Welcome to the alpha please newsletter. I curate five alpha tweets every week; that’s it, that’s the newsletter.
gm friends,
The HTF charts of majors don't look great right now. No denying that. This year has been very unpredictable, and the most seasoned of pros have had a difficult time mapping out short term moves.
Q4 seasonality wise is still favourable for crypto, and things change very quickly in this market, but it’s always worth thinking about how you can position yourself for success in different regimes. Being directionally “all in” and trying to make it overnight will simply get you rekt.
The outcome of the U.S election is pretty important to how quickly the crypto industry is able to accelerate. Favourable regulation would be an enormous unlock, and likely see much more capital flow into the asset class. The market is still unsure right now about the winner, and markets don’t like uncertainty.
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Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Current crypto market thoughts
Two very valuable long form reads here.
2. DeFi trends
Good list of thoughts related to DeFi right now.
3. Moving beyond gamified finance
Optimistic thoughts from Stephen.
4. “time frames”
Interesting framework to explain how different market participants operate over different time frames.
5. WhAt’S aCtUaLlY HaPpEnInG oN SoLaNa nOw?
Interesting and comprehensive look at Solana right now.
Quest of the week (brought to you by Layer3)
Supercharge OP campaign designed to get you to explore Optimism with lots of OP incentives. Get paid to learn whilst you explore on-chain.
Earn OP + mint infinity cubes (Layer3 airdrop).
alpha_pls tweet of the week
Thinking about the next big catalyst to get people on-chain.
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.