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5 Alpha Tweets - When L2 tokens, How to own a Crypto Casino & More

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5 Alpha Tweets - When L2 tokens, How to own a Crypto Casino & More

Edition 2

Aylo
Jan 14, 2022
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5 Alpha Tweets - When L2 tokens, How to own a Crypto Casino & More

alphapls.substack.com

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?

Twitter avatar for @j0hnwang
John Wang @j0hnwang
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 #L222 @StarkWareLtd @zksync @optimismPBC @arbitrum
Image
6:00 PM ∙ Jan 10, 2022
1,277Likes382Retweets

2. Essential crypto literacy

Twitter avatar for @chriscantino
cantino.eth ❤️‍🔥 @chriscantino
How to read a smart contract—and why you’d want to in the first place. 🧵
10:06 PM ∙ Jan 9, 2022
9,619Likes2,936Retweets

3. Block space selling analysis

Twitter avatar for @korpi87
korpi @korpi87
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
Image
4:26 AM ∙ Jan 9, 2022
483Likes104Retweets

4. Having a slice of a casino sounds nice

Twitter avatar for @PressieMoonBoy
PressieMoonBoy @PressieMoonBoy
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 @GMX_IO👇
2:13 AM ∙ Jan 14, 2022
103Likes37Retweets

5. Understanding how the Fed affects markets. It’s not actually 469 tweets long…

Twitter avatar for @krugermacro
Alex Krüger @krugermacro
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.
7:39 AM ∙ Jan 9, 2022
6,704Likes1,889Retweets

And that’s your alpha.

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5 Alpha Tweets - When L2 tokens, How to own a Crypto Casino & More

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