This Week's Alpha - USDC Depeg, SVB Insolvency, Macro Events, Project Catalysts, Funds Addresses to Track, And More

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Get your Alpha on the Market, gathered for you 👇 ▪️ Narrative for a Bitcoin Bull Cycle ▪️ Macro Events ▪️ Project Catalysts ▪️ $USDC & SVB Situations ▪️ Funds addresses to track ▪️ DeFi Latest Developments & Much More! A THREAD 🧵 cryptoshiro.substack.com/p/this-weeks-alpha-03-13

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

1/ Narratives & Catalysts The Narrative for a new Bitcoin Bull Cycle (@tedtalksmacro) Out of all the reasons to be bear, here is a few bullish cases. twitter.com/tedtalksmacro/status/1635072517722472448

Upcoming Macro Events this week (@MariusCrypt0) twitter.com/MariusCrypt0/status/1634675701528817671

Upcoming Project Catalysts (@_FabianHD) I would especially keep an eye on zkEVM for Polygon, Bedrock for Optimism, Solana Migration for HNT, RDNT V2 and CAKE V3. Stablecoins for Curve & Aave could fit in a narrative, especially with what happened to $USDC. twitter.com/_FabianHD/status/1635078178313240576

Catalysts for $VELA (@wauwda) Vela was affected by this $USDC depeg, but is also recovering really fast. twitter.com/wauwda/status/1633865823424061440

2/ News & Events Silicon Valley Bank goes bust (@arndxt_xo) A summary of what happened with SVB: • About SVB • What happened • Crypto firms involved • Era of startup turmoil twitter.com/arndxt_xo/status/1634414263434637312

Impacts on Circle & $USDC (@defi_mochi) twitter.com/defi_mochi/status/1634390211244466176

Why USDC is not UST (@CryptoGirlNova) Of course now that $USDC is close to peg, it’s easy to say it was a safe bet to buy $USDC. Still $USDC is not on the same level of risk UST was. twitter.com/CryptoGirlNova/status/1634486537638354944

Analysis of USDC Liquidity (@DefiIgnas) twitter.com/DefiIgnas/status/1634447555743604737

Bearish Events for the Crypto Market (@thehiddenmaze) Lot of more TradFi, Macro economy events. Events like banks insolvency should be bullish for crypto though. twitter.com/thehiddenmaze/status/1633966100458209281

Even with everything that’s happening, ETH price action is not so bad (@Flowslikeosmo) twitter.com/Flowslikeosmo/status/1634343387053826048

The Latest Developments in DeFi (@TheDeFinvestor) TraderJoe keeps expanding, Vela keeps developing, DeFiLlama keeps building cool free stuff for us to use. And more. twitter.com/TheDeFinvestor/status/1633870621833588742

$gDAI live on Pendle Arbitrum (@pendle_fi) Through Pendle yield-wizardry, you can have more control over your exposure to $gDAI returns. twitter.com/pendle_fi/status/1633829856101429248

Carbon Browser surpassing 45,000 daily active users (@wauwda) + They teamed up with a major player in the AI industry. Carbon is a potential massive project for the future of Web3. twitter.com/wauwda/status/1633816958364794882

$EDE Liquidity on Camelot (@CamelotDEX) Camelot being chosed by more and more projects on Arbitrum. twitter.com/CamelotDEX/status/1633940721152700416

$WINR sale on Camelot (@CamelotDEX) They raised $3M. Token release on March 16th. I would still expect some dump at launch. Especially since people are complaining about the tokenomics. twitter.com/CamelotDEX/status/1634996780642480128

3/ On-chain Binance to convert $1B from $BUSD to $BTC, $BNB & $ETH (@cz_binance) And everything is on-chain, find the address below. twitter.com/cz_binance/status/1635131601884700674

Why $GMX held pretty well during the storm (@DeFiMann) A GMX “maxi” took advantage of the dip to load more GMX. Another address to track. twitter.com/DeFiMann/status/1634164657702223872

How Funds responded to the $USDC depegging (@lookonchain) What funds and important people did when they saw $USDC depegging. Another great list of wallets to track. (Most of them sold $USDC for $USDT). twitter.com/lookonchain/status/1634553237155217409

How did GCRClassic respond to $USDC depegging (@lookonchain) They made some quick profit. Find their address below. twitter.com/lookonchain/status/1634775419651239937

A smart whale dumped before the market fell (@lookonchain) They had insider info? Probably. Another wallet to keep an eye on. twitter.com/lookonchain/status/1634104054333980678

Ribbon Finance Wallet (@lookonchain) Ribbon has loaded more $BTC & $LDO during the dip. twitter.com/lookonchain/status/1634052044784021504

Rewkang trading address (@lookonchain) He made some profit shorting $ETH & $BTC. twitter.com/lookonchain/status/1634157768398499840

How to long/short assets not on Perp DEX/CEX (@2lambro) Here is a guide on how you could have longed or shorted $USDC without using perpetuals. (+ other methods) You will be prepared now for this kind of events. twitter.com/2lambro/status/1634425535697948672

4/ Data & Numbers How much crypto firms raised for Gaming & NFTs in 2023 (@Flowslikeosmo) Gaming should be one of the best gateways to crypto & web3. twitter.com/Flowslikeosmo/status/1634011217097269254

Ethereum Revenue on a consistent uptrend for the past 6 months (@Dynamo_Patrick) twitter.com/Dynamo_Patrick/status/1633927471757414401

Number of RDNT holders is increasing fast (@ChadCaff) As we saw earlier they have an important catalyst coming up, their V2 launch. twitter.com/ChadCaff/status/1633852303399591937

Arbitrum DEX Volume hit a new ATH (@0xFlips) twitter.com/0xFlips/status/1634984419835650055

FTM Daily Active Users hitting highest point of the year (@Flowslikeosmo) Don’t fade Fantom, it’s doing an interesting comeback. twitter.com/Flowslikeosmo/status/1634237746326966272

$GMX outperforming during times of extreme volatility (@Flowslikeosmo) GMX still the place to go to trade when things are heating up. twitter.com/Flowslikeosmo/status/1634192423453863938

5/ Projects 5.1/ Compilations 5 Arbitrum Projects that have yet to explode (@CryptoGirlNova) Some in GambleFi narrative. twitter.com/CryptoGirlNova/status/1633897861002960898

More gems on Arbitrum (@fitforcrypto_) Some AI projects. twitter.com/fitforcrypto_/status/1634624256506994691

Projects for potential 100x long term (@2xnmore) twitter.com/2xnmore/status/1633748586986078209

72 New Projects that just launched or will launch soon (@FungiAlpha) Fungi Alpha giving free alpha again. Keep in mind super early projects like that can rug, but can also make quick 10x. DYOR. twitter.com/FungiAlpha/status/1634953270035881991

5.2/ More Projects Listing soon for $LEOX (@wauwda) Presentation of a project aiming to tokenize physical goods. twitter.com/wauwda/status/1634841267816509441

RELAY’s bridge (@LouisCooper_) A good price for this undervalued project spotted by Louis. twitter.com/LouisCooper_/status/1634864316208803841

Linntuition on Perpy (@crypto_linn) Presentation + bullish cases. twitter.com/crypto_linn/status/1633856884506501120

Chainge Bullish (@wauwda) twitter.com/wauwda/status/1633838653876371457

Morpheus Network integrations (@wauwda) twitter.com/wauwda/status/1633896304467234816

Projects on the RWA Narrative (@TheDeFISaint) + The Binance Research Report on RWA: research.binance.com/en/analysis/real-world-assets twitter.com/TheDeFISaint/status/1634082032262291458

Carbon Roadmap (@wauwda) twitter.com/wauwda/status/1633902380474351621

Realio bullish cases (@Altcoin_Gold) RWA Narrative. twitter.com/Altcoin_Gold/status/1634931591628857351

6/ More Alpha Alpha on scalping (@CryptoKoryo) twitter.com/CryptoKoryo/status/1633951097122443264

How to get a Flash Loan for quick oportunities (@Hercules_Defi) Especially Arbitrage. twitter.com/Hercules_Defi/status/1634238815031406592

News, Launches, Project Updates, daily (@C4dotgg) C4gg for daily alpha. twitter.com/C4dotgg/status/1634926505255108608

Funding Arbitrage (@rektfencer) Get paid to long or short. Here an example with the USDC depeg and how you could have earned good APR. You’ll be prepared for next time. twitter.com/rektfencer/status/1635029862846205952

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