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5 Alpha Tweets - Echo Bubble Thesis, Annual Blockchain Developer Report & More

Edition 55

Aylo

Jan 20, 2023

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.

maria ⚡️ @MariaShen

1/ Time for the 4th annual @ElectricCapital Developer Report! This year we are also proud to launch developerreport.com -- showcasing the data behind the report. We analyzed 250m code commits and 300+ people contributed to this year's report. Let's dig in👇

developerreport.comDeveloper ReportThe source for crypto open-source developer data. Built by Electric Capital as a public good.

2. Echo bubble thesis

The full echo bubble thesis.

Andrew Kang @Rewkang

1/ 2022 Echo Bubble - Full thesis A thread presenting evidence for a mid term bottom and oncoming "echo bubble" with thorough confluence from technical analysis, onchain data, and exchange/derivatives data

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.

Bob Loukas @BobLoukas

Seeing lots of “echo bubble” talk lately around bitcoin. Interestingly, i introduced that idea in my first 4Yr video back in 2018, as a possible event for the “2023 into early 2024 period”! And talked about it often since. It’s called a Left Translated cycle. <Long thread>

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.

nader (🧱, 🚀) | nader.lens @dabit3

Web3 has come a long way, & there is a lot to be excited about in 2023. So what are the tools, products, protocols, & real-world use cases that are production-ready today? Here are 7 things to be excited about this year from the perspective of a developer of 10+ yrs:

5. L2 wars

Data crunching by the Dune wizard Mochi.

Defi_Mochi (🍡, 📊) @defi_mochi

With the coming of Shanghai and the sudden run up of tokens and LSDs, an obvious narrative for 2023 is @ethereum Layer 2s. Who is winning the L2 wars and what does on chain wallet and transaction data tell us? I crunch data with @DuneAnalytics 📊 to help you find out! 👇 0/18

@alpha_pls tweet of the week

A very useful DeFi tool.

Aylo @alpha_pls

I use a number of DeFi tools to help me better manage my portfolio. Here's a powerful platform you can use for free. If you are a DeFi power user, then this one is definitely for you 🧵

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.