5 Alpha Tweets - Bear Market Advice, the WSJ Lied About NFTs & More

Edition 18

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. Bear market real talk

No, Bitcoin is not going to zero. But your favourite governance token that no one uses probably is… Listen to shas.

shαs @XBT002

all right, it's time for some real talk: - we are not going into a bear market. we are in a bear market. - the world is not going to end. unless you're a 20-year-old crypto n00b, you've seen all of this before. - feelings of panic are normal, just like euphoria. 🧵👇 1/x

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2. More bear market advice you need to hear

“Remember that under all the fluff there is some legitimately paradigm shifting technology here.” Hash Cough with some sound advice for how to play a bear market.

Hash_Cough |NFA| @hash_cough

There’s a really good chance over the next few months you actually see a lot of these projects that you truly believe in, start to hit valuation you didn’t think we’re possible again. You will want to quit. Crypto will be something all your peers who wished they got in 6.. 🧵 1/

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3. What’s really happening in NFT land

The Wall Street Journal recently reported that NFT transactions are flatlining, claiming, “The sale of nonfungible tokens, or NFTs, fell to a daily average of about 19,000 this week, a 92% decline from a peak of about 225,000 in September”.

Martin sets the record straight. The bankers will not steal our precious jpegs.

Martin (🧭,🧭) @themlpx

1/ Current state of the NFT market backed by @nansen_ai I'll go over general market activity in the first half and NFT category breakdowns in the second. TLDR: WSJ is wrong and this is a much better read than that article

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4. Crypto and DeFi truths that you should internalise

Let Route hit you with some wisdom.

My favourite. So simple, but so powerful:

“The easiest way to make it: Watch what everyone is doing with their money. Then do the opposite.”

Route 2 FI @Route2FI

17 truths about crypto & DeFi /THREAD

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5. Security alpha

Do you use a hardware wallet? (YOU SHOULD BE USING A HARDWARE WALLET!)

You never know, the knowledge from this thread might just save your portfolio one day.

King TYTAN - goblin \awaiting title from foo\ @StefanPatatu

What are vanity addresses? How can haxxors use them to steal your coins? How can dapps use them to protec you? What can wallets do to protec you? What can you do to protec yourself? A thread on some obscure knowledge, on things you don’t know you don’t know. Might save ur ass.

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@alpha_pls tweet of the week

The tech needs work.

Aylo @alpha_pls

L1s in the last 24 hrs: • Fantom degen whale causing liquidation cascades • Solana completely broken again • BAYC mint triggers a crazy gas war on ETH, crashing etherscan in the process Kind of sums up where we are right now.

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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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