Welcome to the Alpha Please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
1. Curation of Twitter lists organised by category courtesy of this anon
CT is a mess, alpha is all spread out and there's lots of noise
Thats why I created the Crypto Lists
40 Crypto Lists.
Places where to abstract the noise and get clear alpha
They have all the team & community members & could find
If you know of more that can be added, DM me!
2. Bob Loukas on possible Bitcoin paths
With this #bitcoin decline, the trolls are out.
Here is a long thread on the 4-Yr Cycle, how we got here and where we might be heading.
3. More building happening than ever
Think the building + hype behind NFTs and web3 is slowing down? Think again.
Last week an ETH hackathon led by ETHGlobal broke all previous records
It showcased 255 projects built by more than 800 devs in 68 different countries
I’ll describe some of the best projects below! 🥐
4. The full list of dApps built on Terra
Here's an updated list of fintech apps built on top of $LUNA to show you that 100b $UST is not a meme. NFA. 👇
5. AAVE v3 has been deployed to 7 test nets and its a big deal
It’s happening!!!!
$AAVE v3 🤝 @chainlink #CCIP $LINK
Portals to 7+ chains
Hyper efficient borrowing
Paradigm shift in dapp value capture vs fat protocol thesis https://t.co/TwtfWx3JP5
Aave @AaveAave
And that’s your alpha.
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.