Your Weekly Alpha on the Market 👇
Be Early on the Latest Narratives & Catalysts.
🔹 Find ALPHA on:
▪️ Market Outlook
▪️ September Thoughts & Unlocks
▪️ Winning Narratives
▪️ OP Stack Narrative
▪️ Latest News & Catalysts
▪️ Metrics & Data
▪️ Early Projects
& More!
🧵
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tinyurl.com/shirosalphas
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Find out about the Catalysts & Alpha early, have your edge on the Market.
Your Alpha, gathered in the following categories:
1️⃣ Narratives & Predictions
2️⃣ Thoughts & Advice
3️⃣ News & Catalysts
4️⃣ Data & Numbers
5️⃣ Projects
6️⃣ More Alpha
Great cover from @0xTindorr's thread, thanks!
Give him a follow.
Find your alpha! 👇
Even if: the Market is super boring, Metrics are almost all down, and we’re in the longest Bear Market ever, you are still here.
And you’re even confident, based on my last poll.
Will the longest Bear Market bring the longest Bull Market? The most profitable?
Time will tell.
1️⃣ Narratives & Predictions
Depression Time? (@Flowslikeosmo & @rektdiomedes)
Market is definitely boring, low engagement, few users, low DeFi TVL, every small pump is eaten up and bullish news are causing 2% pump max.
twitter.com/Flowslikeosmo/status/1697708071441592453
Where are we in the Market (@R0MCY)
And Thesis for September.
twitter.com/R0MCY/status/1698709994366030229
September Market Outlook (@milesdeutscher)
With Macro News & Catalysts.
twitter.com/milesdeutscher/status/1697684725152747906
September, usually the worst month for the Market? (@CryptoMichNL)
twitter.com/CryptoMichNL/status/1697696825191387573
Bitcoin Macro Technical Analysis (@CryptoCon_)
You know TA is not my thing. I don’t blindly trust it, but it’s still some more indicators.
twitter.com/CryptoCon_/status/1697964773516648659
AI, CDP, RWA & ZK Narratives (@Joeconceptss)
Interesting Narratives with some top players.
However I don’t think anyone “missed” LSDfi, LPDfi & SocialFi Narrative.
LSDfi & LPDfi will be huge for the bullrun, actually LPDfi did not even really start yet.
twitter.com/Joeconceptss/status/1697608595184177215
Token Narratives to Watch in September (@Prithvir12)
twitter.com/Prithvir12/status/1697249956451758436
Example of Narratives & Economit Moat (@0xTindorr)
And how some projects are able to maintain a competitive edge over their competitors.
twitter.com/0xTindorr/status/1698350222492287017
The OTC Narrative coming back? (@CryptoGirlNova)
There is not a lot of projects, and until now not a big demand for OTC Services.
Vetme Volume might show a switch.
twitter.com/CryptoGirlNova/status/1698346366387572979
OP Stack Adoption (@stacy_muur)
And why it contributes to Optimism Narrative.
twitter.com/stacy_muur/status/1698720913842180113
2️⃣ Thoughts & Advice
Thoughts on ETH/BTC (@milesdeutscher)
twitter.com/milesdeutscher/status/1697588183007977478
Thoughts on Convictions & Patience (@ParabolicPump)
twitter.com/ParabolicPump/status/1698098283523039281
Thoughts on Revenue-creating Projects (@thehiddenmaze)
twitter.com/thehiddenmaze/status/1698408046249071054
Activities to do while the market is boring (@CryptoGideon_)
I believe exiting the market in September to re-enter in Octobre is not really risky, I doubt we’ll see huge pumps in September.
However I won’t try to time the market and probably will stay in for most of my assets.
twitter.com/CryptoGideon_/status/1698059925799256391
Advice to make it (@CryptoGirlNova)
Being early is not enough.
You have to play it smart.
twitter.com/CryptoGirlNova/status/1698372899004993874
Solana building during the Bear Market (@crypthoem)
And being a good candidate for the bull.
Their recent partnerships are definitely bullish.
twitter.com/crypthoem/status/1699053418546090192
Helpful tips to trade with a small bag (@andrewsaunders)
Avoiding high fees, slippage, using tools, and more.
twitter.com/andrewsaunders/status/1699147194056729045
3️⃣ News & Catalysts
The Latest News & Catalysts (@CryptoShiro_)
With Macro, Unlocks, and more.
twitter.com/CryptoShiro_/status/1699075121687007535
Pendle hitting TVL ATH (@tn_pendle)
And yet price is still down from previous ATH. I’m accumulating at these prices.
twitter.com/tn_pendle/status/1699346796768792782
Updates on 5 Projects (@TheDefiDog)
Pendle, Unibot, PaalMind, MEVFree & Photo Finish.
I would not be interested by the last one to be honest, especially for long term. But it could have an interest for some GambleFi & NFT Degens.
twitter.com/TheDefiDog/status/1699093114483527728
More News & Bullish Updates (@Defi0xJeff)
twitter.com/Defi0xJeff/status/1699282681719390447
September Unlocks (@TheDeFinvestor, @poopmandefi & @wacy_time1)
twitter.com/TheDeFinvestor/status/1699050989784064327
4️⃣ Data & Numbers
August Metrics (@lars0x)
With On-chain volume of Stablecoins, Miners Revenue, NFT Volume, and more.
twitter.com/lars0x/status/1697602456711020591
Base Growth not slowing down (@TheDeFISaint)
twitter.com/TheDeFISaint/status/1697924263620018502
ETH Montly Trading Volume hitting its lowest point since 2020 (@TheDeFinvestor)
twitter.com/TheDeFinvestor/status/1697573887079223779
TVL Today compared to one year ago (@Dynamo_Patrick)
twitter.com/Dynamo_Patrick/status/1697954405142626656
Google Search Traffic for crypto at its lowest point in 5 years (@Dynamo_Patrick)
twitter.com/Dynamo_Patrick/status/1697928017039765581
Total Stablecoin MarketCap increasing a bit (@Dynamo_Patrick)
twitter.com/Dynamo_Patrick/status/1698709836949504208
Binance doing $15B to $45B in Trading Volume with Futures every day (@ThorHartvigsen)
Part of this volume will definitely be onchain soon.
twitter.com/ThorHartvigsen/status/1699153684385415196
Perp DEX Metrics & Analysis (@RealDegenGMX)
With $HMX, $LVL, $KWENTA, $GNS & $GMX.
twitter.com/RealDegenGMX/status/1698714559857443290
5️⃣ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5️⃣.1️⃣ Compilations
10 Small Caps/Unknown Projects (@CryptoNikyous)
Decentralized Science, On-chain Royalties, Bots, MEV Tools, and more.
twitter.com/CryptoNikyous/status/1697617633791836585
10 Crypto Assets to watch while they’re trading at a Discount (@Flowslikeosmo)
$RDNT, $STG, $PENDLE, and more.
twitter.com/Flowslikeosmo/status/1697987798098383009
Tokens per Narrative (@CryptoGideon_)
Telegram Bots, GambleFi, LSDfi, and more.
twitter.com/CryptoGideon_/status/1699143971891535939
Top 5 VC Investments (@Flowslikeosmo)
Pendle, Maple, Drip Haus, and more.
twitter.com/Flowslikeosmo/status/1698350155853156549
3 Projects quickly introduced (@wauwda)
Kaspa, Chainge & Tensor.
twitter.com/wauwda/status/1698308273563124034
10 Interesting Launches (@CryptoNikyous)
With a new Telegram Bot, GambleFi Projects, a Launchpad, and more.
twitter.com/CryptoNikyous/status/1698646435535954198
Early & Degen Projects (@twindoges)
High risk.
twitter.com/twindoges/status/1699153401102110893
5️⃣.2️⃣ More Projects
Rollbit Investment Report Card (@hmalviya9)
twitter.com/hmalviya9/status/1697857703836864820
Quant Pros & Cons (@wauwda)
twitter.com/wauwda/status/1698281222793789782
Kujira quick Introduction (@Moomsxxx)
twitter.com/Moomsxxx/status/1698355167819645181
Pendle RWA Growth (@Rightsideonly)
twitter.com/Rightsideonly/status/1698533514789167607
Unibot FUD Opinion & Thesis (@LouisCooper_)
twitter.com/LouisCooper_/status/1698724768235610315
6️⃣ More Alpha
15 Books about Blockchain, Investment & Tech (@stacy_muur)
twitter.com/stacy_muur/status/1698361888860487743
Farming Opportunities (@yieldinator)
twitter.com/yieldinator/status/1698535035266367854
10 Dune Analytics Dashboards (@Flowslikeosmo)
twitter.com/Flowslikeosmo/status/1698724191917224388
A Portfolio Growth Challenge (@0xprerich)
I always like to follow this type of challenge. Especially when they’re successful.
twitter.com/0xprerich/status/1698707980424990898
Shiro
@CryptoShiro_
Former Research Analyst for a VC | Alpha Channel 💎 t.me/shiroalpha | Curatooor & Threadooor | Follow for Alpha & Knowledge