Welcome to the Alpha newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
1. L2 tokens: How and when?
John Wang@j0hnwang
We all know L2 tokens are coming and they will 🚀 But there’s been little info about what L2 tokenomics will look like, and wen token?
I launched one of the first L2 tokens and reviewed every existing one: here’s what I think #L222 @StarkWareLtd @zksync @optimismPBC @arbitrum
6:00 PM · Jan 10, 2022
382 Reposts · 1.28K Likes
2. Essential crypto literacy
cantino.eth ❤️🔥@chriscantino
How to read a smart contract—and why you’d want to in the first place. 🧵
10:06 PM · Jan 9, 2022
2.94K Reposts · 9.62K Likes
3. Block space selling analysis
korpi@korpi87
In a bear market when people stop chasing the narratives and reflect on what they actually hold and why, fundamentals become more and more important. What if we ignore the hype and assume all blockchains are just businesses that sell blocks? Which is the most undervalued?
$ETH
4:26 AM · Jan 9, 2022
104 Reposts · 483 Likes
4. Having a slice of a casino sounds nice
PressieMoonBoy@PressieMoonBoy
Crypto is, if nothing else, a very volatile casino. Huge swings up and down present big opportunities to make money. Options and perpetuals are the ultimate tools for capitalizing on price movements, basically a degens best friend. Here’s why you should pay attention to @GMX_IO👇
2:13 AM · Jan 14, 2022
37 Reposts · 103 Likes
5. Understanding how the Fed affects markets. It’s not actually 469 tweets long…
Alex Krüger@krugermacro
1/469 The has been a very fundamental shift at the Federal Reserve.
The Fed has flipped decidedly hawkish. Their main worry is not employment, it is inflation. And to fight inflation the Fed has to increase interest rates.
Here's a thread about the Fed and crashing markets.
7:39 AM · Jan 9, 2022
1.89K Reposts · 6.7K Likes
And that’s your alpha.