5 Alpha Tweets - Why Crypto Can Decouple, $STARK Token Announced & More

Edition 28

Jul 15

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

1. Why crypto can decouple?

Dan Morehead is the CEO of Pantera and famous for taking a bet on Bitcoin in 2013. He provides a few thoughts on why crypto should do much better than other risk assets over the coming years.

Dan Morehead @dan_pantera

1/ Unfortunately, crypto has been trading as a long-duration tech stock so far this year. I think we can decouple from the other risk assets and we'll see a world, 1-2 years from now, where a lot of other risk assets are lower than they are today and crypto, much higher. Why?

2. Post-merge ETH

Ethereum developers have recently suggested that the merge could happen mid-late September. Here’s a great thread that outlines what happens to ETH post-merge.

VivekVentures.eth 🦇🔊🐼 @VivekVentures

The Ethereum Merge is one of the most powerful catalysts in crypto history, and it is quickly approaching As we reach the endgame for ETH under the proof of work regime, let's address 10 important characteristics of post-Merge, proof of stake ETH: (0/11)

3. GMX

GMX is currently one of the strongest performers in the market. This great piece from Riley outlines why synthetic assets and the PvP AMM represents a huge avenue of growth for GMX.

RMG 🃏 @Riley_gmi

Alpha from .@GMX_IO: “We will be reviewing the synthetics model this week for edge cases, aiming to start on the contracts next week." Me & .@808_Investor did a deep dive into: Synthetic Assets PvP AMMs & why they are *ALMOST ALWAYS* better than traditional exchanges

4. $STARK confirmed

StarkWare have published details of the token that will power StarkNet. We have previously written about StarkNet and why it’s one of the most exciting Ethereum scaling solutions. Olimpio has broken down all of the $STARK details for you.

olimpio.lens ⚡️ @OlimpioCrypto

$STARK TOKEN CONFIRMED 🐺⚡️ Airdrop to StarkEx past users 🪂 @StarkWareLtd just published a Medium post: a token is coming for the ZK-Rollup solution! Zhu Su gave us a hint yesterday. 10B tokens have been minted, and an ERC-20 version is coming to Ethereum. Details 🧵👇

5. NFT History

NFTs have a rich history and have been around for longer than most think; they aren’t going anywhere.

Matty @DCLBlogger

NFTs are a fad? Nope - They've been around for almost a decade! A thread on the RICH RICH RICH history of art, games, collectibles on blockchain and why it will continue for decades. Thread 1/

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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