5 Alpha Tweets - ARB Airdrop, ARB Valuation Analysis & More

Edition 63

Aylo

Mar 17, 2023

Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.

gm friends, it’s been another HUGE week.

I’m not sure I’ve ever seen a quicker sentiment change.

We’ve gone from USDC depegging to a huge move up from Bitcoin.

Plus Arbitrum dropping the news of their token.

Always keep the faith.

Your weekly reads:

1. Everything to know about the ARB airdrop

The alfa condensed from Bankless’ interview with the Arbitrum co-founders.

Smol Preeminent (Mike Lau) @mikelauofficial

🔔ARBITRUM X BANKLESS SUMMARY🔔 Date: Mar.16, 2023 Topic: $ARB Airdrop 🪂 @BanklessHQ Hosts: @TrustlessState @RyanSAdams @arbitrum Speakers: CEO @sgoldfed & CTO @hkalodner This summary is for those that don't have time to listen & want the TLDR & ALFA! 💙🧡 🧵👇

2. ARB valuation analysis

It’s impossible to know where ARB ends up, as there are so many variables, but that doesn’t mean you shouldn’t try. Here is an attempt at that:

100y.eth🦇🔊💜 | a41 @100y_eth

0/ Arbitrum just announced $ARB token. Since it has raised about $120M so far, there is a great deal of interest and excitement from the community. 🧵What exactly is the ARB token, and how should it be valued?

3. Arbitrum projects

Arbitrum is about to see a huge influx in liquidity. Louis has a few ideas on which projects will benefit the most.

Louis Cooper (💙,🧡) 🍄 @LouisCooper_

1/ I expect much of the $1bn+ liquidity injection coming into the Arbitrum ecosystem to trickle down into major alts + competitors It's important to ask yourself: • Who is second best? • Who will handle the new volume? Here are the projects I expect to benefit the most↓

4. Airdrop List for the next bull

Airdrops can be one of the best ways to build capital when you are starting. Here’s a good list:

CC2 @CC2Ventures

As promised, here's my Mega Airdrop Farming List that I'm personally using and might retire me come next bull. I'll spare you all the details of what those projects aim to achieve; we'll hop straight into actionable alpha. CC2's MASTODON OF ALL AIRDROPS THREAD 1/30 🧵

5. NFT dashboard to help identify strong projects

A free dashboard that will help you analyse NFT projects.

jay @0xjaypeg

.@mevcollector turned 11E -> 862E (7736%!) by investing in the strongest NFT projects But *how* do you identify these NFT projects? I built a dashboard to assess the strength of NFT projects so you can find the next 100x! (including the most profitable wallets to copytrade 💵)

MEV Collector 🔺 @mevcollector

Turning ~11 ETH to 862 ETH in 33 days flipping NFTs. A thread https://t.co/s9VMyVBphD

Random protocol update I liked

Clearly nothing is topping the Arbitrum announcement this week.

Arbitrum (💙,🧡) @arbitrum

Today The Arbitrum Foundation is extremely excited to announce the launch of DAO governance for the Arbitrum One and Arbitrum Nova networks, alongside the launch of $ARB.

arbitrumfoundation.medium.comARBITRUM: THE NEXT PHASE OF DECENTRALIZATIONTldr: Nah you should really read this one. OK, OK fine, here are the highlights, but really you should read the post: (1) Today marks the…

@alphapls tweet of the week

Bitcoin’s original purpose is back in the limelight.

Aylo @alpha_pls

After the events of the last few days, Bitcoin has its original narrative back. Banks can't be trusted. A decentralised, censorship resistant SOV is necessary for human freedom. Over time, more and more people realise that not holding any Bitcoin is the bigger risk.

And that’s your alpha.

Copy our portfolios on Nested

Our Arbitrum portfolio is postioned to capitalise on the growth of the largest L2. The ARB token should be a huge catalyst for the growth of the ecosystem. We added Y2K recently to the portfolio.

You can head to Nested here and copy these portfolios, or another one!

*We have entered into a long term partnership with Nested.

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Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.

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