5 Alpha Tweets - 2022 Bottom Signals, Innovation on Arbitrum & More

Edition 47

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

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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:

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1. 2022 bottom signals

It’s been a rough year, but the bottom is surely near, if not already here.

👨‍🍳.eth @CroissantEth

The bottom signals of 2022 simply can’t be topped…

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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.

timbeiko.eth @TimBeiko

We wrapped up an eventful @ethereum #AllCoreDevs earlier today! Covered testnets, and everything being considered for Shanghai.. along with what "considered" even means 😅 Agenda: github.com/ethereum/pm/is… Stream: youtu.be/HX_Zr_gVeOE Recap below!

timbeiko.eth @TimBeiko

Another #AllCoreDevs in ~45 minutes 🕰️ Unfortunately, I won’t be able to do a twitter recap today, so follow along if you can (or ask @christine_dkim nicely for a summary post-call 😄!) Agenda: https://t.co/yZPN8ZNbhi Stream: https://t.co/qWXSiV7AEO See you there 👋 https://t.co/OBE7IVIU4O

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3. Protocols on Arbitrum

There is a ton of innovation happening on Arbitrum and a lot of protocols you can use.

Kharn 🇺🇦 @KharnHash

I always felt frustrated not being able to try innovative protocols on Ethereum mainnet because of the gas fees destroying the yield you could have made with a small bag. Finally found my home in Arbitrum. Why am I spending 90% of my research time there? A thread 🧵 👇

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4. Curve stablecoin design explained

Curve released their new stablecoin docs and this very clever intern has broken it down for you.

Ipor intern (🌬,💧) @ipor_intern

Looking for a killer thread about @CurveFinance stablecoin design? I got you 🫡 Let's see what it is all about 👇🧵 Built by @newmichwill from start to finish

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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.

Rudy | Nested (🧩,🦇🔊) @RudyKadoch

1/ A short story about @avi_eisen's potential intentions, what really happened, and the future of @AaveAave.

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@alpha_pls tweet of the week

Privacy matters.

Aylo @alpha_pls

Your personal information is valuable. You need to take your privacy seriously. You have many options to ensure no one is collecting your IP address along with your Ethereum wallet address when you send a transaction… Here are a few options 🧵

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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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