5 Alpha Tweets - The Investing Journey, Azuki's Physical Backed Token Explained & More

Edition 42

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

Yes, we are still here, sending out this newsletter. If you are still here reading this newsletter, then we appreciate you. Plenty of thought provoking threads below.

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1. zkSync’s Vision

How zkSync plan on scaling Ethereum.

Blockworks Research @blockworksres

What does the future of Ethereum look like? @zksync sees a blossoming ecosystem of interconnected chains, powered by their zkEVM and prover. @swmartin19 breaks down its vision. 🧵👇

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2. The investing journey

An enjoyable explanation of the phases of learning an investor goes through.

sophie @netcapgirl

“i’m going to learn about investing” journey phase 1: intelligent investor > ben graham & warren buffet, value investing, some peter lynch stuff, maybe even some greenblatt & klarman if you’re adventurous “ok i’ll buy good companies at fair prices, what else is out there?”

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3. CBDCs

Why CBDCs are a dangerous tool.

exlawyer.eth/tez @exlawyernft

1. Other than violence, Central Bank Digital Currencies (CBDCs) are the most effective and dangerous policy implementation tool every devised. A 🧵…

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4. Should you build on Cosmos?

A look at the pros and cons of building on Cosmos.

ishaanh.eth 🎏 @ishaan0x

Cosmos: A Builder’s Thesis With a market cap of 59B across 74 chains, The Interchain is growing fast with titans like @dYdX moving from Starkware to Cosmos to build “the best product possible" Should you build on Cosmos, anon? Let’s dig in!

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5. The Physical Backed Token

Azuki introduced the Physical Backed Token this week. The PBT ties a physical item to a digital token on Ethereum: “Scan to Own”.

Here’s how it’s made possible:

2PMFLOW.ETH @2pmflow

A technical dive into PBT: Time-gated signatures are one of the dopest parts of the EIP ⏳ Here's how they work 🧵

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@alpha_pls tweet of the week

Follow the devs.

Aylo @alpha_pls

Follow the developers if you want to know where crypto is heading. There is an undeniable long term trend. A few interesting data points 🧵

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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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