5 Alpha Tweets - Ethereum Gas Guzzlers, The Greatest NFT Trade & More

Edition 32

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

It’s been an action packed week: The Ethereum Merge has an approximate date (15/16 September), Blackrock will be offering direct Bitcoin exposure to their clients, Tornado Cash has been sanctioned and a related dev has been arrested…

We’ve had a wave of green candles in recent weeks, which I’m sure has lifted the spirits of many. But more importantly, there is always alpha on the timeline.

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1. What can we learn from Ethereum gas consumption?

Looking at the top gas guzzlers allows us to understand which categories, use cases and narratives are really unfolding on Ethereum.

CASΞY @caseykcaruso

Gas consumption tells many stories, from the rise of DEXs to the rotation of capital from DeFi to NFTs. I coded up a viz to explore the top gas guzzlers on Ethereum with data from @nansen_ai. Some insights below but even better, see what you can find! gasguzzlers.wtf

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2. The Guide to Cosmos

A very helpful deep dive into Cosmos.

The Crypto Illuminati @0x_illuminati

The ULTIMATE Cosmos 🧵 • How does Cosmos work? (deep dive) • Why are Dapps moving to Cosmos? • Interchain Security • The future of ATOM? • Top Cosmos people to follow • Cosmos Concerns • News & Resources +++ We break it all down for you here 👇 🧵

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3. Reflections from a trader

Nakamotolisk analyses their mistakes over the last quarter and provides some very helpful thoughts for all traders.

Nakamotolisk.eth ( 100% 💵, 0% ₿, 0% Ξ) @Nakamotolisk

This has probably been the worst trading quarter I have ever had in terms of lost gains (I haven't lost any money yet, but I have left life-changing amounts on the table). It's important that we reflect on our mistakes and make sure we understand the root causes ...

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4. Nansen alpha strategies

Wayne breaks down how to get the most out of Nansen.

WaynΞ Lau @waynekwlau

I binged 83 episodes of @nansen_ai office hours so you don't have to List of DeFi & NFT focused Nansen strats: docs.google.com/document/d/1df… was more of a personal project so didnt bother with any screenshots or links***

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5. What you can learn from the greatest NFT trade

An amazing story of conviction and diamond hands, but most importantly Spencer provides some real tips and tools for creating an NFT strategy that might just see you make your own legendary trade.

Spencer Noon @spencernoon

1/ An NFT collector turned just 88 dollars into 5 million on one trade 🤯 What secrets can we learn from the greatest NFT trade in history? And what if I told you we could devise a strategy to mimic their success? A thread 🧵

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@alpha_pls tweet of the week

This week has seen a new attack on privacy. It is just the start of a long fight to ensure blockchains can offer the world the same financial privacy that the most privileged individuals currently enjoy.

Aylo @alpha_pls

Privacy is a basic human right. The richest people in the world have the means and resources to implement financial privacy via tax havens, shell companies etc. Blockchain based privacy solutions offers this to everyone. We have arrived at the "then they fight you" stage.

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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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