5 Alpha Tweets - Blockchains as Cities, What Coins Do Kwon Owns & More

Edition 10

Aylo

Mar 11

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

1. Biden’s Executive Order on crypto analysed

Ryan breaks down the long-awaited directive that has had the crypto market on edge.

Ryan Selkis 📖 🖊🔑 @twobitidiot

1/ The devil is in the details, but just read the EO in full, and it's about as good as it gets. Assuming we avoid WW3, it's going to be a busy year for crypto engagement in DC! Some thoughts... 🧵

2. Blockchains as cities analogy (the illustrated version)

A great mental model to help you understand the different blockchains.

aaraalto @aaraalto

Here's A New Way To See The Blockchain Illustrated Essay Based on the writings of @hosseeb ↓

3. What Do Kwon owns

The founder reveals what Cosmos coins he owns and gives his opinion on Rune.

Do Kwon 🌕 @stablekwon

@itsloganshippy In cosmos eco, to clarify I have 4 cosmos coins that are live $OSMO $RUNE $SCRT $ATOM But rune is bullish

4. 10 useful Dune Analytics dashboards

Up your crypto analysis game with these dashboards.

albert @thatguyintech

My top 10 favorite @DuneAnalytics dashboards for: 1. web3 2. NFTs 3. and DeFi Super useful data for validating hypothesis, identifying demand and activity, and deciding what to make content about next.. 👇🏼

5. ETH as a resource

A thread that outlines the bullish case for ETH, written by a croissant.

croissant @CroissantEth

You have to consider ETH as a 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦. It is fuel for the blockchain, used to execute various transactions on more than 41M different smart contracts on the network. This is the two-pronged POV many fail to look at. (a treat from croissant 1/x…)

@alpha_pls tweet of the week

A quick breakdown of some Terra Blockchain stats.

Aylo (alpha please) @alpha_pls

Ignore this Terra thread at your peril. A few crazy Terra stats 🧵

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.

alpha please