5 Alpha Tweets - Data-driven case for SOL, Web4 & More
Edition 137
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 another big week.
Bitcoin hit a new ATH of 93k.
This is a bull market. Strap in.
Join the alpha please Telegram channel. It’s free to subscribe for more market updates, DeFi & airdrop opportunities.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Solana Thesis
Ryan provides the data driven case for SOL.
2. Web4
The next era of the web. Well worth a read.
3. The Zerebro Playbook: BAYC of Onchain Agents
We have seen a new category emerge: agentic coins. This is a very interesting write up on a project which is showing what the next iteration of onchain agents will look like.
4. pumpdotscience
The first DeSci platform on Solana.
5. Finding good entries for memecoins
Nice image you can save that can help you spot chart patterns.
Yield of the week (brought to you by Kamino)
Get More From Your SOL with Kamino.
Kamino's multiply feature lets you leverage liquid staked SOL tokens (LSTs) like JITOSOL and JUPSOL. Currently, JITOSOL offers up to 26.96% APY with 10x leverage available, while JUPSOL provides 21.85% APY with 5x leverage. Kamino has established itself as a cornerstone of Solana DeFi, managing $2B in total value locked (TVL), with the JUPSOL pool alone holding $577.11M in supplied assets.
Important note: While leverage can enhance yields, it also magnifies potential losses. Users should thoroughly understand the risks before using leverage and avoid borrowing more than they can afford to lose. Additionally, yields are variable and not guaranteed.
alpha_pls tweet of the week
The danger of chasing and rotating in a bull market
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.