5 Alpha Tweets - Chainlink Bull Thesis, Hyperliquid 6 Month Report & More
Edition 165
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, It’s been a choppy week in the markets.
BTC made a rather unceremonious ATH before dipping, dragging ETH and the rest of the market down with it.
Interestingly, BTC.D continued to fall, as ETH and select alts showed relative strength.
We’re heading into another volatile week with Powell speaking, but there are plenty of reasons to stay positive—the recent dip looks to have been bought.
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This newsletter is made possible by Kamino 🙏
It’s worth highlighting Kamino’s extraordinary track record since launching on mainnet three years ago:
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Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. Chainlink bull thesis
A comprehensive long-form report on Chainlink.
2. Hyperliquid Report
An analysis of Hyperliquid’s first six months of 2025.
3. Mantle and ByBit
Modeling MNT’s potential new buy pressure after Mantle’s deeper integration with Bybit.
4. Stablecoin Chains
First it was L1s, then L2s, now it's stablecoin chains.
5. DAT Value Creation
Case study on BitMine.
alpha_pls tweet of the week
A Chainlink observation in light of corporations launching L1s.
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.