Alpha Summary [archive]

Public
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A daily summary with notable shares, updates and news in the crypto space.

Summary January 16th

General

https://sundaeswap-finance.medium.com/wen-sundae-thursday-9389e4439530

  • PixelDAO launching soon

https://twitter.com/pixeldaofi/status/1481815429618503680?s=20

  • Long thread on Gelato
  • Web3 activity

https://medium.com/electric-capital/electric-capital-developer-report-2021-f37874efea6d

  • ETH 2.0

NFT

https://blog.dragonary.com/dragonarys-igo-on-binance-nft-marketplace-4c80017427b8

  • $LOOKS comprehensive review
  • NFT projects to keep an eye on

https://twitter.com/kosherplug/status/1481452669080416264?s=21

  • Interesting FTM project with NFT staking

DeFi

  • L2 updates in one thread

Reads

  • Following good CT accounts
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Summary January 17th

General
:warning: MultiChain - Action Required: Critical Vulnerability for Six Tokens

Wallmart plans to create own crypto + NFT

Marc Cuban bullish on DAO’s and NFT’s

BIg list with potential airdrop projects

NFT
Fun read on Punks

How Wikipedia’s Classification Of NFTs As ‘Not Art’ Impacts Equity In The Art World

China to Launch State-Backed, Crypto-Less NFT Platform

Understanding Music NFT’s

Vested tokens within NFT’s

Informative thread on Doodles

GameFi
Play-to-earn game Axie Infinity: Where does the money come from?

DeFi
About Airdrop tokens (free money)

Chainlink thread

Near Raises $150M From Major Crypto Investment Firms

MuesliSwap now supports mobile view (ADA)

Worth to read
Learn about Arweave

Long read on Ponzis

Maelstrom

Podcasts
What is web3?

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Summary January 18th

General

Crypto.com hack

OKEx is now OKX

Bithumb to launch NFT marketplace

FTX Supports FTM mainnet

BitMEX to acquire german bank Bankhaus von der Heydt

https://www.theblockcrypto.com/post/130567/crypto-bitmex-plans-to-acquire-german-bank-bankhaus-von-der-heydt

DeFI

Evmos launches on Jan 20th (also Rektdrop claiming will be possible)
https://evmos.blog/the-evmos-token-model-edc07014978b

Avoid failed ETH tx’s with FlashBots (beta)

Solana & Dropping TX’s
https://twitter.com/bfriel_/status/1482880627078696964?s=12

Weekly DeFi overview
https://twitter.com/CryptoGucci/status/1482904950602702848

NFT

Superplastic x Gucci collab to launch Feb 1st
https://superplastic.co/pages/gucci-supergucci

What is RugRadio?
https://twitter.com/farokh/status/1480622617770012686?s=21

Worth to read

How to not get rekt
https://twitter.com/fomosaurus/status/1477736837582147591?s=21

Thread by NFTethics - beanie exposed
https://twitter.com/NFTethics/status/1483051289022017538

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Summary January 19th

General :newspaper:

Microsoft getting into the MetaVerse, bought Activision Blizzard

Coinbase partners with Mastercard to let users buy NFTs via cards
https://www.theblockcrypto.com/linked/130596/coinbase-mastercard-partnership-nft-cards?utm_source=twitter&utm_medium=social

Google is planning to let users store crypto in digital cards

DeFI :zap:

Polygon starts burning MATIC tokens after network update

Weekly ETH news
https://twitter.com/CryptoGucci/status/1482916546938875921

Spreadsheet on NEAR projects

Dani’s visison

CryptoCred on PvP markets
https://twitter.com/CryptoCred/status/1483588227600637954

Weekly DAO’s sumup
https://twitter.com/twidaos/status/1483267039821135876?s=21

NFT :art:

OpenSea acquires Dharma
https://twitter.com/banklesshq/status/1483525558344425474?s=21

Solana NFT sales hit 1 Billion
https://www.theblockcrypto.com/linked/130874/solana-nft-total-sales-volume-crosses-1-billion?utm_source=telegram&utm_medium=social

Zapper.fi updated NFT dashboard
https://medium.com/zapper-protocol/zapper-product-update-7-new-nft-collections-view-and-the-end-of-zapperverse-season-2-c719162a5d71

Web3 on Terra
https://xdefi-io.medium.com/the-web3-ecosystem-on-terra-869d8a4c2176

Worth to read :eye:

Thread by Cobie
https://twitter.com/cobie/status/1483451870152638476?s=21

Empirical Analysis of EIP-1559: Transaction Fees, Waiting Time,
and Consensus Security

How to size bets
https://twitter.com/mrjasonchoi/status/1483482302131089412

Podcasts & Video :clapper:

SBF on FTX marketing
https://twitter.com/decryptmedia/status/1483413975257784321?s=21

How to survive in crypto

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Summary January 20th

General :newspaper:

Twitter rolling out access to NFT PFP’s
https://www.theblockcrypto.com/post/131052/twitter-begins-rolling-out-access-to-nft-profile-pictures

Huobi increases leverage on BTC/ETH to x200

Spain hunting down Crypto Influencers who fail to comply

Today in crypto
https://twitter.com/tier10k/status/1484252255272550404

SEC rejects First Trust SkyBridge’s application for a spot Bitcoin ETF
https://twitter.com/Bloqport/status/1484236855457558529

DeFI :zap:

ve(3,3) thread
https://twitter.com/JackNiewold/status/1483962639579422721

1inch adding Avalanche and Gnosis

Acala Transfers - 25th Jan
https://twitter.com/AcalaNetwork/status/1483211326340087812?s=20

NFT :art:

Upcoming MEE6 NFT project
https://twitter.com/MEE6NFT/status/1479262722005078017?s=20

Meta experimenting with NFT marketplace on Instagram

Tokenomics on MixMob
https://twitter.com/mixmoborigin/status/1483544830730850305?s=21

MagicEden token soon
https://twitter.com/magiceden_nft/status/1484197674752618497?s=21

46M investment in MetaPlex

Rarity is misleading
https://twitter.com/darenmatsuoka/status/1483870546651533313?s=21

HAPEBEAST minting has started, floor ±7 ETH
https://opensea.io/collection/hapeprime

Adidas x Prada

Mooncats Looks investment
https://twitter.com/mooncat2878/status/1483872343567081476?s=21

https://twitter.com/mooncat2878/status/1483747872764006403?s=21

Worth to read :eye:

Solbigbrain on whitelist mints
https://twitter.com/SOLBigBrain/status/1483989415441707012

Billy’s 2022 predictions, Vol 3
https://twitter.com/billybobbaghold/status/1483931252499615748?s=21

Thread on p2e games
https://twitter.com/0xtaetaehoho/status/1484163316318871553?s=20

Podcasts & Video :clapper:

Frog Radio
https://twitter.com/delphiintern/status/1483879379960844295?s=21

Solana Bootcamp 2022

https://www.youtube.com/playlist?list=PLilwLeBwGuK7Z2dXft_pmLZ675fuPgkA0

UpOnly x Vitalik Buterin

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Summary January 21th

General :newspaper:

El Savador buys the dip

Largest BTC miner went public on NASDAQ

Russia calls for ban on crypto

Fed report on Digital Dollar

DeFi :zap:

Betswap.GG launches on Sushi

Cardano congestion

Summary on how Cardano will scale

And a full article on Cardano scaling

CCvault Cardano wallet extension released

NFT :art:

Can WS algo traders win at the NFT game?

OpenSea will warn you if you list below floor

Worth to read :eye:

History of web3

Howard Marks summary or full read here

Podcasts & Video :clapper:

AviFelman’s take on markets for 2022

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Summary January 22/23th

General :newspaper:

GenesysGo announces IDO Platform
https://genesysgo.medium.com/the-genesysgo-ido-platform-trustless-decentralized-powered-by-shdw-732135a54ff7

Solana network suffering

https://www.bloomberg.com/news/articles/2022-01-23/solana-suffers-network-instability-during-brutal-week-for-crypto

Major upcoming events
https://twitter.com/CryptoRank_io/status/1485296907001942018

DeFi :zap:

Flashbots Research
https://twitter.com/sxysun1/status/1483860078331584512?s=21

Tokenfy airdrop
https://twitter.com/tokenfy_/status/1484632384855285764?s=21

Ironbank launched on Fantom
https://twitter.com/ibdotxyz/status/1484526289167867909?s=20

Evmos delayed
https://twitter.com/evmosorg/status/1484251368575623186?s=21

Themis mainnet launched
https://blog.themis.exchange/themis-is-live-on-mainnet-heres-what-our-dapp-can-do-6b8b6dfc3378

NFT :art:

What is $STARLY?
https://twitter.com/killakween444/status/1483095894207520772

Worth to read :eye:

Thread by Mike Alfred on institutional money
https://twitter.com/mikealfred/status/1484424055876816896

Thread by lightcrypto
https://twitter.com/lightcrypto/status/1484847981740261379?s=21

Main alts since ATH
https://twitter.com/Rager/status/1484915518054219778?s=20

Thread about VC’s
https://twitter.com/reganbozman/status/1484616873169670146

Take on the current markets
https://twitter.com/tradingroomapp/status/1484841623406133251?s=21

Podcasts & Video :clapper:

Momentum 6 Alpha Leak

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Summary January 24th

General :newspaper:

Biden to release strategy for digital assets

Ukraine and impact on crypto

DeFi :zap:

Messari research on Web3
https://messari.io/research/web3

Friday saw most on-chain liquidations ever

NFT :art:

Prada waitlist opens

LooksRare updates

Worth to read :eye:

A thread on macro, bitcoin on-chain and derivatives

Making your trading system

A little history

Podcasts & Video :clapper:

Crypto Caeser: Analyst, Trader and Hedge Fund Manager Talks Bitcoin

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Summary January 25th

General :newspaper:

Fed announcement on the 26th

https://twitter.com/elerianm/status/1486062300020854788?s=21

IMF urge El Salvador to remove BTC as legal tender

https://www.theblockcrypto.com/linked/131525/imf-directors-urge-el-salvador-to-remove-bitcoin-as-legal-tender

Investment DAO’s

https://twitter.com/mairhofermarcel/status/1486093676631650304?s=21

DeFi :zap:

Blockscan Chat integration on EtherScan

Wonderland situation
https://twitter.com/ohmzeus/status/1486200568011968513?s=21

NFT :art:

Rick & Morty co-creator x Paradigm

https://www.theblockcrypto.com/post/131497/rick-and-morty-co-creator-collaborates-with-paradigm-on-nft-research-project

Past month in the NFT space
https://twitter.com/rpnickson/status/1486001027040133122?s=21

OpenSea working on Solana integration
https://twitter.com/wongmjane/status/1486072506532626432

Jeff Opdyke about The Fellowship
https://jeffopdyke.medium.com/2-sol-to-10-or-100-the-upcoming-nft-mint-with-huge-utility-923196aa99c2

Worth to read :eye:

Bottomless

1K to 100K in 60 days
https://twitter.com/onegwei/status/1485996020907614226?s=21

ARK Big Ideas 2022

Podcasts & Video :clapper:

The Great L2 migration
https://twitter.com/banklesshq/status/1486172500211888128?s=21

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Summary January 26/27th

General :newspaper:

MSTR will keep buying Bitcoin
https://www.theblockcrypto.com/linked/131911/microstrategy-will-continue-to-purchase-bitcoin-this-year-says-cfo

Coinbase to list Solana tokens soon

Story from SBF
https://twitter.com/nasdaily/status/1486415344604491776?s=20&t=s5H38DodgHW4S5iFYTtS2g

Rio puts 1% of treasury in Crypto

DeFi :zap:

Zach allegations on Daniele
https://twitter.com/zachxbt/status/1486591682728673282?s=21

Thread about zkSync
https://twitter.com/zksync/status/1485975515752239107?s=20&t=s5H38DodgHW4S5iFYTtS2g

CowSwap
https://twitter.com/0x_intern/status/1486080363147538434?s=20&t=s5H38DodgHW4S5iFYTtS2g

Fuse network vision
https://twitter.com/fuseprime1/status/1486037128047902722?s=20&t=s5H38DodgHW4S5iFYTtS2g

What is RON?
https://twitter.com/HassanBassiri/status/1486723612937625602?s=20&t=G4uWOpXnPzzjS9X_K5dLrQ

Rainbow for Android
https://twitter.com/rainbowdotme/status/1486745853540904965?s=20&t=D6O-8nVdNW_yE5W62I5Plw

Messari on Avalanche
https://twitter.com/messaricrypto/status/1486793802698395649?s=21

NFT :art:

OpenSea volume reaches monthy ATH
https://twitter.com/CryptoGucci/status/1486807368633438211?s=20&t=3OZDCqXAr6vjawR_bGRqrA

Parallel Prime Proposal readup
https://words.yunt.capital/parallel-prime-proposal-redux-b6ab7c1e514e

NFT Maxi post
https://twitter.com/AndrewSteinwold/status/1485973296076181504?s=20&t=s5H38DodgHW4S5iFYTtS2g

Reservoir
https://twitter.com/ptrwtts/status/1486077276211249152?s=20&t=s5H38DodgHW4S5iFYTtS2g

Thread on Uwucrew
https://twitter.com/Keepcase/status/1486052484086784000?s=20&t=s5H38DodgHW4S5iFYTtS2g

December NFT recap
https://twitter.com/CryptoGucci/status/1486096091221164032?s=20&t=s5H38DodgHW4S5iFYTtS2g

Worth to read :eye:

Web3 thread
https://twitter.com/jkey_eth/status/1486503487462469632?s=20&t=s5H38DodgHW4S5iFYTtS2g

Thread on MIM-UST
https://twitter.com/divdotvc/status/1486176402831724544?s=20&t=s5H38DodgHW4S5iFYTtS2g

Podcasts & Video :clapper:

Alpha Leak M6 - Tor Bair

Notes on UpOnly - Michael Saylor
https://twitter.com/cmsintern/status/1486460958209982469?s=20&t=s5H38DodgHW4S5iFYTtS2g

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Summary January 28th

General :newspaper:

White House Wants Crypto Rules as a Matter of National Security
https://www.barrons.com/articles/white-house-executive-action-regulate-cryptos-national-security-51643312454

Nike is hiring a MetaVerse Director
https://twitter.com/WatcherGuru/status/1486811751131881484

Apple bullish on MetaVerse
https://twitter.com/tier10k/status/1486831613157720065?s=20&t=VzaEgiLEf0dk02ieb69aEA

‘Snow Job’: The Plot to Hand the Crypto Industry to the Big Banks

DeFi :zap:

SubDAO’s
https://twitter.com/jkey_eth/status/1486774828430344192?s=20&t=G4uWOpXnPzzjS9X_K5dLrQ

Thoughts on [Redacted]
https://twitter.com/knowerofmarkets/status/1486750817558294528?s=20&t=G4uWOpXnPzzjS9X_K5dLrQ

Binance Arbitrum hotwallet drained
https://twitter.com/dmihal/status/1486823203632820225

Qubit exploited for 80M
https://certik.medium.com/qubit-bridge-collapse-exploited-to-the-tune-of-80-million-a7ab9068e1a0

NFT :art:

Genesis exploring institutional hedging for NFT’s
https://www.theblockcrypto.com/linked/132045/genesis-is-exploring-institutional-hedging-and-liquidity-products-for-nfts

NEARton awarded grant from NEAR foundation
https://twitter.com/MetaNEARton/status/1486725464617938948

Worth to read :eye:

Nansen on crypto in 2021
https://twitter.com/nansen_ai/status/1486645009721876485

Lessons from 140+ angel investments

Not so smart contracts
https://andrecronje.medium.com/not-so-smart-contracts-8c9ab4368d21

Podcasts & Video :clapper:

Vladimir Putin Supports Bitcoin Mining, Interview with Robert Breedlove - Bitcoin Magazine LIVE #27

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Summary January 29-31th

General :newspaper:

Phantom on iOS released

Bankless Recap

Surge on NFT searches in Asia

Redditor send 500K in WETH to WETH contract…

Multichain Bites

NFT :art:

Companies exploring Metaverse

Ubisoft exec stays bullish on NFT’s

Worth to read :eye:

$MELT thread

How to research
https://twitter.com/MairhoferMarcel/status/1487149816677220352?s=20&t=2B8-Lg0qvu4lN-1sXPW5xw

Useful Twitter Lists

OSMO readup

DEX thread

Podcasts & Video :clapper:

Notes on web3 twitter spaces with SBF

WhatIsMoney on Bitcoin

13

Summary - Week 5

General :newspaper:

Texas Senator Bought the dip

Wormhole exploited

Old hacked BTC moved

BuzzFeed doxxed BAYC founders

NFT :art:

FTX x Coachella

80% of free mints were scams

FTX bought Liquid exchange

ImmutableX partners with GameStop

Balloonsville rugged

Worth to read :eye:

Learning MEV
https://twitter.com/0x_navi/status/1489893330976653315

Vitalik on multi-chain vs cross-chain

Podcasts & Video :clapper:

Emin on The Defiant
https://newsletter.thedefiant.io/p/-avaxs-emin-gun-sirer-says-blockchains

Notes on theBlockcrunch & MapleLeafCap

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Crypto Roundup Edition 14 - Week 11

After a few busy weeks in real life, here is the next summary.

General :newspaper:

ECON committee vote, bullish for crypto

Good read on scams

2 Million ETH burned since EIP1559
https://twitter.com/evan_van_ness/status/1505656599662272521?s=20&t=Hfqr0OLWvHrcvVJK54gH1Q

ETH emission cut incoming

MetaMask token & DAO announced

NFT :art:

This week in NFT’s

NFT trends

Larvalabs hidden NFT hunt
https://twitter.com/andrewbadr/status/1503436760239464449?s=20&t=LBspmFaNrRNBed30tmo7LA

Worth to read :eye:

Systems Thinking

Bullish on NFT’s

About taxes…

About SilkRoad

How-To-Nansen

Podcasts & Video :clapper:

How to invest in NFT’s like a pro (by BlockCrunch)

Ukraine/Russia and the financial system

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For now this topic is continued in Interesting Reads (Summaries).