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5 Alpha Tweets - Nike's Web3 Plans, MATIC Thesis & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Gm, the dust is starting to settle from the FTX collapse. It will take a while for all of the contagion to play out, but everything was always a 10 year investment, right?
Your weekly reads below:
1. The collapse of FTX from start to finish
This thread is long, but covers the whole FTX meltdown from start to finish.
2. Nike in Web3
Nike announced .Swoosh this week. They have been making moves in web3 and it’s worth paying attention.
3. DeFiLlama beta DEX aggregator
Nothing gets by CT. Here’s how you can qualify for a potential airdrop.
4. Call Option Airdrops
Tapioca Dao will be distributing call options that give the recipients the right to buy their token at a discount when it launches. In their own words, "how did no one else think of this?"
5. MATIC Thesis
Polygon has become the blockchain of choice for most major web2 brands and this is their key differentiator.
@alpha_pls tweet of the week
Just a few brands building on Polygon.
And that’s your alpha.
Copy our “All Weather Alpha Portfolio” on Nested
We believe the AWAP portfolio will result is significant appreciation eventually, and should weather an extended bear market, where more speculative tokens and protocols could fade away to irrelevance.
We are also going to send $500 USDC to one wallet that copies the portfolio with at least $100 (or equivalent) deployed into it, as a thank you for the support!
*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.