5 Alpha Tweets - 2025 reports to read, The bull case for HyperLiquid & More
Edition 141
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, Powell did his best to steal our Santa rally this week.
I personally think the markets overreacted a bit, but BTC has had a huge run, and 108k is an ok place to take a breather and regroup.
I think there’s a good chance most alts have put in their lows vs BTC, or will do so over the next week. I’m hoping Q1 is going to be a great period for our coins. As always, make sure you adapt to new information coming in.
It’s very nearly Christmas, so I just wanted to wish you a happy holiday period. Take some time off, the market will be here when you get back.
Join the alpha please Telegram channel. It’s free to subscribe for more market updates, DeFi & airdrop opportunities.
Your weekly reading:
*All the screenshots will take you to Twitter if you click.
1. 2025 reports
Everything you should read over the holiday period is probably in here.
2. AI’s 2025 outlook
A very good AI write up.
3. Usual - Onchain Tether
A new fast growing stablecoin protocol explained by Ignas.
4. The bull case for HyperLiquid
The one write up you should read to understand why people are so excited about HyperLiquid.
5. Gamifying your financial journey
Excellent thread here from Ash that offers some ideas around creating milestones on your financial journey so you actually end up upgrading your life whilst working towards your end goal.
Airdrop opportunity
Kaito are now distributing ETH to the top 1000 yappers, so it is well worth taking part in this if you are someone that tweets a lot.
Yield of the week (brought to you by Kamino)
JLP Multiply on Kamino continues to offer very high APY, whilst providing decent exposure to crypto upside from here.
What makes this opportunity particularly appealing is JLP's lower volatility profile compared to other crypto assets (an index fund composed of SOL, ETH, WBTC, USDC, USDT), providing a more stable leveraged yield opportunity. Users also earn 3x KMNO points on their positions. While leveraged positions carry liquidation risk (at 80% LTV), JLP's historical stability and diversified composition have helped users manage this risk effectively.
Kamino has established itself as one of the leading DeFi protocols on Solana, recently reaching a new TVL ATH of $2B.
alpha_pls tweet of the week
Some random thoughts on the cycle so far.
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.
Thanks as always! Have a great Christmas :)