5 Alpha Tweets - ETH Shanghai Upgrade Date Confirmed, Bitcoin 4 Year Cycle & More

Edition 65

Aylo

Mar 31, 2023

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

gm friends, crypto continues to shrug off bad news.

Bitcoin continues to ascend.

It’s time to pay attention.

Your weekly reads:

Today’s newsletter is brought to you by Kyberswap:

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1. How will the Shanghai Upgrade affect ETH?

The date for the Shanghai Upgrade is now locked in. This is a significant upgrade for the Ethereum network and you should read about it.

olimpio @OlimpioCrypto

Massive news today: Shanghai Upgrade date confirmed 📆 ⚡️ • 17.9M ETH has been staked so far (~32B USD) • 25% solo stakers. 30% LIDO. 12% Coinbase. • Shanghai Date: 12 April, 2023 🧵 Thread: How do ETH withdrawals work? Who are the stakers? Can all of this affect ETH price?

2. Bitcoin 4 Year Cycle

Bob Loukas is the GOAT when it comes to zooming out and looking at Bitcoin over long time horizons. Just watch Bob’s new 4 year cycle video, your net worth will thank you.

Bob Loukas @BobLoukas

New #bitcoin 4 Year Cycle Video "A New Season" Link to video >>>> bitcoin.live/video/a-new-se… It's a public video. If you enjoy, please LIKE then RETWEET. Share on other social media. Appreciate the support. All the best. $BTC

3. What you can do on zkSync right now

Head to zkSync and have a play around.

Minty @DeFiMinty

The @zksync era mainnet is finally live. Users are bridging massively to be early to its ecosystem. To get started, here is a guide on the zksync ecosystem and what you can do right now. 🧵

4. Thoughts on the state of crypto

Chris with some sensible thoughts on crypto right now:

Chris Burniske @cburniske

1/ A number of people asking me what I think about crypto in the context of the current banking crisis, regulatory fights, Balaji's bet, and so on - so here goes...

5. Trader Joe vs Uni v3

Trader Joe stepping up to compete with Uni v3.

Drake on Digital @drakeondigital

I agree there has been basically no competition for Uni v3 concentrated liquidity until I tried @traderjoe_xyz V2 for the first time....... TLDR its uniswap v4 Heres the sauce 👇

joseph.eth @josephdelong

Seems like there will never be any real challenge in swaps to Uniswap. Uniswap has clearly won, and no one is building anything that could even remotely compete with it. Rumors circulating of v4 on the horizon and no one has even built something competitive with v3. Unreal.

Random protocol update I liked

Polygon zkEVM is LIVE.

Polygon (labs) @0xPolygonLabs

The moment we’ve all been waiting for - Polygon #zkEVM Mainnet Beta is LIVE with @VitalikButerin performing the symbolic first transaction. 👏🏿 Permissionless 👏🏾 Public 👏🏽 Fast finality 👏🏼 Leading EVM-equivalent zkEVM 👏🏻 Completely open-source More 👇🏻 go.polygon.technology/zkevm-launch

go.polygon.technologyMainnet Beta Is HerePolygon zkEVM Mainnet Beta is now live. EVM-equivalence and ZK-tech equal infinite scalability

alpha_pls tweet of the week

Arbitrum metrics are still very gud.

Aylo @alpha_pls

Arbitrum shows no signs of slowing down post airdrop... A few observations 🧵

And that’s your alpha.

Thanks again to today’s sponsor Kyberswap! ➡️ Start farming with their ARB pools!

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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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