This Week's Alpha - Q3 Rewind & Q4 Predictions, Bull Market & Macro, Arbitrum Proposals, News & Catalysts, Unlocks & Launches, VC Investments, New Projects, And More
Your Alpha curated to save you time
GM frens.
We are not really having an Uptober right now, but sentiment is still good.
However, recent launches are not printing and we don’t see so many new projects investing in marketing and preparing a launch. I believe things will speed up around November.
A few launches are still expected end of Q4, and Arbitrum STIP might also create some movement.
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:
Q3 Rewind & Q4 Predictions
BullMarket & Macro
Arbitrum STIP Proposals
News, Catalysts, Unlocks & Launches
VC Investments
New Projects & Low Caps
Project Edges & Bull Scenario
And much more!
Today’s newsletter is brought to you by Helio:
Helio is a Liquidity Protocol that allows users to earn profits through various activities such as Lending, Borrowing, Yield Farming, and Staking.
The revolutionary USD Destablecoin backed by BNB & ETH, Expanding to Liquid Staking:
Destablecoins are fully decentralized Stablecoins, such as Helio’s HAY using decentralized assets like BNB as collateral.
Additionally, HAY will also leverage on liquid staked assets.
BinanceLabs invested $10M to Accelerate Helio Protocol's Liquid Staking Pivot.
Liquid staking refers to the process of staking tokens to a network and receiving a different token representing that staked position in return. The staked version of the token can then be reused in the world of decentralized finance.
HAY in circulation is directly backed by excess collateral, meaning that the value of the collateral is higher than the value of the HAY debt.
HAY ~$40M TVL
Contracts audited by PeckShield, Certik, SlowMist & Veridise.
Helio also has its Own Validator Node + Liquid Staking for BNB
Alpha for You:
To become a Liquid Staking Platform, Helio is aiming to expand on other chains (ETH, L2s) soon 👀
Token not out yet. Potential Airdrop & Opportunity to farm HELIO early.
Helio Tokenomics will be largely in favor to the Community (only 1% for the Team)
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
Q3 Rewind: RWA, Bot & SocialFi Narratives (thedefiedge)
RWA Slowly Growing, SocialFi the New Narrative & Competition, Telegram Bots & Massive Fees: an Overview of the Q3 Narratives.
+ What to pay attention to in Q4.
Signs of an Awakening Market (wacy_time1)
The Pre-Bull Market.
A Classic Scenario (IamZeroIka)
Macro Thoughts (_FabianHD)
Intents: The Next Big Thing in DeFi? (Hercules_Defi)
And projects with intent-based architecture.
Bitcoin’s Recent Price Action Mirroring the last 2 Cycles (milesdeutscher)
A Thread about Arbitrum STIP Proposals (DeFi_Made_Here)
+ Voting Progress, Alpha & Thoughts.
Thoughts on Arbitrum STIP Round 1 (TheDeFISaint)
Which protocols can win the grant, and Native Arbitrum Protocols with Low Mcap.
A 2k-100k Challenge Conclusion + Lessons (ChopTradoor)
Trading Thoughts & Advice.
2/ News & Catalysts
News, Macro, Unlocks, Catalysts From Sept 30 to Oct 05 (CryptoShiro_)
Highlights of Last Week (CryptoGirlNova & wacy_time1)
Latest Macro Updates (arndxt_xo)
Macro events for the week
Bitcoin Buzz Indicator
Market overview
Key Economic Metrics
Japan Spotlight
Important Events this Week (_FabianHD)
The Latest Major News (0xSalazar & CryptoGirlNova)
More Finance News, Airdrop News, Exploits, Token Unlocks, and more (OlimpioCrypto)
Latest DeFi News (Defi0xJeff)
FRAX V3 (wacy_time1)
Nested Becomes Mass (massdotmoney)
Mass is your all-in-one DeFi platform. From spot orders to perps, yield farming to options - Mass is a one-stop-shop for DeFi.
Camelot’s STIP the most supported Proposal (CamelotDEX)
Definitely a good catalyst for GRAIL.
14 Projects virtually passing the voting already (DeFiMann)
Obviously bullish for these projects.
Watchlist for this Week (TheDeFinvestor)
Unlocks this Week (ardizor)
Crypto Events, Token Unlocks & IDOs for the Week (iambullsworth)
3/ On-chain
Dune Wizards to Follow (crypthoem)
Institutions still accumulating LINK (lookonchain)
On-Chain Actors of the Week (loch_chain)
And their Wallet Addresses.
Abraxas Capital Hedge Fund (Prithvir12)
Trading Strategy, Current Holdings, Performances, and more.
4/ Data & Numbers
Weekly Liquid Staking Update (KopremesisE)
TVL, ETH Staked Variations, Staking Pools Domination, LSDfi, and more.
Gaming Sector still strong with Funding (milesdeutscher)
Not to be faded long term, but still not a Narrative that has strong enough fundamentals yet, as long as products don’t fit regular Gaming Sector.
Crypto Funds Inflows (_FabianHD)
GMX v2 Fees are up (DeFiMann)
Without Incentives.
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
Some Unnoticed Alpha (Swixyswixxx)
Featuring Metavault, TimeSwap & Mass (formerly Nested).
Coinbase Ventures Investments (PinkBrains_io)
In DeFi, Infrastructure, Data Service, Gaming & Metaverse.
A lot of potential future winners here.
Mid/Long-Term Holds (wacy_time1)
Explained.
10 Low Caps (CryptoNikyous)
Layer2, Yield, DEX Aggregator, Browser, and more.
Project Spotlight (eli5_defi)
Yield Optimizer, Native Bitcoin in Cosmos & Trading Bot.
Early Projects & Gems (twindoges)
Risky New & Degen Projects.
5.2/ More Projects
FRAX v3 Breakdown (stacy_muur)
zkSync Alpha (cryptoaioli)
And why it may finally be interesting to pay attention to this ecosystem.
GOOD Bullish (Defi0xJeff)
Token not released yet (soon).
ATOR Bull Scenario (fitforcrypto_)
RDNT Bull Scenario (Axel_Bitblaze69)
DNX Supercomputing Blockchain (fitforcrypto_)
With AI Use Cases.
I did not know about it, lots of promises, I’ll do my research.
WINR Bull Scenario (TheDeFISaint)
LQTY Demand & Onchain Growth (hmalviya9)
ROSE Bull Scenario (ParabolicPump)
GemDrop First Round of the Raise Over (Spartadex_io)
Second Round Oct 12th.
BookieBot in Sports Betting Space (Flowslikeosmo)
RocketX Bullish Features (CryptoKaduna)
6/ More Alpha
Web3 Builders & VCs (PinkBrains_io)
Interesting people to follow.
Resources to learn Blockchain Development (DeRonin_)
Crypto Tools (MajorM111)
A scheme to find Exit Liquidity explained (0xTindorr)
And how to avoid falling into it.
Interview with Starknet (CryptoStreamHub)
Some hidden Alpha directly from one of the team member.
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
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.
This was awesomely-extensive!
Thx again :D