5 Alpha Tweets - 24 crypto predictions for 24, How to Play JUP & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
We are expecting the approval of the BTC Spot ETF any day now. It should be a very volatile few days post approval. No one really knows what will happen.
But, if you zoom out, things are looking very bullish in 2024. Macro tailwinds, Bitcoin Halvening, flows from the spot ETF, prices going up improving the underlying tech (lol) and retail returning.
Looking forward to riding the bull with you all.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. More predictions for 24
I always enjoy Tom’s analysis, and this thread contains some very interesting thoughts for the year.
2. Playing BTC dumps in a bull
It will happen many times throughout the coming two years, Altcoin Sherpa breaks down how you can approach these situations.
3. 69 Dreams & Delusions for 2024
redphone’s annual write up is compulsory reading.
4. How to approach JUP
It’s Jupuary. Right now, the JUP airdrop is being slated for the fourth week in January. It’s worth thinking about your strategy if you have qualified for the drop.
5. Modular math on DYM
DYM is the other big airdrop which should be happening in the next couple of months. Here are some strategic thoughts from Andy.
Random protocol update
Orbit chains (Arbitrum L3s) can now use their own token as the gas token for the chain. Worth exploring existing orbit chains, some are quite small in marketcap right now. That may be alpha…
Parcl is a very unique app built on Solana that allows you to trade city real estate. It is one of the more unique examples of a DeFi app making a previously illiquid asset tradeable. I think this could be one of the more overlooked airdrop opportunities.
They are running their points campaign right now, you can earn points by simply depositing USDC as liquidity, and/or doing some trades.
You can enter my ref code AYLO to get a permanent 5% boost on your points.
alpha_pls tweet of the week
2024 VCs & research outlet cheatsheet.
Grass is a very interesting project, which will be launching on Solana. It’s probably the easiest airdrop going.
Grass sells unused internet bandwidth to companies who need it to view the web. Until now, other people have sold this bandwidth without compensating you. Early users will earn the GRASS token.
It takes two minutes to set up the chrome extension and it runs in the background. Grass is in invite only beta, but you can click my referral link below to get going.
I also wrote a thread about it here, if you want to know more.
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. Crypto currencies are very risky assets and you can lose all of your money. Do your own research