5 Alpha Tweets - Bitcoin 4 Year Cycle Update, Ethena Thesis & More
Edition 132
Welcome to the alpha please newsletter. I curate five alpha tweets every week; that’s it, that’s the newsletter.
gm friends, not too much to say this week.
BTC continuing to chop. A few alt sectors like memes have had big runs, and other select alts (AI related and Sol eco) are enjoying some green candles.
US election in a few weeks, so might not see a BTC break until that is over.
I remain bullish on Q4 and beyond, and think we have everything aligning for a good six months.
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Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. 4 Year Cycle Update
The latest video installment from Bob. Always worth a watch.
2. L1 & L2 token value capture
Superb in depth write up on a topic that is endlessly debated on the timeline.
3. Crypto AI peak is far off
Why Crypto AI still has a lot of room for expansion.
4. Ethena thesis
Excellent write up on Ethena and the potential opportunity ahead.
5. Crypto YouTube channels
Looking for some YouTube channels to subscribe to? Rekt has you covered.
Yield of the week (brought to you by Kamino)
You can get 7.85% APY + 3x KMNO points on PYUSD. The Kamino points from the previous season added a few extra % of yield once the KMNO tokens were received, and KMNO is actually at a higher price now, so it’s possible this ends up at 10%+ APY. Pretty nice stablecoin yield.
Kamino is one of the leading DeFi protocols on Solana with over $1.5B in TVL.
alpha_pls tweet of the week
Some hopium.
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.