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5 Alpha Tweets - What's Next For Crypto? Celestia Explained & More
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.
2. Zero to Web3 data analyst
Dune analytics is an incredibly powerful tool that can help you make sense of the crypto world.
3. frxETH’s growth
Time to pay attention to Frax’s ETH liquid staking derivative (LSD).
4. Uniswap enter the NFT game
You can now trade NFTs on Uniswap.
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)
@alpha_pls tweet of the week
The Beacon is a new fun web3 game powered by Treasure. Well worth checking out.
And that’s your alpha.
Copy our “All Weather Alpha Portfolio” on Nested
We believe the AWAP portfolio will result is significant appreciation eventually, and should weather an extended bear market, where more speculative tokens and protocols could fade away to irrelevance. Our next DCA will happen in roughly 9 days.
We are also going to send $500 USDC to one wallet that copies the portfolio with at least $100 (or equivalent) deployed into it, as a thank you for the support!
*We have entered into a long term partnership with Nested.
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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.