5 Alpha Tweets - dApps on Bitcoin, New Projects to Research & More
Edition 72
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
*Elon is still waging a war with Substack, so I have embedded the images again. You can click them and they will take you to the tweets.
Gm friends,
Been an unusually quiet week.
BTC and ETH are largely unchanged and alts look miserable.
We continue to position ourselves for better opportunities.
Your weekly reads:
1. dApps on Bitcoin
A breakdown of Trustless Computer and the dApps it’s enabling on Bitcoin.
2. Be Curious
Thought provoking and important thread from rektdiomedes. This is life alpha. Just read it.
3. New NFT Standard on Ethereum
ERC-6551 is a new standard that allows an NFT to have its own wallet. This thread goes through the innovations that opens up.
4. crvUSD UI is Live
You can now mint crvUSD. All the details here:
5. New projects to research
A long list of new projects you can dig in to.
Random protocol update I liked
Aevo OTC is the first platform that allows users to trade altcoin options on-chain.
alpha_pls tweet of the week
All the best places to earn yield on your ETH.
And that’s your alpha.
Free crypto analytics tool
I wanted to share Arkham with you all (not sponsored, just a tool I like). I track VC wallets using it.
A few things you can do with it:
• Build dashboards to track entities’ transactions
• Visualise wallet flows
• Analyse wallet holdings and filter by value, token, time & counter party
You can sign up with my referral link and you will get moved to the top of the waiting list for platform access. It’s free to sign up and use.
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.