Discover more from alpha please
5 Alpha Tweets - Hayes' Case For Biggest Bull Run Of All Time, 6 Themes for Next Cycle & More
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
BTC has seen a small move up since last week.
Some alt sectors seeing signs of life. SocialFi continues to capture the imagination.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Summary of Hayes’ latest essay (AI x Crypto)
Jay with another TLDR of an excellent Arthur Hayes essay. Arthur puts forward his case for why we are about to see the biggest bull run of all time.
2. Dec & Jan for crypto
Interesting winter months analysis for the crypto market.
3. Solana past, present and future report
Nice overview of Solana and where it’s heading.
4. 6 themes for the next crypto cycle
CEO of Nansen with themes he thinks will be important in the next few years.
5. Chainlink’s verifiable web
dalteco with some big thoughts on Chainlink’s updated vision.
Random protocol update
Solana’s latest update brings native support for private transactions.
alpha_pls tweet of the week
Get access to Artemis Pro, Bubblemaps Premium, Octav, Revelo & Token Terminal with Aylo’s friend tech Keys
friend.tech is a fascinating new social app on Base that allows you to gain access to a private chat if you hold their key. Every week users earn points that will very likely result in a token airdrop.
Holding my keys will get you premium access to platforms/tools that help you to make more informed decisions as a trader/investor for as long as you hold my key:
• Artemis - any blockchain data into sheets/excel, build awesome valuation models (Value $200 per month)
• Bubblemaps - check the historical and current distribution of any coin + a lot more (Value $680 annually)
• Octav - accurate dashboard of your cross chain P&L & cost basis - export reports, makes taxes a breeze (Value $250 annually)
• Revelo Intel - a powerful research platform that will 100x your fundamental analysis (Value $600 annually)
• Token Terminal - a premium data analytics platforms in the space (Value $975 - 3 months access for multiple key holders & select single key holders)
• + general opportunities in the space (WL, beta access etc.)
Invite codes for those who want to try the platform:
And that’s your alpha.
Thanks for reading alpha please! Subscribe for free to receive new posts and support my work.
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.