5 Alpha Tweets - ETH Bull/Bear Case, AAVE Thesis & More
Edition 128
Welcome to the alpha please newsletter. I curate five alpha tweets every week; that’s it, that’s the newsletter.
gm friends,
Powell spoke at Jackson Hole today, and he has finally turned dovish.
Everything looks to be aligning for a good run for Bitcoin and the wider crypto market from here:
• Rates about to be cut, easing on monetary and fiscal front (bullish if no recession, and data looks ok)
• BTC consolidating below ATH whilst billions of supply has moved hands from Mt Gox, German government and Grayscale
• DXY about to drop off a cliff
Patience.
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. Why your portfolio should be majors heavy
Wisdom from Pickle.
2. Guide to building chains with real users
Most chains don’t manage to retain real users. Interesting thoughts on the chain game.
3. AAVE thesis
Why AAVE will lead the DeFi Renaissance.
4. Hyperliquid: Not Just Another EVM Chain
Why Hyperliquid is different.
5. ETH - Where do we stand?
The bull and bear arguments for ETH.
Quest of the week (brought to you by Layer3)
The next phase of the Mantle AI Fest campaign. 50k MNT in the rewards pool for those participating in the quests. Click some buttons, learn about these up and coming AI protocols and earn MNT. Simple.
Airdrop opportunity
COOK
Keeping this here for another week, as I still think it is one of the best farms for ETH currently.
You earn POWDER (will be converted to COOK Mantle’s LSP governance token) by simply holding mETH in your wallet and can earn bigger multiples each day by using mETH in various apps.
Make sure you use a referral code to get a 10% boost on Powder earning. You can use mine if you want (aylo).
alpha_pls tweet of the week
Thoughts on the wealth effect for L1s.
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.
Čau