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.
![Twitter avatar for @redphonecrypto](https://substackcdn.com/image/twitter_name/w_96/redphonecrypto.jpg)
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFj_cFc-WAAg50JC.jpg)
2. What a16z are excited for in crypto
Big ideas that might result in big opportunities.
![Twitter avatar for @a16zcrypto](https://substackcdn.com/image/twitter_name/w_96/a16zcrypto.jpg)
3. Ethereum Scaling
An easy to understand overview of Ethereum scaling solutions.
![Twitter avatar for @ThorHartvigsen](https://substackcdn.com/image/twitter_name/w_96/ThorHartvigsen.jpg)
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFjsudHXUYAIIfZt.jpg)
4. How to become an on-chain detective
An excellent guide to three key tools:
• Etherscan
• DefiLlama
•Debank
![Twitter avatar for @Dynamo_Patrick](https://substackcdn.com/image/twitter_name/w_96/Dynamo_Patrick.jpg)
5. Polygon’s zk strategy explained
The co-founder of Polygon on why they made the moves they did.
![Twitter avatar for @MihailoBjelic](https://substackcdn.com/image/twitter_name/w_96/MihailoBjelic.jpg)
@alpha_pls tweet of the week
I’ve had a very busy couple of weeks in the real world and decided to briefly reflect.
![Twitter avatar for @alpha_pls](https://substackcdn.com/image/twitter_name/w_96/alpha_pls.jpg)
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.
You can head to Nested here and copy these portfolios or another one!
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.
If you are looking to trade with leverage on-chain, we’re big fans of GMX.
Use our referral link to get a 10% rebate on fees: gmx.io/?ref=alphaplease
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.