Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, we have near enough confirmation that we are going to get a rate cut in September.
Bitcoin hasn’t made a decisive move up or down, but we’ve seen SOL really roar back after the news of its DAT (FORD) came out.
With Gold ripping, it does feel like BTC will eventually follow, and things are really shaping up for a big Q4.
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Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. Are we near “peak cycle”?
“This does not look like an above-trend late-cycle economy. It looks much more like an early-cycle economy trying to build momentum.”
2. The Alt DAT Cheatsheet
Excellent write up on DATs.
3. Most Consequential 7 days in Ethena’s history
It’s been a big week for Ethena.
4. Why PUMP could be the trade of Q4
PUMP analysis.
5. Creating the world’s leading Solana Treasury Company
Announcement of a new major Solana DAT company, which has raised $1.65B.
alpha_pls tweet of the week
Hyperliquid thoughts.
MASS + HYPE Airdrop
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Best mobile app for Hyperliquid perps
One of the top-earning apps from Builder Codes
Non-custodial, with perps, stocks, lending, spot, on/off-ramp
UI/UX is goated
My lore is that I actually worked on this product in 2023, and now many of the ideas from back then have come to life now.
Special deal: Download with my ref link and earn double MASS tokens for the first month. These are real pre-TGE tokens, not points.
Very much worth downloading and seeing if you like the feel of the app.
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.