5 Alpha Tweets - ETF launch analysis, TIA is this cycle's (3,3) & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
BTC is looking a bit shaky. The GBTC outflows are weighing down the market right now, which is unsurprising and a correction after BTC’s run was inevitable at some point.
A BTC correction in Q1 is healthy for a longer cycle.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. ETF Launch analysis
Excellent long read from James on the ETF launch.
2. TIA is this cycle’s (3,3)
The road and opportunity ahead for TIA.
3. Cycle Top Signals
A list of top signals to remember, but also definitely make your own list.
4. Electric Capital 2023 Developer report
Follow the devs if you want to know where we are heading. This is the 2023 developer report for crypto.
5. Blocmates 2024 Thesis
Long form write up from Blocmates on where the industry is going this year.
Random protocol update
Drift is a Perps and Spot trading platform on Solana. They should have a points program launching soon, I’ve heard it will likely be a very short one. You will earn points for trading before the programme is officially released. You can also just provide liquidity and earn that way as well.
alpha_pls tweet of the week
The Avalanche Thesis.
I will keep talking about Grass because I think it’s going to be an enormous project once it launches. In fact, I have a newsletter coming out about it soon. Don’t fade.
Grass will be launching on Solana (AI + DePin). It’s probably the easiest airdrop going.
It takes two minutes to set up the chrome extension and it runs in the background. Grass is in invite only beta, but you can click my referral link below to get going.
I also wrote a thread about it here, if you want to know more.
And that’s your alpha.
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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.