The Rift #8
Crypto alpha newsletter focused on projects and stuff I find interesting in the space; macro, culture, defi and a lot of decentralized ai/computing. NFA.
Big picture / Culture:
Treasuries:
Bear market shit:
Correlation:
Stars Arena rugged and Avax founder is under heavy fire. One example:
We have a problem with founders (and some big influencers) losing touch with normal peeps. We also, of course, have problem with security:
Open letter on the need for security and better UI/UX: ‘
On another risk; the early race:
Based take and interesting to see how unpopular this post was coming from +20k account. 3 likes!
A related post from Crypto Fundamentals on the difficulty on spotting early entries:
Please check my twitter series “Tru Alpha” were I am trying a methodological approach to finding alpha, based on the underlying thesis that it is often smaller non-influencer accounts that post early alpha and not big accounts due to risk. What I am doing is to go through the major bear market winners and identify smaller accounts that discovered these projects way before big CT noticed. When I have identified 100-200 smaller alpha accounts I will start analysing this network. We’ll see how it goes - worth a try!
Moving on.
Gideon on focus:
Unlocks:
Protocols drawing in the money:
Protocols & projects
Chainlink has been moving sideways for 500 days. This is bound to change:
Don’t fade Polygon:
Pendle:
The rising MVPs:
Rollbit Reminder:
Shido developing stablecoin:
Microvision / SPACE:
RocketX:
Messier / M87:
Carbon Browser:
RabbitX:
Shots fired:
Decentralized AI / Compute
Render:
Dynex:
Bittensor Image Net is up and running:
ImgnAI:
Phoenix / Alphanet:
Laika AI:
ChaingGPT:
Bots & protocols with AI-features
Shido:
Tradetomato IDO:
Dex Crypto Trading with Deadshot:
Alphascan v2 Private beta:
Echobot about to launch FX trading, signals live:
Forta:
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