5 Alpha Tweets - 90 page AI x Crypto Report, Filecoin Thesis & More
Edition 107
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Gm friends,
Another week of button pressing is done. BTC is sitting at 51k and there seems to be a tinge of bearish sentiment. We’ve come a long way from our bear market depths.
If you are ever in doubt, all you need to do is zoom out.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. AI x Crypto
One of the most comprehensive reports on AI x Crypto.
2. Tips if you are sidelined
If you are sidelined right now then this thread is for you.
3. EigenLayer guide
What you need to know before the EigenLayer airdrop.
4. FIL Thesis
Pickle’s Filecoin shill.
5. Gud thoughts from a VC
Gud thread with a number of interesting thoughts. Well worth 5 minutes of your time.
Random protocol update
Fuel unveiled “The Rollup OS”.
Airdrop opportunity
Ethena
A new high yielding stablecoin protocol has dropped. I’ve been waiting for Ethena for a while. It’s backed by Arthur Hayes, DragonFly, Binance Labs amongst a ton of other big names. Cobie is also an angel.
Ethena's synthetic dollar, USDe, will provide the first censorship-resistant, scalable, and stable crypto-native solution for money achieved by delta-hedging staked Ethereum collateral.
Not entirely sure if it scales or whether it is sustainable in a bear market, but the team is very transparent and open about potential issues.
I think this one is absolutely worth farming early on. Very likely to gain a lot of traction this cycle.
Deposit stablecoins get USDe and then stake for 27% APY + Ethena shards (yes, future airdrop obvs). Don't be dumb and risk too much.
Use my ref if you want (think you get a boost).
alpha_pls tweet of the week
Don’t over do it.
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.