Shiro's Alpha
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Pure Alpha.
News, Catalysts, Narratives, Knowledge, Projects, Airdrops.

Find me on X: CryptoShiro_

Find my Newsletter for more Alpha: linktr.ee/cryptoshiro
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MicroStrategy keeps buying more Bitcoin, and now many more companies are willing to follow MicroStrategy's Path!

This is the case for Cosmos Health, a Nasdaq-listed healthcare company, now accumulating $BTC & $ETH.

And you think we're not going higher?

Here are the publicly traded companies' current BTC holdings. (latest news & declarations)

Let's see how things will change in just a few months πŸ‘€
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Gm guys,

Today is a big one, because the Market has been crazy with new Narratives & Memecoins.

As always you don't need to read everything to find your alpha, but if you see something mentioned a few times, a new narrative for example, you better be curious and informed 🫑

This week it's DeSci & AI Agents πŸ‘€


LATEST ALPHA - November 19th 2024



πŸŽ“ Knowledge, Analyses & Thoughts

β€’ DeSci Megathread
β€’ Modular Blockchain Infrastructure Thesis
β€’ Crypto For Dummies, Trading oriented
β€’ The State of Memecoins
β€’ How to find good entries for Memecoins
β€’ Advice for the months to come
β€’ This Cycle Money Flow
β€’ New Money Flow
β€’ ETH will likely pump late in the cycle
β€’ Cycle & Alt Season Thoughts
β€’ 100k is the psychological barrier for Bitcoin
β€’ Thoughts on DeSci
β€’ Wintermute Top Holdings
β€’ BTC Holdings in Publicly Traded Companies
β€’ BTC Holdings by Governments
β€’ Predictions


πŸ—ž News, Updates & Catalysts

β€’ What happened in Crypto Nov 17
β€’ What happened in Crypto Nov 18
β€’ Latest News
β€’ Trump to purchase a crypto trading platform
β€’ MicroStrategy Bitcoin Reserve surpasses IBM & Nike’s Cash Holdings
β€’ MicroStrategy to raise $1.75B to purchase more BTC
β€’ BTC.D Rejected
β€’ ETH TA
β€’ Total Stablecoin Index hit an ATH
β€’ Altcoin Index breakout confirmed
β€’ Total Crypto MarketCap Breakout
β€’ Solana’s DEX Volume ATH, over $40B
β€’ Corrections across the Market
β€’ Memecoin Sectoral Updates
β€’ NVIDIA Earning Nov 20, time to bid AI tokens
β€’ More Updates & News


πŸ’Ž Project Research & Alpha

β€’ Solana Thesis
β€’ Fluid Overview, an ever-evolving DeFi Protocol
β€’ $INST is Fluid Token
β€’ $PENDLE Boros Alpha
β€’ $XMW Latest Updates
β€’ $DEAI Bull Case
β€’ Nillion Research, Blind Computation
β€’ Coinbase Ventures keep investing in $AERO
β€’ Thoughts on $PEAQ
β€’ Zero1 x IoNet
β€’ Ethena Analysis
β€’ Entangle New LitePaper
β€’ Heurist AI, Decentralized Cloud Platform
β€’ $LAIKA, Layer2 on Doge
β€’ $GOAT Thoughts
β€’ $VIDEO App on Base
β€’ $SBR Memecoin
β€’ Pump Science, the first DeSci Platform on Solana
β€’ Dynex $DNX & other Computing Projects
β€’ 5 GPU Projects
β€’ DeSci Narrative
β€’ DeSci Tokens
β€’ AI Agent Narrative
β€’ AI Agent Space
β€’ Solana AI Agent vs Base AI Agent
β€’ Binance pushing AI Agent Narrative
β€’ Sentient Coins Smart Money Analysis
β€’ Memecoins Holders with $1k+
β€’ AI Memecoins
β€’ Brainrot Memes


πŸ’‘ Farms, Tools & Bonus

β€’ Memecoins Yield
β€’ Yield Highlight
β€’ GammaSwap Yield
β€’ Kaito, the new tool for people who want to be early
β€’ Magic Nodes, new Bubblemaps’ Tool
β€’ Memecoin Trading Guide
β€’ Solana Tools & Advice
β€’ Wallet Tracking
β€’ How to keep things simple in Crypto
β€’ $100K BTC Bias
β€’ How to hold through a 100x
β€’ AI Devs
β€’ People to follow for 10x trades
β€’ Memecoiner Accounts


That's it for Today!

Have a good Week. 🫑
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Bullish news for $DEAI

I'm still in $TAO, $DEAI and $XMW for those wondering. Waiting for the AI Run.
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