5 Alpha Tweets - ARB broke records, Max-Long Crypto Thesis & More

Edition 64

Aylo

Mar 24, 2023

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:

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1. ARB airdrop was a record breaker

Data breakdown on the record breaking ARB launch.

Ignas | DeFi Research @DefiIgnas

1/8 The $ARB airdrop launch broke Arbiscan, the homepage and was marked by failing transactions. But it also shattered some records in a positive way. Let the charts do the talking: 📈📉

2. Sidelineoor advice

There’s still a lot sidelined capital right now. Great advice for those who are frozen:

Cold Blooded Shiller @ColdBloodShill

The Sidelinoor Thread 🧵 Sometimes you feel frozen out of the markets. Price never returns to your levels, you miss each move higher, your alts never seem to move, when you close the position down they moon. Common feelings for many. I'll give some advice.

3. Liquidity in crypto

A good look at the liquidity situation in crypto.

Conor Ryder @ConorRyder

The liquidity situation in crypto is worsening after the banking fears this month 📉 I dived into several liquidity metrics to give an update on all things crypto liquidity🧵 First, $BTC liquidity has dropped to 10 month lows as market makers lose access to USD payment rails👇

4. Useful ARB protocols dashboard

Easily look at the marketcaps of Arbitrum protocols and how much ARB will be worth relative to them.

Tendeeno @Tendeeno_

DAM The value of Vesta's airdrop is 194% of their market cap if ARB hits $5 Me and @0xstrobe just shipped a simple tool that lets you easily make these comparisons (link to the website in the next tweet)

5. Crypto Investment Thesis

Time to go max-long crypto thesis.

Flip Research @Flip_Research

*Crypto Investment Thesis* It's going to be a big week, with volatility events ahead in both the crypto and macro space. After analysing various datapoints, scenarios, and sentiment, I've decided it's time to max-long crypto. Here's my high-level thesis & predictions 🧵👇

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.

bgdlabs @bgdlabs

After some alpha leak last week, we are glad to officially unveil all the details about Aave Governance V3 on governance.aave.com/t/bgd-aave-gov… 👻🥳👻🥳 We think it is a game-changing architecture for on-chain governance systems, a summary ⬇️⬇️

governance.aave.comBGD. Aave Governance V3TL;DR We present to the community Aave Governance v3, the next iteration of the Aave decentralized governance to control the whole ecosystem: multi-chain native and minimizing voting cost. Currently: Aave Governance v2 The whole Aave ecosystem is controlled in a decentralized way by version 2 of…

@alpha_pls tweet of the week

ARB data.

Aylo @alpha_pls

What happens next with $ARB? A few interesting $ARB airdrop data points 🧵

And that’s your alpha.

Thanks again to today’s sponsor Kyberswap! ➡️ Start farming with their ARB pools!

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.

You can head to Nested here and copy these portfolios, or another one!

*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.

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