5 Alpha Tweets - 30 Protocols With Catalysts, Why The Market Sold Off & More

Edition 62

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

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gm friends, BTC has dipped below 20k again.

An overwhelming amount of bad news and forced selling has seen the market sell off.

Isn’t crypto fun?

Your weekly reads:

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1. Building for the 1% vs Building for the 99%

Very interesting thread about who crypto projects should be targeting.

david phelps 🐮🏰🃏 @divine_economy

every crypto project has a choice right now: go after the 1% of users who represent 99% of transaction volume. or go after the 99% of users who represent the 1% of transaction volume. some thoughts:

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2. Protocols with catalysts

A long list of upcoming catalysts for various protocols.

Thor⚡️Hartvigsen @ThorHartvigsen

30 protocols with strong catalysts in the coming months⚡️ Bookmark this list🧵

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3. Wallet as a Service

Coinbase introduce their “Wallet as a Service.”

Zach Segal 🛡 @zosegal

Today, @coinbase announces one of the most exciting new products since I joined 5 years ago: "Wallet as a Service" (WaaS) WaaS has potential to bend the curve of global crypto adoption, helping to usher in 1B users. Here's how... 🧵

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4. Chainlink Functions

The new Chainlink Functions makes it easier for developers to connect any device, data or system to smart contracts.

Michael Robinson ⬡ @77MichaelR

11 Things you can build with the new #Chainlink Functions 1/ @OpenAI API Create a smart contract that asks an AI for a daily investment recommendation and then makes that trade.

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5. Why the market has plunged

A breakdown of the key news and catalysts that are dragging the crypto market down.

Winter Soldier ❄️🙋🏻‍♂️ @WinterSoldierxz

BTC and ETH take a plunge, down by 7% within the past 12 hours. • Huobi token $HT saw a 90% crash • NYAG files a lawsuit against KuCoin & labels ETH as a security • Silvergate faces liquidation and more A mega thread rounding up what happened🧵

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Random protocol update I liked

Not so much a protocol update, but a handy extension from DefiLlama to help you avoid scams.

strobie reeeee 🍓 莓莓 ストロベリ (indexing arc) @0xstrobe

Today we're launching a new @DefiLlama browser extension that: - Enhances Etherscan (and alike) with wallet tags - Improves token pricing when browsing addresses - Protects you from scams Get it now 👉 chrome.google.com/webstore/detai… 1/5

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alpha_pls tweet of the week

You might find some new ideas in here.

Aylo @alpha_pls

Which assets are you going to accumulate in 2023 and why?

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And that’s your alpha.

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Free blockchain analytics tool

I wanted to share Arkham with you all (not sponsored, just a tool I like). I tracked everything happening with the FTX and Alameda wallets last year using the platform. It is still in beta, but I have found it very useful.

A few things you can do with it:

• Build dashboards to track entities’ transactions

• Visualise wallet flows across many blockchains

• Analyse wallet holdings and filter by value, token, time & counter party

You can sign up with 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.

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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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