Welcome to the alpha please newsletter. I curate five alpha tweets every week; that’s it, that’s the newsletter.
gm friends, every time I look at the BTC monthly chart I can’t help but feel excited.
We have been consolidating for nearly 8 months, and everything looks set up for a breakout in the near future.
The BTC returns from mid October until the end of the year in the two years post halvings (2016 & 2020) were +45.74% & +153.55%. This also coincides with US election years. There will be volatility, but history provides a lot of hopium here for bulls, especially for those in spot.
Trump also seems to have taken a more decisive lead in the polls and the market will be pricing this in right now, as a Trump win is seen to be more bullish Bitcoin and crypto.
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Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. State of Crypto report
Takeaways from a16z’s latest crypto report.
2. The DeFi Renaissance
Thesis for DeFi.
3. GOAT
redphone’s GOAT write up.
4. VanEck view on Gaming
Why VanEck are betting on gaming this cycle.
5. 10 Onchain Trading Rules
Rules to follow so you stop losing money in the trenches.
alpha_pls tweet of the week
Market thoughts.
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.