5 Alpha Tweets - What's Next For Crypto? Celestia Explained & More

Edition 48

Aylo

Dec 02, 2022

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

You should now be completely numb to everything. We have seen it all in 2022.

Powell is out of the way again for a few weeks, dare we hope to have some green in December?

Your weekly reads below:

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1. Where does crypto go from here?

Thoughts on where we might be heading next from the founder of North Rock Digital, a fundamental thesis driven Digital Assets hedge fund.

Hal Press @NorthRockLP

Ok, so I've been vocally bullish since FTX collapse, why? What is the thesis from here? Isn't crypto fk'd? Time for a long 🧵

2. Zero to Web3 data analyst

Dune analytics is an incredibly powerful tool that can help you make sense of the crypto world.

Defi_Mochi @defi_mochi

Many have asked me about I learn @DuneAnalytics on my own and build dashboards in just 2 months. So I've compiled a list of resources in a STEP by STEP guide that can take you from ZERO to WEB 3 Data Analyst with @DuneAnalytics ! A Megathread on @DuneAnalytics resources! 0/10 👇

3. frxETH’s growth

Time to pay attention to Frax’s ETH liquid staking derivative (LSD).

0xwintersoldier.lens🌿 @WinterSoldierxz

1/ @fraxfinance’s staked $ETH performance has been nothing short of spectacular in the past 30 days. ~500% TVL growth. 9.3% APR (vs 3% on @LidoFinance). All this during one of the worst months in crypto history. Here’s how they did it. #FraxFinance #LiquidStaking #Ethereum

4. Uniswap enter the NFT game

You can now trade NFTs on Uniswap.

hayden.eth 🦄 @haydenzadams

1/ gm 🚀 Incredibly excited to launch the @Uniswap NFT aggregator 🔥 Starting today you can now buy NFTs from 8 different marketplaces, directly on app.uniswap.org, 🦾 This means we have more listings and better prices than any single marketplace

Uniswap Labs 🦄 @Uniswap

1/ NFTs are officially live on Uniswap!! 🎨🦄 Starting today, you can trade NFTs across major marketplaces to find more listings and better prices. We're also airdropping ~$5M USDC to historical Genie users & offering gas rebates to the first 22,000 buyers. https://t.co/OZXCydXydD

5. Celestia explained

Celestia has a lot of hype. Read this thread to understand:

1. What Celestia is

2. Why it's different than all other L1s

3. How it enables a totally different type of rollup (sovereign rollups)

Sanjay Shah ⚡️ @sanjaypshah

1/ Celestia is being hailed as the most important baselayer innovation since Ethereum. To understand where crypto is headed, you must understand Celestia. But nobody's explained it well so far. Until now 🧵

@alpha_pls tweet of the week

The Beacon is a new fun web3 game powered by Treasure. Well worth checking out.

Aylo @alpha_pls

A new web3 game has appeared and I spent hours playing it yesterday. It was actually FUN! A few nice things I have to say about @The_Beacon_GG 🧵

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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