This Week's Alpha - Restaking Narrative, Arbitrum Season, DeFi Updates, Data Analyses, News & Catalysts, Upcoming Launches, And More
Your Alpha curated to save you time
GM frens.
Do you believe in Uptober?
I must believe in Uptober, or else I will die out of boredom.
If it was not for the interesting content my colleagues on X are writing, I would probably not spend my whole day on Crypto these days.
We still have some interesting new potential ponzi/potential scams & some launches, but I’m trying to not play too many things at the same time when market is dead.
Anyway, 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
Today you will find Alpha on:
Restaking Narrative
Arbitrum Season
News & Catalysts
DeFi Updates
Data Analyses
Low & Mid Caps
Upcoming Token Launches
Visual Research
VC Alpha
And much more!
Your Alpha, gathered in the following categories:
1/ Narratives & Thoughts
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 & Thoughts
Ethereum Restaking Narrative (0xAndrewMoh)
Introducing Liquid Staking, and explaining Restaking:
Benefits
Risks
Notable Projects
Arbitrum Season? (0xTindorr)
Asia Embracing Crypto (TheDeFinvestor)
And SEC potentially shifting its opinion on crypto.
Thoughts on the Recent Price Action (_FabianHD)
Market Bottom? (Flowslikeosmo)
On-chain Trading Next Cycle (milesdeutscher)
We’ll probably see crazy valuations for the biggest DEXes.
Do not blindly follow a blueprint (CryptoGirlNova)
How to profit from Arbitrum’s Incentive Program (yieldinator)
ARB thoughts, yield, and more.
2/ News & Catalysts
News, Macro, Unlocks & Catalysts (CryptoShiro_)
Everything you need to know from Last week to September 21st.
Latest News (Defi0xJeff & CryptoGirlNova)
Mt. Gox Deadline extended to October 2024, NFT Market down bad, Corrections for Bot tokens, Exploits, Grants, Catalysts & Updates for protocols, and more.
3/ On-chain
A DAO On-chain Analysis (Prithvir12)
A wallet holding $2.19M.
4/ Data & Numbers
Long Term Bitcoin Holders keep Accumulating (milesdeutscher)
Base/zkSync Comparison (wacy_time1)
Keeping in mind Base has Friend Tech, but zkSync is this high in the L2 rankings with little to no major innovative project building on it.
Let’s see the viability of Base if FriendTech’s hype is gone, and zkSync if the airdrop hype is gone.
The Most interesting Projects this Week (Prithvir12)
Based on Fees, Insider Transactions, Earnings & TVL Gains.
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
7 Midcaps with potential (ourcryptotalk)
With TRIAS, KAS, RIO, and more.
10 Projects with Upcoming Token Launches (CryptoNikyous)
Perp DEX, Base Projects, Bot, and more.
New Projects for Degens (twindoges)
Risky projects.
Decentralized Social Projects (stacy_muur)
Starknet Ecosystem New Projects (Beacon_Early)
DEX, Yield, Perps, GameFi, Lending, and more.
10 Potential Blue Chips (CryptoNikyous)
With UNIBOT, ATOR, LBR, and more.
7 GambleFi Projects (Hercules_Defi)
Some Projects for Uptober (QuantMeta)
And ARB Narrative.
10 Unnoticed Small Caps (CryptoNikyous)
Digital Marketing Project, AI Privacy, Bots, and more.
5.2/ More Projects
Vaultka TGE in October (CryptoGideon_)
TON Surpassing SOL MarketCap (wacy_time1)
With the launch of the TON Wallet.
GoodEntry Overview (definapkin)
Protected Perps Protocol.
RLB Generating $1.35M in Revenue in 24h (milesdeutscher)
Playing the FriendTech Meta (drakeondigital)
UNIBOT/BANANA Comparison (_FabianHD)
Trading Bot Competition.
MKR Numbers (ThorHartvigsen)
MakerDAO’s growth, the DAO emitting DAI.
ApolloX Research (stacy_muur)
ApolloX is a top Crypto Derivatives DEX, Orderbook based.
Injective Ecosystem (wacy_time1)
Injective is a unique Layer1 protocol enabling the creation of highly advanced applications, spanning exchange, DeFi, derivatives, and Web3 realms.
Helium Investment Report (hmalviya9)
Post Tech/Friend Tech Comparison (ox102ox)
Post Tech is a socialFi project similar to Friend Tech, with a good UX and an interesting Revenue Share system.
I’d still remain cautious for now since unlike Friend Tech it’s not backed by Paradigm or any other serious entity, as far as I know, and I don’t know the team, but it seems interesting.
6/ More Alpha
VCs & Fund people to follow for Alpha (ardizor)
Tools for degens (ChadCaff)
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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Everything here is NOT Finance Advice and purely informative.
Nice post. Arb season is long overdue imo. Have loaded up my Arb gem bags. Even though I am bullish on L2s in general I think that the most high quality projects are on Arbitrum (Pendle, GMX, Vela etc.). Since september has historically been a red month, october will most probably a green one but no idea how green it really will be. My bet is that we will see some Xs on some small cap gems, probably some meme coins and some gems on Arbitrum.