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5 Alpha Tweets - Echo Bubble Thesis, Annual Blockchain Developer Report & More
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.
2. Echo bubble thesis
The full echo bubble thesis.
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.
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.
5. L2 wars
Data crunching by the Dune wizard Mochi.
@alpha_pls tweet of the week
A very useful DeFi tool.
And that’s your alpha.
Copy our portfolios on Nested
Our Arbitrum portfolio is designed to capitalise on the growth of the most popular Ethereum L2. It is 20% up right now.
Our All Weather portfolio is also green thanks to a nice start to ‘23. We DCAd another 10% of our USDC on the last dip.
*We have entered into a long term partnership with Nested.
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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.