5 Alpha Tweets - Dealing with Bear Market Rallies, Why 32 Eth & More

Edition 22

Jun 03, 2022

Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.

1. Dealing with the emotion of strong bear market rallies

Bear market rallies can be explosive and often catch newbies off guard. If you are someone who is unsure of what to make of these upward moves, then @ColdBloodShill’s thread is for you, offering insights and food for thought.

Cold Blooded Shiller @ColdBloodShill

A 🧵on today and dealing with the emotion of a very strong rally in negative market conditions. Written from a neutral perspective to provide you with as much bias-free content as possible. Let's dive in...

2. 32 ETH. Why?

We know 32 is the magic number when it comes to ETH staking. But have you ever wondered why? @toghrulmaharram expands on why this stake size is chosen in a somewhat technical, yet enlightening thread. Reading around the terms you may not know is +EV, allowing you to better understand Ethereum and we recommend you taking your time on this one.

Toghrul Maharramov📜 🇺🇦 @toghrulmaharram

Surprisingly, 38% have chosen the correct answer. Let me expand on the reasoning behind the 32 ETH stake size choice 🧵👇/1

Toghrul Maharramov📜 🇺🇦 @toghrulmaharram

The 32 ETH requirement for Ethereum's PoS was chosen because of...

3. Buildoors keep building, teams keep grinding

@rektdiomedes has been busy curating a list of 10 teams and builders he is bullish on in these market conditions. Whilst the list is not exhaustive, the choices are solid and should prompt you to DYOR on potential winners.

rektdiomedes @rektdiomedes

Thread: 10 Teams And Buildoors I Am Bullish On Despite The Bear Market 🧵 So.. winter has come to Goblinville and every token is getting ripped to shreds... HOWEVER, there's some incredible teams still going strong, and I wanted to highlight some I'm super bullish on... 1/x

4. Play-to-Earn economy musings

The P2E blockchain narrative was strong during the bull market, exciting media outlets and crypto enthusiasts alike. As the dust settles, it is important to consider the sustainability of P2E projects as @0xRohith describes.

idrealistic @0xRohith

1/ How can a play-to-earn game possibly be sustainable if every single player is there only to make money from the game? The answer: it can't. Some thoughts below on sustainability in play-to-earn economies from someone who has been neck-deep in designing one🧵

5. Fed this, Fed that.

The Fed’s actions or, lack thereof, have been discussed to death over the last year. But do we actually know what these actions mean? Economiser’s thread sparked debate amongst the alpha please community and led us to reflect on how the macro could affect our magic internet coins. A great thread for those who want to understand or revisit important economic concepts.

Economiser @economiserly

Everyone’s talking about how the Fed is shrinking its balance sheet. But what does this mean? And will it actually make the bear market worse? As an economist, I’ll break it down in simple terms 👇

@alpha_pls tweet of the week

A deep dive into @LensProtocol.

Aylo @alpha_pls

Blockchains and NFTs have the potential to revolutionise social media. @LensProtocol is powerful web3 infrastructure that might just spawn the next major social platform. Deep dive 🧵

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.

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