5 Alpha Tweets - Starbucks Web3 Loyalty Program, Chainlink Staking & More

Edition 49

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

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There are two types of crypto investors:

1. Get rekt and never return.

2. Get rekt, stick around, learn, meme, and eventually make money.

You are number 2 because you opened this newsletter.

Weekly reads below:

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1. Starbucks web3 loyalty program launches

Starbucks announced their NFT based loyalty program a few months ago and it officially launched yesterday.

Starbucks is one of the most recognisable brands in the world and I can guarantee you CMOs around the world will be paying attention.

Matt Smolin @Estimatted

Today, Starbucks launched its web3 loyalty program, which could radically change the perception of NFTs. Here’s what it means for coffee lovers and the future of brand marketing:

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2. Chainlink staking v0.1

Chainlink staking v0.1 is live and the community pool is now 100% filled. ChainlinkGod broke down everything you need to know about staking v0.1.

ChainLinkGod.eth @ChainLinkGod

1/ #Chainlink Staking v0.1 is launching tomorrow (Dec 6th, 12PM ET) 👀 What does this mean and what does Staking v0.1 look like? Let’s break it down frens 🧵

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3. Use ChatGPT to show you how to decentralise front-ends

Everyone can run a local AAVE pretty easily by following a few steps from ChatGPT.

Marc Zeller 👻 💜 🦇🔊 @lemiscate

OpenAI unconsciously solved decentralized front-ends "write me a simple webpage that allow me to deposit on aave" "how do I run this frontend using ngix?"

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4. Arbitrum alpha

Arbitrum is currently the talk of the timeline. Lots of valuable information in here.

Viktor DeFi 🛡🦇🔊 @ViktorDefi

Arbitrum is arguably the PROMISING chain right now. You either ignore it, or leverage it for $$$. A thread on the 360% view of @arbitrum, airdrop opportunities, alphas and some PROMISING GEMS (that could 100x) 💎 Grab a seat, anon; let's feast 🧵👇

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5. Why cashflow protocols?

An analysis of cashflow protocol performance. Good stuff from DeFi Man.

DeFi Man 🫐 @DeFiMann

I believe cashflow protocols are better than non-cashflow protocols everything else being equal But.... does the market agree with this take? How have cashflow protocols performed these last 3 months since the article was written? Let's see 🧵

DeFi Man 🫐 @DeFiMann

Cashflow narrative is shaping up as we speak so.. 1. Here you have a shortlist of projects that distribute sound money to holders 2. Comparison between them to figure out which ones are more undervalued/overvalued Cheers! https://t.co/QjPlUNlUJX

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@alpha_pls tweet of the week

ChatGPT blockchain answers.

Aylo @alpha_pls

AI is going to going to change how people search, research, learn and generate ideas. @OpenAI's ChatGPT is incredibly powerful. I asked ChatGPT to design various different blockchain concepts and mechanisms. Here were the answers 🧵

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And that’s your alpha.

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Copy our portfolios on Nested

Our Arbitrum portfolio is designed to capitalise on the growth of the most popular Ethereum L2. We have made the decisions to remove SUSHI given the recent news of plans to stop xSUSHI holders receiving distribution of fees, in effect making it a governance token only for the next 12 months, like UNI. We have reallocated to ETH for now.

We believe the AWAP portfolio will result in significant appreciation eventually, and should weather an extended bear market. Our next DCA is in a few days.

You can head to Nested here and copy these portfolios or another one!

We are also going to send $500 USDC to one wallet that copies the All Weather portfolio with at least $100 (or equivalent) deployed into it, as a thank you for the support!

Entries valid until Christmas Eve.

*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.

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