Andy's Alpha #14 - Back In The Trenches
Early opportunities I've heard of, builders delivering alpha, timely releases coming soon, and state of things!
Andy’s Alpha is free. If you wanna contribute, you can send any ERC20 here: andysalpha.eth!
Feels like the markets are dead again, eh? Happy Labor Day to all the USA folks out there. There is tons happening in the DeFi market today and todays newsletter highlights a lot of my findings and some very quality opportunities.
I will have a different version of the newsletter coming out very, very soon. It will be my longer form, written thoughts. I will expand on my conversations with builders in the space and provide you with actionable information about what is coming up for each project (I speak to at least 1-2 projects/day), my portfolio updates & market thoughts, Q&As, and other high ROI opportunities I’m looking at.
Stay tuned for this very soon.
Today’s Inspiration
“To get rich, you have to be making money while you’re asleep.” ~ David Bailey
Approved Alpha
Crazy high yields on stables…be careful.
Revolutionizing crypto asset management with full custody and control, Plena Finance. I’ve been working with them for a bit as an advisor. I like it.
How to be on track with all new rollups launching? Here is a simple guide”
More yields on different pools with different strategies, Vaults based protocol which does yield farming.
Short useful info about Polygon’s upcoming tech stack:
RWA is far from being dead. Here’s why:
PostToEarn Campaigns for speed markets from Thales, with rewards:
Premia Academy aims to provide newcomers with all needed skills for trading options:
15%+ APYs with Gearbox in their new Curve Pools launch:
Marginly Testnet opportunity:
New LiFi integration for cross-chain borrowing:
Standard goes live with their SmartV aults.
The bear is the best time to build something new. Check out 10 ideas from the CEO of Coinbase:
Kyber Network incentives to participate in their community:
D8X Thread competition:
Gartner Hype Cycle methodology:
Projects Like Arrakis, Gamma and Maverick Offer Automated Investment Strategies For Retail Investors (Uniswap v3 liquidity management):
Spoke with Curvance team, you do not want to miss this:
Explanation of EV. Really quite important.
Timely News
BUSD will be without Binance support.
Always think of security. It’s a key.
A New York judge declined to "stretch the federal securities laws to cover the conduct alleged" in a proposed class action complaint seeking to hold Uniswap accountable for "scam tokens" issued on the protocol.
Arbitrum Stylus goes live with Rust implementation:
Data Analysis
Spark, Raft are among leaders of TVL gainers for the last 30 days.
Definitely not a strong month but still ETH is up.