5 Alpha Tweets - AVAX Yield Farms, Adjust Your Crypto Market Mindset & More

Edition 16

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

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1. Industrial policies on the blockchain

@TaschaLabs describes how blockchains are akin to countries in the metaverse. The exponential growth of L1s can be achieved if they adopt “industrial policies” like nation states. Absolutely fascinating read.

Tascha @TaschaLabs

Being cheap, fast & decentralized is NOT enough for a blockchain to win. Blockchain nations that don’t have good “industrial policy” will lose. 7 industrial policies from nation states that layer 1 chains can adopt for exponential growth 👇

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2. Evaluate your market mindset

2022 has been challenging for traders. Ez mode is but a memory of the past year and it’s time to reflect on how you approach this market, anon. @AviFelman’s poignant, yet informative thread breaks down how you could find an edge in order to extract a return.

Avi @AviFelman

1/ At the beginning of this year I predicted we would range from 30k to 60k for all of 2022. The market environment hasn’t changed much since January, driven mostly by equities. People are still holding onto the strategies that worked during the sugar high of 2022

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3. Boring Bitcoin = muh institutional adoption

The S2F model is no longer being tracked by Bitcoin and now follows the demand model, argues @TimmerFidelity. Whilst not the most exciting for those anticipating extremes in price discovery, this actually encourages more institutional accumulation. Is the market getting more efficient?

Jurrien Timmer @TimmerFidelity

Bitcoin, boring? Gasp! But boring is good if you want institutional adoption. 🧵

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4. Farming on Avax is honest work

Bridgeoooors are continuously rewarded with exciting farming opportunities on Avax. Juicy af APRs in the new Trader Joe pools on Vector Finance continue to attract liquidity. 0xNinjas breaks down why these farms are a no-brainer and how to get involved.

0xNinjas🔺 @0xNinjas

1/ Anyone who enjoys yield farming on #Avalanche should check out the new @traderjoe_xyz pools on @vector_fi 🤯 Quick 🧵 on why this is one of the best opportunities for yield farmers in all of DeFi 👇

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5. NFT utility alpha

“What’s the utility?”, an incessant question asked by NFT enthusiasts, and a common cause of migraines in NFT artists. The pizza analogy provides food for thought (!) and should help alleviate “utility anxiety” in the NFT community.

leek @chief_leek

Utility is an aspect of NFTs that a lot of artists struggle with. So here's a thread of my thoughts on the utility of NFT art🧵

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@alpha_pls tweet of the week

Our thoughts go out to those affected in the $BEAN exploit this week. Like everything in this space, stablecoin farming requires a strategy. This thread explains all.

Aylo @alpha_pls

Many like the comfort & passive income provided by stablecoin farming. But, as we've just seen with $BEAN, there is always smart contract/protocol risk. Here is my risk adjusted stablecoin yield strategy 🧵

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And that’s your alpha.

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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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