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5 Alpha Tweets - Coinbase Launch L2, Blur Airdrop Lessons & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Is there ever a dull week in crypto? The answer is no. Literally never.
How big of a catalyst will BASE be?
Time will tell.
Your weekly reads:
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1. The lowdown on BASE
Coinbase dropped the huge news that they were launching an L2. Here’s a nice breakdown from Jason:
2. Ethereum reflections
An excellent write up from Danny Ryan (Ethereum Foundation) on the technological challenges to come for Ethereum.
3. Determining fair value
4. Blur airdrop lessons
Blur are innovators for many reasons, but they executed one of the most unique airdrops we have seen in crypto. It’s worth understanding what they did.
5. EigenLayer Whitepaper
A very succinct breakdown of EigenLayer’s whitepaper.
Random protocol update I liked
Going to chuck another section into this newsletter in order to support applications doing cool stuff, so here’s an innovation from Perpetual Protocol.
@alphapls tweet of the week
Crypto and life mantra.
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. Arbitrum is now doing more transactions than Ethereum. We DCAd a bit more into our selection of alts this week.
We are still looking for a good opportunity to add another alt.
Our All Weather portfolio is also moving up nicely in ‘23. We have a small bit of USDC left to allocate still.
*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.