5 Alpha Tweets - What is Atom 2.0? ETH Needs Higher Demand & More

Edition 38

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

Another week where a man’s few words decimated our bags. We don’t have emotions anymore, right… right?

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1. FOMC thoughts

A breakdown of what our supreme leader Powell said, interpreting dots and how it affects the markets.

Alf @MacroAlf

A very interesting Fed meeting. As always, the devil is in the details. Let's have a look at some of the most interesting nuances and market implications. A thread. 1/

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2. Ethereum analysis

A successful merge is one thing, but Jamie’s data shows that Ethereum needs higher demand to see price tick upwards.

Jamie Coutts CMT @Jamie1Coutts

#Ethereum demand has yet to turn a corner despite a spike in usage metrics over the past week, fueled by merge-related activity. We don't expect to see the price improve until the bleed in priority fees stabilizes. #ETH Adoption Overview🧵

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3. ATOM 2.0

What is ATOM 2.0? Read on frens

🉐 Emperor Osmo🧪(Hathor Nodes) @Flowslikeosmo

1/11 BREAKING: $ATOM 2.0 will be revealed September 26. 🧵👇

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4. Making blockchains suck less

A highly detailed thread identifying the use cases of blockchains, the challenges they face and solutions to these problems. You will learn so much if you take the time to read this from Nader.

nader (🧱, 🚀) | nader.arweave.dev | nader.lens 🧢 @dabit3

Making Blockchains Suck Less My most recent conference talk the form of a (long) thread 🧵 Featuring @arbitrum Nova, @cosmos, @ignite_com, @LensProtocol, @0xPolygon, @fuellabs_, @biconomy, @AptosLabs, @Mysten_Labs, @CelestiaOrg, and more. 1/n 👇

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5. Learn and Earn

The bear market is for learning, but how about earning and learning at the same time?

Ignas | DeFi Research @DefiIgnas

1/ Learn & Earn is a great way to spend the bear market. Popularized by Binance, Coinbase and CoinMarketCap campaigns, they offer rewards for learning about #DeFi or NFTs. But two projects are bringing this concept to a new level🧵

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@alpha_pls tweet of the week

How the L1s and L2s are doing right now.

Aylo @alpha_pls

L1 Daily Active Addresses • BSC top of the pile & Solana steady at No.2 • NEAR up massively because of $SWEAT • Arbitrum growing steadily, just ahead of Avalanche C-chain • Flow dying

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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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