5 Alpha Tweets - Chainlink becoming the standard for TradFi, HYPE's unique tokenomics & More
Edition 139
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
gm friends, BTC finally breached the $100k level this week, but is still fighting to stay above it.
Meanwhile, BTC dominance has completely broken down and we are in the midst of an altcoin season.
We’ve all been waiting a long time for this. Make the most of it.
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Your weekly reading:
*All the screenshots will take you to Twitter if you click.
1. Chainlink becoming the standard for TradFi/Capital Markets
When Sergey (co-founder of Chainlink) starts talking like this you should pay attention.
2. Make Ethereum Great Again
Must-read analysis on Ethereum's strategic challenges: Does ETH need a clearer vision like Bitcoin's 'digital gold' or Solana's 'decentralized NASDAQ'? A deep dive into how lack of direction affects development, competition, and future growth.
3. How FOMO works
Doc dropping alpha again. Read and internalize.
4. Hypersound Money
Deep dive into Hyperliquid's unique tokenomics.
5. Ethena changed the dynamic of the cycle
When AAVE listed sUSDe as collateral, it unlocked a massive basis trade that could push ALL stablecoin yields to match sUSDe's high rates. Very good read here.
alpha_pls tweet of the week
Mega thread on Grass. I think this is one of the most legitimate AI crypto protocols live right now.
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.