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5 Alpha Tweets - How Far $1 Takes You on Solana, Cosmos Thesis & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
*Elon is still waging a war with Substack, so I have embedded the images again. You can click them and they will take you to the tweets.
BTC finally moved down and our precious alts have nose dived.
2023 is your accumulation year. Stay patient. Better days ahead.
Your weekly reads:
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1. End game for 2023
Want to know where we are heading this year and what action the Fed might have to take? (Yes, this impacts your precious coins.) Read this excellent macro breakdown by Tom.
2. MakerDAO unveils new roadmap
The DeFi OG MakerDAO will be launching a new unified brand identity and a whole bunch of new products, including a new blockchain. They will also introduce AI tools for governance monitoring and improvement.
3. What you can do with $1 on Solana
$1 dollar certainly goes a long way on Solana.
4. Cosmos thesis
A breakdown of upcoming launches on Cosmos combined with some bullish commentary.
5. Ultimate guide to DeFi hygiene
Some great tips in here to ensuring your funds never get compromised.
Random protocol update I liked
Arbitrum is the only rollup that sends all surplus revenue generated by transaction fees to the DAO. Over 3,352 ETH (6 million) accumulated and is waiting to get claimed. This number will go up significantly with EIP4844.
alpha_pls tweet of the week
Seems like you should use Polygon’s zkEVM…
And that’s your alpha
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I wanted to share Arkham with you all (not sponsored, just a tool I like). I track VC wallets using it.
A few things you can do with it:
• Build dashboards to track entities’ transactions
• Visualise wallet flows
• Analyse wallet holdings and filter by value, token, time & counter party
You can sign up with my referral link and you will get moved to the top of the waiting list for platform access. It’s free to sign up and use.
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.