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The Alpha of the alpha

2lambroz.substack.com

The Alpha of the alpha

Breaking down my substack

2lambroz.eth
Apr 6, 2023
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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?

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(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

  1. How to find new projects

  2. tools i use to vet a project

  3. My thinking framework after i found something

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2lambroz.eth’s Substack
How to improve your crypto research 100x
How to improve your crypto research 100x How I research & the tools I use…
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4 months ago · 10 likes · 3 comments · 2lambroz.eth

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.

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2lambroz.eth’s Substack
How to 🔥Create ur own ALPHA 101
🔥Create ur own ALPHA 101 How to develop a investment thesis & take action 🐑Lambro 2023 Q1 personal investment thesis review U will never be alpha if u just listen and follow. Like always, this is not a bullshit theory It is a actionable guide on how I develop my investment thesis…
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2 months ago · 9 likes · 8 comments · 2lambroz.eth

“Metric Driven valuation method using $trove as example”

This post i shared metric driven way to valuate & monitor position with

  1. Valuation & Speculation

  2. Investors profiling & Growth metric

  3. 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

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2lambroz.eth’s Substack
Getting rekt on $trove? Use quantitative research to improve ur investing!
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3 months ago · 2 likes · 2lambroz.eth

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

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2lambroz.eth’s Substack
Looking for a way to long/short arbitrum altcoins that aren't listed on CEX?
Looking for a way to long/short arbitrum altcoins that aren't listed on CEX? Add SiloFinance into ur trading tools set! 📍In this thread Click to skip to section 1️⃣ What is Silo finance 2️⃣ Why is Lambro looking at it 3️⃣ Strategies you can run with lending market…
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3 months ago · 1 like · 2lambroz.eth

How to Long/Short $USDC in DeFi or CEX

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2lambroz.eth’s Substack
💥How to Long/Short $USDC in DeFi or CEX
💥How to Long/Short $USDC in DeFi or CEX Always have a system, i had these in place and can react quickly when shit go south. ☠️ Shame i got blackout drunk n only woke up 1 hour ago tho ❗Regulations in crypto is not my specialty 🐑Im just here to provide u tools/ways to express ur view, Long or Short USDC. wtever u do, its ur call…
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3 months ago · 2lambroz.eth

Actually understand GLP & when n how to leverage

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2lambroz.eth’s Substack
Maximise ur GLP return
❓Actually Understand GLP Strategies GLP is a great but what if u can maximise ur return more effectively? Learn when to farm with different GLP strategies 💥Understand with examples and backtest from lambro 📌TLDR This thread explains and comparing returns with backtest on…
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3 months ago · 8 likes · 3 comments · 2lambroz.eth

How to do Delta Neutral Arbitrage with Pendle’s yield market

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2lambroz.eth’s Substack
How to do Delta Neutral Arbitrage with Pendle’s yield market
How to spot Delta Neutral farming on @pendle_fi Lambro strategy inspired from pendle fi AMA chats *pendle is a sponsor but this is an organic post dyor My deal with pendle is to share their updates/news with my dear readers only NO paid shill threads Fyi…
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3 months ago · 5 likes · 2 comments · 2lambroz.eth

Liquid Staking+Correlation hedge for Alt Rebound Market strategy!?

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2lambroz.eth’s Substack
#24 Liquid Staking+Correlation hedge for Alt Rebound Market strategy!?
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4 months ago · 2lambroz.eth

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

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