A new edition of great Alpha I found for you 👇
You will find alpha on:
▪️ China Narrative
▪️ Catalysts
▪️ GambleFi
▪️ Lowcap & Undervalued Projects
▪️ Unreleased Projects
▪️ Arbitrum Ecosystem
▪️ zk
▪️ On-chain & Wallet Tracking
& Much More!
A THREAD🧵
cryptoshiro.substack.com
You will find alpha on:
▪️ China Narrative
▪️ Catalysts
▪️ GambleFi
▪️ Lowcap & Undervalued Projects
▪️ Unreleased Projects
▪️ Arbitrum Ecosystem
▪️ zk
▪️ On-chain & Wallet Tracking
& Much More!
A THREAD🧵
cryptoshiro.substack.com
Your Alpha, gathered in the following categories:
1/ Narratives & Catalysts
2/ Events
3/ On-chain
4/ Data & Numbers
5/ Projects
6/ More Alpha
Find your alpha! 👇
1/ Narratives & Catalysts
2/ Events
3/ On-chain
4/ Data & Numbers
5/ Projects
6/ More Alpha
Find your alpha! 👇
1/ Narratives & Catalysts
1.1/ China Narrative
Is China bullish on crypto? (@defi_gaz)
What’s happening in China, why would they be bullish on crypto, & long term thoughts.
1.1/ China Narrative
Is China bullish on crypto? (@defi_gaz)
What’s happening in China, why would they be bullish on crypto, & long term thoughts.
Picks with Catalysts (@0xvanillacream)
The main reason for a chinese narrative is Hong Kong has outlined new plans to allow retail investors to trade certain digital currencies on licensed exchanges.
Find some of the best chinese crypto picks.
The main reason for a chinese narrative is Hong Kong has outlined new plans to allow retail investors to trade certain digital currencies on licensed exchanges.
Find some of the best chinese crypto picks.
More bullish chinese tokens (@cyrilXBT)
Most of them pumped already but it could be interesting to wait for good entries.
More news should arrive from Hong-Kong in the months to come.
Most of them pumped already but it could be interesting to wait for good entries.
More news should arrive from Hong-Kong in the months to come.
The Ultimate Chinese Narrative Database (@0xShinChannn)
Over 20 protocols tracked from top tweets & news, compiled in one comprehensive Notion page.
Over 20 protocols tracked from top tweets & news, compiled in one comprehensive Notion page.
NFTfi Narrative (@rektfencer)
What is NFTfi Narrative and projects with potential.
I don’t know about short term, but NFTfi is definitely something to keep an eye on for long term. It’s still pretty new, and NFT is not a market as big as it used to be, but things are moving.
What is NFTfi Narrative and projects with potential.
I don’t know about short term, but NFTfi is definitely something to keep an eye on for long term. It’s still pretty new, and NFT is not a market as big as it used to be, but things are moving.
Optimism Season (@TheDeFinvestor)
Upcoming Catalysts for Optimism, and for two of the biggest projects:
Synthetix V3 & Velodrom V2.
Upcoming Catalysts for Optimism, and for two of the biggest projects:
Synthetix V3 & Velodrom V2.
The Potential Upcoming Narratives (@Rightsideonly)
Thoughts, catalysts, and examples.
Synthetics is a narrative I’ll definitely research more.
Thoughts, catalysts, and examples.
Synthetics is a narrative I’ll definitely research more.
30 Projects under $50M Mcap with strong narrative or catalysts (@blocmatesdotcom)
A list full of alpha.
A list full of alpha.
2/ Events
2.1/ Arbitrum Ecosystem
Arbitrum One processed more daily transactions than Ethereum for the first time (@arbitrum)
2.1/ Arbitrum Ecosystem
Arbitrum One processed more daily transactions than Ethereum for the first time (@arbitrum)
Arbitrum flipped BSC in volume on the daily (@Dynamo_Patrick)
And is not far on the weekly.
And is not far on the weekly.
Onchain Trade cancelling its launch on Camelot (@OnchainTrade)
Which has obviously not been bullish for Camelot.
Which has obviously not been bullish for Camelot.
Camelot’s reply (@CamelotDEX)
Camelot claimed false allegations by OnchainTrade.
This situation + what happened with $TROVE price has not been bullish for $GRAIL.
I personally still believe Camelot is a good product on Arbitrum, and see this as an opportunity to buy lower.
Camelot claimed false allegations by OnchainTrade.
This situation + what happened with $TROVE price has not been bullish for $GRAIL.
I personally still believe Camelot is a good product on Arbitrum, and see this as an opportunity to buy lower.
FactorDAO successful public sale on Camelot (@CamelotDEX)
Factor is an on-chain asset management platform that aggregates multiple DeFi assets and enables the creation of new instruments and strategies.
Token listing today (02/25) at 6pm UTC.
Factor is an on-chain asset management platform that aggregates multiple DeFi assets and enables the creation of new instruments and strategies.
Token listing today (02/25) at 6pm UTC.
$FCTR initial circulating supply down to 18% (@FactorDAO)
That could result in a more interesting price action at listing.
That could result in a more interesting price action at listing.
Roseon on Arbitrum (@RoseonExchange)
Roseon is a gamified derivatives exchange + a mobile one-stop crypto trading and earning app.
Roseon is a gamified derivatives exchange + a mobile one-stop crypto trading and earning app.
BlackRabbitAI migrating to Arbitrum (@Issherai)
Black Rabbit AI aggregates various AI tools into one user-friendly interface.
Black Rabbit AI aggregates various AI tools into one user-friendly interface.
Blur surpassing OpenSea (@Delphi_Digital)
For now. Still, it made Opensea drop its marketplace fees to 0%.
For now. Still, it made Opensea drop its marketplace fees to 0%.
Coinbase launching a L2 (@BuildOnBase)
More on Base (@BanklessHQ)
Stader being a Rocket Pool fork? (@hanni_abu)
Froking is OK, if you add some inovation to it, but how Stader reacted is what makes it weird.
Froking is OK, if you add some inovation to it, but how Stader reacted is what makes it weird.
Weekly Alpha (@TheDeFinvestor)
The usual alpha from TheDeFinvestor.
I have my eyes on Timeswap & Perennial.
The usual alpha from TheDeFinvestor.
I have my eyes on Timeswap & Perennial.
More News & Events (@M6Labs)
3/ On-chain
How to find wallets to track (@ArbiAlpha)
Learn how to use dexscreener, DeBank & coingecko to find wallets
+ some wallets to track.
How to find wallets to track (@ArbiAlpha)
Learn how to use dexscreener, DeBank & coingecko to find wallets
+ some wallets to track.
A case study of using bubblemaps to find alpha (@LouisCooper_)
How to find early projects with Blockpour (@defi_mochi)
An on-chain case study.
An on-chain case study.
A whale spotter tool on Dune (@diligentdeer)
A smart money address (@lookonchain)
An address to track and see if it’s indeed smart money.
An address to track and see if it’s indeed smart money.
Another potential smart money address (@lookonchain)
Arca’s address (@datanerdonchain)
Arca is an investment firm.
Arca is an investment firm.
An on-chain analysis of $PERP (@lookonchain)
4/ Data & Numbers
4.1/ Macro
4.2/ Arbitrum
4.3/ More Numbers
Find this section in the Newsletter Edition.
With @milesdeutscher, @_FabianHD, @arndxt_xo, @tedtalksmacro, @Dynamo_Patrick, @0xFlips, @ThorHartvigsen, @its_airdrop, @Flowslikeosmo, @DefiIgnas & @PSYTWEAK
4.1/ Macro
4.2/ Arbitrum
4.3/ More Numbers
Find this section in the Newsletter Edition.
With @milesdeutscher, @_FabianHD, @arndxt_xo, @tedtalksmacro, @Dynamo_Patrick, @0xFlips, @ThorHartvigsen, @its_airdrop, @Flowslikeosmo, @DefiIgnas & @PSYTWEAK
5/ Projects
5.1/ Compilations
Top Lowcap projects (@corleonescrypto)
$Y2K still undervalued imo.
Don’t know much about $PINE but I would be careful and do researches since it’s a microcap.
5.1/ Compilations
Top Lowcap projects (@corleonescrypto)
$Y2K still undervalued imo.
Don’t know much about $PINE but I would be careful and do researches since it’s a microcap.
17 Upcoming Projects (@kindahangry)
One can hardly be more early there.
One can hardly be more early there.
7 Most Promising Lowcap zk projects (@CryptoGirlNova)
37 Promising Projects that just launched or will launch soon (@FungiAlpha)
Once again, hard to be more early. A lot of research to do, and the risk is high, but that could be the best return on investment you get.
Once again, hard to be more early. A lot of research to do, and the risk is high, but that could be the best return on investment you get.
5 pretty new projects that should recover fast (@0xTindorr)
5.2/ More Projects
Bullish on Thena (@crypto_linn)
Bullish on Thena (@crypto_linn)
Pine Protocol (@HanzoYasunaga)
$PINE is a newcomer in the NFTfi narrative.
Would not especially buy now but would buy when NFTfi is heating again. Top gainers could rotate into Pine.
Again, I don’t know much about it though.
$PINE is a newcomer in the NFTfi narrative.
Would not especially buy now but would buy when NFTfi is heating again. Top gainers could rotate into Pine.
Again, I don’t know much about it though.
Camelot still growing (@SirBootsOfIron)
As I said earlier, still confident on Camelot.
As I said earlier, still confident on Camelot.
More on GRAIL (@DrgStefanescu)
A new browser in the ecosystem (@cyrilXBT)
As I’m bullish long term on $MASQ, I see this “new” browser with a good eye as well. The ecosystem is not yet overcrowded with browser projects.
Web3 oriented, faster than other, privacy focused, Free VPN, these are very good arguments
As I’m bullish long term on $MASQ, I see this “new” browser with a good eye as well. The ecosystem is not yet overcrowded with browser projects.
Web3 oriented, faster than other, privacy focused, Free VPN, these are very good arguments
Bullish arguments for GigaSwap (@LFGINARI)
GigaSwap’s price action has been quite bad lately.
They’re still building, and here are some good arguments, however usage and volume are still pretty low.
GigaSwap’s price action has been quite bad lately.
They’re still building, and here are some good arguments, however usage and volume are still pretty low.
SolidSignalAi launching soon on Camelot? (@SolidSignalAi)
A project to keep an eye on.
A project to keep an eye on.
Bullish on $THENA & $EDE (@Crypt0_Andrew)
Finally some good innovative protocols on BinanceSmartChain, I would tend to agree with the bullishness.
Finally some good innovative protocols on BinanceSmartChain, I would tend to agree with the bullishness.
6/ More Alpha
6.1/ People & groups to follow
Louis new Telegram group where you could find some alpha (@LouisCooper_)
6.1/ People & groups to follow
Louis new Telegram group where you could find some alpha (@LouisCooper_)
Castle Capital, a private community (@Castle__Cap)
You could probably find an interest in their great newsletter.
You could probably find an interest in their great newsletter.
Daily News (@C4dotgg)
As always the Daily News by C4gg to find new projects and more.
As always the Daily News by C4gg to find new projects and more.
NFT & Crypto News (@ElenaaETH)
If you’re interested in NFT, you will find daily rewinds here.
If you’re interested in NFT, you will find daily rewinds here.
6.2/ Other
A GLP strategy on Sentiment (@sentimentxyz)
A GLP strategy on Sentiment (@sentimentxyz)
How to get a Lens profile for free (@fayl1ze)
Thanks to Phaver.
You can follow me on Phaver (@ Shiro) also if you want, I’m planning to post more.
Thanks to Phaver.
You can follow me on Phaver (@ Shiro) also if you want, I’m planning to post more.
Passive income ideas with $1M capital (@rektfoodfarmer)
There is obviously a lot of risk there but also a huge upside potential long term.
There is obviously a lot of risk there but also a huge upside potential long term.
How someone has the ability to crash the NFT Market (@liamherbst_)
How to check wheter a TVL increase is real, a video (@Dynamo_Patrick)
That's it for today frens!
If you found this thread useful you can follow @CryptoShiro_ for alpha, knowlegde & airdrop content.
Thank you again for 20k!
Subscribe for free to the newsletter, receive alphas directly into your mailbox.
cryptoshiro.substack.com
If you found this thread useful you can follow @CryptoShiro_ for alpha, knowlegde & airdrop content.
Thank you again for 20k!
Subscribe for free to the newsletter, receive alphas directly into your mailbox.
cryptoshiro.substack.com
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