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.
Do not be ham-strung by a vision limited and narrowed specifically to NFTs and even more so NFTs on Solana. Remove blinders and root your thoughts in authenticity. You can also look at Alpha through mathematical lenses and what not but I don’t believe NFTs play into the traditional meaning of Alpha. (Excess ROI after accounting for volatility etc.) OG Solana Alpha Hunter Turned Builder. Work w/ @TrippyBunny_NFT @TheAlphaDAO @SolApeFinance
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