Andy's Alpha #48: Bigger Picture Update
Early opportunities I've heard of, builders delivering alpha, timely releases coming soon, and state of the market!
Tomorrow could be a monumental day for the crypto markets. If the ETH ETF passes, the floodgates for institutional adoption and liquidity injections may open up completely. It would likely be the largest risk-on event in crypto since the BTC ETF (which somehow feels like forever ago).
As the months have raged on since I started this newsletter, I’ve grown more technically apt through our content on The Rollup and really set out to be as knowledgable about crypto and blockchains as possible.
I’ve not had the time to write the inner circle agenda as frequently as I wanted, so I’m making some changes around here…
First and foremost, I will keep my newsletter active for everyone and continue to write. The goal is to change the style from quantity to quality with a focus on more long-form content creation. There’s a lot going on in the space and I have a lot of thoughts I’d like to share, but only when its needed. Expect less content, but more long-form thoughts and deeper writing.
Secondly, the paid version will be sunsetted. I’ve gone ahead and cancelled everyone’s sub there and refunded all yearly subscriptions. This is only fair. I want to make the new free newsletter even better than the current paid version. If you have any questions on either front, feel free to reply to this email and I’ll make sure to get back to you.
Last but not least, I’m stoked to do some long-form writing and contribute to the discourse around crypto as best as possible!
Onwards and upwards. Tomorrow is going to be a wild day.
Approved Alpha:
Optimism:
Arbitrum:
Risc Zero:
Wormhole:
Omni Network:
Axelar:
NodeKit:
KYVE:
Celestia:
Avail:
0G Labs:
Supra:
Pyth Network:
RedStone:
Oasis:
Saga:
Zeeve:
The Rollup:
Eclipse:
Cartesi:
Lumio:
Polygon:
Linea:
Scroll:
Initia:
Talus:
Particle Network:
Squid:
Connext:
Across:
Polymer:
Neutron:
NEAR:
Fluent:
zkSync:
AltLayer:
Timely News
Bitcoin:
