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5 Alpha Tweets - 2022 Bottom Signals, Innovation on Arbitrum & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
It’s been a long year. If you have survived with some money intact you have outperformed the biggest funds and institutions in the space. No mean feat.
Your weekly reads below:
1. 2022 bottom signals
It’s been a rough year, but the bottom is surely near, if not already here.
2. Ethereum All Core Devs call
The upcoming Shanghai hard fork upgrade will unlock Beacon Chain staked ETH withdrawals, and might include EIP-4844.
EIP-4844 was moved to considered for inclusion (CFI). This EIP is also known as proto-danksharding, which could see rollup fees lowered by ~100x.
3. Protocols on Arbitrum
There is a ton of innovation happening on Arbitrum and a lot of protocols you can use.
4. Curve stablecoin design explained
Curve released their new stablecoin docs and this very clever intern has broken it down for you.
5. The attack on AAVE and how it failed
Rudy recaps Avraham Eisenberg’s “very profitable trading strategy” against AAVE and how the trade ultimately failed.
@alpha_pls tweet of the week
And that’s your alpha.
Copy our “All Weather Alpha Portfolio” on Nested
We believe the AWAP portfolio will result is significant appreciation eventually, and should weather an extended bear market, where more speculative tokens and protocols could fade away to irrelevance.
We are also going to send $500 USDC to one wallet that copies the portfolio with at least $100 (or equivalent) deployed into it, as a thank you for the support!
*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.