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5 Alpha Tweets - Surprise OP Airdrop, SEC Kraken Shut Down & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
gm friends, the SEC clown show continues.
We’ve seen a pullback since the Kraken news landed.
Our view? More opportunities for patient investors.
Your weekly reads below:
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1. A view on the SEC’s “shut down” of Kraken’s staking
Rebecca is the Chief Policy Officer at Polygon Labs and shares her thoughts on the “systematic dismantling of crypto in the U.S.”
2. zkEVM deep dive
Polygon’s zkEVM going live is huge for the space. Learn more about the tech with this thread from Asif.
3. BTC Ordinals
BTC and NFTs. Who would have thought? Everything you need to know about this new craze.
4. Surprise OP airdrop
You might have some OP in your wallet if you have been using Optimism. All the details in here.
5. User-Generated Collects
Collectable social content thesis.
@alpha_pls tweet of the week
I will be writing something more in depth on StarkNet soon, but these are some pretty crazy numbers.
And that’s your alpha.
Copy our portfolios on Nested
Our Arbitrum portfolio has dipped in the last week, but this portfolio remains focused on capturing the long term upside from the largest L2 on Ethereum. We have cut UMAMI from our portfolio after the CEO sold all of his tokens. We are unsure of the direction that project is going in and the investment no longer made sense to us.
We are still looking for a good opportunity to add another alt.
Our All Weather portfolio is also moving up nicely in ‘23. We have a small bit of USDC left to allocate still.
*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.