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5 Alpha Tweets - Is the US in a Debt Spiral? Fat App Thesis & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
A lot of talk about Jackson’s Hole this week… Markets didn’t seem to like it. For the few that remain reading this newsletter, here’s a few more gud tweets.
1. Is the US in a debt spiral?
A great explanation of how the US government operates, what a debt spiral is and data to help understand whether the US is in a debt trap.
2. Become a better trader
If you are relatively new to trading, or even a seasoned trader, Emperor shares a few thoughts that will help you improve your craft.
3. Fat App Thesis
The Fat Protocol Thesis has been around since 2016, which put forward the idea that blockchains would retain the most value at the base protocol layer. Westie believes we will start to see a world in which applications accrue more value than the networks themselves.
4. Dashboards to follow The Merge
For all you data nerds out there.
5. Improving decentralisation
We talk a lot about decentralisation, but as Mallows will show you, it’s largely a myth. However, this anon will illustrate how we might be able to fix that…
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.