Andy's Alpha #37: Its Time To Take Action Onchain
Early opportunities I've heard of, builders delivering alpha, timely releases coming soon, and state of the market!
Andy’s Alpha is free. If you wanna support my work feel free to hop on the 7-day free trial & access all the previous inner circle agendas, then decide if you want to continue:
Last week I mentioned I didn’t expect an immediate moonshot, and here we another week in the books and not broken local highs *yet* - seems imminent. Perhaps over the weekend or into next week. I’d expect some nice moves towards the end of this month barring any unforeseen circumstances.
The ETF flows are aboslutely insane. Its like Saylor buying 5 days/week.
The best way to take advantage of this is to GET ACTIVE onchain and start farming tokenless protocols, position in staking projects with upcoming drops (TIA, DYM, ATOM etc) and get active. You will be rewarded handsomely.
Don’t get chopped up on leverage my frens. Here’s what you should do instead…
You should be hunting for airdrops. This is probably the best return on your capital and time. I’ll post a couple opportunities (with a ref link) and it’ll be up to you if you want to take advantage:
Farming Ekubo points on Starknet by LP'ing in different positions, using Braavos wallet. I bridged with Orbiter, farming that too by using for volume. Super passive farm here just gotta deposit, its the #2 dApp by TVL on Starknet. Come farm with me.
Restake on Eigenpie and earn Eigenlayer points, Eigenpie points, and Swell voyage points. Come farm join me, frens.
Farming Parcl.co right now on Solana, a totally underfarmed airdrop, and enjoying the platform. Use ref 'ayyyeandy' for 5% extra boost on rewards.
Restake on Claystack and earn Eigenlayer points and CLAY rewards. Click to join me.
Farming Nostra (lending, borrowing, swapping with AVNU aggregator, and depositing in pools) on Starknet as I think $STRK is imminent and $NOS is the #1 TVL dApp on the network, come farm with me frens.
Deposit ETH onto Mode Network L2 and claim your potential airdrop and use ETH to farm more tokens. Deposit with me.
P.S. If you haven’t already, join my free TG channel to stay up to date with daily posts and alpha.
Before we jump into todays post, I wanted to let you know you can start a 7-day free trial and upgrade to a premium sub ($7.99/mo) to see the full backlog of posts and receive the upcoming premium newsletter:
SpiralDAO is the official sponsor of Andy’s Alpha.
SpiralDAO is dominating the $veMAV game. They are offering really good yields. If you have seen the Maverick token chart, you’ll be pretty pleased too especially for upcoming MAV airdrop (as seen above) for all stakers in SpiralDAO.
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Today’s Inspiration
“Everyone wants to live on top of the mountain, but all the happiness and growth occurs while you’re climbing it.” — Andy Rooney
Approved Alpha:
Vertex:
Restaking:
FORE:
The Endgame:
Cartesi:
Mode:
Across:
“Do your own research”:
Gelato:
ENS:
Routescan:
EigenLayer and Restaking:
Core DAO:
Optimism incident:
Jackal:
ALT airdrop season one:
Nostra:
Persistence One:
Premia Blue:
Modular Blockchain Roundup:
ZKX:
Maverick Protocol:
ClayStack :
Moby:
Buffer Finance:
Overtime Markets:
D8X:
Bullish news:
Axelar:
Li.Fi:
UMA:
XRP in trouble:
Meter.io:
MYSO:
Kado:
Projects with the biggest cults:
LlamaFolio:
Mode:
Awaken:
Lido’s wstETH:
Layer2DAO:
Sec3:
Taiko:
Celer:
Optimism:
Metis:
Safe:
Dymension:
Scroll:
Solana:
RFX:
Gitcoin:
Zoth:
Plena:
Partner Challenge:
Braavos:
PRINT3R:
DeBridge:
Celestia underneath:
Union:
Blastoff:
Plume:
Entangle:
Mozaic:
Mantle:
The Standard:
Tenderize:
Movement:
Timely News
Ethereum price:
The Block:
$XRP institutional sales:
He has not sold any since 2014:
Hot Deals Now
This is a new section I’ve decided would be a great addition to the newsletter because I often have founders who are raising in close contact with me, some deals I ape, some I pass.
Here’s how this works:
I’m going to list out the deals that I have access to along with the public info available. I’ll explain my thoughts on the deal, and sometimes may or may not invest in them myself.
In my private agenda, I’ll share the deals which I entered and why. Also, paid subs will have priority for these deals alongside myself. No we will not do anything together, but if you want in it’s highly likely I can make it happen if I invest as well.
Regardless of subscription status, my personal goal is to democratize access to opportunities for smaller capital & help founders raise more capital, consistently.
Today’s deal flow begins with several quality projects:
Mode Network: Mode is led by James Ross (link) and he is building a general purpose L2 based on the OP Stack. The “collective co-op” is aiming to share sequencer fees, and offer interesting developer incentives. They are live on testnet now, as well as developer mainnet. They will likely receive a fair amount of support from Optimism. They will launch mainnet in Q4 or early Q1.
Primex Finance: Primex has raised in 2021 at $40M val from GSR and others, and is now looking to do another round in Q1 as they gear up for cross-chain deployments and likely token sometime in 2024. They have launched on Polygon already and you may have seen them in this newsletter from time to time.
Zoth.io: Zoth is a on-chain marketplace which brings fixed income opportunities, offering high yield from RWAs. They are in the middle of their fundraise round, and have about 2M in commit for the 2.5M seed round with Stellar matching fund, BFF, M6 ventures, Huma Finance as sponsors.
If you are interested in a deal, fill out this form here.
Disclaimer: Nothing in this section should be construed as investment advice, financial advice, legal advice, or tax advice. I am not a financial advisor. Investing in early-stage crypto projects is one of the highest risk profiles in the entire world. I, nor The Rollup team, will be entering any deal with you. There may be deals I do without putting them here. There may be deals I don’t do which I put here. I am choosing to do this to help projects and capital allocators connect. If you do invest in one of these projects, I may earn a referral fee or commission. You are responsible for your capital allocations and if you do commit in a round, I am not liable for the success or failure of any given project. Good luck, anon.