5 Alpha Tweets - 2023 State of Crypto Report, Fresh Bull Market Thesis & More
5 Alpha Tweets - 2023 State of Crypto Report, Fresh Bull Market Thesis & More
Edition 67
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
*Elon is still waging a war with substack and can’t embed tweets, so I have embedded the images again. You can click them and they will take you to the tweets.
Gm friends.
We are so back.
The crypto market has been on fire this week.
ETH is above $2k and life is good.
Your weekly reads:
Today’s newsletter is brought to you by Kyberswap:
The Kyberswap ARB pools are still offering some HUGE rewards.
The UI/UX is a pleasure to use. If you are not doing anything with your ARB then you should definitely check out the pools 👇
1. 2023 State of Crypto report
a16z’s latest report on crypto and the adoption progress the technology is seeing.
2. Fresh bull market thesis
Phoenix outlines why it’s the start of a new Bull Market.
3. Solana Phone is now available
Everything you need to know about the new Solana Phone:
4. Using ChatGPT for crypto research
A few AI tools that might help you:
5. Web3 games to pay attention to
A list of games to check out with the following qualities:
•Experienced Team
•Game almost ready
•High quality/Triple A
•Community based
•Funded by VC
Random protocol update I liked:
The Ethereum Shanghai Upgrade was obviously the biggest protocol update of the week! And you can mint this commemorative NFT for just the gas cost, but you better hurry.
alpha_pls tweet of the week
The LINK token could see a lot of value accrual if this becomes a trend…
And that’s your alpha.
Thanks again to today’s sponsor Kyberswap! ➡️ Start farming with their ARB pools!
Free crypto analytics tool
I wanted to share Arkham with you all (not sponsored, just a tool I like). I track VC wallets using it.
A few things you can do with it:
• Build dashboards to track entities’ transactions
• Visualise wallet flows
• Analyse wallet holdings and filter by value, token, time & counter party
You can sign up with my referral link and you will get moved to the top of the waiting list for platform access. It’s free to sign up and use.
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.