5 Alpha Tweets - A Trader’s Guide to Catching Bottoms & Selloffs, DeFi's Last Missing Piece & More
Edition 158
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, geopolitics is affecting the markets yet again. I have no edge in predicting what may or may not happen regarding Israel, Iran, and the US.
I remain of the opinion that Bitcoin is an attractive asset over a long time horizon - especially given everything happening in the world and current sovereign debt levels.
I don’t believe the business cycle has peaked yet. In fact, it seems to be dragging deeper into 2026.
As for alts, they simply have more sellers than buyers. They lack passive flows, and retail is nowhere to be seen. Choose what you hold very carefully. Only a handful of altcoins have PMF, growing revenue, and solid tokenomics.
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Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. Market selloff dynamics + bottoming
Bottoms are a process, not a moment.
2. 3-5 year investments
Worth going through this list of replies. There might be an answer in here that changes your life.
3. cryptodollarization
Stablecoins are driving a new kind of spontaneous dollarization in emerging markets. Nic’s talk is worth watching.
4. DeFi’s Last Missing Piece
Onramps are DeFi’s biggest bottleneck. Arnav proposes a compelling solution.
5. Win or Stay Poor
Solid advice for anyone looking to become a better trader.
Yield of the week (Brought to you by Kamino):
Keeping it very simple this week:
You can currently earn 10.28% APR lending USDG on Kamino in the Maple Market.
USDG is a stablecoin issued by Paxos, and supported by partners such as Kraken and Robinhood.
alpha_pls tweet of the week
Yes, markets are nuking right now, but zoom out - there’s a lot to be optimistic about.
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.