binance doing $15B to $45B in Trading Volume with Futures every day (ThorHartvigsen)

Part of this volume will definitely be onchain soon.

L2 Metrics (wacy_time1)

Perp DEX Metrics & Analysis (RealDegenGMX)

With HMX, LVL, KWENTA, GNS & GMX.

5/ Projects

This category is for people looking for projects to research.
NFA, DYOR.

5.1/ Compilations

10 Small Caps/Unknown Projects (CryptoNikyous)

Decentralized Science, On-chain Royalties, Bots, MEV Tools, and more.

10 Crypto Assets to watch while they’re trading at a Discount (Flowslikeosmo)

RDNT, STG, PENDLE, and more.

Tokens per Narrative (CryptoGideon_)

Telegram Bots, GambleFi, LSDfi, and more.

Top 5 VC Investments (Flowslikeosmo)

Pendle, Maple, Drip Haus, and more.

3 Projects quickly introduced (wauwda)

Kaspa, Chainge & Tensor.

10 Interesting Launches (CryptoNikyous)

With a new Telegram Bot, GambleFi Projects, a Launchpad, and more.

Early & Degen Projects (twindoges)

High risk.

5.2/ More Projects

Rollbit Investment Report Card (hmalviya9)

Quant Pros & Cons (wauwda)

Kujira quick Introduction (Moomsxxx)

Pendle RWA Growth (Rightsideonly)

Unibot FUD Opinion & Thesis (LouisCooper_)

6/ More Alpha

15 Books about Blockchain, Investment & Tech (stacy_muur)

Farming Opportunities (yieldinator)

10 Dune Analytics Dashboards (Flowslikeosmo)

A Portfolio Growth Challenge (0xprerich)

I always like to follow this type of challenge. Especially when they’re successful.

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_.

Find more Alpha on my Telegram & Instagram here: linktr.ee/cryptoshiro

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