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Aylo Profile picture
Aylo
@alpha_pls
Research @alphapleaseHQ | TG channel updates https://t.co/Q3jLUFrk54 | Advisor @KaminoFinance
30 subscribers
Apr 16 • 8 tweets • 4 min read
Farming on HyperEVM

Why HyperEVM? Gut instinct is telling me it's going to be profitable, but also HYPE is one of the very few alt coins with value accrual, PMF & good tokenomics.

Good DeFi ecosystems form around good collateral.

Here's what I am doing 🧵 Image 1. @upshift_fi & @0xHyperBeat vault

This is the easiest set and forget farming strategy.

The hbHYPE vault dynamically allocates deposits across HyperEVM DeFi protocols. Delta-neutral strategies, funding arbitrage and more will be deployed to maximize returns.

Deposit WHYPE & earn 6.0% APY + ecosystem points (5x Upshift, Hyperbeat, @hyperlendx, @hyperpurrfi, @HyperSwapX, @TimeswapLabs & @silhouette_ex)

Upshift is backed up @dragonfly_xyz & has $235M in assets deposited on the platform.Image
Feb 9 • 7 tweets • 2 min read
The 5 best alpha tweets I bookmarked this week: Image 1. blocmates 2025 Thesis

Deserves a read for putting out some optimism on the the day we had $10B liquidated from the space. Also, the blocmates team are early to most trends.

Oct 14, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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, 2024 • 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