5 Alpha Tweets - Crypto Narratives for 24/25, Liquid Restaking Token Research & More
Edition 112
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
gm friends,
BTC continues to chop in a range near its previous ATH. Alts are seeing a large sell off in the meantime.
This week we saw Blackrock start to digitally advertise their BTC spot ETF all over Bloomberg, whilst simultaneously the SEC have decided to sue Uniswap.
The BTC halving is just one week away.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
This Newsletter is brought to you by Vector Reserve:
Vector Reserve is the issuer of vETH, the world’s first Liquidity Position Derivative (LPD). It’s a very cool protocol, which wants to introduce a diversified, risk adjusted reserve currency built on ETH.
They’ve just announced a campaign with Ether.Fi which is the leading LRT protocol right now.
1. 10 Crypto Narratives for 24-25
Good write up by Hitesh with a lot of ideas and narratives to pay attention to.
2. Fib Retracements
Dentoshi teaching you how she trades Fibs.
3. Thoughts on airdrop distribution
Interesting thoughts about what protocols should be optimising for when it comes to airdrops.
4. How liquid are Liquid restaking tokens?
Great piece of research about liquid restaking tokens.
5. Ordinals vs Runes, Bitcoin Puppets and Pups
If you keep seeing all of those words on the timeline and don’t know what they mean then read this thread.
Random protocol update
EigenLayer went live on mainnet.
Airdrop opportunity
DeBridge
DeBridge is one my favourite cross chain bridges and they’ve just announced their points programme.
You can now earn points for sending tokens or swapping tokens across chains.
They have most of the main chains and you can even go between L2s and Solana.
You can just use this organically, or push a few transactions every so often across chains to earn points.
alpha_pls tweet of the week
Opportunities on Mantle.
Try Drift on Solana
Drift are the #1 Perps DEX on Solana. I’ve partnered with them for the foreseeable future because I like trading on there. They recently did their Series A and raised $23.5M. They also have a points programme running for just a few more weeks, so definitely worth trying the platform before the snapshot.
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.