5 Alpha Tweets - DeFi in 2022, Crypto Thesis for 2023 & More

Edition 52

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

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Gm everyone.

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:

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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.

New Order @neworderDAO

1/ We just released the second installment of our 2023 thesis. In part two, we express our conviction that 2023 will be a year of discovery for interchain architecture. We dive deep into @cosmos, @CelestiaOrg, liquidity fragmentation, and MEV 👇 thesis.neworder.network/#part-two

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2. Blockworks 2022 breakdown

A look back at the biggest events from a network level and infrastructure perspective.

Blockworks Research @blockworksres

We broke down 2022's most important network level innovations, launches, successes, and failures into a 20 minute read. We cover: - Ethereum - L2s - The Cosmos - Alt L1s - Network Infrastructure Read for FREE thanks to @MMInstitutional blockworksresearch.com/research/2022-…

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3. 2022 DeFi in review

Everything that happened in DeFi in 2022.

0xngmi (aggregatoor arc) @0xngmi

Introducing: "2022 DefiLlama Year in Review 📊✨" This report, written by Archwizard @0xKofi, covers every major trend of the past cycle from a data-driven perspective - Catalysts that drove TVL - Multichain narrative - Emerging trends And more!

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4. DEXs review

The state of DEXs at the end of this year.

Ignas | DeFi Research @DefiIgnas

1/ End-of-year review of decentralized exchanges 🧵

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5. How to reflect on the year

A helpful framework for reflecting on 2022.

Edgy - The DeFi Edge 🗡️ @thedefiedge

The most valuable thing you need do for 2023: The Yearly Crypto Reflection. It’s how you can turn this year’s pain into life-changing lessons. I've made it simple for you. Answer these 14 questions to become a better Crypto investor:

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@alpha_pls tweet of the week

The best of 5 Alpha Tweets from 2022.

Aylo @alpha_pls

I've published my 5 Alpha Tweets newsletter every Friday this entire year. I just spent hours going through every edition to come up with a list of must read threads. Here are 22 alpha tweets from 2022 🧵

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And that’s your alpha.

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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 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.

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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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