Andy's Alpha #10 - ETH ETFs? Base Onchain Summer Mania Coming Soon & My Current Outlook
Early opportunities I've heard of, builders delivering alpha, timely releases coming soon, and overall reflections!
Andy’s Alpha will remain a free newsletter . If you wanna contribute, you can send any ERC20 here: andysalpha.eth!
Today’s Inspiration
“Timing, perseverance, and 10 years of trying will eventually make you look like an overnight success.” ― Biz Stone
Before We Get To Approved Alpha, How About Some veMAV Wars Alpha?
SpiralDAO has launched their locker for $veMAV tokens with some very very good yields. They are dominating the space. They have well over 20% of all $veMAV. I’m very bullish on Maverick Protocol and I think the MAV wars will be one of the most important bribing/locking/governance protocol wars we’ve seen yet 👀 You can find more info on SpiralDAOs locker here.
Approved Alpha
So, before we get into the screenshots I want to highlight some very important things that are happening that you must watchout for:
XRP lawsuit is being appealed. If this gets appealed you may want to be CAREFUL with altcoins. ETH & BTC are safe no doubt. I’m bullish, but something to be aware of.
ETH Futures ETFs are likely going be passed in 75 days or so (unless anything happens in next few days). Pretty bullish.
Coinbase Build On Base Summer just started and its pretty exciting. I’d pay attention there.
My basic outlook is to stack as many positions as possible currently. Really trying to solidify long-term bets in the market and find what is next. Some bets I’ve been seeing on CT are $WINR, $RLB & $UNIBOT (duh), $DMT, $AKT, miladies, and some other good ones. NFA, but this gamblefi narrative is so hot. Onchain activity is picking up. I’m getting bullish again.
I’m basically holding spot ETH, BTC, DeFi OG coins, some gamblefi tokens, Pudgies/Miladies/Opepen/Checks, and looking for onchain farms and getting token allocations.
Ok, lets go:
Alpha packed thread
A bridge between DeFi and fiat currencies via a smart contract network optimized for fiat - Let’s dive into Pendulum.
Airdrop opportunity from EthStorage
The next blue-chip uncovered (?)
Mantle to break into top 10?
zkSync airdrop guide.
Binance DeFi Derivatives Report Overview
Strategies on perp DEXs & Yield Farming
Guide on how to get your share of $LINEA + $IZUMI
5 divergent narratives signalling perplexity ahead.
Tracking the moves of whales to becoming a whale yourself
Top 10 Perp DEXs to keep an eye on
Airdrop hunting 👀
Exploring BNBCHAIN for GEMS.
Strategy to get over 300% APR on $ARB!
A comprehensive guide on NotumDefi
Overview of relevant developments, governance proposals, new protocols and more
Discover Pond
Solana August 2023 research report
Stablecoin landscape
Some DeFi perps observations
Skills you must learn to truly capitalize on the next bull market.
On-chain highlights this month
Timely News
TOP 10 Cypto NEWS of the Day:
DeFi sees a bit of a comeback in $17M week
Bridged assets to Coinbase's Layer 2 top $100 million
BTC hodlers outperformed crypto funds by 69% in H1: 21e6 Capital
Can BTC go "full bull" in September?
Hong Kong has granted its first retail crypto trading licenses
DYdX evaluates transitioning token to native asset of upcoming Layer 1 chain on Cosmos
Liquity has achieved a new all-time high with the highest number of active loans ever.
Data Analysis
Chainlink's github development activity notably higher this summer
Top 10 L2s overview
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