SHILL Issue 78

cial manner. Similarly, you can buy into a DAO or just use
a DAO you’re already in.
But Linkkzyy, I’m aware of this stuff and use it already,
where is the juice?!
Well, here’s the alpha hunting tactic that has helped me
find almost every sleeper, stealth, degen mint I've profited
off early.
Videos can’t be directly attached; so find the youtube video
here- https://www.youtube.com/watch?v=h1L6ijiS5Ds
Project Spotlight
Once again I want to slap in this disclaimer: nothing here
is financial advice. It’s just a list of highlights of promising
projects with condensed research & ratings. I implore you
to give them your own research and apply some of the
insight I gave you in the above pages.
—Existing Projects Worth Buying—
DeGods, y00ts, Taiyo Robotics, SMB, Blocksmith etc =
Obvious.
Liberty Square: I think the team is way too dialed into the
space and they’re doing a lot of unique shit with a very
experienced CEO in the web2 business world.
Aurory: I’m perma bullish on this team, it’s such a large
team filled with experience and the necessary funding. I
can’t wait to watch them in the coming years.
Sensei Labs: Art is not to my taste but I think if the listings
see some drastic drops we could see a nice pump down
the track much like BlockSmith’s arch.
NetRunner: The only Solana native tax software to my
knowledge and it appears to be the most efficient. I can
see a pretty clear play in buying a bunch and waiting for
the end of the financial year when people need them to
rent them out or sell them for a neat profit. If not; you
have your tax and portfolio management system covered.
Thugmonkez: I can’t believe I’m putting this here in all
honesty, but the team is stacked with connected and
valued people, the marketing has somehow been working
flawlessly even if it’s just shit copypasta, I see these going
higher. Holding the right amount of these gives access to
the upcoming project the Indie Cove which is worth doing
research into.
Lily/Lotus Gang: Don’t fade bunjil.
Obviously there are many good projects out there, but it’s
going to be up to you to do some of your own hunting.
Precursor Discussion to the upcoming mints list
A very common theme I’ve seen throughout my research
is a lot of ambiguity and a lack of voice from the team. As
a result, for some projects there isn’t a lot to discuss and
the bull case has to be centered around how adoptable
and pumpable the art is + the marketing style so far.
Other projects I find to be outstanding and am extremely
hyped to see their progress. Keep an open mind when
looking at these projects and remember this is not financial
advice, this is not the play to buy, this is a document
summarizing those which look promising and allowing
you to digest their content in short format.
Some may also have more “Cons” than “Pros” but always
remember the disparity between the importance of the
point’s which are pros and cons.
Also also; many of these lack mint dates, supply counts and
prices so you will need to track them actively!
Also also also, if a project has a revenue stream in the making
it will be in pros, if they do not, it won’t be there but any
project lacking a revenue stream model should be an instant
con.
Understanding “Alpha”
For those extremely fresh in the space, “Alpha” is generally
considered to be informative and most importantly early
insight into a project/investment opportunity. Alpha is any
discussion that makes you money. Ultimately, money is
what people want in this space, those who say otherwise
are lying or sitting on a life savings grand enough to feed a
small village for hundreds of years.
But let’s hit the deeper notes now: in an investment rich
space, the number one priority you have as an individual
is attempting to remove emotions from short term plays
and bolstering the strengths of your emotions in long term
plays. If you want to hit a blue chip, you need emotions, you
need conviction and sometimes you need to sink with the
ship, just like many DeGods holders did after its brief decline
in late 2021. However, if you want steady cash flow, you
need to remove emotions from short term plays.
Why is this important?
For me it’s quite simple, you need to acknowledge all positions
from an unbiased standpoint.
If someone screams “BEARISH!!” , you need to ask yourself:
why? As a long term holder, you need to think deeper, why
do you think they’re wrong? What can validate that? In
the case your research and thinking supports what they’re
saying and you simply cannot invalidate it, you must make
the decision, will you sink with the ship or will you cut your
losses?
Similarly in a short term environment your feelings DO NOT
MATTER. What is the public sentiment? What does price action
say? What does the liquidity say? WHAT DO THE FACTS
SAY?
Align your mindset and come up with a plan before you buy
into a project so you don’t find yourself over leveraged and
over committed to something which could have made life
changing money, but rather sunk leaving you with pennies
to the dollar.
Alpha can be stumbling on a project with huge potential
early; but I encourage you to be more insightful and think
deeper. This is what will make you more money. Imagine
if you sat down with a friend at the start of this year and discussed
the global economy. You discuss the liquidity flowing
in and out of crypto and NFTs, ask what this NFT hype is
comparable to, and ask how that comparable event transpired?
I say confidently you could have stabled at $120+ SOL
just as I did.