5 Alpha Tweets - Approximating BTC Demand in 2024, Crypto x AI Report & More
5 Alpha Tweets - Approximating BTC Demand in 2024, Crypto x AI Report & More
Edition 106
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Gm friends,
Another big week.
BTC briefly went over 52k and ETH sparked into life, touching its highest level since May 2022.
Select alts also made new yearly highs.
As long as those inflows into the BTC ETFs continue, it’s impossible not to be bullish.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. BTC demand flows
Approximate BTC flows this year with the rationale behind the prediction.
2. Price per SOL model
Jay with a model so you can predict SOL’s performance this cycle based on a few different inputs.
3. I found the next 1000x
The thread is not what you think. Give it a read.
4. Critiquing DePin
DePin is catching a lot of hype this cycle. Here’s a great look at the category.
5. The intersection of crypto and AI
Gud report which goes through the different crypto AI verticals.
Random protocol update
Blockchain gaming studio Parallel dropped a mobile demo of their AI game Colony. It shows that you can speak directly to your avatar. Crazy.
Airdrop opportunity
Kelp & Eigenlayer
You can now natively restake ETH with Kelp.
Simply deposit ETH & get bonus EigenLayer points (Eigen airdrop) + bonus Kelp Miles (Kelp airdrop).
You earn Eigen points on this ETH despite EigenLayer pausing deposits, as native ETH deposits are always open. Bonus miles with my referral link.
alpha_pls tweet of the week
Bullish thoughts
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.