The Alpha of the alpha
Finding Alpha in alpha
Breaking down my substack
Welcome all the OG & new comers of 2lambroz.eth’s substack
This is a quick email recaping some post that i think are MUST read
Topics are
- Research skills
- Investment thesis & Valuation
- Different DeFi trading strategies
First off,
THANK YOU
it has been a great journey since 2023 so far and the growth has been crazy.
(for me as a first time writer we on 800 subs right now)
im not going to stop growing this account and glad u guys are on this journey on me.
always comment or dm me projects or topics u want me to cover
i enjoy meeting internet friends ping me!
Research skills
Why listen to these youtubers that look like they are getting their asshole licked when u can research on ur own?
(second time i used this joke i know but i like this joke a lot seriuosly look at this guy’s face)
“How to improve ur crypto research 100x”
In this post i shared
How to find new projects
tools i use to vet a project
My thinking framework after i found something
Investment thesis & Valuation
Its ok to lose but u need to know why.
have a framework or valuation its essential if u want to stay in the game for long term.
“How to 🔥Create ur own ALPHA 101”
How i develop & review my investment thesis in 2023Q1 with proof
personally think this is a must read.
“Metric Driven valuation method using $trove as example”
This post i shared metric driven way to valuate & monitor position with
Valuation & Speculation
Investors profiling & Growth metric
Money & Token Inflow
I was quite desperate for growth that time, excuse me on using words like “quantitative” lol was trying out different click bait title n shiller wordings
Different DeFi trading strategies
Investing is more than just buy or sell a token. the fun part of defi is u have access to all these type of weird invest instrument even as a retail. know ur options when u want to long or short something!
How to long or short a token using lending protocol
How to Long/Short $USDC in DeFi or CEX
Actually understand GLP & when n how to leverage
How to do Delta Neutral Arbitrage with Pendle’s yield market
Liquid Staking+Correlation hedge for Alt Rebound Market strategy!?
Closing words
Hey there is more in my substack!
find my protocols breakdown, duneboards etc in “DeFi” or “NFTfi”
Go to “interviews” to read cool crypto native story
DM me anytime if u want me to breakdown anything, farm my knowledge while i farm ur attention lmao
It has been a fun 3 months
looking forward to our journey guys
