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5 Alpha Tweets - ARB broke records, Max-Long Crypto Thesis & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Well, that was some week.
Arbitrum airdrop, Coinbase and Sushi served by the SEC, Do Kwon arrested, FOMC…
Why would you want to be anywhere else?
This week’s reads:
Today’s newsletter is brought to you by Kyberswap:
Did you receive the ARB airdrop and looking to earn yield?
Kyberswap have just launched 8 pools with 0.25%, 1%, 2% & 5% fee tiers, high range, all so LPs can capture most of the trading volume!
The rewards are very high right now, so if you are holding ARB for the long run then you should definitely check out the pools 👇
1. ARB airdrop was a record breaker
Data breakdown on the record breaking ARB launch.
2. Sidelineoor advice
There’s still a lot sidelined capital right now. Great advice for those who are frozen:
3. Liquidity in crypto
A good look at the liquidity situation in crypto.
4. Useful ARB protocols dashboard
Easily look at the marketcaps of Arbitrum protocols and how much ARB will be worth relative to them.
5. Crypto Investment Thesis
Time to go max-long crypto thesis.
Random protocol update I liked
Voting on AAVE can now happen on another network, per proposal. This will allow incredibly cheap voting with the possibility of the DAO covering all voting costs for all participants. Based AAVE.
@alpha_pls tweet of the week
And that’s your alpha.
Copy our portfolios on Nested
Our Arbitrum portfolio remains focused on capturing the long term upside from the largest L2 on Ethereum. The Arbitrum network broke all of its records this week with the launch of ARB.
There will be a lot of volatility over the next year, but we are positioning ourselves to capture the growth of the network. We will see if we get a good opportunity to add ARB in the coming weeks.
*We have entered into a long term partnership with Nested.
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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.