5 Alpha Tweets - How To Take Advantage Of The Merge, Delphi's Cosmos Thesis & More

Edition 36

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.

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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.

Bobby Ong @bobbyong

The Ethereum Merge is scheduled to take place on 13 September. Christmas season is here again. ETH holders will soon be airdropped ETH PoW tokens. What should you do to best position yourself? Here are 7 steps you may consider to fully take advantage of the Merge:

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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.

rektdiomedes @rektdiomedes

Thread: 12 Protocols That May Shine Light On The Future Of Defi 🧵 So while 2022 has been the year of bear market carnage thus far, there’s been some pretty intense building going on within defi, with lots of interesting implications… 1/x

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3. The economics of BSC

Doug drops this very interesting perspective on why BSC has been successful so far.

Doug Colkitt (🐊,🐊) @0xdoug

1/ The economics of BSC are really interesting. Anyone trying to build meaningful value accrual in an L1/L2should pay attention Yes, BSC fills up a lot of blockspace. (About double Ethereum and the rollups combined) But IMO the key driver of BSC is the high floor price for gas

polynya @apolynya

A swap on BSC is 5x more expensive than Arbitrum One rn Yet, BSC has 10x the activity BSC has established clear network effects, particularly in eastern markets, and rollup teams have to up their marketing game significantly to outcompete BSC - their stiffest competition

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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.

0xiandao.eth / iandao.sol @iandaog

Making a Fun game will fix web3 game economies! No. Being fun sells games and make $. Not fix open economies🤦‍♂️ It just means more people will actually play, maybe pay for your game, for a time. Here are 7 actual ways to build an economy and what that means for revenue:🧵👇

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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.

Cosmos Guides @CosmosGuides

1/ @Delphi_Digital is coming to Cosmos. Of course, they’ve been 👀 us since 2018 when they first started researching the ecosystem. It’s now official, and we’re excited to welcome Delphi to the family. Let’s take a look at its Cosmos thesis 🧵⬇️

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@alpha_pls tweet of the week

A lot of progress has been made in the last four years.

Aylo @alpha_pls

7 September 2018 vs 7 September 2022 This crypto bear market is nothing like the last one. We've come a long way.

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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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