5 Alpha Tweets - The Ethereum Endgame, Solana Bull Case & More

Edition 37

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

It’s been a huge week. The Ethereum Merge was a success, which I’m sure in years to come will go down as a monumental historical engineering feat. That horrible acronym CPI also did bad things to the market, but the crypto industry is thriving, don’t let anyone tell you otherwise.

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1. The Ethereum Endgame

This incredibly detailed thread outlines the centralisation challenges that now faces Ethereum and how it can move towards fulfilling its vision of becoming the decentralised world computer.

Haym @SalomonCrypto

(1/26) @ethereum Roadmap: Proposer-Builder Separation The Merge was successful, $ETH is Proof of Stake! As the era of miners closes, we find ourselves entering a new meta: the age of MEV Your guide to existential threat facing Ethereum... and the plan to vanquish it

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2. Understanding Proof of Stake Ethereum

A rundown on the terms and tools that you need to know to help you understand this new era of PoS Ethereum.

cygaar @cygaar_dev

Now that the ETH merge has happened, it's important that you learn the new terms and tooling around Proof of Stake. These concepts will help you navigate this new era of the Ethereum network. Here's a quick and easy primer to get you started 🧵:

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3. Solana bull case

A thesis on why Solana is set to be a big winner next cycle.

Lite @LitecoinYagami

Fading Solana is a vital mistake. $SOL will rip next cycle. Here's why; 🧵

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4. The game theory of shorting

Oh you want to short that shitcoin, anon? Better read this thread then.

Jordi Alexander @gametheorizing

Shorting is a dark art- suitable only for the most elite of trading wizards. You pay ongoing borrow costs in a war of attrition, for limited upside, all whilst taking on risk of liquidation- no matter how big your bankroll is! The game theory lens is particularly interesting 🧵

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5. Tools to help you gain an edge

Having asymmetric information means you can make asymmetric bets. Here are a few great tools shared by Jack with real examples of how to use them.

Jack Niewold 🫡 @JackNiewold

Crypto is a game of information. He who controls the information controls the outcome. Average information = average results Asymmetric information = outstanding results Create your own luck. Here are 5 FREE tools that can help you develop an informational edge:

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@alpha_pls tweet of the week

A rundown on Starbucks announcing they will be rolling out a loyalty program using NFTs.

Aylo @alpha_pls

The Starbucks Odyssey & Polygon announcement is quite significant imo A few thoughts, and how it will work 🧵

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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.

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