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Aylo Profile picture
Aylo
@alpha_pls
Research @alphapleaseHQ | TG channel updates https://t.co/Q3jLUFrk54 | Advisor @KaminoFinance
29 subscribers
Oct 14 • 12 tweets • 3 min read
I spoke with @0xdrej in January, and since then @getgrass_io has grown from 500k users to 2.5M+ and become one of the most anticipated crypto x AI projects in development.

I interviewed him again last week.

Here are 10 BIG takeaways 🧵 Image 1. Grass's incredible growth

"Right now, with 2.5 million daily active users, Grass can already scrape enough data to train GPT-3.5 from scratch. But if it grows 10–20 times larger, we believe Grass will be capable of crawling the entire web on a daily basis."
May 30 • 11 tweets • 4 min read
Seems like a good day to talk about consumer apps.

I found one built on @avax & I think it is one of the most practical examples of an app that uses blockchain to actually solve a real world problem.

If you are using a centralized password manager then you should read this🧵 Image @BitNote_xyz is one of the most impressive consumer apps live right now imo.

BitNote allows you to self-custody information, in a similar way that blockchains let you self-custody money.

It's a genuine replacement for 1Password & other centralized password managers. Image
May 16 • 21 tweets • 8 min read
TON is #9 in the crypto rankings, but I feel a lot of people still know very little about the chain and what is happening.

I've spent a few weeks getting my head around the ecosystem.

Deep Dive into @ton_blockchain and the opportunities right now 🧵 Image Firstly, make sure you bookmark the thread. It contains a lot of useful links to get started on the chain.

I have done a detailed long form article, but will do a shorter thread here for those of you don't want to leave the comfort of Elon's app.

alphaplease.com/p/ton-the-firs…
May 8 • 11 tweets • 3 min read
I save so much time from being subbed to good crypto Telegram channels.

Figured I should share the ones I read on a daily basis.

8 free Telegram channels that drop daily alpha and crypto research 🧵 1. infinityhedge

Lots of real time market moving updates.

t.me/infinityhedge
Apr 26 • 7 tweets • 2 min read
The 5 best alpha tweets I read this week: Image 1. Thoughts on alts this cycle

Asset selection matters.

Apr 12 • 7 tweets • 2 min read
The 5 best alpha tweets I read this week: Image 1. 10 Crypto Narratives for 24-25

Good write up by Hitesh with a lot of ideas and narratives to pay attention to.

Apr 10 • 9 tweets • 5 min read
There are so many interesting strategies to stack points on top of points with ETH.

@KelpDAO have expanded to many tokenless L2s now so here are a few ways to earn multiple airdrops with a few clicks 🧵 Image rsETH is actually very useful across many tokenless L2s. Kelp have prioritized these integrations and it's a great LRT you can use to chase higher airdrops and yield with.

Alpha below:
Apr 5 • 7 tweets • 2 min read
The 5 best alpha tweets I read this week: Image 1. Q2 token launches

Handy watchlist of projects potentially launching tokens in Q2.

Mar 21 • 8 tweets • 3 min read
I think @ionet_official will be one of the bigger launches in 2024.

Do yourself a favour & click some buttons to net the airdrop. It requires no upfront capital & it's not over farmed.

I tried to calculate how it might play out + will provide instructions on how to qualify 🧵 Image Firstly, bookmark the thread because you will want to come back to this.

If you don't know anything about , you can get up to speed with the below thread.

I did an interview with the COO that will make you bullish on the project.

io.net
Mar 10 • 6 tweets • 2 min read
A list of interviews I have done with projects in 2024.

Lots of alpha for those willing to read (will keep updating the list as I go): Image The @ionet_official token will be launching on Solana relatively soon, I strongly urge you to read this one. I will also include information on how to land the airdrop (at the end of the piece).

alphaplease.com/p/the-decentra…
Mar 5 • 12 tweets • 4 min read
As you may have seen earlier, @ionet_official just announced their $30M raise.

@ionet_official is an AI + DePin project that you need to pay attention to. Their $IO token will be launching on Solana soon (airdrop coming)

I chatted with COO @MTorygreen & he dropped the alpha 🧵 Image TL;DR on :

• Decentralized AWS for ML training on GPUs
• Instant, permissionless access to a global network of GPUs & CPUs
• 25,000 nodes
• Revolutionary tech allowing cloud clustering of GPUs together
• Can save AI start-ups 90% on compute costs rnio.net
Mar 1 • 18 tweets • 5 min read
I'm convinced we are going to see a huge AI crypto bubble in the next 18 months.

It is likely going to be one of the largest growing verticals this cycle.

A deep dive on AI x Crypto + 17 projects to put on your watchlist 🧵 Image I have written a mammoth piece with help from @tradetheflow_ :

• AI intro & the AI stack
• Why crypto x AI
• Crypto x AI verticals
• 17 AI projects with actionable alpha

Grab a coffee & read it. I'll also do a TLDR in this thread (projects at end)

alphaplease.com/p/crypto-x-ai-…
Feb 14 • 15 tweets • 4 min read
MOVE is coming to the EVM.

M2 is a zk Move-based Ethereum rollup which will be launching later this year.

@movementlabsxyz are on a mission to spread the MOVE language everywhere.

I got the low down from co-founder @coopsmoves

Movement alpha 🧵 Image Bookmark so you don't fade the movement.

Movement at a high level

"We're integrating a next-generation smart contract language into existing blockchains in a way that we're not introducing a new layer one or layer two."
Jan 31 • 14 tweets • 3 min read
One of the network launches I'm most excited about in 2024 is @getgrass_io (AI + DePin + Solana).

When the Grass network goes live, it will be one of the largest crypto protocols by number of users.

I had a chat with @0xdrej & asked him a bunch of questions.

GRASS alpha 🧵Image Grass is creating a new revenue stream for every single person with an internet connection.

Maybe that got your attention.

Here are a few soundbites from the interview (full article at the end of the thread):
Jan 27 • 7 tweets • 2 min read
The best 5 alpha tweets I read this week: Image 1. The Boom-Bust Sequence & The Comparison of Narrative Momentum & Price

Read this excellent thread to better grasp the behavioural aspect of cycles.

Jan 24 • 23 tweets • 6 min read
The biggest airdrop in Solana's history is one week away.

Here's some analysis on where $JUP might land and how to play the airdrop: Image Some Jupiter context:

Since Jupiter launched in 2021, they have consistently pursued the vision of building the best decentralized trading experience on Solana. It achieves this by aggregating various DeFi features into a single app, & with the most seamless UX possible.
Jan 12 • 7 tweets • 2 min read
The 5 best alpha tweets I read this week: Image 1. The “don’t touch him, he’s dead” pattern

“Practice the muscle of valuation discrepancy recognition”

Jan 2 • 22 tweets • 5 min read
My crypto ideas for 2024: Image I've written a long form substack with some detailed thoughts. Would love it for you all to read it there.

But, will also condense the thoughts into a thread here, so keep reading on Twitter if that suits you better.

NFA, I will get lots wrong.

alphaplease.com/p/my-crypto-id…
Dec 17, 2023 • 11 tweets • 5 min read
I'm not sure there is anything better you can do from an r/r perspective than becoming an on-chain Solana user for the foreseeable future.

More stuff for you to try (earn those points): Image Bookmark this thread.

@Parcl - Innovative platform allowing people to trade city real estate. Provide liquidity with USDC, do some trades and earn newly launched points ( $PARCL )

➡️ (enter code aylo to earn a 5% points boost forever)app.parcl.co/referrals
Dec 9, 2023 • 12 tweets • 4 min read
Look at what's happening on Solana right now 🧵 Image Solana did more in NFT volume than Ethereum today. Image
Dec 1, 2023 • 7 tweets • 2 min read
The 5 best alpha tweets I read this week: Image 1. Bitcoin analysis

Bulls are going to like this one.