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5 Alpha Tweets - Crypto As A New Planet, A Token Made Solely By ChatGPT & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Not much has changed since last week.
Sideways and chop since The Fed decided to leave rates as they were.
Most alts not looking too rosey, but smart money will find long term value here.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Crypto as a new planet that’s being settled
Matt from Paradigm imagines crypto as a new planet with huge potential. It’s a nice read that reminds us of where we are today and why adoption takes time.
2. A token made solely by Chat GPT
For the the first time ever, autonomous code & AI will very soon deploy their own ERC-20 token.
3. The value CCIP unlocks
Really insightful post that articulates the most important use case of blockchains.
4. Tier list of token designs
Analysis and thoughts on the token design of various projects.
5. Why most alt coins trend to zero
Thread on how market makers can theoretically steal your lunch.
Random protocol update I liked
The SVM is coming to an Ethereum L2.
alpha_pls tweet of the week
Arbitrum szn at some point maybe.
friend.tech is a fascinating new social app on Base that allows you to gain access to a private chat if you hold their key.
Holding my keys will get you premium access to platforms/tools that make you a better trader/investor for as long as you hold my key:
• Artemis - any blockchain data into sheets/excel, build awesome valuation models (Value $200 per month)
• Bubblemaps - check the historical and current distribution of any coin + a lot more (Value $680 annually)
• Octav - accurate dashboard of your cross chain P&L & cost basis - export reports, makes taxes a breeze (Value $250 annually)
• Revelo Intel - a powerful research platform that will 100x your fundamental analysis. Institutional grade unbiased research reports on almost every protocol/chain you would want to invest in. Daily notes of the biggest and best podcasts in the crypto space (Value $600 annually)
• + more utility coming (I am cooking up a lot)
Invite codes for those who want to try the platform:
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.