5 Alpha Tweets - ETH Merge Gets Closer, $APE Alpha & More

Edition 11

Aylo

Mar 18, 2022

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

1. Why you should care about the ETH Merge

There’s about to be a lot less sell pressure.

lito @litocoen

Ethereum will undergo a 90% cut of daily emissions from 12,000 $ETH a day to 1280 $ETH Yearly inflation will go down from 4.3% to 0.43% the equivalent of three halvenings *at once* Meanwhile rewards for PoS validators will go up from 4.5% to 10-15% in the months after The Merge

2. Ethereum inching closer to the Merge

The Ethereum Kiln Merge testnet successfully completed the Merge and fully transitioned from PoW to PoS!

Tim Beiko | timbeiko.eth 🔥🧱 @TimBeiko

And it seems to have worked 🎉 Post-merge blocks are being produced by validators, and they contain transactions! explorer.kiln.themerge.dev/block/55138/tr… Just waiting on finalization now 👀

Tim Beiko | timbeiko.eth 🔥🧱 @TimBeiko

Kiln about to run through The Merge 👀 Probably 2-5 minutes left ⏳! https://t.co/IPb6kaw4ii

3. A balanced view on LUNA

Jose from Delphi Digital articulates his view on LUNA and why he remains an investor.

José Maria Macedo @ZeMariaMacedo

As $LUNA continues to outperform, its critics also become louder Most criticism is focused around the possibility of a bank run and $UST de-peg event A few people have asked me about this, so rather than repeating myself I thought I’d put together a thread with my take 👇

4. Yuga Labs launched $APE

Andrew with the alpha.

Andrew Kang (¤, ¤) @Rewkang

Have not sold any $APE airdrop, only bought more - BAYC awareness levels are massive - General market lacks alt narrative - Market structure same as SAND/SHIB/AXS - Momentum initiated + people shorting - Only choice for flows seeking fungible NFT exposure - It's called APE

Andrew Kang (¤, ¤) @Rewkang

Feels like initial dumping has been well absorbed already. Shorts in trouble

5. Advice for Web3 founders

For all aspiring Web3 entrepreneurs out there.

Qiao Wang @QwQiao

"Common pitfalls for Web3 founders" I wrote this to our founders recently. Open-sourcing it as it would probably benefit the thousands of aspiring and new Web3 founders out there.

@alpha_pls tweet of the week

A few Avalanche stats that demonstrate the growth of the network.

Aylo @alpha_pls

#Avalanche are killing it. A few extraordinary Avalanche 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.