5 Alpha Tweets - Crypto's Next Leg, How To Manage Risk & More
Edition 148
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, I took a bit of time off from sending out this newsletter for the first time in three years, but I’m back with some good reads for you all.
Tough few weeks in the market. If you follow me on Twitter I mentioned I was concerned when Trump started his Tariff arc over a month ago, and crypto has had a torrid time since.
But, Trump crypto headlines can land at any moment. That makes this cycle wholly more unpredictable and difficult.
If we take the latest statement at face value, then it suggests BTC, ETH SOL, XRP and ADA will be purchased by the USA, amongst others.
Extraordinary announcements, and the market has reacted positively for now, although a relief bounce was to be expected. Next week should be very interesting.
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Your weekly reading:
*All the screenshots will take you to Twitter if you click.
1. Crypto has left its early ideologue stage
Chris believes that the next leg of growth will be the most impactful and we are moving beyond the “toy stage”.
2. BTC thoughts
Great thread from MacroScope, and this line looks even more apt right now:
“expect BTC-supportive statements by Trump and possibly even a unilateral action or announcement. Traders (especially shorts) should understand that this could happen at any time.”
3. Bob Loukas Q&A
A great set of answers from one of the market analysts I respect the most.
4. Monad report
The one report you should read on Monad.
5. How to manage risk
Many valuable lessons in here for helping you manage your risk.
Yield of the week (brought to you by Kamino)
Stables looking good here.
Sky (formerly MakerDao) are providing inventives on Kamino in the form of USDS rewards. You can provide liquidity in the USDS-USDC vault and earn just under 12% APY right now with no risk of IL as you are supplying stablecoins on both sides.
Pretty nice in this difficult trading environment.
alpha_pls tweet of the week
Fluid is disrupting Uniswap.
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.