This Week's Alpha - CZ & Binance, Blur & Blast L2, Kyber Exploit, AI Narrative, Gaming Narrative, DeFi Updates, Recent Investments & New Projects, And More
This Week's Alpha - CZ & Binance, Blur & Blast L2, Kyber Exploit, AI Narrative, Gaming Narrative, DeFi Updates, Recent Investments & New Projects, And More
Your Alpha curated to save you time
GM frens.
A lot of things happened lately, with CZ stepping down of CEO position of Binance, Kyber being exploited for close to $50M, Binance being fined for $4.3B.
And yet, Market did not react negatively, which is definitely a Bull Market reaction.
Let’s get straight to the alpha! 👇
I’m posting daily Live Alpha 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:
CZ & Binance
The Latest Narratives
Blur & Blast L2
Kyber Exploit
AI Narrative
Gaming Narrative
News & Catalysts
DeFi Updates
On-chain opportunities
Recent Investments & New Projects
And much more!
Your Alpha, gathered in the following categories:
1/ Narratives & Thoughts
2/ News & Catalysts
3/ On-chain & Numbers
4/ Projects
Find your alpha! 👇
Everything here are just ideas and is NOT Financial Advice.
1/ Narratives & Thoughts
The Latest Narratives (thedefivillain)
Using Dune to spot Narratives (Flowslikeosmo)
What’s popular on Dune is usually early trends.
Why early? Because people using Dune are on-chain analysts & people looking for alpha.
Potential Narratives & Projects (DeFiMinty)
With RWA, LRT, Arbitrum Ecosystem, Bitcoin Ecosystem, and AI.
7 Tips for the Bull Run (WinterSoldierxz)
Will the Market dump before the Halving? (CryptoGirlNova)
Thoughts on a potential dump.
Scenarios for Bitcoin Price (IamZeroIka)
Thoughts on the Binance News (0xTindorr)
I think for us, deep in Crypto, those who never left, Binance will never be the same without CZ.
For most people, people who left, newcomers, they don’t even know who CZ is and will still use Binance.
The question is, will Binance remain as good and ambitious?
What we’ve been through, and the lack of reaction of the Market (Deebs_DeFi, Pentosh1 & TheDeFInvestor)
They can’t steal our coins anymore.
2/ News & Catalysts
News, Macro, Catalysts, Unlocks, Fundraises (CryptoShiro_)
Latest Major News (0xSalazar & CryptoGirlNova)
From Nov 21 to Nov 23.
Latest DeFi Updates (Defi0xJeff)
More DeFi Updates (TheDeFinvestor)
CZ & Binance News (OlimpioCrypto)
The biggest news, TLDR.
The Kyber Exploit (2lambro)
How it happened, address, and more.
GrokAI integration to X & Thoughts (DefiIgnas)
Good Entry GOOD Token Launch (goodentrylabs)
November 27th 12PM UTC.
If you want to know more about GoodEntry.
3/ On-chain & Numbers
Find & Track Wallets (KashKysh)
Easy tips.
Two wallets that took advantage of the CZ News (dealerdefi & 0xReflection)
This is a degen strategy but when a big event happens in Crypto or sometimes even outside of crypto, finding a ticker related to this event usually leads to profits, but this is really short term (a few hours to a few days).
We can see it here with CZ ticker.
Smart Money & Arbitrum’s STIP (Prithvir12)
Recap of Grant, Protocols, TVL Increases, Growth, and more.
CEX vs DEX Derivatives Analysis (ThorHartvigsen)
Total DeFi Update (IamZeroIka)
AVAX Ordinals & Avalanche Fees (Flowslikeosmo)
Another good narrative for Avalanche.
Juicy Yields on Base (citadelswap)
Perp Pool Yields on Pendle (pendle_fi)
4/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
4.1/ Compilations
6 Projects with Binance Listing Potential (0xsurferboy)
AI Mega List (DistilledCrypto)
With Tensor, Autonolas, FetchAI, OriginTrail, Akash, & Orai.
36 Recent Investments (DeRonin_)
By a16z, Sequoia, Polychain, Delphi Digital, Coinbase, Binance Labs, and more.
More VC-backed Projects (nobrainfip)
GameFi Projects (crypthoem)
GameFi has seen huge variations in price, scammy projects, projects lacking the financial resources to do what they announced, etc.
It’s still a risky field, not ready yet to compete with regular gaming productions.
Still speculating on some of them could be good investments.
IDO & New Launches (CryptoNikyous)
Early Projects (0xCrypto_doctor)
With Yield protocol, Option protocol, Stablecoin protocol, and more.
AI, RWA, Perp & LSDfi Projects (CoinPostMedia)
With AGIX, OCEAN, Creditcoin, Pendle, EigenLayer, and more.
AI Projects (crypthoem & wacy_time1)
CowSwap & Seedify Bull Cases (2lambro)
Magpie Ecosystem (Flowslikeosmo)
New & Degen Projects (toffee248 & twindoges)
4.2/ More Projects
Pendle Bullish (defi_mochi & LouisCooper_)
With the launch of their yield trading telegram bot.
BLUR thoughts (_FabianHD)
Blast TLDR (Defi_Maestro)
Blast is a new L2 backed by Paradigm & Standard.
OETH & OGV (CryptoGirlNova)
GameSwift, Modular Gaming Blockchain (ardizor)
MUX Bull Case (ardnxt_xo & wacy_time1)
Parallax & CALM Bull Case (0xSalazar)
Frax Bull Case (CryptoGideon_ & 0xShinChannn)
ChartAI Bull Case (MariusCrypt0)
OLAS Explained (DistilledCrypto)
Thena Bull Case (Slappjakke)
CAKE & CakePie (hmalviya9)
Tether & BTC Miner Companies (0xjaypeg)
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.