5 Alpha Tweets - 10 Crypto Research Tools, Ethereum Devs Discuss Censorship Resistance & More

Edition 33

Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.

Well, that was a nice rally that we had. The price action over the last few days is a reminder of the speed with which gains can be taken away in a bear market.

Bear markets are for reading anyway.

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1. Ethereum devs call

It’s remarkable how much alpha there is hiding in plain sight. The #AllCoreDevs call is full of so much useful information on where Ethereum is heading in the short, medium and long term. There’s lots of great discussion in here, the back and forth surrounding censorship resistance at the protocol level is particularly interesting.

Tim Beiko | timbeiko.eth 🐼 @TimBeiko

We wrapped up another @Etherum #AllCoreDevs earlier, covering all things Merge as well as mev-boost and censorship resistance at the protocol level. This was a much less "procedural" call than usual, and touched on a lot of the "softer" governance questions around Ethereum.

Tim Beiko | timbeiko.eth 🐼 @TimBeiko

@ethereum @ajsutton @_SamWilsn_ @EthMagicians And that was basically it! Last thing before wrapping up was an announcement of the next Merge Community Call on Friday Aug 12, 14:00 UTC. Info here: https://t.co/Eme0tBQCDS See you there, and on the next ACD, on Aug 18 at 14:00 UTC 👋

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2. Crypto research tools

Sergio dropped a list of very useful research tools that I’m sure many won’t have come across.

Sergio Gallardo @sgallardo_9

Most of us probably use Nansen, Dune, DefiLlama and Parsec quite frequently. Today I want to share 10 research tools that are not that well known but I find particularly useful. See below 👇🧵

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3. Sudoswap

Sudoswap is being called a “0 to 1 moment for NFT trading.” Blocmates with the alpha thread here.

blocmates. (🪐, 🧑‍🌾) @blocmatesdotcom

If you are hearing a lot of talk about @sudoswap and are still wondering what it is and how to use it take a look at this THREAD below. People are making great returns on NFTs which are actually trading like alts, I think this is just the beginning...

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4. BendDao and BAYC

It seems there could be a looming liquidation crisis on the cards for BAYC with the potential to drag the NFT market down further.

doubleQ @xDoubleQ

1/ How @BendDAO and BAYC loan liquidation can nuke the entire NFT market 30,300 ETH ($55m) worth of NFTs on the line A must read thread to protect yourself 🧵

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5. The Arbitrum opportunity

Defi Surfer posts some interesting Arbitrum data and breaks down some of the most used protocols on the chain.

DeFi Surfer 🫐 @DeFiSurfer808

Contextualizing the @arbitrum Ecosystem's Opportunity. Putting some data behind what early Arbitrum users are playing for.

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And that’s your alpha.

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Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.

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