5 Alpha Tweets - Celestia Analysis, Degen Playbook for Bitcoin's L2 & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
What a crazy week. The Spot Bitcoin ETF arc is over and we have now unlocked long term flows from the richest nation on Earth. They were all finally approved after the SEC’s Twitter account was hacked.
The volume of the ETFs were record breaking, but net flows possibly disappointing, and Bitcoin has sold off now post event.
I was in the camp that we needed a good pullback relatively soon for a longer cycle. Keep your head and zoom out.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. The “don’t touch him, he’s dead” pattern
“Practice the muscle of valuation discrepancy recognition”
2. Solana Ecosystem Round up from Q4
Recap of what happened on Solana in Q4 last year.
3. Celestia analysis
Digging into the Celestia data and thoughts on the future.
4. Berachain thesis
Berachain will launch this year. Here’s a bullish thesis.
5. Degen Playbook for Stacks
Go and explore the Bitcoin L2.
Random protocol update
EigenLayer has announced new LSTs which can be restaked when the caps lift. Notably mETH is included, which is the highest yielding LST on the market currently (~7% APY for the next few months).
Last call to earn the TENSOR airdrop:
I don't think there is long to go until Tensor's season 3 comes to an end. It's been running since July after all.
Tensor are dominating NFT volume on Solana. The team ships unbelievably fast and they listen to their users. The UI/UX is top tier. They have a great chance of being the most dominant NFT marketplace by volume in the whole of crypto, as NFT activity skyrockets on Solana this cycle. After JUP this will be one of the largest airdrops imo. The value comp with Blur is inevitable.
Ways to earn points (full details on the image):
You can also buy Tensorian NFTs and stake them to earn points.
You can boost your TENSOR points by 5% forever with my code "RZC327" or use the button below:
alpha_pls tweet of the week
How to not fumble the bag.
Grass is a very interesting project (AI + DePin), which will be launching on Solana. It’s probably the easiest airdrop going.
Grass sells unused internet bandwidth to companies who need it to view the web. Until now, other people have sold this bandwidth without compensating you. Early users will earn the GRASS token.
It takes two minutes to set up the chrome extension and it runs in the background. Grass is in invite only beta, but you can click my referral link below to get going.
I also wrote a thread about it here, if you want to know more.
And that’s your alpha.
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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