Discover more from alpha please
5 Alpha Tweets - How To Take Advantage Of The Merge, Delphi's Cosmos Thesis & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
We are now days away from The Ethereum Merge, and as I send this newsletter out the green candles are flowing. Things could definitely be worse.
1. How to play The Merge?
You don’t have to do anything, but should you wish to make some moves, then read Bobby’s thread.
2. The future of DeFi (maybe)
DeFi remains working and accessible in this bear market, don’t let anyone tell you otherwise. rektdiomedes gives his thoughts on 12 protocols and what they might mean for the direction of DeFi.
3. The economics of BSC
Doug drops this very interesting perspective on why BSC has been successful so far.
4. Building web3 games the right way
Games are meant to be fun. This anon has put together a detailed thread on how web3 games can be fun and make money.
5. Delphi’s Cosmos thesis
Delphi Digital is one of the leading research firms in crypto. They recently went through the process of evaluating all L1s and L2s to understand where they should be building. Cosmos was their conclusion and it’s worth understanding why.
@alpha_pls tweet of the week
A lot of progress has been made in the last four years.
And that’s your alpha.
Thanks for reading alpha please! Subscribe for free to receive new posts and support our work.
If you are looking to trade on-chain, we’re big fans of GMX.
Use our referral link to get a 10% rebate on fees: gmx.io/?ref=alphaplease
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.