5 Alpha Tweets - Is the US in a Debt Spiral? Fat App Thesis & More

Edition 34

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.

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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.

James Lavish @jameslavish

If you’ve never heard of a *debt spiral*, it’s time you did, and ask the question, "is the US already in one?" Let’s dig in and answer that. A debt 🧵👇

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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.

Emperor👑 @EmperorBTC

90% is the Traders Don't make a Profit. Here are 7 things I wish I knew when I started trading to be in the 1% sooner. A Thread.

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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.

Westie 🟪 @WestieCapital

"Fat Protocol Thesis" is dead "Fat App Thesis" is here to stay A 🧵 on the biggest paradigm shift in how we will value crypto tokens going forward (x/16)

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4. Dashboards to follow The Merge

For all you data nerds out there.

Dune @DuneAnalytics

The Merge is coming..... Here are the top dashboards to follow the action 🍿

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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…

Mallows @mallowsxyz

Decentralized apps are a virtuous talking point, but largely a myth as they are designed today. The chart below shows the current state of ethereum "dApps" and "defi", and areas where we excel and others where points of failure exist. Let's dive in! 🧵

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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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