This Week's Alpha - Arbitrum ARB Plays, Macro Updates, GambleFi Narrative, News & Catalysts, Whale Addresses, And More

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Your Alpha on the Market, dug for you 👇 ▪️ ARB Plays ▪️ Macro Updates ▪️ GambleFi Narrative ▪️ Arbitrum Ecosystem ▪️ News & Catalysts ▪️ On-chain Analysis ▪️ Addresses to Track for Airdrops ▪️ Whale Addresses ▪️ Undervalued Projects & Much More! A THREAD 🧵

As always find the article version, extended, here: cryptoshiro.substack.com/p/this-weeks-alpha-03-26 Subscribe to not miss alpha. Thanks @CryptoKoryo & @maramakesmemes for the great Cover Picture.

Your Alpha, gathered in the following categories: 1/ Narratives & Predictions 2/ News & Catalysts 3/ On-chain 4/ Data & Numbers 5/ Projects 6/ More Alpha Find your alpha! 👇

1/ Narratives & Predictions 1.1/ Macro Updates + Predictions Macro Predictions (@_FabianHD) I'm no Macro Expert, but understanding some Macro and what happens at FOMC meetings may sometimes give easy short-term plays. twitter.com/_FabianHD/status/1637867560682020896

Macro Pulse Update (@arndxt_xo) Great analysis of Macro data. Easy to understand. twitter.com/arndxt_xo/status/1638918299944894465

TA Situation (@wauwda) These are good bullish indicators. It does not mean market remains 100% bullish but it means there is no sign yet of reversal. twitter.com/wauwda/status/1638264308734873613

How $OP Airdrop played out (@ChadCaff) Will $ARB price action follow the same path? It is important to note that the global market situation was not the same when $OP airdropped. Luna collapsed happened shortly after $OP airdrop, so we should see less big moves down for $ARB. twitter.com/ChadCaff/status/1638250634515193857

1.2/ GambleFi Narrative Is GambleFi even a thing? (@CryptoKoryo) Everything you need to know about GambleFi, why it exists, advantages, regulation, data, etc. twitter.com/CryptoKoryo/status/1638966508817911808

23 tokens related to the GambleFi Narrative (@CryptoKoryo) Find threads & articles on the biggest contenders. You know how narratives work though, not all these projects will be succesful, and when the narrative slows down most of them will take a hit. twitter.com/CryptoKoryo/status/1638559256843542530

More on $WINR (@TheDeFiSaint) $WINR is an ecosystem that has a working product called JustBet for now. With a launch on Camelot and many protocols being built in the ecosystem, it is one of the biggest and “safest” project in GambleFi, especially on Arbitrum. twitter.com/TheDeFISaint/status/1638592487936729113

$WINR Bullish Points (@LouisCooper_) twitter.com/LouisCooper_/status/1637796848906936321

More on ArbiRoul (@CryptoKaduna) The project has a Market Cap between $2 & $3M. It is obviously a high risk project. twitter.com/CryptoKaduna/status/1638574937761013760

1.3/ Arbitrum $ARB Arbitrum Game Plan (@DeFiMinty) • Looking at Data • Strategies • Price Comparisons • Watching Chain Flows twitter.com/DeFiMinty/status/1639293026114711552

Sell or HODL? (@0xTindorr) • Mental Model from Experience • On-chain Data Analysis • Short-term play • Long-term play twitter.com/0xTindorr/status/1638976945999478784

Earning Yield on $ARB and more (@2lambro) Where to earn Yield on $ARB, how to take profit without selling and strategies. twitter.com/2lambro/status/1639191702819966976

2/ News & Catalysts Latest Developments in DeFi (@TheDeFinvestor) Arbitrum DAO announced grants coming soon for protocols building on Arbitrum. Sui going live in Q2 2023, you know you only have a few months left to farm the airdrop. twitter.com/TheDeFinvestor/status/1638954008219090946

5 Most Important news from last week (@CryptoKoryo) twitter.com/CryptoKoryo/status/1637904057045065733

Gud News by Fungi (@FungiAlpha) twitter.com/FungiAlpha/status/1637844202569732098

Updates & News in GambleFi (@LouisCooper_) GambleFi is growing well. twitter.com/LouisCooper_/status/1638219472254423040

Top 10 Arbitrum Allocations to DAOs (@nansen_ai) It can be interesting to use these protocols, if you haven’t already, they should airdrop these $ARB. twitter.com/nansen_ai/status/1638180605920935938

Camelot broke $100M TVL (@SmallCapScience) Camelot has seen a huge TVL inflow and price went up a lot after Arbitrum Airdrop and DAO Airdrop announcement. It has now calmed down but they keep growing, and more uptrends should be expected. twitter.com/SmallCapScience/status/1638652748412461064

Vela Beta Phase Summary (@ViktorDefi) twitter.com/ViktorDefi/status/1638863643856228352

Upcoming Updates & Catalysts for Chainge (@CryptoGirlNova) For a long time Chainge has been known as one of the best solutions for cross-chain trading in the market. While this has been the core product it's going to be much more than that. twitter.com/CryptoGirlNova/status/1638558534194569223

Updates & Catalysts for Galileo (@wauwda) Galileo is the world's first platform & ecosystem revolutionising real-world asset (RWA) tokenisation & redemption. twitter.com/wauwda/status/1638791512417861633

Upcoming updates for some projects (@Altcoin_Gold) • Smart Contracts for $AZERO is bullish long term • RWA Narrative with $LEOX & $PROP twitter.com/Altcoin_Gold/status/1639197536329297920

More Catalysts (@wauwda) twitter.com/wauwda/status/1637905169995235329

3/ On-chain 6 Smart Airdrop Hunters Addresses (@lookonchain) These gigabrains caught a lot of airdrops. Track their addresses, find what they’re farming. twitter.com/lookonchain/status/1637747082487529472

2 Super Airdrop Hunters of $ARB (@lookonchain) twitter.com/lookonchain/status/1639165562663358466

SmartMoney Address (@lookonchain) It seems like with such size it can be interesting following their move. twitter.com/lookonchain/status/1638015222911995906

A whale address (@lookonchain) If you want to add another address to your tracking list, have a look at this whale. twitter.com/lookonchain/status/1638025672168972288

Another Address that can be considered “smart money” (@lookonchain) twitter.com/lookonchain/status/1638483428730613760

On-chain analysis on Camelot’s $WINR launch (@2lambro) Speculation > Everything. twitter.com/2lambro/status/1638205627335077890

How to spot where degens are going through options volume (@Flowslikeosmo) Be ahead on movements. twitter.com/Flowslikeosmo/status/1638722282519666688

Are there Whales buying $ARB? (@lookonchain) Top 5 buyers addresses. twitter.com/lookonchain/status/1639111212096167937

4/ Data & Numbers Optimism gaining liquidity (@Flowslikeosmo) While Arbitrum is a bit quieter since airdrop, some capital seem to be rotated into Optimism. twitter.com/Flowslikeosmo/status/1638223990631305218

Base growth (@Flowslikeosmo) Don’t fade Coinbase’s L2. twitter.com/Flowslikeosmo/status/1638586382011748352

Crypto Liquidity (@ConorRyder) twitter.com/ConorRyder/status/1638949262703599617

Accumulation of $ARB by Smart Money Wallets (@themlpx) Smart Money seems to think $ARB still undervalued. I think it will take a few weeks/months but we’ll see $ARB in top 15. (not the craziest take here) twitter.com/themlpx/status/1639095668274003968

5/ Projects This category is for people looking for projects to research. NFA, DYOR. 5.1/ Compilations Early NFT Project Analysis (@paulcryptoadv) twitter.com/paulcryptoadv/status/1637891810851971072

Top Arbitrum Projects (@definapkin) • Radiant • Camelot • Treasure • GMX • Pendle twitter.com/definapkin/status/1638014171559383041

Top 6 Most Undervalued Arbitrum Projects (@Flowslikeosmo) • Plutus • Vesta • Cap • Y2K • Saddle • Hop twitter.com/Flowslikeosmo/status/1638359865600118787

Arbitrum Projects that are getting the biggest $ARB Allocation (@JackNiewold) In comparison to their Market Cap Size. Good Alpha to find undervalued projects in Arbitrum Eco. twitter.com/JackNiewold/status/1638222050857721863

Binance’s Investments (@Moomsxxx) You might find an undervalued project here. DYOR as always. twitter.com/Moomsxxx/status/1637881954618974227

Coinbase’s Investments (@Moomsxxx) twitter.com/Moomsxxx/status/1638971540992585754

Top 8 Entreprise Oriented Projects (@wauwda) Entreprise oriented projects might have their own run in the long term. They usually solve a “real-world” issue. twitter.com/wauwda/status/1638087088737337345

10 Promising Seed Projects (@DeFiMinty) Tensor, MangroveDAO, Alkimiya, and more. twitter.com/DeFiMinty/status/1638577735416131585

A Breakdown of the Starknet Ecosystem (@Starknet_OG) Wallets, Bridges, Tools, AMM, DEX & more. twitter.com/Starknet_OG/status/1638823270828105728

Real Utility (@Altcoin_Gold) twitter.com/Altcoin_Gold/status/1638274156985819138

More Utility (@wauwda) twitter.com/wauwda/status/1638665535977148416

5.2/ More Projects TraderJoe Bullish (@Flowslikeosmo) The future is omnichain. twitter.com/Flowslikeosmo/status/1637876688465051653

Flashstake under the radar (@LandfSmile) twitter.com/LandfSmile/status/1637851429598793729

Plutus, the premier governance aggregator for Arbitrum (@Flowslikeosmo) twitter.com/Flowslikeosmo/status/1637997500916469761

Relay undervalued? (@ganymede_0x) twitter.com/ganymede_0x/status/1638289355721658368

6/ More Alpha zkSync Playbook (@LouisCooper_) Ironic or Gud strategy? First shitcoins on zkSync, except for rugs, should do well as it did for Arbitrum (Arbinu, NitroShiba,…) Derivatives platforms always a good play. Gambling platforms will be a good play if GambleFi strong twitter.com/LouisCooper_/status/1637869862457585666

Is Crypto Decoupling from Traditional Markets? (@CryptoGirlNova) twitter.com/CryptoGirlNova/status/1638257974555840512

How to be smart when following whale wallets (@ModestusOkoye) Some tips & strategies. twitter.com/ModestusOkoye/status/1638301995802193921

Rationality is your best friend (@IamZeroIka) twitter.com/IamZeroIka/status/1638828192822640642

How to earn yield on your $ARB on Plutus (@dLuxGMI) plsARB is an LSD token. twitter.com/dLuxGMI/status/1639235859823337474

More Alpha by Louis Cooper (@LouisCooper_) Louis gives gud alpha in his Telegram. It’s more risky and degen, but it definitely rewards more. Find his calls and ideas on his Telegram. twitter.com/LouisCooper_/status/1638153648638398464

That's it for today frens! If you found this thread useful you can follow @CryptoShiro_ for alpha, knowlegde & airdrop content. Subscribe for free to the newsletter, receive alphas directly into your mailbox. cryptoshiro.substack.com