5 Alpha Tweets - Surprise OP Airdrop, SEC Kraken Shut Down & More

Edition 58

Aylo

Feb 10, 2023

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.”

Rebecca Rettig @RebeccaRettig1

Today's news that the SEC "shut down" Kraken's staking as a service in the US is another indication of the planned systematic dismantling of crypto in the U.S. w/o due process, w/o the chance to craft laws addressing the realities of the tech, & w/o regard for retail users. 👇

2. zkEVM deep dive

Polygon’s zkEVM going live is huge for the space. Learn more about the tech with this thread from Asif.

Asif Khan 💜🍏 @0xkhan_

ZK szn is upon us. With @0xPolygon ZKEVM set to go live, Eth and Polygon ecosystem is set up for the biggest breakthrough in the scaling space, IMO, this is bigger step for Eth than even the merge. Time to dive deep on the architecture. A 🧵 , first in series of ZKEVM threads.

3. BTC Ordinals

BTC and NFTs. Who would have thought? Everything you need to know about this new craze.

bubits✍️ @bubits_

This Ordinal Punk sold for 1.93 BTC (29.7 ETH) Bitcoin NFTs are becoming a trend now Here's everything you need to know to get ahead of the curve 🧵👇

4. Surprise OP airdrop

You might have some OP in your wallet if you have been using Optimism. All the details in here.

olimpio @OlimpioCrypto

SURPRISE OPTIMISM AIRDROP #2: CONFIRMED 🔴_🔴✨ @optimismFND just posted details to their second airdrop. It is already LIVE! 🪂 Spoiler alert: governance was important! All info: how to check 🧵👇

5. User-Generated Collects

Collectable social content thesis.

Christina.lens | violetcrumble.eth @0xChristina

Everyone has seen the power of User-Generated Content 'UGC' in the age of social media. Here's why UGC 2.0 or 'User-Generated Collects' will be the next evolution of this format unlocked by the blockchain.

mirror.xyzThe Rise Of UGC 2.0: User Generated CollectsOne of the most exciting breakthroughs in online content has been the rise of User-Generated Content ‘UGC’. What might be referred to as UGC 2.0, or ‘User Generated Collects’, is the next phase in its evolution. UGC 2.0 is not only a new format but will change the face of the Internet for all of us,…

@alpha_pls tweet of the week

I will be writing something more in depth on StarkNet soon, but these are some pretty crazy numbers.

Aylo @alpha_pls

Starkware technology isn’t theoretical. It’s live in production and doing huge numbers. Nearly $1T of value has been settled & 95M NFTs minted 🤯 Great opening talk by @EliBenSasson at #StarkWareSessions

And that’s your alpha.

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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.

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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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