5 Alpha Tweets - ETH Merge News, Valuing $OP & More

Edition 17

Aylo

Apr 29, 2022

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

1. The latest on the ETH merge from the devs

A thread summarising the discussion from the Ethereum all core devs meeting today. Lots of debate about the difficulty bomb…

Tim Beiko | timbeiko.eth 🔥🧱 @TimBeiko

We wrapped up another @ethereum #AllCoreDevs today, exclusively filled with Merge content ⛓ Agenda: github.com/ethereum/pm/is… Stream: youtu.be/SWWoniO6rZc Recap below 👀

Tim Beiko | timbeiko.eth 🔥🧱 @TimBeiko

@ethereum @christine_dkim @nethermindeth @HyperledgerBesu @go_ethereum @ErigonEth @mkalinin2 @parithosh_j @adietrichs @greg_colvin And that was it! Next AllCoreDevs is scheduled for April 29th, 14:00 UTC. Before then, see you at @EFDevconnect 😁!

2. On Token Distribution

ve-tokenomics, Balancer’s Liquidity Bootstrapping Pools… As we all know, token distribution can make or break crypto projects. Derek explores recent trends.

Derek Walkush @Derekmw23

Token distribution today is unrecognizable vs a year ago. I’ve identified 3 main trends behind this 🧵👇

3. NFTs are momentum assets

What the NFT data says.

NFTstatistics.eth @punk9059

If the floor fell yesterday, is it likely to drop again or go up today? What about if it went up yesterday? NFTs are momentum assets. Buying dips hasn't worked well and buying strength has. A quick thread: 🧵👇 (1/6) .

4. Estimating the value of $OP

L2 token season is fast approaching with Optimism announcing their token and this anon has attempted to assess its value.

olimpio.eth @OlimpioCrypto

Today @optimismPBC announced the $OP token, tokenomics, and airdrop. Let's try to estimate the $OP token value. How much could it be worth?

5. Exploring the asymmetry

Those with the skills and dedication can make large profits in this space. This thread identifies those areas with asymmetric upside. But, just to be clear, making $10m is still not easy. Misaka is saying it’s not that hard.

misaka @0xmisaka

Trifecta of making money in crypto: MEV, Buildoor, and NFT 🧵👇 No BS; making $10m a year is not hard in crypto if you have skills + focus 1/x

@alpha_pls tweet of the week

A simple bit of wisdom that you might need to hear today.

Aylo @alpha_pls

Be persistent. When knowledge and ability aren’t enough, be persistent. Crypto will always give you another opportunity. Stick around. Put the work in. Your time will come.

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.