Welcome to the Alpha newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
1. L2 tokens: How and when?
We all know L2 tokens are coming and they will 🚀 But there’s been little info about what L2 tokenomics will look like, and wen token? I launched one of the first L2 tokens and reviewed every existing one: here’s what I think
2. Essential crypto literacy
3. Block space selling analysis
In a bear market when people stop chasing the narratives and reflect on what they actually hold and why, fundamentals become more and more important. What if we ignore the hype and assume all blockchains are just businesses that sell blocks? Which is the most undervalued? $ETH
4. Having a slice of a casino sounds nice
Crypto is, if nothing else, a very volatile casino. Huge swings up and down present big opportunities to make money. Options and perpetuals are the ultimate tools for capitalizing on price movements, basically a degens best friend. Here’s why you should pay attention to 👇
5. Understanding how the Fed affects markets. It’s not actually 469 tweets long…
1/469 The has been a very fundamental shift at the Federal Reserve. The Fed has flipped decidedly hawkish. Their main worry is not employment, it is inflation. And to fight inflation the Fed has to increase interest rates. Here's a thread about the Fed and crashing markets.
And that’s your alpha.
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