Special Anniversary Edition of alphaTLDR, celebrating our 1-year milestone! We invited our Co-Founders and some of the original 'Writers in Residence' to write a piece about anything they wanted... and this is what they shared. 

CO-FOUNDER: JRAFALE

We started with just a 10% open rate, and now we’re hitting 35% and a subscriber count touching 34,000. It’s proof that consistency wins. While this newsletter may be just a small part of what we’re building with Alphabot and Boost, these small steps are paving the way for our goal to become the number one source for Web3 insights and alpha.

Cheers to an incredible year! To everyone who’s been with us from the very first issue to today, and to the team and partners who’ve brought 289 articles to life—thank you for being a part of this journey. And a special thank you to Seven for his dedication and hard work. Here’s to many more!

CO-FOUNDER: SEVEN

With 295 articles from 14 different contributors, 40 giveaways, and 48 sponsors, I believe we have accomplished just that. I am excited to continue building on the team's great work as we head into 2025, which is looking very promising. I look forward to continuing this journey with all our writers and, most importantly, with you, our loyal readers. JOBS NOT DONE!

WRITER IN RESIDENCE: MANI

But you see how I mentioned "Speculative"?...It's the top reason why we spent thousands of dollars on a JPEG that we didn't even have a clue of its intrinsic value. But, boy those were the most fun times, right?

I would do anything to get back to those days, because I only experienced like 30% of it. Fud me for being late to the party.

As we all predicted 99% of NFT projects are dead. But, don't worry, if you realise that only 1% or even less of the population drive this world. The same is going to happen with NFTs.

The 1% or even less of the projects that withstood the bear market and the test of times will take us back to the utopia, but this time it might be even more fun.

Historically we saw Crypto people buying into NFTs. But this time around it's highly possible, no, I'm damn sure that we'll have more people buying NFTs directly who have never held crypto before.

Because the 1% or less NFT projects are building brands and products that everyone, even your grandma would love and your kids or friends would want to use.

We might've lost the speculative nature, but we've got something strong--The power of brand, community, and culture... It's growing even stronger day by day.

Have you seen any 2021 memecoin communities getting stronger after the bear market? But there are at least 10 NFT communities that got stronger and more mature.

My point is "You shouldn't buy NFTs"... if you are looking for instant gains or speculation. Buy NFTs to be part of a brand, community and culture that makes you feel special.

The NFTs are attaining collectible and tangible status. It's only a matter of time when people will start looking at NFTs. But if you don't have conviction or can't afford to lose, maybe they are not for yet. Keep trading memecoins and make your family proud.

Concluding this topic with my best bets:

"Azuki" and "Pudgy Penguins", looks like they are at the forefront (maybe i'm biased), they are the peak of NFTs at the moment. But i have some smaller bets on other projects that are trying their best.

I believe when the big guys become more successful, the smaller ones will likely too, if they keep pushing themselves harder.

"A rising tide lifts all boats".

NFTs are more alive than ever, the market will catch up in due time.

If you wanna trade memecoins or park your liquidity somewhere else, do so, after all we need to follow trends and make bags as much as possible to retire our parents and enjoy life.

But, NFTs will be there and thriving when you decide to come back...because...

"NFTs Gonna Make It".

PS: None of it is financial advice. You'll look much smarter if you DYOR.

WRITER IN RESIDENCE: ABHZ

Our goal (still) remains the same— provide the best research and information from all corners of crypto, to you, every week.

So what’s been happening recently ?Answer: A lot.

1) Lets start by addressing the elephant in the room, Trump wins the U.S election and sends BTC to an ATH.

Trump administration winning the U.S elections has had a significant impact on the crypto markets mainly due to the pro-crypto regulations preached by the trump’s administration, sending BTC to an all-time high.

Many analysts believe that Trump's return to presidency has the ability to accelerate the adoption and regulations of VDA’s (virtual digital assets).

With the growing confidence of institutions, prices across the board are likely to rise, but most importantly pave a path for better mainstream acceptance and regulations.

2) The true search for “consumer crypto” products might have been achieved with polymarket capturing the elections at large.

Individuals flogged to Polymarket during election day to predict who they think would win the 2024 U.S. president, and in turn processed $240M in trading volume on the platform.

Alongside the revenue the platform and the blockchain it runs on were able to smoothly run around the clock, with an influx in users, processing a total of ~3,000,000 transactions on-chain.

Polymarket provided a better gauge at the results of the elections compared to traditional news outlets as it was real time markets gauged by real people with no biases involved.

3) BlackRock has no plans of being left out of the race and it’s been quitely accumalating assets any means.

BlackRock, one of the largest asset managers in the world ($11.5 trillion assets under management) has been quietly doubling down Bitcoin as it dicussions to buy a small stake in a fund described as the king of ETF bitcoin holders.

The asset manager behind the fund, Millennium, is holding close to $2 Billion is bitcoin ETF fund.

Large asset managers running after acquiring their piece of the pie is a sign that institutions are more than eager to see the bitcoin coupled with the mainstrem financial relam.

4) Are NFTs finally coming back then? OpenSea (OS) plans for a long awaited comeback with OpenSea 2.0.

OpenSea co-founder Devin shared on socials that OS has been reinvented and built from ground up again. Compared to other major marketplaces like Blur, MagicEden etc, OpenSea remains as the only major NFT marketplace yet to drop a token. This is mainly due to their strong stance in taking the IPO route for the company.

OpenSea for the past has been outcompeted by its rivals Blur and MagicEden at different occasions. A new tool and token here could potentially bring back attention and boost their volume giving them another chance as taking a seat at the throne it has been long thrown off.

WRITER IN RESIDENCE: SENDIT

Number 1 choice has to be Refik Anadol who has already been making huge moves over the past year with multiple museum placements, his piece at MoMA is now a stand out attraction at the New York tourist hotspot. Have a look at his edition Winds of Yawanawa if you’re looking for an entry.

OSF - London glitch artist OSF has been keeping busy during the bear with his REKT brand and his 1/1 works featuring in the likes of Sothebys and more recently collaborating with Red Bull Racing. I can see his editions, 1/1’s & rekt guy NFTs taking off during the bull run.

Delta Sauce - focusing on AI art we have already seen one of Delta’s collections take off this year and I expect with the rise of AI, Delta is really well placed to have an exciting year ahead.

WRITER IN RESIDENCE: HUNTCLUBHERO

BTC pumped like crazy, other majors following suit, memes outpacing them as people go full risk on, and art NFTs catching a huge bid. There are some fundamental changes this cycle, where ordinals, runes, and memecoins have taken a huge mindshare and disrupted the traditional investment thesis of the last cycle.

For those who have been here all along, the conviction bets, and bear market education is paying off. You caught at least 1 or 2 solid memes, your position in majors is up wildly, and your relatives are finally inviting you back to thanksgiving.

For those who are new, you are going to ride the wave of innovation, simplicity, and dedication built for you, as we did in previous cycles. Through this process, you will win lots, lose some, and most importantly gain a lot of insight into what crypto actually offers its market participants and builders.

Currently I am searching for which projects the Crypto Punks, Apes, Azukis and other influential cabal communities are going to pump. Crypto assets being almost entirely narrative driven, the current vanguard will determine what is desirable this cycle.

The "meta" will change a lot, but each one will have some insane opportunities. I am looking at ecosystems like Jack Butchers, Chimpers, Puppets, Nodemonks, Degods, claynos, and other communities currently slept on but with a team that is still shipping and a cult community.

Obviously I believe memecoins will outpace NFTs in terms of profit potential, as we have seen over and over again. However I have more fun with NFTs, personally I find the process of holding, engaging, building very different within these communities. I also like the slower action, up and down as it feels more conducive to my own mental health and makes me feel more comfortable in my bags.

With participation, connections, and dedication we will find the next Fidenza, the next squiggles or whatever else they decide to pump.

To reassure you all, I must say I also believe the biggest winners of this cycle, have yet to come.

Usually a BIG free mint kicks off the NFT bullrun, what will that be?

Then with that energy surging through all of us, founders who have been building for a while will start to launch into the volume. From them we will get innovations and experiments that will be copied, birthing derivatives. The pumping derivatives will give projects, holders, and traders even more confidence and the NFT gold rush will truly start.

Wallet abstraction, and chain abstraction will make it even easier for everyone to jump in, to everything and anything. Congratulations, you believed in something...Now let's have some fun.

WRITER IN RESIDENCE: DWDRUMMER

2013 Cycle: Peaked 75% above the Purple band.
2017 Cycle: Peaked 30% above the Purple band.
2021 Cycle (first peak): Peaked 15% above the Red band.

Why the Red and Purple Bands Are Unlikely Peak Zones

1. Diminishing Excess Trend
Each cycle has exhibited progressively smaller peaks above key bands. With BTC’s maturing market structure, the likelihood of exceeding even the Red band by a significant margin becomes minimal.

2. Market Maturity
Growing Market Cap: As Bitcoin’s market capitalization increases, the capital required to push prices toward the Purple band or even the Red band becomes immense.

Institutional Adoption: Institutional players and increasing regulatory oversight reduce speculative excesses, which were a significant driver of previous cycles’ volatility.

3. Logarithmic Growth Curve
BTC’s price trajectory increasingly follows a logarithmic growth model, compressing volatility and making peaks within the Orange and Yellow bands more realistic for this cycle.

Empirical Support for the Orange and Yellow Bands
The combination of diminishing volatility, market maturity, and logarithmic growth trends strongly supports the Orange and Yellow bands as the most likely targets for the next cycle’s peak.

Updated Projections for 2025
Assuming the diminishing returns trend continues, here’s how I evaluate the likelihood of BTC reaching specific bands as its peak zone:

Purple Band: <5% likelihood - Given the historical trend, the probability of BTC exceeding this level meaningfully is almost negligible.

Red Band: ~10% likelihood - While BTC exceeded the Red band by 15% in 2021, further diminishing excess makes it less likely for this cycle.

Orange Band: ~50% likelihood - Positioned as the most probable zone for the next peak, given its alignment with the trajectory of diminishing returns.

Yellow Band: ~35% likelihood - A highly likely candidate, as BTC is already approaching this zone, and its position aligns with the current trajectory.

Key Takeaway
As BTC’s market matures, diminishing returns and volatility suggest that the Orange and Yellow bands are the most likely candidates for this cycle’s peak. With BTC currently nearing the Yellow band currently at $104,849 and rising, careful monitoring is needed as we approach 2025, where the final peak of this cycle may occur.

WRITER IN RESIDENCE: ALI

I used to write notable mints of the week which consisted of degen or very hyped mints to keep an eye on and I am glad a lot of readers found it to be somewhat useful to them as I did receive quite a few heartfelt messages thanking me that i reminded them about a specific release or at least put it on their radar which made it all worthwhile.

Alphabot Newsletter has consistently released a newsletter every week with a whopping 295 articles + 40 giveaways since they launched and have garnered 34,000+ active subscribers which is no surprise as they continue to grow and push the boundaries compared to your ordinary WEB3 company.

I am very proud to have been a part of a team that are willing to push outside of their own boundaries and share alpha/knowledge to those who appreciate it. I truly believe this is only the start of the Alphabot Newsletter journey and they have many more years ahead of them! Thank you for reading alongside us every week!