5 Alpha Tweets - Macro & Crypto 2023 Outlooks Summarised, Liquid Staking Alpha & More

Edition 53

Aylo

Jan 06, 2023

Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.

Happy new year everyone!

New year. New you. New opportunities.

Your first weekly reads of 2023:

1. Macro 2023 outlooks

All of the largest financial institutions’ expectations for 2023 summed up in one thread.

Genevieve Roch-Decter, CFA @GRDecter

I looked through the 2023 macro outlooks from the largest financial institutions including Goldman Sachs, JP Morgan, and BlackRock. (Links to all reports at the end) Here’s what they’re expecting next year:

2. Crypto 2023 outlooks

Read this one thread to get the TLDR on what various DAOs, top tier research firms, VCs and funds think is in store for the crypto markets in 2023.

Kyle @0xkyle__

🚨 I read through and summarized ALL the 2023 Crypto Outlooks from the BIGGEST COMPANIES so that you don't have to 🚨 AN OMEGA THREAD 🧵 Companies: Fisher8, Pantera, VanEck, Coinbase, Messari, New Order, Arca Funds, PwC, a16z Missing Delphi / The Block bc I don't have access

3. Liquid staking alpha

The tokens of ETH Liquid staking protocols have been flying recently. Thor has put together this excellent thread going through the data.

Thor Hartvigsen @ThorHartvigsen

Thread🧵 Liquid Staking Alpha🕵️‍♂️ Has the liquid staking narrative peaked already, or is it just beginning to take off? And should you bet on the market leader $LDO or smaller protocols? I've collected all the data in one place. Get a complete overview in just a few minutes👇

4. Trading lessons from CT

This anon doctor explains what he has learned from some of the best traders on CT. If you are serious about trading then this thread is really worth reading, and then re-reading.

Doc @docXBT

CT's Finest: What I've Learned and Adopted - '21-'22 A Thread: 🧵

5. Eigenlayer

The potential of Eigenlayer has got a lot of people excited. Eigenlayer extends Ethereum trust (staked ETH) to other protocols. Here’s a great breakdown of how it works and why it’s needed.

pwIpor intern @ipor_intern

Now that many people are being quick at riding the liquid staking narrative, maybe it is a good time to introduce the concept of "restaking" and explain why it is a relevant primitive for increasing the economic security of a network🧵

@alpha_pls tweet of the week

Get organised and watch how it changes your fortunes.

Aylo @alpha_pls

One tip for 2023: Be organised. • Manage your calendar • Record ideas in a systematic way • Track narratives • Construct dashboards • Set up alerts You will find more opportunities & it will lead to more trading/investing success. This is entirely within your control.

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. The portfolio is currently outperforming the market due to some strong moves up by MAGIC, CAP and UMAMI. We have DCAd another 10% of our USDC into the portfolio this week. Our plan is to DCA the remaining USDC (30%) over the coming months.

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