5 Alpha Tweets - Why Crypto Is Here To Stay, Why Arbitrum Will Win & More

Edition 57

Aylo

Feb 03, 2023

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

gm friends.

We’ve had wave after wave of green candles.

It never fails to amaze me how quickly the sentiment can change in crypto.

Countless opportunities for those paying attention.

Your weekly reads below:

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1. ETH withdrawals explained

I’m sure you have heard a lot about ETH withdrawals in the next Ethereum upgrade, but do you really know what is happening? Korpi breaks it all down for you.

korpi @korpi87

If you hold $ETH, you should pay attention: If ETH withdrawals were enabled today, ~1M ETH would be automatically withdrawn in 5 days. This could be just the tip of the iceberg as 16.3M staked ETH would become free to move. "ETH Withdrawals ELI5" thread you should read today:

2. Why the crypto market has staying power

A very interesting perspective on why the crypto markets will continue to thrive.

Jonah Van Bourg @jvb_xyz

Crypto has all the hallmarks of a market with staying power 🧵👇

3. Why Arbitrum will win

The co-founder of Offchain Labs lays out why he is bullish on Arbitrum’s technology.

Steven Goldfeder (💙,🧡) @sgoldfed

There's a narrative out there that ZK Rollups will be able to do everything that Optimistic Rollups do but better. The way this story goes is that we're just waiting for ZK rollups to be ready, but as soon as they are, they win hands down. Let me tell you why I disagree 🍿🧵

4. DEX derivatives alpha

Some of the new DEX derivatives for 2023.

Viktor DeFi 🛡🦇🔊 @ViktorDefi

Crypto Narratives Alpha Series 💎 03 DEX derivatives exploded in 2022 with leading players like $GMX, $PREP, $GNS & $DYDX. Best of all, new players are emerging in 2023. Open this thread to learn about the gold rush in crypto derivatives + alphas to ape: ↓🧵

5. Narrative trading

An introduction to narrative trading.

Kyle @0xkyle__

Narrative Trading #1: Introduction - How To Find Alpha 🔎 & Research 🔬 Multiple threads on this topic will be coming out in the next few weeks, where I expand on narrative trading On to the 🧵:

@alphapls tweet of the week

The tools I use.

Aylo @alpha_pls

13 free crypto tools I use every week to find alpha 🧵

And that’s your alpha.

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Our Arbitrum portfolio is flying right now. We managed to DCA some more USDC on the last dip. Our MAGIC position is now up over 500% currently. We are still looking for good opportunity to add another alt.

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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.

alpha please