5 Alpha Tweets - Crypto Theses For 2023, How To Become An On-Chain Detective & More

Edition 50

Aylo

Dec 16, 2022

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.

redphone.eth @redphonecrypto

69 crypto theses/thoughts for 2023... from the dark place under your feet redphone.substack.com/p/69-theses-fo…

2. What a16z are excited for in crypto

Big ideas that might result in big opportunities.

a16z crypto @a16zcrypto

Just a few things we're excited for in crypto ↓ - Blockchain's mobile moment - ZK, MPC, Post-quantum crypto - Developer onboarding for ZK - On-chain games - Non-transferable tokens - Decentralized energy More directly from our partners here:

a16zcrypto.comA few of the things we’re excited about in cryptoa16z crypto is a venture capital fund that invests in crypto and web3 startups. We back bold entrepreneurs building the next generation of the internet (what many call web3), which unlocks a new wave of creativity and entrepreneurship.

3. Ethereum Scaling

An easy to understand overview of Ethereum scaling solutions.

Thor Hartvigsen @ThorHartvigsen

Thread🧵 A complete overview of Ethereum scaling solutions. The future of blockchain scalability is here! But what are zk-Rollups, zkEVM's, L3's and modular blockchains?🧐 A deep dive that you can actually understand. It's time to level up your knowledge 🧠👇 (1/27)

4. How to become an on-chain detective

An excellent guide to three key tools:

• Etherscan

• DefiLlama

•Debank

Patrick | Dynamo DeFi @Dynamo_Patrick

Over $5 Billion was withdrawn from Binance yesterday. Being able to track on-chain transactions is a superpower in crypto. Here’s a quick guide on how you can use FREE tools to monitor exchange withdrawals yourself and become an on-chain detective. 🧵

5. Polygon’s zk strategy explained

The co-founder of Polygon on why they made the moves they did.

Mihailo Bjelic @MihailoBjelic

One of the frequent questions that we get is why @0xPolygon has multiple zk efforts/teams. 🤔 A short thread on why we picked this strategy and how it is playing out so far.. 1/7

@alpha_pls tweet of the week

I’ve had a very busy couple of weeks in the real world and decided to briefly reflect.

Aylo @alpha_pls

6 years ago I was not doing particularly well financially. I couldn't see a clear path to improving my finances. This week I finished the very long process of buying a house. It was the result of years of investing/trading the crypto markets whilst working a full-time job.

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.

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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.

alpha please