5 Alpha Tweets - Low Market Cap Projects to Watch, Crypto Conferences in '23 & More

Edition 54

Aylo

Jan 13, 2023

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.

blocmates. @blocmatesdotcom

There are enough projects in the depths of hell right now with ridiculously low market caps that make it possible to do very well in 2023... On the flip side, there are numerous unreleased projects with zero-to-one innovation that will also come online. So, here is my list...

2. Avalanche Warp Messaging explained

All Avalanche subnets are now natively interoperable. Want to know how that works? Read this thread.

Crypto Yack @yackzilon

Avalanche introduced Avalanche Warp Messaging (AWM) last month with the Banff 5 update (AvalancheGo v1.9.5), a trustless interchain messaging feature that facilitated reliable native communications to all the Avalanche Subnets. Sounds complicated? Here's everything you need!🧵

3. DeFi yield explainer

This aesthetically pleasing thread is full of visuals explaining everything you need to know about DeFi yield.

Eli5_DΞFi 🦇🔊 @eli5_defi

1/ #GM Let’s talk DeFi yield. What are the types (and sources) of yields in DeFi? How we are headed towards a more sustainable model, with #realyield. In this #visualthread, we will discuss all you need to know about DeFi yield. #Blockchain #Crypto #Bitcoin #Ethereum $ETH $BTC

4. Every crypto conference in 2023

Simply knowing when crypto conferences are can give you an edge. Very helpful spreadsheet.

Jack Niewold 🫡 @JackNiewold

Until now, there has been no good resource to find crypto conferences. So I have spent the last 72 hours agglomerating every crypto conference in existence, for free, in a single spreadsheet. Check it out below: be sure to bookmark, share, and use it! docs.google.com/spreadsheets/d…

5. New Dune search tool

A handy new search tool to help you find more useful Dune dashboards.

ora ▩ @oralabs_

Excited to share that we're launching dune.ora.so today! A new search experience for @DuneAnalytics powered by LLMs. Now you can find dashboards by describing what you're looking for - like "how's dex activity on eth?" - rather than relying on keyword matches.

alpha_pls tweet of the week

Just a few ideas.

Aylo @alpha_pls

My crypto ideas for 2023 🧵

And that’s your alpha.

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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.

You can head to Nested here and copy these portfolios, or another one!

*We have entered into a long term partnership with Nested.

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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.

alpha please