5 Alpha Tweets - Solana Are Building A Smartphone, Arbitrum Odyssey Cheat Sheet & More

Edition 25

Jun 24

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

1. Introducing the Solana Mobile Stack

Solana dropped the huge news that they are launching the Solana Mobile Stack, a crypto layer built on Android. This will also be released on a flagship device called Saga, built by Solana. Robin explains why he thinks this is exactly how Solana get to their aim of a billion+ users.

R◎BIN @RobinCordini

People talking about @solana releasing a $1000 phone and having to take on Apple and Samsung are missing the point Here’s what’s going on 🧵 1/

2. dYdX’s v4 is moving to Cosmos

There have been a lot spicy takes on Twitter this week. It’s come as quite a surprise to many that one of the most successful L2 dApps on Ethereum will be launching their own chain on Cosmos. Thyborg gives his take on why dYdX has made this decision and what it might signal.

Thyborg @Thyborg_

Yesterday @dYdX announced their decision to spin up their own chain using the Cosmos SDK, which immediately made the #Cosmos hashtag trending on Twitter everywhere In this thread, I cover what is DyDx, their decision and the massive impact for both Cosmos & Ethereum roll-ups 🧵

3. Where should builders be building right now?

dApp developers have never had more options than they do now. Investors are also trying to get their head around which chains will be around long into the future. Luke from Delphi has explored the best theoretical places to build in this thread.

Luke Saunders ✦ 🔴 @lukedelphi

We've been talking a lot internally about what makes a good chain to build on. Builders determine which ecosystems prosper. Seeing things through their eyes helps predict where the space will be in a couple of years. I've summarised into a thread to collect thoughts.

4. Arbitrum Odyssey begins

Arbitrum are incentivising the usage of their chain by rewarding users with unique NFTs for completing quests each week. Some Arbitrum projects are also adding their own rewards into the mix. Completing the quests might also be important for the long awaited Arbitrum airdrop (still speculation at this point). Wagame has the alpha for you.

Wagame.eth🦇🔊 @WagameEth

Gm anon, excited about the @arbitrum #Odyssey? So are we! #BridgeWeek starts tomorrow, Thuesday June 21. 🎉 For this opportunity we prepared the perfect cheat sheet for you 🤫👇 and some 🚨Alpha no one else is talking about🚨 🧵👇

5. Uniswap enter the NFT game

Uniswap has acquired Genie, the first NFT marketplace aggregator. The biggest DEX will now offer users the ability to buy and sell NFTs direct from the Uniswap web app. I think this is going to cause quite a stir in NFT land…

Uniswap Labs 🦄 @Uniswap

1/ The Uniswap Universe is expanding 🦄 In pursuit of our mission to unlock universal ownership and exchange, we’re excited to share that we’ve acquired @geniexyz — the first NFT marketplace aggregator — expanding our products to include both ERC-20s and NFTs 🧞‍♂️

@alpha_pls tweet of the week

A simple tweet reminding you that there is value out there.

Aylo @alpha_pls

Pessimism is seductive, but it never pays to be a long term doomer. Start looking for the green shoots amongst the rubble and debris. There are breakthrough ideas whose time hasn't come yet. You will find value if you look hard enough.

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.

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