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5 Alpha Tweets - Low Market Cap Projects to Watch, Crypto Conferences in '23 & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Green candles everywhere. Feels good man.
Plenty of opportunities out there right now for those paying attention.
Your weekly reads:
1. 2023 list of projects and narratives to watch
A very interesting list of slightly lesser known projects by our friends at blocmates.
2. Avalanche Warp Messaging explained
All Avalanche subnets are now natively interoperable. Want to know how that works? Read this thread.
3. DeFi yield explainer
This aesthetically pleasing thread is full of visuals explaining everything you need to know about DeFi yield.
4. Every crypto conference in 2023
Simply knowing when crypto conferences are can give you an edge. Very helpful spreadsheet.
5. New Dune search tool
A handy new search tool to help you find more useful Dune dashboards.
alpha_pls tweet of the week
Just a few ideas.
And that’s your alpha.
Copy our portfolios on Nested
Our Arbitrum portfolio is designed to capitalise on the growth of the most popular Ethereum L2. It is 13.5% up right now.
Our All Weather portfolio is also green thanks to a nice start to ‘23.
We still have 30% in USDC to DCA into the portfolios.
*We have entered into a long term partnership with Nested.
Thanks for reading alpha please! Subscribe for free to receive new posts and support our work.
Free blockchain analytics tool
I wanted to share Arkham with you all (not sponsored, just a tool I like). I tracked everything happening with the FTX and Alameda wallets over the last few months using the platform. It is still in beta, but I have found it very useful.
A few things you can do with it:
• Build dashboards to track entities’ transactions
• Visualise wallet flows
• Analyse wallet holdings and filter by value, token, time & counter party
You can sign up with referral link and you will get moved to the top of the waiting list for platform access. It’s free to sign up and use.
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.