5 Alpha Tweets - Nike's Web3 Plans, MATIC Thesis & More

Edition 46

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.

Adam Cochran (adamscochran.eth) @adamscochran

1/82 I'll be pinning this detailed timeline, as my final piece covering this topic, as now the case is closed in my mind. This was a crime plain and simple and I'll put no more wind in this criminals sails: FTX: Meltdown. The definitive and chronological thread.

---

2. Nike in Web3

Nike announced .Swoosh this week. They have been making moves in web3 and it’s worth paying attention.

Lamboland @LambolandNFT

Nike has become a GIANT in web3. But, the @RTFKT acquisition was just step 1 of their master plan. Here's what they're doing next and how you can capitalize 🧵

---

3. DeFiLlama beta DEX aggregator

Nothing gets by CT. Here’s how you can qualify for a potential airdrop.

olimpio.eth ⚡️ @OlimpioCrypto

Crypto Twitter found @DefiLlama's beta DEX aggregator 2 days ago 🦙 Here is how to interact and potentially get airdrops: 🪂

---

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?"

TapiocaÐΛØ ⚪ @tapioca_dao

The Options Airdrop Explainer🧵 A first of it's kind novel concept to solve the airdrop quandary:

---

5. MATIC Thesis

Polygon has become the blockchain of choice for most major web2 brands and this is their key differentiator.

Forrest @0xStacker

Polygon $MATIC is an S-tier cryptocurrency. It has already won and the blockchain nerds are completely missing it. A thread…

---

@alpha_pls tweet of the week

Just a few brands building on Polygon.

Aylo @alpha_pls

Brands building on @0xPolygon: • Nike (announced today) • Adidas • Starbucks • Reddit • Meta • Robinhood • Ebay • Disney • Stripe • Adobe Looks like adoption to me.

---

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.

You can head to Nested here and copy this portfolio or another one!

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.

---

---

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.

---