Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Gm friends, it’s been a great start to the year.
I have seen many projects shared in this newsletter fly over the last few weeks.
Keep reading. It pays off.
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1. Annual blockchain developer report
Developers are the most important economic actors when it comes to blockchains. This is a must read report for everyone. Follow the devs if you want to know where we’re heading.
![Twitter avatar for @MariaShen](https://substackcdn.com/image/twitter_name/w_96/MariaShen.jpg)
![](https://substackcdn.com/image/fetch/w_600,h_314,c_fill,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0ca5167-1f43-4301-bb09-7c96165b361c_1836x928.png)
2. Echo bubble thesis
The full echo bubble thesis.
![Twitter avatar for @Rewkang](https://substackcdn.com/image/twitter_name/w_96/Rewkang.jpg)
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFmnYbZmXEBQ1Rja.jpg)
3. Echo bubble/left translated cycle
Bob has spoken about the left translated cycle many times before and he has some very interesting thoughts on how probable this is in 2023.
![Twitter avatar for @BobLoukas](https://substackcdn.com/image/twitter_name/w_96/BobLoukas.jpg)
4. Seven things to be excited about this year
I say it time and time again: pay attention to what the developers are doing and saying. A lot of alpha shared by the Director of Developer Relations at AAVE.
![Twitter avatar for @dabit3](https://substackcdn.com/image/twitter_name/w_96/dabit3.jpg)
5. L2 wars
Data crunching by the Dune wizard Mochi.
![Twitter avatar for @defi_mochi](https://substackcdn.com/image/twitter_name/w_96/defi_mochi.jpg)
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFmaQ4cBakAE0TS1.jpg)
@alpha_pls tweet of the week
A very useful DeFi tool.
![Twitter avatar for @alpha_pls](https://substackcdn.com/image/twitter_name/w_96/alpha_pls.jpg)
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFmq-CATWYAQEzDU.jpg)
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.
Nice read 👌