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5 Alpha Tweets - Crypto Theses For 2023, How To Become An On-Chain Detective & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Looks like they found more tokens to sell… sigh.
Time to to look forward to 2023.
Your weekly reads:
1. Crypto theses for 2023
redphone is back with his thoughts on the year ahead. Immerse yourself in this thread.
2. What a16z are excited for in crypto
Big ideas that might result in big opportunities.
3. Ethereum Scaling
An easy to understand overview of Ethereum scaling solutions.
4. How to become an on-chain detective
An excellent guide to three key tools:
5. Polygon’s zk strategy explained
The co-founder of Polygon on why they made the moves they did.
@alpha_pls tweet of the week
I’ve had a very busy couple of weeks in the real world and decided to briefly reflect.
And that’s your alpha.
Copy our portfolios on Nested
Our Arbitrum portfolio is designed to capitalise on the growth of the most popular Ethereum L2. The portfolio is currently outperforming the market due to some strong moves up by MAGIC, CAP and UMAMI. Our plan is still to DCA 40% of the USDC in the portfolio over the coming months.
We are also going to send $500 USDC to one wallet that copies the All Weather portfolio with at least $100 (or equivalent) deployed into it, as a thank you for the support!
Entries valid until Christmas Eve.
*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.