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5 Alpha Tweets - Macro & Crypto 2023 Outlooks Summarised, Liquid Staking Alpha & More
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.
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.
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.
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.
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.
@alpha_pls tweet of the week
Get organised and watch how it changes your fortunes.
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.
*We have entered into a long term partnership with Nested.
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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.