5 Alpha Tweets - Peak Crypto Ignorance, FT Airdrop Design & More
Edition 89
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Gm friends,
The market finally has an ETH futures ETF approved.
Good news, but everyone awaits the BTC spot ETF. The question is when does the real front running start for that?
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Peak ignorance of crypto
A great mental model for how crypto progresses through time.
2. What does long bond yields spiking mean?
For anyone who wants to understand the effect of long bond yields going up + a great primer on bonds and treasuries.
3. "Solana is not decentralized" argument debunked
Mert explains why Solana is in fact decentralized.
4. Telegram as a crypto-native superapp
Joel breaks down why Telegram may be great for crypto-native apps looking to acquire users.
5. FT airdrop design
Great analysis of the FT airdrop with some wider thoughts on what makes a successful airdrop.
Random protocol update
Celestia will indeed be launching their token and doing an airdrop. I honestly had to triple check to ensure this was real. It is. They have included over 500k addresses in the drop, so it is well worth checking if qualified in order to claim.
alpha_pls tweet of the week
CCIP thoughts.
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And that’s your alpha.
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. Crypto currencies are very risky assets and you can lose all of your money. Do your own research.