5 Alpha Tweets - A starter guide to the Crypto MMO, Solana AI Hackathon projects & More
Edition 142
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, happy new year. This is now my fourth year of sending out this newsletter (I’m tired boss).
I think it’s going to be a tremendous year for the crypto market, and if you stuck around for the last two then you should be well positioned.
Enjoy the ride, but just don’t get too comfortable.
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. A Starter Guide to the Crypto MMO
Excellent write up for anyone looking to master the crypto game.
2. 2025 Crypto Predictions
Haseeb’s thoughts are always worth paying attention to.
3. Solana AI Hackathon projects
Xasus has done the hard work for you.
4. Essential bigger picture macro reading
Two great threads here with longer term advice for investment and portfolio positioning.
5. HYPE valuation framework
Great analysis here on HYPE.
Airdrop opportunity
Resolv is an Ethena competitor. Resolv has two major assets: $RLP and $USR and both are backed by the same portfolio & basis trading mechanism.
This could be a pretty decent airdrop for the savvy stablecoin farmer. The Usual airdrop was very profitable and I’m thinking Resolv could do quite well.
You can earn points for holding USR, RLP or both, and there are a variety of ways to use the assets in DeFi. Worth understanding the mechanisms involved and as always manage your risk.
Yield of the week (brought to you by Kamino)
Multiply on Kamino offers you many different ways to earn enhanced SOL yield from your LSTs.
JITOSOL is currently the highest earning LST opportunity at the maximum leverage available.
Kamino has established itself as one of the leading DeFi protocols on Solana, recently reaching a new TVL ATH of over $2B.
alpha_pls tweet of the week
Thoughts on the latest Ethena update.
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.