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5 Alpha Tweets - DeFi in 2022, Crypto Thesis for 2023 & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
It’s time to wave 2022 goodbye.
There’s no denying it’s been a challenging 12 months, but I hope you have become a more knowledgeable crypto trader/investor.
Thank you so much for reading the alpha please newsletter. I started publishing this just over one year ago and am truly thankful for all of the support and kind words that I’ve received.
Here are your last weekly reads from 2022:
1. 2023 crypto thesis
You will want to take your time going through this excellent New Order DAO two-part read. Big, bold ideas thoroughly explained.
2. Blockworks 2022 breakdown
A look back at the biggest events from a network level and infrastructure perspective.
3. 2022 DeFi in review
Everything that happened in DeFi in 2022.
4. DEXs review
The state of DEXs at the end of this year.
5. How to reflect on the year
A helpful framework for reflecting on 2022.
@alpha_pls tweet of the week
The best of 5 Alpha Tweets from 2022.
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 have entered into a long term partnership with Nested.
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Free blockchain analytics tool
I wanted to share Arkham with you all (not sponsored, just a tool I like). I tracked everything happening with the FTX and Alameda wallets over the last few months using the platform. It is still in beta, but I have found it very useful.
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 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.