5 Alpha Tweets - 10 Strong Bear Market Projects, zkEVM Launch Date & More

Edition 59

Aylo

Feb 17, 2023

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

gm friends.

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:

Today’s newsletter is brought to you by Kyberswap:

Do you want to know how to find tokens before they break out?

Kyberswap have a very cool AI tool that analyzes on-chain data, trading volumes and price trendlines to predict tokens which might trend soon.

It’s a powerful tool to add to your arsenal. Give it a try, it’s free!

Try their AI tool

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.

Crypto Texan | Polygon DeFi 🦇🔊💜 @Crypto_Texan

Polygon zkEVM Mainnet is the next chapter of Ethereum scaling the Mainnet Beta for Polygon zkEVM is set to launch on March 27th, 2023 🚀 we're excited to see what devs and users will build on this powerful scaling solution all you need to know about Polygon zkEVM 🧵👇 1/

What is Polygon zkEVM?

Polygon zkEVM is the first zero-knowledge (ZK) scaling solution that’s fully compatible with Ethereum: all existing smart contracts, developer tools, and wallets work seamlessly. The zkEVM harnesses the power of ZK proofs to reduce transaction cost and massively increase throughput, all while inheriting the security of Ethereum L1.

When are we launching zkEVM Mainnet?

zkEVM is in testnet now. We’ll be launching Mainnet Beta on 27th March, 2023.

What are the main features of Polygon zkEVM?

Below are the some of the features of Polygon zkEVM
Ethereum-equivalence: all smart contracts, wallets, tools, etc work on zkEVM seamlessly.
Ethereum security
ZKP-powered scalability, orders of magnitude higher throughput than L1.
What are the main benefits of Polygon zkEVM?
Polygon zkEVM is a Layer Two (L2) scaling solution for Ethereum that leverages the scaling power of zero-knowledge (ZK) proofs while maintaining Ethereum-compatibility. Developers and users on Polygon

2. How to trade narratives

Ansem with advice on how to trade narratives.

Ansem🦋 @conzimp

since ppl ask me this all the time, off top of my head will try to give some advice on timing rotations & predicting narratives ahead of time what i recommend doing for trading narratives: 1/?

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:

Jameson Mah @JamesonMah

1/ Money printer go BLURRRR...but will it keep going BLURRRR? $BLUR token is valued at $2.4 billion dollars fully-diluted at time of writing. What do you have to believe to justify the current valuation of @blur_io? Behold, a TradFi perspective on the fundamentals 🧵

4. Bear market projects

Projects you might want to check out.

Louround 🥂 @Louround_

It’s well known that projects launching and performing in the bear market will crush the next bull market. Let me present 10 of the strongest projects I found in this bear market 🥂 (Under $50M market cap)

5. Life hacks for crypto degens

Life alpha.

rektdiomedes @rektdiomedes

Thread: 10 Life Hacks For Busy Crypto Degens 🧵 So the mini-bula has arrived but there just aren't enough hours in the day... what do you do anon? Here are some thoughts: 1/x

@alpha_pls tweet of the week

Don’t fade MATIC.

Aylo @alpha_pls

$MATIC literally has everything going for it: • zkEVM live next month • 250k+ daily actives • All the brands (Square Enix just announced a game) • 500+ active monthly devs • Bear market strength - Down less than BTC & ETH from ATH (51%) • 90% of supply circulating

And that’s your alpha.

Thanks again to today’s sponsor Kyberswap! ➡️ Check out their AI tool.

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.

You can head to Nested here and copy these portfolios, or another one!

*We have entered into a long term partnership with Nested.

Follow Aylo

Follow Pickle

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.

alpha please