Welcome to the Alpha Please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
1. Defi in the UK is under attack. A thread by ourselves on HMRC’s latest defi and crypto staking tax guidance
1/ Crypto Twitter. The UK needs your help.
Two days ago, HMRC published new defi tax guidance, which if maintained can severely damage defi in the UK and punish all users.
We need to make some noise about this.
A thread 🧵👇
2. Tons of alpha within
wHaT bEaR mArkEt
This thread is an assortment of mental models and frameworks I've developed and relied on throughout the span of my trading career, with some personal anecdotes mixed in.
I will continue to update this thread as I identify new trading maxims w/ time.
3. Lessons from 2021 by a pastry
2021 was one of the most impactful yrs i’ve had in crypto
I’ve matured greatly both as a trader & a person
Bc it’s the start of a new year, I figured i’d make a list of what I learned, both for future reference for myself & for those that are curious
🧁’s lessons from 2021…
4. A few very useful VC crypto related tools…
Some tools I use to see what VCs backed a project:
dovemetrics.com
>data for less projects but has more details about raise
cypherhunter.com
>data for more obscure projects but less details about raise
cryptorank.io
>Public & Private sale price/unlocks
5. An explanation of the $300M Solana Wormhole exploit
Alright. I figured out the Solana x Wormhole Bridge hack. ~300 million dollars worth of ETH drained out of the Wormhole Bridge on Ethereum. Here's how it happened.
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.