5 Alpha Tweets - AVAX Yield Farms, Adjust Your Crypto Market Mindset & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
1. Industrial policies on the blockchain
@TaschaLabs describes how blockchains are akin to countries in the metaverse. The exponential growth of L1s can be achieved if they adopt “industrial policies” like nation states. Absolutely fascinating read.
2. Evaluate your market mindset
2022 has been challenging for traders. Ez mode is but a memory of the past year and it’s time to reflect on how you approach this market, anon. @AviFelman’s poignant, yet informative thread breaks down how you could find an edge in order to extract a return.
3. Boring Bitcoin = muh institutional adoption
The S2F model is no longer being tracked by Bitcoin and now follows the demand model, argues @TimmerFidelity. Whilst not the most exciting for those anticipating extremes in price discovery, this actually encourages more institutional accumulation. Is the market getting more efficient?
4. Farming on Avax is honest work
Bridgeoooors are continuously rewarded with exciting farming opportunities on Avax. Juicy af APRs in the new Trader Joe pools on Vector Finance continue to attract liquidity. 0xNinjas breaks down why these farms are a no-brainer and how to get involved.
5. NFT utility alpha
“What’s the utility?”, an incessant question asked by NFT enthusiasts, and a common cause of migraines in NFT artists. The pizza analogy provides food for thought (!) and should help alleviate “utility anxiety” in the NFT community.
@alpha_pls tweet of the week
Our thoughts go out to those affected in the $BEAN exploit this week. Like everything in this space, stablecoin farming requires a strategy. This thread explains all.
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.