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5 Alpha Tweets - 10 Strong Bear Market Projects, zkEVM Launch Date & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
The crypto market has surged higher over the last week.
Alpha searchers have been heavily rewarded with some huge moves from many projects.
Where do we go next?
Your weekly reads below:
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1. zkEVM has a launch date
Big news coming from Polygon. Their zkEVM is finally set to go live on March 27th. Another write up for you on the topic.
2. How to trade narratives
Ansem with advice on how to trade narratives.
3. Valuing BLUR
Unless you are living under a rock, you will have seen BLUR launched their token with an airdrop that sent gas on Ethereum skyrocketing.
Here’s a great thread on the current valuation:
4. Bear market projects
Projects you might want to check out.
5. Life hacks for crypto degens
@alpha_pls tweet of the week
Don’t fade MATIC.
And that’s your alpha.
Copy our portfolios on Nested
Our Arbitrum portfolio has dipped in the last week, but this portfolio remains focused on capturing the long term upside from the largest L2 on Ethereum. Our MAGIC position is now up 600%.
We are still looking for a good opportunity to add another alt.
Our All Weather portfolio is also moving up nicely in ‘23. We have a small bit of USDC left to allocate still.
*We have entered into a long term partnership with Nested.
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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.