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

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

Edition 55

Aylo
Jan 20, 2023
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5 Alpha Tweets - Echo Bubble Thesis, Annual Blockchain Developer Report & More

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

Will we get an echo bubble in 2023?

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
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.
5:03 PM ∙ Jan 17, 2023
1,220Likes428Retweets

2. Echo bubble thesis

The full echo bubble thesis.

Twitter avatar for @Rewkang
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
Image
7:04 PM ∙ Jan 16, 2023
1,064Likes263Retweets

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
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>
12:11 AM ∙ Jan 18, 2023
1,944Likes390Retweets

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
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:
5:49 PM ∙ Jan 16, 2023
575Likes121Retweets

5. L2 wars

Data crunching by the Dune wizard Mochi.

Twitter avatar for @defi_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
Image
7:10 AM ∙ Jan 14, 2023
438Likes130Retweets

@alpha_pls tweet of the week

A very useful DeFi tool.

Twitter avatar for @alpha_pls
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 🧵
Image
12:06 PM ∙ Jan 17, 2023
446Likes107Retweets

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

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

www.alphaplease.com
Fábio Sousa
Jan 21

Nice read 👌

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