Welcome to the Alpha Please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
1. A framework for sizing your investments.
2. Avalanche subnets explained by the COO and Chief Protocol architect of Ava Labs.
3. The founders of Solana, Avalanche and Near battle it out.
![Twitter avatar for @cmsintern](https://substackcdn.com/image/twitter_name/w_96/cmsintern.jpg)
Intern notes from “The L1 Wars: $SOL, $AVAX, $NEAR ” on:
- Scaling solution 🧬
- EVM compatibility 🤝
- Decentralization 🌐
And much more!
@naval <> @hosseeb <> @aeyakovenko <> @el33th4xor <> @ilblackdragon
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFJG7ZsOXMAQmcX3.jpg)
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFJG7ZsPXsAEPoCt.jpg)
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4. Become a Dune whizz in 2022.
![Twitter avatar for @DuneAnalytics](https://substackcdn.com/image/twitter_name/w_96/DuneAnalytics.jpg)
Want to become a crypto data analyst?
Querying blockchain data, analyzing it, and visualizing it in Dune dashboards is a Web3 superpower 🧙♂️
Even if you've never written a line of SQL before - you can learn in 2022!
Here are a few resources to get started🧵
5. Treasure release their Bridgeworld white paper… Do yourself a favour and read it.
And that’s your alpha.
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.