Aylo (@alphaplease) • Hey

I write about the latest crypto, DeFi and NFT projects.

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Logged onto orb and received some $BONSAI 🫡
Gm How’s everyone doing on here?
Gm I noticed BONSAI in my wallet. Got me back on here. Opened up Orb and the UI/UX has improved 10x.
Things we have seen this year: • PEPE speed running from zero to nullB market cap in like 4 weeks • People betting on hamster racing - related coin went to $30M marketcap over a weekend • A coin called HarryPotterObamaSonic10Inu hit $0.2B marketcap - the ticker is BITCOIN • A well known scammer was sent $7M+ of ETH to his personal wallet as a pre sale for a memecoin • A memecoin about a bald founder to 80M marketcap in 24 hrs on a new L2 • An app that barely works has 100k users speculating on CT influencers whilst farming points that may or may not lead to an airdrop of value That's just off the top of my head. "We will never have another mania again." Completely disagree. This all happened in a bear market. I'm personally expecting stupidity and redacted behaviour to be much much bigger this cycle. Young people are completely priced out of traditional assets. There are just too many people out there that know the only way out is to gamble. Their time and labour goes on black. Can’t say it’s a particularly positive development, but it is what is. YOLO capitalism. Play the game accordingly.
gm to absolutely everyone. You woke up again and have another precious day on this planet. Make the most of it.
gm to everyone who believes in a permissionless, decentralized, censorship-resistant, non-custodial and transparent financial system.
2023 is a still very likely a year of chop. You don't really have to do much if you don't want to. Accumulate quality alts on dips throughout the year. You don't have to look until probably Q4 24/Q1 25. You will likely outperform 95% of people on here.
gm to absolutely everyone. New week. No time like the present. Let's get after it.
The devs have been busy 🧪 Introducing our beta trading competition "Candle Wars: The Market Awakens"! The competition will be taking place on @arbitrum (💙, 🧡) Everything you need to know 🧵👇 Get ready to put your crypto where your mouth is, traders! We are holding a 7-day trading competition for the Nested and @CryptoTesters communities 🎉 The maximum Prize pool for the top 200 portfolios: 🏆 5,000 USDC 🏆 10,000 NST 🏆 9 Crypto Testers NFTs Our spot trading competitions provide advantages over derivatives based comps' by discouraging excessive risk-taking and leveraging. Using Nested's portfolios, you directly purchase and own the underlying assets, no leverage necessary. Just buy as if you were trading normally. 🏁 Start: now 🏁 Registration begins today, but you can register anytime once the trading phase begins. ➡️ Trading Phase (21/04 12:00 PM UTC - 28/04 11:59 AM UTC) ➡️ Deliberation Phase (28/04 12:00PM - 01/05 12:00PM) 💡 To enter, you must own a CryptoTester NFT OR have at least $500 of lifetime cumulative value traded across all of your Nested portfolios. 💡Note: you can qualify for the competition at any point whilst it is live. 💰 Prizes: 🥇 25% of the prize pool 🥈 15% 🥉 10% 🏆 4th - 200th receive the rest divided equally. How to participate? Navigate to the Competitions tab in the dApp side bar, select the Candle Wars competition, and follow the instructions. ⚠️ Only one portfolio per account is allowed and must be active at the end of the competition to be eligible for rewards. ⚠️ 🚨 Any withdrawals, sends or burns during the competition will result in disqualification. This is the the first of many competitions to come on Nested. Soon anyone will be able to easily launch their own trading competition via our simple and elegant front end. ✅ Token gating features ✅ Best UX in DeFi ✅ Simple setup Stay tuned for more on this soon. Make sure you qualify for our first competition by using Nested today ($500 trading volume) OR by holding a CryptoTester NFT. You can register for the competition here: https://app.nested.fi/competitions/Candle-Wars:-The-Market-Awakens/01GYFS7SF8NY8DBK32ESX9FNWE More in-depth information on the competition here 👇 https://blog.nested.fi/candle-wars-the-market-awakens/
The devs have been busy 🧪 Introducing our beta trading competition "Candle Wars: The Market Awakens"! The competition will be taking place on @arbitrum (💙, 🧡) Everything you need to know 🧵👇 Get ready to put your crypto where your mouth is, traders! We are holding a 7-day trading competition for the Nested and @CryptoTesters communities 🎉 The maximum Prize pool for the top 200 portfolios: 🏆 5,000 USDC 🏆 10,000 NST 🏆 9 Crypto Testers NFTs Our spot trading competitions provide advantages over derivatives based comps' by discouraging excessive risk-taking and leveraging. Using Nested's portfolios, you directly purchase and own the underlying assets, no leverage necessary. Just buy as if you were trading normally. 🏁 Start: now 🏁 Registration begins today, but you can register anytime once the trading phase begins. ➡️ Trading Phase (21/04 12:00 PM UTC - 28/04 11:59 AM UTC) ➡️ Deliberation Phase (28/04 12:00PM - 01/05 12:00PM) 💡 To enter, you must own a CryptoTester NFT OR have at least $500 of lifetime cumulative value traded across all of your Nested portfolios. 💡Note: you can qualify for the competition at any point whilst it is live. 💰 Prizes: 🥇 25% of the prize pool 🥈 15% 🥉 10% 🏆 4th - 200th receive the rest divided equally. How to participate? Navigate to the Competitions tab in the dApp side bar, select the Candle Wars competition, and follow the instructions. ⚠️ Only one portfolio per account is allowed and must be active at the end of the competition to be eligible for rewards. ⚠️ 🚨 Any withdrawals, sends or burns during the competition will result in disqualification. This is the the first of many competitions to come on Nested. Soon anyone will be able to easily launch their own trading competition via our simple and elegant front end. ✅ Token gating features ✅ Best UX in DeFi ✅ Simple setup Stay tuned for more on this soon. Make sure you qualify for our first competition by using Nested today ($500 trading volume) OR by holding a CryptoTester NFT. You can register for the competition here: https://app.nested.fi/competitions/Candle-Wars:-The-Market-Awakens/01GYFS7SF8NY8DBK32ESX9FNWE More in-depth information on the competition here 👇 https://blog.nested.fi/candle-wars-the-market-awakens/
The more things you desire the more you have to earn to achieve those things. And the less you actually enjoy your life and the less free you are. Desiring less allows you the freedom to really pursue the interests that matter most to you.
The devs have been busy 🧪 Introducing our beta trading competition "Candle Wars: The Market Awakens"! The competition will be taking place on @arbitrum (💙, 🧡) We have some great prizes up for grabs. Everything you need to know 👇 We are holding a 7-day trading competition for the Nested and @CryptoTesters communities 🎉 The maximum Prize pool for the top 200 portfolios: 🏆 5,000 USDC 🏆 10,000 NST 🏆 9 Crypto Testers NFTs Our spot trading competitions provide advantages over derivatives based comps' by discouraging excessive risk-taking and leveraging. Using Nested's portfolios, you directly purchase and own the underlying assets, no leverage necessary. Just buy as if you were trading normally. 🏁 Start: now 🏁 Registration begins today, but you can register anytime once the trading phase begins. ➡️ Trading Phase (21/04 12:00 PM UTC - 28/04 11:59 AM UTC) ➡️ Deliberation Phase (28/04 12:00PM - 01/05 12:00PM) 💡 To enter, you must own a CryptoTester NFT OR have at least $500 of lifetime cumulative value traded across all of your Nested portfolios. 💡Note: you can qualify for the competition at any point whilst it is live. 💰 Prizes: 🥇 25% of the prize pool 🥈 15% 🥉 10% 🏆 4th - 200th receive the rest divided equally. How to participate? Navigate to the Competitions tab in the dApp side bar, select the Candle Wars competition, and follow the instructions. ⚠️ Only one portfolio per account is allowed and must be active at the end of the competition to be eligible for rewards. ⚠️ 🚨 Any withdrawals, sends or burns during the competition will result in disqualification. This is the the first of many competitions to come on Nested. Soon anyone will be able to easily launch their own trading competition via our simple and elegant front end. ✅ Token gating features ✅ Best UX in DeFi ✅ Simple setup Stay tuned for more on this soon. Make sure you qualify for our first competition by using Nested today ($500 trading volume) OR by holding a CryptoTester NFT. You can register for the competition here: https://app.nested.fi/competitions/Candle-Wars:-The-Market-Awakens/01GYFS7SF8NY8DBK32ESX9FNWE More in-depth information on the competition here 👇 https://blog.nested.fi/candle-wars-the-market-awakens/
Arbitrum did more DEX volume than Ethereum in the last 24 hours. Arbitrum is the main DeFi hub right now. #34 in the rankings? anon, I hope you didn't sell your $ARB...
Gm bulls
The green candles are flowing. Bears are on life support. $ETH is above $2k again and life is just good. Your weekly reads: https://alphapls.substack.com/p/5-alpha-tweets-2023-state-of-crypto
The individuals that staked on the Beacon Chain are the strongest believers and holders of $ETH. They staked without any idea when/if they would get that $ETH back. This is a religious level of belief in Ethereum. They are not going to sell their $ETH.
gm to everyone trying to make it
I know you have many worthless NFTs sitting in your wallet from the last cycle. That's ok. Here's how you can get rid of them all and save some $ on your taxes. The UK tax year ends tomorrow and I'm obviously looking to capitulate some of the trash in my wallet that was purchased at much higher prices. This mostly translates to NFTs. I came across a rather handy service that can help. This platform will purchase your illiquid jpegs for a minimal cost allowing you to take the capital loss and reduce your tax bill. https://nftlossharvestooor.com/ It's pretty simple and safe to use. • Connect wallet • Approve the spending of your NFT • Sell the NFT for 0.00000001 ETH • Claim the capital loss on your tax return The NFT Tax Loss Harvestooor is a free-to-use service built by the @CoinLedger team. How to know if the transactions are safe? I highly suggest downloading the @_joinfire chrome extension. It will simulate and visualise exactly what that transaction will do, so you can have peace of mind and stay safe. https://www.joinfire.xyz/?utm_source=referral&referralCode=8CRolg6Zh If you are ever really worried about any permissions you have given from your wallet then use this site to revoke your token allowances: https://revoke.cash/
Shanghai Upgrade. 12 April. Get ready.
• Crypto banking infrastructure being attacked • SEC serving everyone • Coinbase Wells Notice • CFTC suing Binance and CZ But yet, crypto is up. Probably shouldn't ignore that.
The biggest mistake I made in the last bear market was over trading small caps. All I had to do was buy them and hold. I have many horror stories from selling way too early. Finding the right small caps is hard, but you want to hold these alts until "up only" mania resumes. It is highly, highly unlikely you will be able to trade and outperform the performance of just holding smaller cap alts. It is best to actually forget some of these coins exist in your portfolio. You have to have a reasonable level of conviction in your alts to do this.
Arbitrum is the chain I have used the most in the last year. I didn't try and airdrop farm, I simply liked using the chain. Very happy with the amount of $ARB tokens coming my way for simply being a real user. Great job Arbitrum 👏
$ARB is being airdropped on 23rd March. The biggest L2 by users and activity is now going to have a token and will transition to a DAO. Absolutely huge (🧡, 💙) Arbitrum worked with Nansen and developed a points based system which determined the amount of tokens users will receive. And yes this is huge for Arbitrum ecosystem tokens. Check your eligibility for the airdrop here: https://arbitrum.foundation/
The biggest risk you face long term is not having enough exposure to crypto. You know where it's going. You will not magically time the lows. You don't get to feel comfortable and make life changing money at the same time. Have conviction. Scared money don't make money.
I would pay attention to which protocols are going to receive $OP from the latest grants cycle. Incentives rule everything around us. As always, the alpha is in plain sight in the governance forums
There is always another opportunity. This is true of the crypto markets, but it's also true of life. It's a good mantra to live by.
$MATIC literally has everything going for it: • zkEVM live next month • 250k+ daily actives • All the brands (Square Enix just announced a game) • 500+ active monthly devs • Bear market strength - Down less than BTC & ETH from ATH (51%) • 90% of supply circulating
This one is for the manga & anime nerds out there. KujiraNoKonton is the first manga project evolving on the blockchain utilising NFTs 👇 KujiraNoKonton is a project by KNK Studio. Their goal is to become an incubator of "manga/anime" projects in the Web3 ecosystem. You can read more about their aspirations, ideas and revenue models here: https://knk-1.gitbook.io/kujira-no-konton/overview/introduction TLDR: • Vision to blend Web 2 and Web 3 to create a unique & engaging experience • NFTs serve as the foundation for the project • Portion of the capital generated from sales will be distributed to NFT holders through an NFT Stacking system Their first manga is KujiraNoKonton. They have been working on the manga for over a year and eight chapters have already been delivered. I think the quality speaks for itself. You can check the chapters out here: https://manga.kujiranokonton.com/ They have an upcoming mint for KujiraNoKonton. Benefits for holders: • A portion of the fees generated on secondary • DAO access • Merch airdrops • wl/freemints for next collections • Free access to next mangas (avant-première) • More stuff for the legendary holders • Supply of 3750 NFTs • Mint price is 0.125Ξ Full details about the mint are here: https://medium.com/@KujiraNoKonton/kohaishita-mint-price-supply-8626a732995 A few sneak peaks of the art: https://twitter.com/alpha_pls/status/1625442263143792644 You can have a look at how their rarest pieces might look here: https://twitter.com/KujiraNoKonton/status/1623009803307036689 You can potentially land yourself a WL spot by entering the raffle: https://registration.kujiranokonton.com/ I haven't been paid to write this or anything. And I don't know the team. I'm just a sucker for anime/manga and like the look of this project, so thought I would share with you all. Please don't mint expecting to make money. Mint because you are an anime/manga enjoooooooyer.
The SEC's agenda & corruption is in plain sight. Sure, they may hamper the speed of crypto adoption. But in the end they are simply exposing their true nature to millions of young investors. Further cementing crypto as their asset class of choice. Crypto wins in the end.
gm
Yo @lensprotocol, this for real? 🪂
Starkware technology isn’t theoretical. It’s live in production and doing huge numbers. Nearly nullT of value has been settled & 95M NFTs minted 🤯 Great opening talk by Eli Ben-Sasson at #StarkWareSessions
I have no interest in paper handing generational entries. I will be adding throughout ‘23 and riding accumulated spot positions into ‘24/25 🫡
13 free crypto tools I use every week to find alpha 🔎👇 1. @defillama.lens The one-stop shop for all of your DeFi needs. If you aren't looking at DefiLlama on a weekly basis you are ngmi. They add new features all the time. A recent tab which I have found very useful is their ETH LSD data. https://defillama.com/ 2. Token Terminal Token Terminal aggregates financial data on the major blockchains and dApps. It's great for tracking revenue generated by protocols. You can often find mispriced tokens searching on their platform. https://tokenterminal.com/terminal 3. @duneanalytics.lens Community created dashboards visualising crypto data. You can pretty much find data on every major crypto project on Dune. Create a profile and star dashboards you want to keep an eye on. Also, feel free to try and create your own! https://dune.com/browse/dashboards 4. Arkham Arkham is an incredibly powerful analytics platform. You can create dashboards of tagged entities & track their transactions. Polygon, Avalanche & Optimism will be added soon. Use my referral link to skip the waiting line & get access: https://platform.arkhamintelligence.com/waitlist?referrer=YWxwaGFwbHNAcHJvdG9ubWFpbC5jb20 5. Artemis Artemis dashboards are the easiest way to compare data across L1s and L2s. It's so quick to visualise user and transaction activity. You can also import their trustworthy data into your own google/excel sheets. https://www.artemis.xyz/ 6. Crypto Fees I use crypto fees to just regularly check 1 day fees of various protocols. Takes me one minute and I can see if there has been any unusually large movements in fees generated by dApps. https://cryptofees.info/ 7. BubbleMaps BubbleMaps is another insanely powerful tool. I use it to check the token distribution for any tokens or NFTs I might buy. It visualises any connected wallets as clusters, so you can see how distributed the token really is. https://app.bubblemaps.io/eth/ 8. Blockpour I use Blockpour to check for trending tokens on different chains: liquidity changes, largest trades in last 24hrs etc. You can get free access to Blockpour’s on-chain DeFi dataset API for a limited time only. Login to generate an API token. https://app.blockpour.com/ 9. EtherDrops I use EtherDrops to get Telegram notifications on whale activity, price changes, NFTs & more. I mostly use it to discover NFTs that whales are buying. It's free, but you can also get 5% off a paid subscription with my affiliate link: https://t.me/EtherDROPS_bot?start=promo_94UBMN 10. Token Unlocks Crypto token unlock data and tokenomics in one place. Very useful information if you are looking at short term and long term shorting/buying. https://token.unlocks.app/?category=all 11. @nftgoio.lens NFTgo is an all-in-one NFT aggregation platform. You can get real-time NFT market analytics (charts & trends), find trending mints, find how many whales hold, see when drops are & more. Just supports Ethereum right now. https://nftgo.io/ 12. DropsEarn I check in here for any test nets I might want to try. A lot of them are incentivised and are usually a great way to earn airdrops. https://dropsearn.com/ 13. ChainBroker This is a newer tool I have been using recently. It has some fascinating real time data on the ROI of funds & launchpad platforms. For example, Binance launchpad projects generate the highest ROI (by far) versus any other launchpad. https://chainbroker.io/ Bonus: I've compiled all of these tools in to a OneTab link for you, so you can access them easily forever 🤝 Also, download OneTab extension and start using it. Trust me. Your computer's memory will thank you. https://www.one-tab.com/page/nfb9E-u1SNijg45_i4eFsQ I hope you found this useful 🙏 I'm experimenting with longer form posts for the first time on @lensprotocol. You can collect this post for 1 MATIC and I will share 20% of collect fees with anyone that mirrors! A maximum of 2000 people can collect.
Probably worth owning $AAVE before V3 launches on Ethereum mainnet & GHO arrives... Probably worth owning $CRV before crvUSD releases...
In the last month I’ve seen: • Sol 3x off the bottom • A free NFT mint 15x • A $1500 Art Blocks airdrop • LSD tokens run up big • AI coins go vertical There is always another opportunity in crypto. Keep grinding.
A bit of personal news: Happy to share that I will be joining @nested.lens as Head of Growth. Smol write up on why: I've been obsessed with this industry for over 5 years. I've watched it transform from a space dominated by white papers, to a space full of permissionless applications that people all around the world are using on a daily basis. Many of society's biggest issues are being tackled by the crypto industry. Blockchains are still a long way from fulfilling their potential, but the progress is clear. There is nowhere else I would rather be. I am a huge supporter of DeFi & believe it will eventually emerge as the world's open, transparent financial layer. There are many problems to solve, but a few of the biggest are onboarding, accessibility (UI/UX) & portfolio management. This is what @nested.lens is focused on. I previously wrote a piece about the @nested.lens platform & its features: https://alphapls.substack.com/p/onboard-your-mum-into-defi-in-6-minutes TLDR: • Intuitive UI • Portfolio creation & management tools across 6 EVM chains (non-custodial) • Copy trading • Innovative tech (hyVM) • Wide range of DeFi services (coming) https://nested.fi/ operates at the UX layer. I don't think any other protocol has managed to create a non-custodial platform as easy to use, with as many features and integrations. Their aim is to be the front-end for DeFi. Here's what Nested achieved in 2022 and what is on the roadmap for 2023: https://twitter.com/NestedFi/status/1610316768223924226 (sorry for link to bird app) I didn't necessarily plan on joining a team, but the opportunity at Nested was too good to turn down. I'm so impressed with what the Nested team have built so far. Their goal is one I am very excited to contribute to: Onboarding the next 50M users into DeFi. And don't worry, I have big plans for http://alphapls.substack.com/ I'll be writing even more in 2023 on all crypto topics, remaining objective & trying to provide value. Nothing will change on that front. Thank you for the support 🙏
Gm
My crypto ideas for 2023: https://alphapls.substack.com/p/crypto-investment-ideas-for-2023
GMX has gone from a small community project to one of the biggest revenue generators in crypto. coinflipcanada is a contributor to GMX & I asked him a bunch of questions: • How do you explain GMX's rise? • How safe is GLP? • Wen synths? https://alphapls.substack.com/p/the-buildooooooor-coinflipcanada
6 years ago I was not doing particularly well financially. I couldn't see a clear path to improving my finances. This week I finished the very long process of buying a house. It was the result of years of investing/trading the crypto markets whilst working a full-time job. Flexing is totally cringe & you will never see anything like that from me, but I wanted to reflect for a moment. If you can improve your life, or your family's situation, always do that first. Take that money off the table & then work out how to make it all back again later. I don't think I'm particularly special in any way, but have always believed hard work trumps talent. If you are willing to grind day in and day out for a few years, you will see those efforts pay off. Positive mindset + hard work + consistency is the key.
There are two types of crypto investors: 1. Get rekt and never return. 2. Get rekt, stick around, learn, meme, and eventually make money. You are number 2 because you are still here. This week's 5 Alpha Tweets 👇 https://alphapls.substack.com/p/5-alpha-tweets-starbucks-web3-loyalty
Arbitrum is one of the few chains gaining more adoption in this bear market.\n\nWondering how you might be able to capture upside from their growing ecosystem?\n\nHere is our Arbitrum portfolio you can copy. \n\nhttps://alphapls.substack.com/p/how-to-invest-in-arbitrum
I really love this feature on Lens. Choosing to see the feed through any Lens account is an amazing mechanism to discover new accounts and remove yourself from your echo chamber. This feature would be an upgrade for all social networks.
Head down. This is the time to grind. Your efforts in the next six months will decide your rewards in the next cycle. Find your edge.
I strongly believe that gaming will onboard the next hundred million participants into crypto. Illuvium is taking on the challenge of being the first AAA game on the blockchain. I got to chat with co-founder Kieran Warwick about Illuvium and his views on web3 gaming. https://alphapls.substack.com/p/the-buildooooooor-kieran-warwick
Another brand for Polygon? 114 million YouTube channels 2.6 billion active users Might be something...
With the FTX collapse it has never been more crucial that we move away from onboarding new users to crypto using CEXs. DeFi is amazing, but most platforms still cater for a small niche of crypto native users, and CeDeFi took advantage of this. Nested is the right platform to emerge from the FTX ashes. Here's my write up on: • How Nested works • How you can earn the airdrop • Our "All Weather" Portfolio you can copy https://alphapls.substack.com/p/onboard-your-mum-into-defi-in-6-minutes
The alternative to DeFi is dystopian CBDC hell. DeFi is the path towards freedom instead of servitude. You can have all the money in the world, but if it's held by corrupt centralised institutions, then it's not your money. I truly believe DeFi is a step forward for humanity.
Brands building on @polygon0x.lens: • Nike (announced yesterday) • Adidas • Starbucks • Reddit • Meta • Robinhood • Ebay • Disney • Stripe • Adobe Looks like adoption to me.