5 Alpha Tweets - DeFi on a PS5, AAVE's New Stablecoin & More

Edition 27

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

Who’s still here?

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1. AAVE introduce new stablecoin GHO

The DeFi OG lending/borrowing platform are planning to release their own decentralised stablecoin. stkAAVE holders will get a discount on the GHO interest rate. I like the sound of more utility for $AAVE… Stani drops the details.

stani.lens (🌿,👻) @StaniKulechov

BREAKING: The @AaveAave team submitted ARC to launch a self-sovereign overcollateralized stablecoin GHO backed by the Aave Protocol collaterals 👻 👇🏼

Aave @AaveAave

1/ Calling all GHOsts 👻  We have created an ARC for a new decentralized, collateral-backed stablecoin, native to the Aave ecosystem, known as GHO. Read more below and discuss your thoughts for the snapshot (coming soon)!👇 https://t.co/P7tHl9LbBe

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2. Tokenised real world assets

ChainLinkGod lays out his thoughts on how DeFi scales. He sees the emergence of both regulated and non-regulated DeFi, with both serving a different need and function. It’s a gud thread that you should all read.

ChainLinkGod.eth @ChainLinkGod

1/ Tokenized Real-World Assets (RWAs) is how #DeFi will scale to a global level A 🧵 covering my thoughts on the opportunities and challenges this present

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3. The endgame for tokens

How do tokens accrue value? Can equity and tokens both co-exist and accrue value? Marco has some thoughts for you…

Marco Manoppo @ManoppoMarco

0/ I decided to go back to long-form weekly writing under the banner of my new publication, Pensive Pragmatism📑✍️ Check out the first issue: "The Token Endgame" 🧵 How your crypto assets will accrue value. pensivepragmatism.substack.com/p/the-token-en…

pensivepragmatism.substack.comThe Token EndgameHow crypto assets will accrue value.

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4. The stablecoin thread

A rundown on the most prominent stablecoins in the space by the talented rektdiomedes.

rektdiomedes @rektdiomedes

Thread: Here’s The Biggest Stablecoins You Can Actually Invest In 🧵 So… as I’ve said before, I think stablecoins are clearly the stickiest ‘use case’ for crypto/defi so far, and I sincerely believe we’ll one day have trillions of dollars of them on-chain… 1/x

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5. DeFi on a PS5

A glimpse into the future? This anon hacked a PS5 to visualise a DEX like experience. Some very interesting thoughts here about how crypto could offer novel haptic experiences.

RM 🖤 @NilsEdison

Play 2 Earn is often just #DeFi with extra steps. But what if we make #Web3 including DeFi more sensual, more emotional and especially more playful. So I hacked a proof of #DEX on my #PS5 this weekend ...

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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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