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5 Alpha Tweets - 2023 Crypto Narratives, Howard Marks Memo & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Hello everyone, I hope you are all planning on taking it easy for at least a few days over the holidays. It’s been a turbulent year, to say the least.
It’s nearly time to put 2022 behind us. I’ve compiled a few long form reads that should be helpful heading into 2023.
1. Howard Marks “Sea of change” memo
Howard Marks is the co-founder and co-chairman of Oaktree Capital Management, the largest investor in distressed securities worldwide.
This thread breaks down Howard’s latest memo. I highly recommend reading the full piece, which is linked at the end of the thread.
2. Messari crypto theses 2023
Every December Ryan publishes an excellent long form report with theses for the year ahead. Some essential Christmas reading for you.
3. Cumberland reflections on the past year & narratives for 2023
Another long form PDF from a crypto asset trading company, which looks to draw lessons from the past year and predict emerging narratives in 2023.
4. Token supply analysis
Increases or decreases in token supply can have a significant impact on your crypto investments. Tascha’s analysis is excellent, eye-opening and insightful.
5. List of crypto/trading content sources
This helpful anon has put together a great list of content resources to help you navigate the crypto markets.
@alpha_pls tweet of the week
A few thoughts on protocols that are in a strong position.
And that’s your alpha.
Copy our portfolios on Nested
Our Arbitrum portfolio is designed to capitalise on the growth of the most popular Ethereum L2. The portfolio is currently outperforming the market due to some strong moves up by MAGIC, CAP and UMAMI. Our plan is still to DCA 40% of the USDC in the portfolio over the coming months.
We are also going to send $500 USDC to one wallet that copies the All Weather portfolio with at least $100 (or equivalent) deployed into it, as a thank you for the support!
Entries valid until Christmas Eve.
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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.