This Week's Alpha - AI Narrative, Price Action, Simple Narratives, Master a Bull Market, News & Catalysts, Small Caps & Gems, Pick & Shovel Plays, And More

Your Alpha curated to save you time

Shiro

Oct 30, 2023

GM frens.

We’re so back!

It’s still not really Alt time where everything pump for no reason, but it’s Narrative time.

Right now it’s AI Narrative. Might not last long, but we’ve found many gems already.

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:

Price Action & TA
Simple Narratives
Master a Bull Market
BearMarket PTSD
News, Macro, Catalysts & Unlocks
Small Cap & Gems
Smart Money
Pick & Shovel Plays
AI Projects
New & Degen Projects
Tools

And much more!

Thanks to all the new paid subscribers, I appreciate it a lot!

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

Thoughts on Bitcoin Price Action (CryptoKaleo)

A Free Indicator to trade Bullish Trends (resdegen)

As you know already, i’m not a TA guy, so I’ll let you be the judges on this one. Just sharing.

ETH TA (Pentosh1)

Same here, just sharing. I still like to use TA sometimes for big caps & tendencies, coupled with FA.

No Alt Rally for now (milesdeutscher)

Thoughts on being “less smart” & less rational on purpose during Bull Markets (hmalviya9)

Also new entrants, wether they are VCs or retails, will not initially understand why a project offering a new infrastructure for Oracles or a project allowing to create new markets ontop of LSD might be gems.

We’ll have to think simpler projects & strategies at first, while keeping our knowledge edge for later in the cycle.

Simple Narratives that will onboard Institutions & Users (TheDeFISaint)

Focusing on easy-to-understand Narratives might be the play for the BullRun.

AI, RWA & Gaming are pretty easy Narratives that have real-world impact and use cases.

Simple Systems to Navigate a Bull Market (crypthoem)

Obviously this is a simplified pattern, you must adapt your strategy and your timing to the situation to make profit.

Advice to Master the Bull (zerokn0wledge_)

Preserve Capital, Understand your Investment, How to find Alpha, and more.

I don’t fully agree with the “Beta Play” part.
You have to find good Beta Projects that are not just forks of the Alpha Project, but sometimes they don’t exist and you miss the Alpha Play.

You have to be smart about it!

Forget about some Bear Market behaviors when entering a Bull Market (alpha_pls)

Using DEXs is an Edge (CryptoGirlNova)

Not gonna lie, I did not think buying on DEX could be an edge in late 2023, and yet.

DEX Volume is still low compared to CEX.

If even those who have stayed in the bear market don't use DEXs, new (re)entrants will surely opt for the simplicity of CEXs (at first), and miss the new tokens first on DEXs.

2/ News & Catalysts

News, Macro, Catalysts, Unlocks (CryptoShiro_)

And more.

Latest News (0xSalazar)

Latest DeFi Updates (Defi0xJeff)

Arbitrum STIP Expectations (0xTindorr)

3/ On-chain

Galaxy Digital is long BTC & ETH (lookonchain)

Good Meme Traders or Lucky Wallets? (B1tCaptain & 0xReflection)

This is def not always the most relevant strategy, but I still like to have a look at this kind of wallet and see if their luck holds, if they have insider info, and/or if they’re good at finding low caps.

Here are a few wallets to track.

SOL Impressive Data (ThorHartvigsen)

DEX Volumes, TVL, Users & Fees.

Stablecoin MarketCap stopped decreasing (Dynamo_Patrick)

Surging TVL for Kujira & Pendle for the past 6 months (DistilledCrypto)

Probably good bets for the Bull Market.

5/ Projects

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

5.1/ Compilations

Alpha List (Louround_)

Small Cap Mega Thread (DistilledCrypto)

With EMP, PERPS, CROWN, and more.

Gems from Tier-1 VCs (leshka_eth)

What Smart Money is buying (crypthoem)

AI Watchlist.

Pick & Shovel Plays (DistilledCrypto)

6 AI Projects, Overview & Catalysts (RealDegenGMX)

With ImgnAI, Botto, AQTIS, and more.

10 Early Gems Investments in October by VCs (DeRonin_)

Catalysts for a few projects (Altcoin_Gold)

Chiliz Chain & New SocialFi, Bot, Options & LSD Projects (Beacon_Early)

Early New Projects (toffee248)

Risk of rugs & money grabs is high for these new projects obviously.

5.2/ More Projects

TAO Research (BenjiGanar)

The Bitcoin of AI.

AQTIS Alpha & Research (DistilledCrypto)

AI-driven Quant Technology Investment Systems.
Pick & Shovel Play.

RVST News & Alpha (____ProfessorX)

Might be genuine find, or paid/told by RVST Team.

Still good Alpha.

Botto Research (hmalviya9)

Botto is a decentralized, autonomous artist governed by the people.

The Botto Art Engine runs 300 prompts per day, generating up to 10,000 images with a range of styles every week. Out of these, 350 images are pre-selected for the voting process. Botto has a DAO where members vote for prompts and images to be minted.

LMR Research & Alpha (DistilledCrypto)

TKST Alpha (CryptoKaduna)

TokenSight is a DEX trading platform on desktop and mobile, with copy trading, alerts, trade orders, and more.

OCAI AI Mainnet November 1st (wauwda)

INJ Alpha (fitforcrypto_)

Injective is a Layer1 Blockchain for Finance, with a big ecosystem.

BANANA ATH in Daily Volume (resdegen)

Penpie Alpha (ThorHartvigsen)

Equilibria has also been a good play lately. Still undervalued imo.

Bull Thesis for MCB (ViktorDefi)

Mux Protocol is a Leveraged Trading DEX & Aggregator.

dYdX Mainnet Alpha (blockscriber)

SOL Bull Thesis (hmalviya9)

MindNetwork, a Privacy Layer (PatrickAlphaC)

Share Shiro’s Alphas

6/ More Alpha

5 Altcoins Miles is buying + Thesis (milesdeutscher)

Always good to incorporate a bit of video/podcast in your Crypto Research sometimes.

100 Crypto Tools (Dynamo_Patrick)

Degen Trading Tools (0xDefiLeo)

On-chain Tools (AlexAndryunin)

Bitcoin Dominance Cheat Sheet (milesdeutscher)

Understand Crypto Movements based on Bitcoin Dominance & Price.

This is obviously just a Cheat Sheet, not to be followed strictly.

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.

Shiro’s Alpha