5 Alpha Tweets - Rules To Outperform The Market, Optimism vs Arbitrum & More

Edition 61

Aylo

Mar 03, 2023

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

gm friends, the sentiment has shifted this week and fear looks to be setting in.

As always, we look for the next opportunity.

Your weekly reads:

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1. Optimism vs Arbitrum

Breakdown of the battle between the two popular Ethereum Layer 2s.

Ignas | DeFi Research @DefiIgnas

1/ Optimism vs Arbitrum: the battle for Ethereum layer 2 supremacy. How do they compare? Here's their current state & key catalysts for growth: 🚀

2. Wisdom from dot-com collapse survivors

Interesting collection of lessons from those who navigated the dot-com collapse.

fintechjunkie.eth @fintechjunkie

Many people are comparing today’s market correction to the dot-com collapse in 2000.🤯 I’ve talked to numerous Investors, LPs and Founders who successfully navigated the dot-com collapse and are still around today. Great nuggets of wisdom they shared: 🧵👇

3. Rules to outperform the market

DeFi Man shares a framework for beating the market.

DeFi Man 🫐 @DeFiMann

Your investing strategy is arguably the most important lever to determine your success in crypto How should my portfolio look like to maximize upside while being prepared for pullbacks/dips? 8 rules to outperform the market👇

4. Unreleased projects to watch out for

Another chance to be early.

blocmates. @blocmatesdotcom

Some of the most promising projects of this year aren't even released yet. Here is a list of the ones I am paying attention to in 2023, why I am paying attention to them and what you need to do to get exposure to them. Yes, you peasants... there will be airdrops 🪂👇

5. Immutable Unity SDK

Pretty big for web3 gaming.

Robbie Ferguson 🅧 | Immutable @0xferg

Announcing the @Immutable Unity SDK: enabling game developers to build Web3 games directly in Unity. This is an enormous step for us, but also for the entire industry. More than >50% of *all* games are built with @unitygames. immutable.com/products/sdks

Random protocol update I liked

Cross-chain veTokenomics. Industry first.

Pendle @pendle_fi

Pendle has just received a major power up 🍄 Thanks to @LayerZero_Labs, Pendle will be the first ever to introduce cross-chain veTokenomics across all of #DeFi! That means rewards accrual for holders from ALL of the Pendle pools, seamless cross-chain voting, reward boosting.

@alpha_pls tweet of the week

Talking RWAs on-chain.

Aylo @alpha_pls

How does DeFi 100x from here? 🧵

And that’s your alpha.

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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