5 Alpha Tweets - Crypto in 401ks, Strategic Chainlink Reserve & More
Edition 163
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, ETH is finally over that $4K level.
For the first time all cycle we are seeing BTC dominance come down for a sustained period of time, and this has led to algos firing on alts.
The ETH Treasury company bid won’t be stopping anytime soon imo, which is supportive of a risk on environment for the wider alt market.
Join the alpha please Telegram channel. It’s free to subscribe for more market updates, DeFi & airdrop opportunities.
Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. Crypto in 401ks
Why crypto in 401ks is bigger news than the ETFs.
2. Chainlink Reserve
Chainlink have flipped the switch.
3. The Cost of Confirmation
“You can’t make the risk disappear completely if you want to get paid.”
4. 5 Ways to use GPT-5 for Crypto
List of prompts for you to try out.
5. Ethena: Data-Driven Update & Valuation
Number crunching for Ethena.
Yield of the week (brought to you by Kamino)
Season 4 is live on Kamino!
No more points, you will now earn fixed KMNO tokens (with some vesting).
You can see exactly what you are earning. Earn KMNO on top of what was already good stablecoin yield in these three vaults, with strategies run by risk managers.
You can earn up to 17.59% by simply supplying USDG, or 15% on USDC.
You will generate a bigger return if you stake some KMNO.
UI and analytics on Kamino remain the best in DeFi. You will see your interest earned, claimable rewards and Seaso 4 KMNO generating in real time all transparently for you.
alpha_pls tweet of the week
BTC.D observation.
Airdrop Opportunity
High stablecoin yield + LIMINAL, UNIT & HYPE airdrop
Liminal is one of the best DeFi apps I've used (on any chain), so slick.
Here’s how it works:
Deposit USDC into Liminal via Hyperliquid’s native spot infrastructure or via Arbitrum, Ethereum, Base, or HyperEVM.
Liminal automatically deploys your funds into a delta-neutral strategy: a spot long (e.g., HYPE or BTC) paired with an equal-sized short perp.
This setup protects your position from market swings - the long and short offset each other - while you earn the funding rate on the short perp, which can be highly attractive.
I’ve averaged 19% APY over the last month, whilst making myself eligible for LIMINAL, UNIT & HYPE airdrops.
Here's my ref link if you didn't managed to get in yet:
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.