Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
gm friends,
Not much has changed with the market in the last week. Majors continue to chop. Memes had a bit of a pop, but a lot of the rally has been sold. And overall the market is sideways.
It’s a new month tomorrow, which may create a new trend. Let’s see.
New thing alert: I launched a Telegram channel recently. 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. Crypto Myopia and the Endgame for Airdrops
Interesting piece of research looking at crypto user behaviour when it comes to airdrops.
2. Attentionomics
A framework for valuing memecoins.
3. Volume Trading 101
Stoic with another excellent trading lesson.
4. Founders need to deliver traction
Good piece from Joel.
5. Crypto and data for AI
How walled gardens on the web are being broken down by a new generation of Web3 primitives.
Random protocol update
PayPal USD is now live on Solana.
Airdrop opportunity
Karak
Karak is another restaking platform. It was recently valued in the private market at $1B and could end up being a decent yield farm. Similar concept to EigenLayer, but you can restake more assets.
You can restake: ETH LSTs, LRTs, stablecoins, BTC and even Pendle PT assets, which is pretty cool because you earn Karak XP on top of fixed yield. You can do a lot of points stacking on Karak. Just make sure you manage your risk etc.
Here is an invite code to get you started: EHs5l
alpha_pls tweet of the week
A small ramble for anyone with life changing money in the market now or in the future.
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.