This newsletter series is free for all readers.
What I like about reading newsletters and alpha aggregators is that you get to catch up on things that you do not have a pulse on in your day-to-day. One can only cover so much on their own, so it’s always great to look outside of your info bubble — I hope this newsletter does the same for you!
Note that you can click on the screenshots of each tweet in this newsletter to take you to the actual tweet.
Thinking of adding a paid Portfolio Updates section at the end of every newsletter issue that includes the following:
Asset distribution — % only, no amounts shown
Rebalances — assets added/removed, no buy/sell prices
7D gainers & losers
We now have a Telegram Channel!
Feel free to join the channel if you prefer consuming a bite-sized version of the newsletter on Telegram.
Let’s dive in.
Mantle
Mantle Ecosystem
First Incentives to Farm on Mantle
*I am not sponsored by Mantle, but it is one of my bigger convictions so I am featuring it here at the top. Full deep dive can be found here (currently paid, but will be free in a week’s time):
ETHCC Recap
Hamsters
We’re reaching peak retardation with this one.
DeFi
Gearbots
RDNT
Trader Joe
Conic ETH Omnipool Exploit
Worldcoin Goes Live on OP
L1, L2, & Infrastructure
Chainlink CCIP
Oracle Tokens Riding the LINK Wave
I wrote a thesis on LINK back in June that I never shared publicly. Although I did not personally accumulate, it was nice to see the thesis play out.
Rollups AREN’T REAL?!
UNIBOT
Cosmos
Wormhole Chain: Gateway
Nolus
SEI
ArchX Wallet
Disclaimer
The content provided in this newsletter is for informational purposes only and does not constitute financial advice. The author and the newsletter are not responsible for any decisions made based on the information provided herein. The opinions, analyses, and information included are based on the author's perspective and while believed to be accurate, should not be relied upon without conducting your own research and due diligence. The author may or may not be invested in any of the projects or tokens mentioned in the newsletter.
Additionally, the views and opinions expressed in this blog are those of the author alone and do not reflect the views, policies, or positions of any organizations the author is affiliated with or contributes to. It is always advisable to consult with a qualified professional before making any financial decisions. All investments involve risks, including the potential loss of principal.