5 Alpha Tweets - 2025 Crypto Predictions, The Case for Agent Networks & More
Edition 140
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
gm friends, BTC is still holding above 100k and looking for a key close on the weekly above this big psychological level.
We’ve seen a new L1 trade with HYPE, and it’s been ripping for a few weeks now. Looking like it could be the “SOL of this cycle”, in the same way that SOL emerged as a small L1 and eventually made it to the top 5 at the end of last cycle.
Trump’s DeFi project has also been making alt coin purchases. They have bought ETH, AAVE, LINK and ENA so far. The PA on all of those coins has been very good in recent weeks, and a kind of endorsement from the President of the United States is certainly not a signal to fade.
December is usually a very bullish month for crypto, so let’s hope that repeats with BTC and alts.
Join the alpha please Telegram channel. It’s free to subscribe for more market updates, DeFi & airdrop opportunities.
This newsletter is brought to you by Kamino
There is a game changing new product for Solana onchain traders just released by Kamino.
TLDR: Zero slippage, zero MEV, zero platform fees. Place limit orders and get the best price execution for any token size, plus earn SOL tips and surplus on every trade.
If you set limit orders onchain on Solana then you need to check this out. It’s going to be competitive with Jupiter.
Kamino is a DeFi super app on Solana.
Your weekly reading:
*All the screenshots will take you to Twitter if you click.
1. Bitwise 2025 Predictions
It’s prediction season and first up is Bitwise with their thoughts on what may happen in 2025.
2. VanEck 2025 Predictions
VanEck’s are up next.
3. 2025 themes/positioning
When the Lau brothers talk, you listen. If you read one thing this week, then it’s this.
4. The Case For Agent Networks to $250b MC
Insane write up from Kel. Shouldn’t be free really.
5. 2024 developer report
I always say if you want to know where the industry is heading then follow the devs.
Airdrop opportunity
alpha_pls tweet of the week
Chainlink thoughts.
And that’s your alpha.
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. Crypto currencies are very risky assets and you can lose all of your money. Do your own research.