5 Alpha Tweets - Bitcoin Halving Phases, FriendTech v2 & More
5 Alpha Tweets - Bitcoin Halving Phases, FriendTech v2 & More
Edition 110
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
gm friends,
We’ve finally seen a slightly sustained BTC pullback. It was a hell of a run.
This is very healthy. If you want a longer bull trend then you need corrections and periods of consolidation.
Once BTC starts ranging then alts will catch a bid again and play catch up.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
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1. 4 Phases of the Bitcoin Halving
Interesting analysis using previous cycles as a guide.
2. Capital Efficiency on Solana vs Ethereum
Very long, but interesting report that looks in depth at the capital efficiency of two of the largest smart contract chains.
3. FriendTech v2
FT to make a big comeback? Here’s an FT v2 bull thesis.
4. Wayfinder
Gud thread which explains the new AI infrastructure protocol built by the Parallel team and how PRIME holders benefit.
5. Pilotfish
Very good explainer about how Pilotfish allows SUI to scale horizontally.
Random protocol update
Fluence has just gone live on mainnet (backed by Multicoin Capital). It offers decentralized serverless computing, delivering on-demand compute with the benefits of censorship resistance decentralization. It’s worth checking out.
Airdrop opportunity
Backpack
I really think Backpack are going to become a very competitive exchange. The team is exceptional.
They recently raised 17M in their series A, and have one of the best wallets on Solana.
Try the exchange and do a few trades to get your volume up. You might also find you enjoy trading there.
Don’t fade.
alpha_pls tweet of the week
Trying to calculate the IO airdrop.
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.