5 Alpha Tweets - Bullish crypto news this week, Hyperliquid fundamentals & More
Edition 155
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, as I’m writing this we seem to have news of a possible trade deal between the US and China. No specific details yet, but it does seem very promising (more likely than previous headlines).
BTC is now less than 5% from its previous ATH, and ETH just ripped massively over the last few days alongside many alts. It does feel like the market has shifted with a lot of people sidelined.
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Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. This week in crypto
Internet capital markets.
2. Hyperliquid fundamentals
HL fundamentals are up and to the right.
3. Decentralized AI Summer
Great presentation that is well worth your time.
4. Liquidity Wars 3.0
“Protocols no longer have to brute-force liquidity, instead they coordinate it.”
5. Coinbase Crypto Analyst Call
Takeaways from Coinbase’s Q1 results.
Yield of the week: Kamino
If you are looking for simple, no frills stablecoin yield, then lending USDS on Kamino is a solid option right now. You are getting not far off 7% for lending one of the most battle tested stablecoins (Maker now Sky) on the biggest lending platform on Solana. Plus you earn 3x Kamino points, which will be an added reward on top, and makes the risk adjusted yield pretty compelling when compared with a lot of similar options in DeFi.
alpha_pls tweet of the week
Thoughts on 100k BTC this time around.
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.